Aditya Birla Sun Life AMC Limited

India Special Opportunities Portfolio
India Special Opportunities portfolio endeavors to exploit the inefficiencies in the market that leads to mispricing of stocks that are fundamentally strong. It also identifies catalysts at both micro and macro level that benefits these stocks and helps unlock their value over a 2-3 year horizon.
Ideal if you want...
Ideal for investors seeking capital appreciation through investments in stocks that are primed to benefit from Micro & Macro catalysts and Secular growth names.
Minimum Investment Amount
Min Investment Amount - Rs. 50 lacs per individual account (or such other amount as decided by the Portfolio Manager at its sole discretion in each individual case)
Investment Horizon
Investment Horizon - Minimum of Three years
Approach
The core focus would be on companies that are primed to benefit from the catalysts mentioned below:
  • Micro Turnaround (market share gain, new product launch etc)
  • Macro / Change in business cycle
  • Management Change
  • Deleveraging
  • Demerger
  • Mid to Large Cap Potential
  • Secular Growth Names
Key benefits:

  • Investment in companies with
    • Macro / Change in business cycle
    • Management Change
    • Deleveraging
  • Multi cap portfolio with exposure to diversified sectors
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