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Aditya Birla Money Core & Satellite Equity 1

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.

IME Strategy Rating

Concentrated Flexi Cap Strategy: The fund is a mix of top down and bottom-up approach while constructing a portfolio. It invests across sectors and market cap which meet above criteria while focusing on risk reward ratios.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Aditya Birla Money Core & Satellite Equity 1

Type: Flexi Cap | Concentrated | AUM (17.9 cr) | Inc Date (7 Jun 2018)

Aditya Birla Money Core & Satellite- Investment Strategy

Aditya Birla Money PMS’s Core & Satellite Portfolio is a multi-cap, sector-agnostic and focussed strategy (15-20 stocks). The core portfolio is built on the basis of superior stock selection, while the satellite portfolio is based on tactical positioning.

 

Trailing Performance

1yr 3yr 5yr Since Inception
Aditya Birla Money Core & Satellite Equity 1 4 15.6 15 9.1
S&P BSE 500 TRI 34.7 18 18 14.8
Alpha over Broad Mkt BM -30.7 -2.4 -3 -5.7
Nifty 500 33.8 16.9 16.6
Alpha over Category BM -29.8 -1.3 -1.6

Performance as of: 31-May-24 | Inception Date: 07-Jun-18

Fund Managers

AMC

AMC: Aditya Birla Money PMS (click link for detailed AMC review)

Not a recommended AMC: Any group with strong in-house distribution has the potential to scale its PMS division via marketing to its own clients. However, with a limited investment pedigree (relative to other PMS providers) we see little reason to invest in Aditya Birla Money PMS.

Aditya Birla Money PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.