India Special Opportunities Portfolio

Aditya Birla Sun Life AMC
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
14 June 2018
Min. Investment
₹50,00,000
AUM (Cr.)
₹1328.84
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy will concentrate on a portfolio of 15 to 25 companies exhibiting strong potential for value enhancement. These companies are identified based on their preparedness to capitalize on key catalysts, including but not limited to: micro-level operational turnarounds, shifts in the broader economic cycle, transitions in corporate leadership, successful debt reduction initiatives, strategic corporate demergers, and a discernible trajectory towards mid to large-cap status.

Investment Objective

The portfolio's investment objective is to allocate capital to equities positioned to capitalize on both identifiable growth drivers and enduring, long-term expansion trends.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.50% -0.24% -0.26%
3 MONTHS 4.23% 5.02% -0.79%
6 MONTHS -3.86% 1.63% -5.49%
1 YEAR 0.31% 7.63% -7.32%
2 YEAR 8.40% 11.64% -3.24%
3 YEAR 16.04% 16.40% -0.36%
5 YEAR 17.65% 16.82% 0.83%
SINCE INCEPTION 15.59% 14.45% 1.14%

Calendar Year Performance

Year Return
CY 2025 0.31%
CY 2024 17.15%
CY 2023 33.02%
CY 2022 5.70%
CY 2021 36.45%
CY 2020 19.26%
CY 2019 12.45%
CY 2018 -1.20%

Financial Year Performance

Year Return
FY 26_YTD 5.49%
FY 25 6.72%
FY 24 40.74%
FY 23 6.10%
FY 22 19.54%
FY 21 69.97%
FY 20 -13.99%
FY 19 2.20%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sameer Narayan

Head - AIF

With over 27 years of dedicated engagement in the Indian equity markets, this professional demonstrates a consistent history of outperforming benchmarks across extended investment horizons. Before his tenure at ABSLAMC, he held the position of Head – PMS at Invesco Asset Management (India) Pvt Ltd. During his career, he has been responsible for managing segregated portfolios employing both growth-oriented ('Caterpillar') and value-driven ('RISE' & 'DAWN') investment approaches. Furthermore, he was instrumental in establishing the Adani Family Office in September 2011. His buy-side journey commenced in 2006 at BNP Paribas Asset Management, where he provided advisory services for offshore mandates. His prior sell-side experience was cultivated through roles at SSKI, Enam Securities, and Motilal Oswal. Academically, he possesses a Master in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai, and a Bachelor of Engineering (B.E.) degree with a specialization in Production Engineering.

Salvin Shah

Fund Manager

With over 13 years of dedicated experience in Portfolio Management and Equity Research, Salvin possesses substantial expertise in the Indian Equities market. His primary objective is to optimize investor returns while diligently managing portfolio risk. He has demonstrated a consistent ability to identify nascent investment themes and companies, leading to significant capital appreciation for investors. Before his tenure at ABSLAMC, Salvin served as Co-Fund Manager within the PMS division at Sanctum Wealth Management. His prior roles included contributions to the equity research teams at Edelweiss Securities and Athena Investment Management. Salvin is a qualified Chartered Accountant and holds a commerce degree from Mumbai University.

Portfolio Details

Portfolio Composition

Large Cap
55.06%
Mid Cap
22.02%
Small Cap
16.11%
Cash & Equivalent
6.80%

Top 5 Holdings

  • Bharat Dynamics Limited 5.61%
  • Bharti Airtel Ltd 5.37%
  • ICICI Bank Ltd 5.11%
  • Bank of Baroda 4.47%
  • Axis Bank Ltd 4.15%

Top 5 Sectors

  • Financial Services 24.33%
  • Capital Goods 12.89%
  • Information Technology 9.51%
  • Telecom 7.11%
  • Healthcare 6.65%

Portfolio Characteristics

total number of stocks
24
top 5 stocks percent
24.71%
top 5 sectors percent
60.49%
average market cap
N/A
portfolio age
7 Yrs, 6 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: 12%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)