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 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
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 | ||||
| S&P BSE 500 TRI | ||||
| Alpha over Broad Mkt BM | ||||
| Nifty 500 | ||||
| Alpha over Category BM |
Performance as of: 31-Jul-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.
Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.