Manager
Aditya Birla Sun Life AMC
Service
Discretionary
Asset class
Equity

Select Sector Portfolio STP

+9.58%

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 STP returned 9.58% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹11.77 crore across its clients.

Key numbers

AUM
₹11.77 Cr
Benchmark
S and P BSE 500 TRI
Turnover, past year
0.19×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Select Sector Portfolio STP returns against the S and P BSE 500 TRI
PeriodThis strategyS and P BSE 500 TRIDifference
1 month−6.20%−5.57%−0.63%
3 months−5.02%−3.59%−1.43%
6 months+14.48%+8.07%+6.41%
1 year+9.58%−2.33%+11.91%
2 years+6.16%−3.93%+10.09%
3 years+16.98%+9.20%+7.78%
4 years+18.17%+11.22%+6.95%
5 years+14.58%+8.91%+5.67%
Since inception+15.84%+12.44%+3.40%

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 equity94.05%
  • Cash and other4.76%
  • Mutual funds1.18%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0 Cr
Net, Sep 2026
−₹0 Cr
Net, FY to date
₹0.28 Cr
Turnover, month
0.00×
Turnover, past year
0.19×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Select Sector Portfolio STP returned?

9.58% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.20%; 3 months: −5.02%; 6 months: 14.48%; 1 year: 9.58%; 2 years: 6.16%; 3 years: 16.98%; 4 years: 18.17%; 5 years: 14.58%; Since inception: 15.84%.

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 11.91 percentage points ahead.

How much does Select Sector Portfolio STP manage?

₹11.77 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 STP?

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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