Aditya Birla Sun Life

SELECT SECTOR PORTFOLIO

Category: Select Sector Portfolio Stp · Dominant allocation: 18.329999999999998

Aditya Birla Sun Life's SELECT SECTOR PORTFOLIO is a Select Sector Portfolio Stp Portfolio Management Services (PMS) strategy managed by 40092, operational since Jul 15589. Benchmark: —.

AUM

₹0 Cr

Min investment

₹50 L

Inception

Jul 15589

Fund manager

40092

About this strategy

Salvin Shah , Sameer Narayan

Performance

Returns (TWRR)

6M

+11.2%

1Y

+10.5%

5Y

+15.9%

Since inception

+18.3%

Alpha

6M

—

1Y

+7.4%

5Y

—

Since inception

—

—

6M

—

1Y

+3.1%

5Y

—

Since inception

—

Classified as 0

₹1 Crore invested — strategy vs benchmark

Hypothetical growth based on TWRR from inception (Jul 15589)

₹2 Cr ₹1 Cr
₹1.2 Cr Strategy
15589 2025 Today

Hypothetical illustration based on published TWRR over 1 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.

Strategy characteristics

1 Yr Turnover Ratio

1 Year: 2%, 2 Year: 1%, 3 Year: Nil

Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.

Market cap allocation
Mid Cap 24.8% Small Cap 34.1% Micro Cap 33.6%

Fee structure

Fixed fee—
Performance fee2.5000000000000001E-2 above 1% hurdle
High watermark—
Exit loadNil

Risk metrics — coming soon

Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.

What is Aditya Birla Sun Life SELECT SECTOR PORTFOLIO PMS?
Aditya Birla Sun Life SELECT SECTOR PORTFOLIO is a Select Sector Portfolio Stp Portfolio Management Services (PMS) strategy managed by 40092, operational since Jul 15589. Salvin Shah , Sameer Narayan
What are the returns of Aditya Birla Sun Life SELECT SECTOR PORTFOLIO?
As of the latest monthly update, Aditya Birla Sun Life SELECT SECTOR PORTFOLIO has delivered 10.5% over 1 year and 15.9% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +7.4%.
What is the minimum investment for Aditya Birla Sun Life SELECT SECTOR PORTFOLIO?
The minimum investment for Aditya Birla Sun Life SELECT SECTOR PORTFOLIO Portfolio Management Services is ₹50 L.
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.