What is the ABSL-India Special Opportunities Strategy and how has it performed?

ABSL-India Special Opportunities is a Portfolio Management Service (PMS) strategy launched on 14 June 2018, benchmarked against the BSE 500 TRI index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Mr. Sameer Narayan and reported a 6-month M2M return of -3.90% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

ABSL-India Special Opportunities Strategy Details

The strategy seeks to capitalize on macroeconomic turnarounds, targeting companies operating in industries or sectors that are expected to benefit from broader economic trends, such as economic recovery, policy changes, or shifts in consumer behavior. The strategy also considers the potential impact of management changes, recognizing that new leadership can bring fresh perspectives, strategic initiatives, and improved corporate governance, which can positively influence a company's performance and long-term growth prospects.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TRI) 6.3%

Top 5 Sectors Weightage

Financial Services 27%
Capital Goods 12.8%
Health Care 7.9%
Auto 6.9%
IT 6.8%
others 38.6%

Know About Fund Managers

Mr. Sameer Narayan

Dhaval Mehta

FAQ

Frequently asked questions about ABSL-India Special Opportunities

What is the benchmark and inception date of ABSL-India Special Opportunities?

ABSL-India Special Opportunities was launched on 14 June 2018 and is benchmarked against the BSE 500 TRI index. The strategy is one of Aditya Birla longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the ABSL-India Special Opportunities PMS strategy?

ABSL-India Special Opportunities is managed by Mr. Sameer Narayan .

What sectors does ABSL-India Special Opportunities invest in?

As of 20 August, 2026, the ABSL-India Special Opportunities portfolio is allocated primarily across Financial Services (27%), Capital Goods (12.8%), Health Care (7.9%), Auto (6.9%), and IT (6.8%), with the remaining 38.6% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for ABSL-India Special Opportunities PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including ABSL-India Special Opportunities. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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