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 approach is founded on four pillars. Sustainable growth over long-term in select industries, Focus on businesses and sector that consistently create value through favourable industry.

Investment Objective

The Objective of SSP is to create Long term wealth creation in focused sector where 80% portfolio will be invested in 4 to 6 sectors with Effective screener(P-Score) to identify future winners.

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

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

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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

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

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)