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Aditya Birla Money Consumption

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not under coverage: This scheme is currently not under our coverage universe.

IME Strategy Rating

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 Consumption

Type: Sectoral | Concentrated | AUM (19.4 cr) | Inc Date (16 Jan 2019)

Aditya Birla Money India Consumption-Investment Strategy

AB Money PMS’s India Consumption portfolio, is a thematic strategy that aims to invest in a focused portfolio (12-18 stocks) of consumption stocks across market capitalisations.

Trailing Performance

1yr 3yr 5yr Since Inception
Aditya Birla Money Consumption 27.4 12.9 12.6 10.9
S&P BSE 500 TRI 34.7 18 18 15.9
Alpha over Broad Mkt BM -7.3 -5.1 -5.4 -5
Nifty 500 33.8 16.9 16.6
Alpha over Category BM -6.4 -4 -4

Performance as of: 31-May-24 | Inception Date: 16-Jan-19

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.