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

Aditya Birla Sun Life Asset Management Company Limited, established in 1994, is among India's pioneering asset management firms. Since 2001, it has operated as a joint venture between the Aditya Birla Group and Sun Life Financial Inc. The firm provides portfolio management services, along with alternative and offshore investment solutions, catering to High Net Worth Individuals and institutional clients. Its investment operations are supported by a dedicated team of 16 professionals across Equity, Fixed Income, and Real Estate, possessing over two centuries of combined industry experience. The company's strategy emphasizes achieving consistent investment returns through portfolio distinctiveness, underpinned by a comprehensive and resilient framework for risk management and corporate governance.

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 an extensive career spanning over two decades, Mr. Amit Kansal possesses profound expertise in financial services and investment management. His professional journey includes approximately 14 years with Aditya Birla Capital, complemented by significant tenures at ICICI Bank, Ernst & Young, and other esteemed institutions. A notable achievement in his career was the origination and successful execution of the joint venture between Aditya Birla Capital and Värde Partners, a prominent US-based credit fund. Prior to this, at Aditya Birla Finance, he was responsible for the Project & Structured Finance division across Northern and Eastern India. In this capacity, he provided a comprehensive suite of financial solutions, including project-linked lending, structured debt, and corporate finance advisory, to a diverse clientele of large and mid-market corporations. Mr. Kansal's investment experience encompasses the entire spectrum, ranging from low-yield instruments to complex, high-yield special situation transactions. He is an alumnus of Shri Ram College of Commerce and a distinguished Chartered Accountant, holding a rank position.

Mr 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.

Mr 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.

Mr Sudir S

Principal Officer & Head – GIFT IFSC

Mr. Sudir S possesses over two decades of extensive experience, accumulating 23 years of demonstrated success in the distribution of mutual funds, advisory services for corporate treasuries, family offices, and trusts. He became associated with ABSLAMC in March 2007, where he has since been instrumental in leading the Sales function across both retail and institutional segments. Before his appointment as Principal Officer, he held the position of Zonal Head – South, Institutional Sales. He holds a postgraduate degree, an MBA from the University of Mysore, with a specialization in Financial Management.

Mr Vikas Agrawal

Fund Manager

Vikas Agrawal currently serves as the Fund Manager for Special Mandates at ABSL AMC. He brings a distinguished career of 21 years in the financial industry, with 14 years dedicated to debt fund management. Mr. Agrawal holds a Post Graduate Diploma in Business Management (PGDBM) with a specialization in Finance & Marketing, complemented by a Bachelor of Commerce (B.Com) degree in Banking & Finance. His prior professional experience includes a tenure as Director at JM Financial Products Ltd from 2021 to 2024, and as Fund Manager at JM Financial Mutual Fund from 2011 to 2021. He has also held positions within the fixed income domain at SPA Securities Ltd and Centrum Capital Ltd. Mr. Agrawal possesses comprehensive expertise in managing fixed income portfolios encompassing both short-term and long-term investment strategies. He has been a member of the ABSL AMC team for 8 months, and is slated to assume responsibility for portfolio and interest rate management from August 2024. Furthermore, pending the award of the CMPFO portfolio, a new fund manager may be appointed for its management.

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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 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.

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