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Aditya Birla Sun Life AMC Ltd. PMS - Fund Manager

Dhaval Mehta

Dhaval Mehta

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.

Fund Name
Classification
Fund AUM (Cr.)
Aditya Birla Capital - SSP
Equity: Mid & Small Cap
395.46
Aditya Birla Capital - India Special Opportunities
Equity: Multi Cap
1175.12
Aditya Birla Capital - Core Equity Portfolio
Equity: Multi Cap
283.77
Aditya Birla - India Equity Opportunities Fund
CAT III - LONG ONLY
118.53
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Cash and Equivalents6.82%
ICICI Bank Ltd4.10%
Bharti Airtel Ltd3.81%
Trent Ltd3.22%
Bharat Dynamics Ltd3.12%
Fund Name1M3M6M1Y3Y5YSince Inception
Aditya Birla Capital - SSP
4.87%
17.06%
27.81%
56.28%
23.29%
30.3%
18.04%
Aditya Birla Capital - India Special Opportunities
3.67%
15.51%
22.06%
43.95%
21.93%
25.19%
20.74%
Aditya Birla Capital - Core Equity Portfolio
4.51%
8.26%
14.12%
25.67%
16.07%
20.29%
20.46%
Aditya Birla - India Equity Opportunities Fund
3.33%
12.71%
20.22%
40.32%
N/A
N/A
24.97%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History