Affluense AI AFFLUENSE

Top 200 Core Equity Portfolio

Aditya Birla Sun Life AMC
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
27 May 2015
Min. Investment
₹50,00,000
AUM (Cr.)
₹99.66
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

The investment philosophy is underpinned by a four-pronged strategy: 1. **Sustained Long-Term Growth:** We prioritize investment in select industries with demonstrable potential for enduring expansion over extended periods. 2. **Value Creation Focus:** Our emphasis lies on identifying businesses that consistently generate value, a characteristic often driven by favorable industry dynamics and operational conditions. 3. **Quantitative Screening:** We employ quantitative screening methodologies rigorously, supported by in-depth fundamental research, to identify investment opportunities. 4. **Alpha Generation through Value Investing:** Our objective is to achieve superior returns (alpha) by adhering to a disciplined value investing approach.

Investment Objective

The "Top 200" investment objective is to generate enduring capital appreciation. This is achieved through a core equity portfolio comprising 25-30 selected securities, primarily drawn from the large-cap segment. Identification of promising investment opportunities is facilitated by an effective screening methodology, the P-Score, designed to pinpoint future growth potential.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.95% -0.28% -0.67%
3 MONTHS 5.04% 6.33% -1.29%
6 MONTHS -1.10% 2.92% -4.02%
1 YEAR 3.70% 11.88% -8.18%
2 YEAR 9.91% 10.97% -1.06%
3 YEAR 15.11% 14.32% 0.79%
5 YEAR 15.77% 14.68% 1.09%
SINCE INCEPTION 12.65% 12.77% -0.12%

Calendar Year Performance

Year Return
CY 2025 3.70%
CY 2024 16.51%
CY 2023 26.28%
CY 2022 2.70%
CY 2021 32.86%
CY 2020 14.01%
CY 2019 12.26%
CY 2018 -1.26%
CY 2017 34.20%
CY 2016 2.66%
CY 2015 -2.50%

Financial Year Performance

Year Return
FY 26_YTD 9.43%
FY 25 5.18%
FY 24 35.31%
FY 23 0.84%
FY 22 23.55%
FY 21 61.38%
FY 20 -16.98%
FY 19 7.47%
FY 18 14.81%
FY 17 17.02%
FY 16 -5.59%

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
83.05%
Mid Cap
6.78%
Small Cap
6.84%
Cash & Equivalent
3.33%

Top 5 Holdings

  • Bharti Airtel Ltd 7.84%
  • ICICI Bank Ltd 6.34%
  • LTIMindtree Ltd. 5.86%
  • HDFC Bank Ltd 5.72%
  • Trent Ltd 5.67%

Top 5 Sectors

  • Financial Services 28.72%
  • Information Technology 11.24%
  • Telecom 7.84%
  • FMCG 7.78%
  • Capital Goods 7.52%

Portfolio Characteristics

total number of stocks
27
top 5 stocks percent
31.43%
top 5 sectors percent
63.10%
average market cap
N/A
portfolio age
10 Yrs, 7 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)