- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
Select Sector Portfolio NR
+8.22%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Aditya Birla Sun Life AMC’s Select Sector Portfolio NR returned 8.22% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹120 crore across its clients.
Key numbers
- AUM
- ₹120 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.70×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.25% | −5.57% | −0.68% |
| 3 months | −4.91% | −3.59% | −1.32% |
| 6 months | +14.06% | +8.07% | +5.99% |
| 1 year | +8.22% | −2.33% | +10.55% |
| 2 years | +3.59% | −3.93% | +7.52% |
| 3 years | +16.15% | +9.20% | +6.95% |
| 4 years | +17.31% | +11.22% | +6.09% |
| 5 years | +14.01% | +8.91% | +5.10% |
| Since inception | +15.52% | +11.83% | +3.69% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity94.73%₹114 Cr
- Cash and other5.26%₹6.33 Cr
- Mutual funds0.01%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹5 Cr
- Outflow, Sep 2026
- ₹0.38 Cr
- Net, Sep 2026
- ₹4.62 Cr
- Net, FY to date
- ₹22.68 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.70×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Select Sector Portfolio NR returned?
8.22% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.25%; 3 months: −4.91%; 6 months: 14.06%; 1 year: 8.22%; 2 years: 3.59%; 3 years: 16.15%; 4 years: 17.31%; 5 years: 14.01%; Since inception: 15.52%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.55 percentage points ahead.
How much does Select Sector Portfolio NR manage?
₹120 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Select Sector Portfolio NR?
Aditya Birla Sun Life AMC, a SEBI-registered portfolio manager (INP000000597), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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