- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
Top 200 Core Equity Portfolio
−8.17%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Aditya Birla Sun Life AMC’s Top 200 Core Equity Portfolio returned −8.17% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹34.15 crore across its clients.
Key numbers
- AUM
- ₹34.15 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.23×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.86% | −6.03% | +0.17% |
| 3 months | −5.58% | −4.91% | −0.67% |
| 6 months | +3.32% | +2.13% | +1.19% |
| 1 year | −8.17% | −7.09% | −1.08% |
| 2 years | −9.14% | −5.96% | −3.18% |
| 3 years | +4.86% | +6.06% | −1.20% |
| 4 years | +7.62% | +8.48% | −0.86% |
| 5 years | +6.67% | +6.38% | +0.29% |
| Since inception | +10.47% | +10.55% | −0.08% |
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 equity99.32%₹33.92 Cr
- Cash and other0.68%₹0.23 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.10 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹0.10 Cr
- Net, FY to date
- −₹2.70 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.23×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Top 200 Core Equity Portfolio returned?
−8.17% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.86%; 3 months: −5.58%; 6 months: 3.32%; 1 year: −8.17%; 2 years: −9.14%; 3 years: 4.86%; 4 years: 7.62%; 5 years: 6.67%; Since inception: 10.47%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 1.08 percentage points behind.
How much does Top 200 Core Equity Portfolio manage?
₹34.15 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 Top 200 Core Equity Portfolio?
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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