Aditya Birla PMS / Birla Sun Life PMS – Review, Strategies, Returns, Charges & more

Aditya Birla Portfolio Management Services also known as Birla Sun Life PMS is considered as the top-notch PMS service across the nation. In this write-up, we will discuss the detailed assessment of the Aditya Birla PMS including its strategies, yearly returns, commission models etc.

Let’s have a look at the detailed assessment of Birla Sunlife Portfolio Management Services (PMS) –

PMS Offer


Aditya Birla PMS / Birla Sun Life PMS – Customer Ratings & Review

Aditya Birla PMS / Birla Sun Life PMS Ratings
Returns Performance4.2 / 5
Services3.7 / 5
Charges3.4 / 5
Experience4.2 / 5
Strategies4.2 / 5
Client Support4.1 / 5
Overall Ratings4.0 / 5
Star Ratings★★★★★

 

Overview of Aditya Birla PMS / Birla Sun Life Portfolio Management Services

The table given below is showing the entire details about Aditya Birla PMS-

Overview
Company TypePublic
Registered LocationMumbai, Maharashtra
LeadershipAjay Shrinivasan
Year of Establishment1994

Aditya Birla is the most prominent stockbroker available across the nation. It was previously referred to as Birla Sun Life AMC Ltd, established in the year 1994 in India. It is a joint enterprise between the Aditya Birla AMC of India and Sun Life Financial Inc of Canada.

Aditya Birla PMS

The Aditya Birla Group is located in Mumbai, Maharashtra and registered under SEBI (Security and Exchange Board of India). It mainly offers services regarding investment management.

The Aditya Birla includes- offshore funds, fund of fund schemes, debt and treasury products, hybrid and monthly income funds. Portfolio management service is a part of Aditya Birla Sun Life AMC limited.

The PMS of Aditya Birla is actually customized for high net-worth individuals in order to provide tailor-made investment solutions to them. The Aditya Birla portfolio management service provides complete assistance for managing wealth.

After completely understanding your requirements, the portfolio manager will provide you with an optimal portfolio for meeting financial goals. With research-based strategy, the PM will assist you in investing strong and healthy businesses with good records and trading at best prices.

Specifically, High net-worth individuals are becoming specialists and expertise in portfolio management services (PMS) for managing their net value.

Now, we will look after the Aditya Birla Portfolio Management Service review, charges, returns and more.


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    Types of Aditya Birla PMS / Birla Sun Life PMS

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    Aditya Birla stock broking company is good at offering both discretionary and non-discretionary PMS to its a huge base of Corporate Investors (CI) and High Net-Worth Individuals (HNI).

    • The Discretionary PMS offerings include Aditya Birla Management Core & Satellite. It is a leading scheme, which normally aspires to provide privilege from the secular earning growth and irrational special situations driven opportunities as well.
    • The Non-Discretionary scheme is designed to suit the Risk-Return profile of individual investors. It is while investing in secular growth companies with competitive advantages.

    Aditya Birla PMS / Birla Sun Life PMS Fund Managers Details

    Look at the table given below to know the details of Aditya Birla PMS Fund Manager –

    Fund Manager’s Details
    NameNatasha Lulla
    Experience9 years
    Highest QualificationMBA
    AUM (in Cr.)Approx 22,200 Cr.
    Number of Clients350+
    Investment TenureMinimum 3 yr.

    The fund managers of Aditya Birla PMS holds AUM of around 22,200 Cr and handles 350+ PMS clients. For any specific client, the stock-broking company offers a minimum investment tenure of 3 years.

    Natasha Lulla (Portfolio Manager)

    Educational Qualifications of Ms. Natasha records to Masters in Business Administration in Finance and Marketing from Management Development Institute, Gurgaon, and as for graduation, it is Economics from Lady Shri Ram College, New Delhi.

    As for the work records, she holds a combined experience of 9 years in equity research and fund management. She was previously associated with Goldman Sachs, and was responsible for Portfolio Strategy for ASEAN regions.

    Vishal Gajwani (Portfolio Manager)

    Before working with Aditya Birla, Mr. Vishal was associated with Reliance PMS and has gathered an extensive experience of 11 years. The experience he earned is gathered from across the domains of extensive sector research, equity research and portfolio management.

    He is the proud owner of a number of medals and appreciations, alongside the Chancellor’s Gold Medal. Speaking of educational stature, he holds CFA Charter from CFA Institute (USA).


    Know Fund Managers of Other Portfolio Management Service Companies

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    Aditya Birla PMS / Birla Sun Life PMS Strategies

    The below-given table is providing details about the Aditya Birla PMS (portfolio management services) Strategies-

    Strategies
    MULTI CAPINNOVATION
    LARGE CAPTOP 200 CORE EQUITY PORTFOLIO
    MULTI CAPINDIA SPECIAL OPPORTUNITIES
    MULTI CAPCEP
    MULTI CAPSSP
    MULTI CAPINDIA CONSUMPTION
    MULTI CAPCORE & SATELLITE

    According to the above-given table, Aditya Birla PMS offers various types of strategies. The company works more on Large Cap Strategy, Diversified Strategy and Small Mid-Cap Strategy. All such kinds of financial investment strategies are ready with them.

    Here is the list of some strategies greatly used by Aditya Birla PMS are as follows-

    Aditya Birla Innovation

    This strategy is oriented to provide long term wealth creating in respect with minimal volatility. As per the strategy’s viewpoint, companies which are focused on innovation via new line of products and processes are chosen.

    Benchmark weights are taken into consideration while selecting stocks and industry. Major proportion of investment, i.e. 50% to 75% of the portfolio comprises of innovation framework and secular growth driven companies.

    Businesses which have an attractive profile of ROE, cash flow and healthy growth are the target here, and collectively, a diversified multi cap portfolio with 15-25 companies is created. Bottom up and fundamental research is deployed to identify high quality companies with above average growth, for investment.

    Aditya Birla Top 200 core equity portfolio

    As the name states, investment is done in large cap companies, which basically have market cap range of BSE 200. Such companies are the centre stone for the growth of our economy. So, via this strategy, such companies are identified and investment is made in them, so as to benefit from their growth, being a part of them.

    The holding period of this strategy ranges from medium to long term. Value investing is chosen by the company here, which together create the highest value. The portfolio consists of nearly 25-30 quality companies.

    Aditya Birla India special opportunities

    Businesses that are the centre of the sphere in terms of catalysts and secular growth are of significance here. So, stock having catalysts and would enhance their value in the next two or three years are the priority.

    Companies which are set to benefit from catalysts such as Micro Turnaround, Change in business cycle, management change, deleveraging, demerger, mid to large cap potential, secular growth are taken into consideration.

    Together, a multicap portfolio is structure, which consists of approximately 15-25 stocks. Companies are studied on the basis of strong balance sheet, good capital allocation track record and massive return on capital.

    Aditya Birla CEP

    Arena chosen for investment is multicap and the companies which are chosen account to almost 25 to 30 stocks. The pillars or the foundation, which result as the base of the strategy are long term sustainable growth, value creating businesses. On the total, there are four pillars.

    Fundamental research and value investing approach is deployed in this strategy of investment, which further leads to generation of alpha.

    Aditya Birla SSP

    Quantity of this portfolio accounts to 20-25 stocks. Basically, 4 to 6 sectors are of prime focus here, on which 80% of the portfolio is constructed. 4 pillars of investment are chosen here. Sustainable growth in particular industries and companies which create value are highly considered.

    By means of deploying quantitative screeners, the stocks are picked for investment, while fundamental research and value investment approach are the bases.

    Aditya Birla India Consumption

    Herein, superior stocks are chosen for investment, which contain the potential of beating the benchmark BSE 200. This strategy strives to create one of a kind portfolio which is inclined towards direct and in-direct consumption. Aim is to be a part of the consumption growth stories in the country.

    Aditya Birla Core and Satellite

    On the contrary, this particular investment is directed towards beating the benchmark CNX100, by ways of selecting superior stocks and tactical positioning.

    As we witness a challenging equity investment environment, this strategy on particular has plans to navigate through the noise, and find means of future growth, and the companies revolving around the same.

    It is a dual approach strategy, where the core aspect is a focus on secular earning growth story. On the other hand, satellite is a focus on benefitting from irrational market behaviours and special situations driven opportunities.


    Aditya Birla PMS or Birla Sun Life PMS – Returns / Performance

    The table given below shows a focus on Aditya Birla Portfolio Management Service Returns-

    CategoryMULTI CAPLARGE CAPMULTI CAPMULTI CAPMULTI CAPMULTI CAPMULTI CAP
    StrategyINNOVATIONTOP 200 CORE EQUITY PORTFOLIOINDIA SPECIAL OPPORTUNITIESCEPSSPINDIA CONSUMPTIONCORE & SATELLITE
    Return (CAGR)1M3.93%2.22%4.05%1.39%8.16%4.08%4.25%
    3M18.51%12.68%14.15%10.01%22.21%14.05%15.10%
    6M7.27%-0.84%-2.61%-8.62%-6.28%-5.27%-6.30%
    1Y21.17%8.07%8.68%-0.76%3.58%6.07%3.16%
    2Y8.72%1.16%1.11%-6.35%-9.43%NA-7.80%
    3YNA5.61%NA-4.94%-5.45%NA-3.22%
    5YNA9.12%NA2.66%3.42%NA7.60%
    SI11.44%9.74%4.93%14.31%13.08%1.60%7.24%
    InceptionApr, 2018Jun, 2015Jun, 2018Apr, 2008Aug, 2009Jan, 2019Apr, 2015

    The Aditya Birla PMS (portfolio management service) return is excellent. The stockbroking company is highly capable of beating around 10 years in MFR (Mutual Fund Returns).

    The healthy performance and exciting rate of returns together makes the Aditya Birla PMS the best broking Company across the country.


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    Aditya Birla PMS / Birla Sun Life PMS Investment Plans

    The below-given table shows the investment slabs of Aditya Birla PMS-

    Investment Plans
    Bronze (25L – 50L)Yes
    Silver (50L – 1 Cr.)Yes
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

    The table is giving a good understanding of the investment plans of Aditya Birla Portfolio Management Services. All these investment plans are available to their clients. Each individual Portfolio Management Service industry has the minimum investment needed for PMS is Rs. 25 Lacs.

    The investment slabs of Aditya Birla ranges from Rs. 25 lakh to Rs. 5Cr. The Broking house investment plans include- Bronze investment plan ranges from Rs. 25 lakh to Rs. 50 lakh, Silver investment plan ranges between Rs 50 lakh to 1 Cr., Gold investment plan starts from Rs. 1 Cr to 5 Cr and the last platinum investment plan is applicable for the clients who can invest more than Rs. 5 Cr.

    Therefore, the Aditya Birla PMS offers all types of investment slabs with different commission ranges. The broking company clients can select the investment plans as per their requirements. The high investment plans they opt the elite services they get.


    Aditya Birla PMS / Birla Sun Life PMS Fee Structure or Commission Slabs

    The table given below is showing the details about the fees structure of Aditya Birla PMS.

    Commission / Fees Structure
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    Aditya Birla Portfolio Management Service (ABPMS) is classified into 3 different groups-


    Aditya Birla PMS / Birla Sun Life PMS Prepaid Commission

    In this particular case, before the real tenure begins the commission and management fees is remunerated in advance. However, it is a prepaid commission model, so the commission charge is lower as compared to other models.

    Aditya Birla PMS’s prepaid commission model is relatively dependent on investment value.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.6% of Investment
    Investment  – 50L – 1 Cr.1.5% of Investment
    Investment – 1 Cr. – 5 Cr.1.4% of Investment
    Investment – 5 Cr. Plus1.3% of Investment

    If you are making an investment amount of Rs 25 lac to Rs. 50 lac than the prepaid commission is 1.6% of the total investment. And with an investment rate of Rs. 50 lac to Rs. 1 Cr. than the commission charge will be 1.5% of the investment.

    And if you are investing more than Rs. 1 Crore to Rs. 5 Crore than the commission rate will go down to 1.4% of the investment. And over Rs 5 Crore investment the commission charge will be 1.3% of the investment.


    Aditya Birla PMS / Birla Sun Life PMS Volume% Commission

    This kind of fees structures is totally dependent on the number of transactions made by the FM ( fund manager). It is also dependent on the market and some other investment facets as well. This type of commission and fees structure actually leads to higher commission charges.

    In this volume % commission structure, the commission charges entirely depend on the situation of market and fund manager’s loyalty.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.17% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.16% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.15% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.14% of Total Transaction Volume

    In case, the transaction volume on yearly basis is between Rs. 25 Lakh – Rs. 50 Lakh then the management fees will be 0.17% of whole transaction volume. If the total transaction volume is from Rs. 50 Lakh – Rs. 1 Cr, the management charge will be 0.16% of the transaction value.

    Moreover, the higher transaction amount will be the less commission you need to pay, for instance- if you make transaction amount of Rs. 1 Cr. to Rs. 5 Cr., commission charge you require to pay will be 0.15% of total transaction volume. And if the transaction amount goes up to Rs. 5 Cr. or more than Rs. 5 Cr. the management charge is 0.14% of total transaction volume.

    The management fees are normally charged on a yearly basis. Investors can opt for any transaction volumes scheme for healthy returns.


    Aditya Birla PMS / Birla Sun Life PMS Profit Sharing% Commission

    The profit sharing % module is highly convenient for all the investors because the management charges are to be paid only when the financial gain is realized. This module offers a very high-profit percentage and low risk as well.

    The profit % sharing module is greatly beneficial as it is totally dependent on portfolio performance. Normally, this model is offered to old clients or clients with big portfolios.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L33% of Profit
    Profit Amount – 5L – 10L28% of Profit
    Profit Amount – 10L – 50L25% of Profit
    Profit Amount – 50L Plus22% of Profit

    If the particular client holds a portfolio with financial gain ranging from Rs. 2.5 lakh – Rs. 5 lakh, the profit sharing percentage will be 33 per cent. If the profit amount ranging from Rs. 5 lakh to Rs. 10 lakh then the profit sharing is 28 per cent.

    For a bit big profit value like Rs. 10 lakh to Rs. 50 lakh, the profit sharing will be 25% of the profit amount and the profit amount of more than Rs. 50 lakhs then the profit will be 22 per cent of the total profit amount.

    The above-mentioned commission modules are described by keeping in mind the entire requirements of clients or investors. Apart from commission fees or management fees, Aditya Birla PMS group levy various other charges including- brokerage charges, custodian charges, upfront fees, depository charges and exit load as well. These charges will be discussed in the below-given table.


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    Aditya Birla PMS / Birla Sun Life PMS Charges

    In below-given table, all the Aditya Birla Portfolio Management Charges are provided in detail-

    Charges
    Management FeesAs per commission model
    Upfront Fees1.2% – 2.2% of Asset Value
    Brokerage Charges0.01% – 0.06% of Total Transaction Value
    Custodian Charges0.25% – 0.45% of Asset Value
    Depository Charges0.21% – 0.31% of Asset Value
    Exit Load – within 12 months1.2% – 2.2% of Withdrawal Value
    Exit Load – post 12 monthsFree

    Here is the quick list of some charges which are actually levied by Aditya Birla Portfolio Management Service ( ABPMS) are as follows-

    Aditya Birla PMS Management Fees – Aditya Birla PMS Management Fees is normally charged according to the commission model discussed between the PMS team and client.

    Birla Sun Life PMS Upfront Fees – The upfront fees are completely like any prepaid amount or value. It ranges from 1.2 per cent to 2.2 per cent of asset value.

    Aditya Birla PMS Brokerage Charges- Aditya Birla PMS brokerage charges are also levied according to the transactions made through Fund Manager. The charges are mainly levied between 0.01% to 0.06% of the total transaction amount.

    Aditya Birla PMS Custodian Charges – The Custodian fees charged by the PMS house is between 0.25% to 0.45% of total asset value.

    Birla Sun Life PMS Depository Charges – Aditya Birla PMS charge depository fees which range from 0.21% to 0.32% of total asset value.

    Aditya Birla PMS Exit Load Charges – If the withdrawal of client takes place within 12 months of portfolio creation the charge will be around 1.2% to 2.2% of total withdrawal value. If the amount withdrawn is done after 12 months then withdrawal is free.


    Aditya Birla PMS / Birla Sun Life PMS Benefits

    For better understanding, find out the table consisting benefits of Aditya Birla PMS Benefits-

    Benefits / Advantages
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    Here is the complete list of Aditya Birla Portfolio Management Service Benefits are as follows-

    • The Aditya Birla PMS company offers good top-up a facility to its clients.
    • Aditya Birla PMS industry provides back support to all the existing clients so that they can see the detailed report of their portfolio and all the investments as well.
    • The PMS industry is also good at offering SMS and Email update facility to the client for all the transactions happening in the account of the beholder.
    • Aditya Birla PMS industry also provides to its existing clients or investors such as- it offers versatile investment slabs on the basis of clients requirements.
    • The company also possess massive experience in PMS.

    Aditya Birla PMS / Birla Sun Life PMS Customer Care

    The below-mentioned table is providing entire details about Aditya Birla PMS Customer Care-

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 2 to 5 Times a month
    Issue Resolving TAT9 working days

    Aditya Birla Client Support offers good and flexible support to its customers including- direct calling service in order to resolve any type of queries quickly. The PMS industry is also good at providing Whatsapp and Email service to its customers.

    However, a client with a high net worth portfolio can directly contact their fund manager 1-7 times in a month and clients with low net worth can call their fund manager for support 2-3 times in a month.

    Aditya Birla PMS also offers Relationship Manager Support for the existing and registered clients.

    The issue resolving TAT service of Aditya Birla PMS team is applicable for 9 working days.


    Aditya Birla PMS / Birla Sun Life PMS Conclusion

    Aditya Birla PMS investment company is the top-notch company available across the nation. They are committed with a wide range of schemes which has given excellent results to their existing clients.

    The versatile investment slabs and commission modules of Aditya Birla PMS, provide convenience to their customers. Also, the support system and services are well structured and useful as well.

    If you are looking forward to starting investing with any PMS industry then opting for Aditya Birla PMS is a very good and convenient option.


    Aditya Birla PMS FAQs

    Ques – How can I invest with Aditya Birla PMS?

    Answer – When investing in Aditya Birla PMS, the method is incredibly quick and hassle-free. You will find a fill-up form for Invest In Aditya Birla brokerage PMS when you visit our website. To select a critical service, complete the mandatory details, such as your name, mobile number, and city, and then click the Submit button. In this way, it will take you to the further stages of investment.

    Ques – Who is the current fund manager of Aditya Birla PMS?

    Answer – Natasha Lulla maintains job records and 9 years of cumulative experience in equity analysis and fund management. She was formerly affiliated with Goldman Sachs and was responsible for the ASEAN Area Portfolio Strategy. Mr. Vishal was affiliated with Reliance PMS prior to working with Aditya Birla and acquired 11 years of comprehensive experience. In addition to the Chancellor’s Gold Star, he is the proud owner of a number of awards and accolades. He keeps the CFA in terms of educational stature.

    Ques – What is the approx AUM of Aditya Birla PMS?

    Answer – The Aditya Birla PMS fund managers hold an AUM of about 22,200 Cr and handle more than 350 PMS customers. The stock-broking firm offers a minimum investment term of 3 years for every single customer.

    Ques – Where can I check return or performance of Aditya Birla PMS?

    Answer – You need to refer to this article for the same where; we supply you with different heads. The data is designed and provided in a very systematic manner under appropriate topics. This is why all the data is available here.

    Ques – What are the different strategies used by Aditya Birla PMS?

    Answer – There are different kinds of strategies provided by Aditya Birla PMS. You are bound to find a large cap strategy, and several multiple cap strategies. The large cap provided by the company is Top 200 Core Equity Portfolio, which is driven by a strong investment philosophy.

    Ques – Where to find the fee structure and commission rate of Aditya Birla PMS?

    Answer – Within the report, you can find all the details needed regarding the fee structure and the commission rate. You only need to find the area in which it is positioned and the head. For the convenience of the customers, all the information is normally placed in a tabular way.

    Ques – How to call or reach Aditya Birla PMS customer care?

    Answer – The customer service support is provided by Aditya Birla PMS. In the report, you have a section that provides you with information about what kinds of customer support services are available and the amount or methods of using these services. First a map of the services available is given, followed by specific steps for the services.

    Ques – What are the benefits of investing with Aditya Birla PMS?

    Answer – Aditya Birla’s PMS is actually designed for high net worth individuals in order to provide them with tailored investment strategies. Full assistance for managing wealth is offered by the Aditya Birla portfolio management service. The fund manager will provide you with an appropriate portfolio to achieve financial targets after thoroughly knowing your requirements. The PM will help you invest in strong and stable companies with good records and truth through a research-based approach.

    Ques – What are the different charges involved with Aditya Birla PMS?

    Answer – Aditya Birla PMS Management Fees-Aditya Birla PMS Management Fees are usually paid according to the PMS team and customer commission model discussed. Upfront fees, Brokerage Charges, Custodian Charges, Depository Fees are some of the charges, while there is also a withdrawal fee and exit load fee.

    Ques – Where can I find all the details about Aditya Birla PMS?

    Answer – You can find all the details about the Aditya Birla PMS in our article. We understand the importance of being well informed since; one needs to understand all the strategies. Therefore this article is made to solve all the queries regarding the investment one has to make. Every information is present in details within the article.


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