Aditya Birla Sun Life AMC – Portfolio Management Services (PMS)

Aditya Birla Sun Life AMC Limited, founded in 1994, is one of the oldest asset management companies in India. It is a JV between Aditya Birla Group & Sun Life Financial Inc since 2001. It offers portfolio management services, alternate & offshore investment solutions to HNIs and Institutions. It has a 16-member dedicated investment team for Equity, Fixed Income and Real Estate, with a cumulative experience of 200+ years. It focuses on delivering sustained investment performance with a portfolio differentiation and by relying on a strong and robust risk management and governance framework

AUM (₹ Cr)

30244.62

Clients

2515

Strategies

8

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Aditya Birla Sun Life AMC Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Select Sector Portfolio Small & Mid Cap 4.63% 26.08% 26.15% Oct 2009
Core Equity Portfolio Multi Cap & Flexi Cap 6.37% 12.55% 15.53% Jan 2009
Top 200 Core Equity Portfolio Large Cap 3.70% 15.11% 15.77% May 2015
India Special Opportunities Portfolio Multi Cap & Flexi Cap 0.31% 16.04% 17.65% Jun 2018
Innovation Portfolio Multi Cap & Flexi Cap -0.71% 17.63% 16.99% Apr 2018

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

Alternative Investment Funds (AIF)

Aditya Birla Sun Life AMC Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

India Equity Opportunities Fund

Multi Cap & Flexi Cap -3.37% 17.26% Dec 2021

India Equity Services Fund

Multi Cap & Flexi Cap -0.94% 12.23% Oct 2022

ABSL India Special Opportunities Fund

Multi Cap & Flexi Cap -0.62% Sep 2023

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Amit Kansal

Fund Manager

With over 22 years of professional experience, including approximately 14 years at Aditya Birla Capital, as well as roles at ICICI Bank, Ernst & Young, and other organizations, Mr. Amit Kansal has built a broad and deep expertise in finance and investment. He conceptualized and led the joint venture between Aditya Birla Capital and Värde Partners, a US-based credit fund. At Aditya Birla Finance, he headed the Project & Structured Finance vertical for the North and East regions, delivering project-linked lending, structured debt, and corporate finance solutions to large and mid-market corporates. His experience spans the full investment spectrum, from low-yield instruments to high-yield special situation transactions. He is an alumnus of Shri Ram College of Commerce and a rank-holding Chartered Accountant.

Mr Salvin Shah

Fund Manager

Has 13+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavour is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management. He is a Member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.

Mr Sameer Narayan

Head - AIF

Has 27+ years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. Prior to joining ABSLAMC, he was Head – PMS at Invesco Asset Management (India) Pvt Ltd. Managed segregated mandates across both growth (Caterpillar) & value (RISE & DAWN ) strategies. Has also set up the Adani Family Office in Sep 2011. Began his buy-side career with BNP Paribas Asset Management in 2006 where he advised o ? shore mandates. Has varied sell-side experience through his stints at SSKI, Enam Securities & Motilal Oswal. Sameer holds a Master in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering

Mr Sudir S

Principal Officer & Head – GIFT IFSC

Mr. Sudir S is a seasoned professional with over 23 years of proven track record in the field of Sales & Distribution of Mutual Funds, Advising Corporate Treasuries, Family Offices and Trusts.He joined ABSLAMC in March 2007 and since then he has led the Sales team in both Retail Sales and Institutional Sales Function. Prior to assuming the role of Principal Officer, he worked as Zonal Head – South, Institutional Sales. He is a postgraduate holding an MBA from University of Mysore specialising in Financial Management.

Mr Vikas Agrawal

Fund Manager

Vikas Agrawal is the Fund Manager for Special Mandates at ABSL AMC, with 21 years of overall experience, including 14 years in debt fund management. He holds a PGDBM in Finance & Marketing and a B.Com in Banking & Finance. Prior to his current role, he served as Director at JM Financial Products Ltd (2021-2024) and Fund Manager at JM Financial Mutual Fund (2011-2021). He has also worked at SPA Securities Ltd and Centrum Capital Ltd in fixed income roles. Vikas’ expertise spans managing fixed income portfolios across short-term and long-term mandates. He has been with ABSL AMC for 8 months and is expected to manage portfolio and interest rates starting in August 2024. There may also be a new fund manager hired for the CMPFO portfolio once awarded.

Interested in Aditya Birla Sun Life AMC?

Get in touch with our investment advisors to learn more about Aditya Birla Sun Life AMC's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000000597

Registered Office: One World Center, Tower 1, 17Th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013.

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Affluense AI – Smarter Insights. Stronger Relationships with Affluents.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)