- Manager
- Aditya Birla Sun Life AMC
- Service
- Discretionary
- Asset class
- Equity
Top 200 Core Equity Portfolio STP
−7.99%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Aditya Birla Sun Life AMC’s Top 200 Core Equity Portfolio STP returned −7.99% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹26.58 crore across its clients.
Key numbers
- AUM
- ₹26.58 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.18×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.78% | −6.03% | +0.25% |
| 3 months | −5.43% | −4.91% | −0.52% |
| 6 months | +3.59% | +2.13% | +1.46% |
| 1 year | −7.99% | −7.09% | −0.90% |
| 2 years | −8.83% | −5.96% | −2.87% |
| 3 years | +4.45% | +6.06% | −1.61% |
| 4 years | +7.11% | +8.48% | −1.37% |
| 5 years | +6.41% | +6.38% | +0.03% |
| Since inception | +10.94% | +10.60% | +0.34% |
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 equity99.46%₹26.43 Cr
- Cash and other0.54%₹0.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.15 Cr
- Outflow, Sep 2026
- ₹2.32 Cr
- Net, Sep 2026
- −₹2.17 Cr
- Net, FY to date
- −₹2.67 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.18×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Top 200 Core Equity Portfolio STP returned?
−7.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.78%; 3 months: −5.43%; 6 months: 3.59%; 1 year: −7.99%; 2 years: −8.83%; 3 years: 4.45%; 4 years: 7.11%; 5 years: 6.41%; Since inception: 10.94%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 0.90 percentage points behind.
How much does Top 200 Core Equity Portfolio STP manage?
₹26.58 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 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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