Select Sector Portfolio

Aditya Birla Sun Life AMC
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
6 October 2009
Min. Investment
₹50,00,000
AUM (Cr.)
₹554.63
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

The investment philosophy is structured around four core principles. It prioritizes sustainable, long-term expansion within carefully chosen sectors, emphasizing companies and industries that demonstrably generate enduring value through advantageous market dynamics.

Investment Objective

The objective of the Sectoral Select Portfolio (SSP) is to achieve sustained long-term wealth appreciation by concentrating investments within carefully chosen sectors. The portfolio will allocate approximately 80% of its assets across four to six identified sectors, leveraging an effective screening methodology (P-Score) to pinpoint potential market leaders.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.48% -0.24% -2.24%
3 MONTHS 4.97% 5.02% -0.05%
6 MONTHS -2.98% 1.63% -4.61%
1 YEAR 4.63% 7.63% -3.00%
2 YEAR 20.65% 11.64% 9.01%
3 YEAR 26.08% 16.40% 9.68%
5 YEAR 26.15% 16.82% 9.33%
SINCE INCEPTION 17.15% 12.88% 4.27%

Calendar Year Performance

Year Return
CY 2009 3.40%
CY 2025 4.63%
CY 2024 39.16%
CY 2023 37.69%
CY 2022 3.69%
CY 2021 53.14%
CY 2020 14.73%
CY 2019 4.90%
CY 2018 -26.56%
CY 2017 44.78%
CY 2016 2.66%
CY 2015 17.53%
CY 2014 119.67%
CY 2013 15.57%
CY 2012 34.75%
CY 2011 -29.36%
CY 2010 6.38%

Financial Year Performance

Year Return
FY 26_YTD 17.17%
FY 25 19.73%
FY 24 47.31%
FY 23 7.23%
FY 22 23.31%
FY 21 90.50%
FY 20 -29.20%
FY 19 -14.19%
FY 18 9.85%
FY 17 27.80%
FY 16 6.97%
FY 15 100.51%
FY 14 45.22%
FY 13 5.43%
FY 12 -8.52%
FY 11 -5.92%
FY 10 4.80%

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
9.95%
Mid Cap
52.27%
Small Cap
34.19%
Cash & Equivalent
3.59%

Top 5 Holdings

  • Bse Limited 9.70%
  • Persistent Systems Ltd 6.59%
  • Lumax Industries Ltd 5.99%
  • Hitachi Energy India Ltd 5.26%
  • Federal Bank Ltd 4.25%

Top 5 Sectors

  • Financial Services 20.60%
  • Capital Goods 17.78%
  • Auto 14.39%
  • Information Technology 10.46%
  • Chemicals 7.74%

Portfolio Characteristics

total number of stocks
35
top 5 stocks percent
31.79%
top 5 sectors percent
70.97%
average market cap
N/A
portfolio age
16 Yrs, 2 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: 12%

Profit Sharing: %

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)