Affluense AI AFFLUENSE

Innovation Portfolio

Aditya Birla Sun Life AMC
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
24 April 2018
Min. Investment
₹50,00,000
AUM (Cr.)
₹150.55
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy focuses on identifying enterprises that demonstrably generate business value through proactive innovation in their products and operational methodologies. Investment decisions, including stock selection and sector allocation, are made independently of benchmark weightings. The portfolio will be strategically allocated, with approximately 50-75% dedicated to companies operating within our innovation framework, and the remainder invested in businesses exhibiting secular growth trends. We prioritize owning high-quality businesses characterized by robust growth trajectories, strong Return on Equity (ROE), and healthy cash flow generation.

Investment Objective

The investment strategy is designed to achieve sustainable capital appreciation over an extended horizon, with a focus on mitigating downside risk.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.44% -0.24% -1.20%
3 MONTHS 3.10% 5.02% -1.92%
6 MONTHS -5.62% 1.63% -7.25%
1 YEAR -0.71% 7.63% -8.34%
2 YEAR 10.28% 11.64% -1.36%
3 YEAR 17.63% 16.40% 1.23%
5 YEAR 16.99% 16.82% 0.17%
SINCE INCEPTION 17.33% 14.17% 3.16%

Calendar Year Performance

Year Return
CY 2025 -0.71%
CY 2024 22.51%
CY 2023 33.81%
CY 2022 3.19%
CY 2021 30.45%
CY 2020 30.43%
CY 2019 15.78%
CY 2018 3.30%

Financial Year Performance

Year Return
FY 26_YTD 7.72%
FY 25 8.53%
FY 24 43.50%
FY 23 5.55%
FY 22 18.81%
FY 21 76.21%
FY 20 -13.34%
FY 19 7.27%

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

Fund Managers

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
55.28%
Mid Cap
18.58%
Small Cap
25.34%
Cash & Equivalent
0.80%

Top 5 Holdings

  • Bharti Airtel Ltd 9.49%
  • Persistent Systems Ltd 8.71%
  • ICICI Bank Ltd 8.25%
  • Larsen & Toubro Ltd 7.08%
  • Trent Ltd 6.49%

Top 5 Sectors

  • Financial Services 27.63%
  • Information Technology 11.17%
  • Telecom 9.49%
  • Auto 8.48%
  • Chemicals 7.43%

Portfolio Characteristics

total number of stocks
21
top 5 stocks percent
40.02%
top 5 sectors percent
64.20%
average market cap
N/A
portfolio age
7 Yrs, 8 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)