AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Aditya Birla - India Equity Opportunities Fund
Fund size₹197 Cr
Alpha (3Y)−0.17%
3Y return13.18%
Fund age4 yrs 7 mo
Fund Managers
Mr. Salvin Shah
Mr. Salvin Shah
Fund Manager, AIF, Aditya Birla Sun Life
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.
Managing AUM₹3,306 Cr
Dhaval Mehta
Dhaval Mehta
Fund Manager, Aditya Birla Sun Life
Has 9+ years of experience in equity research and portfolio management. Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector.Prior to joining ABSLAMC, Dhaval worked with ASK Investment Managers as Portfolio Manager. At ASK, he used to manage assets over $200mn and have delivered stellar performance across investment cycles. Prior to ASK, he has worked with Emkay Global Financial Services, Ventura Securities and Infosys. Dhaval is an MBA from Narsee Monjee Institute of Management Studies Mumbai and have done its Bachelor of Engineering from D.J Sanghvi College of Engineering Mumbai.
Managing AUM₹197 Cr
Growth of₹Cr
Aditya Birla India Equity Opportunities
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Aditya Birla India Equity Opportunities2.36%2.38%1.66%13.18%—14.39%
Nifty 500−1.07%3.55%0.37%13.22%—12.43%
Excess over benchmark3.43%−1.17%1.29%−0.04%—1.96%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
16.05%
Benchmark approx 15.97%
A standard deviation reflecting historical swings.
Sensitivity
0.91
Beta vs benchmark 1.00 · 9% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.52
Sharpe
Excess return gained per unit of volatility.
Capture ratio
97 / 101
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.54% from its 11 Dec 2024 peak to a 07 Apr 2025 trough. It has not yet recovered.
Max drawdowns
−19.54%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme11 Dec 202407 Apr 2025−19.54%117 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak11 Dec 2024
Trough07 Apr 2025
Depth−19.54%
Fell over117 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
31
P/E ratio
40.67
P/B ratio
4.99
Dividend yield
0.24%
Avg market cap
₹2.30 L Cr
Median market cap
₹95,690 Cr
Asset class
Equity
Market cap
Large cap43.32%
Mid cap29.62%
Small cap22.58%
Cash & others4.48%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 12%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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