ABSL NEXT 100 PORTFOLIO STP

Fund Snapshot

Purpose

The Portfolio will primarily invest in top 150 stocks (excluding NIFTY 50), with an aim to deliver returns higher than the benchmark by taking lower risk/volatility versus pure Small Cap & Midcap strategies

Fixed Fees Structure

• Up to 2.50% pa – Regular 
• Up to 1.50% pa – Direct

Variable Fees Structure

• Regular and Direct – NIL up to a return of 12% pa 
• Regular – Upto 20% of return in excess of 12% pa 
• Direct – Upto 15% of return in excess of 12% pa

Exit Load

• Upto 3% for a period as mutually agreed between PM and Client.

About Company

The authority behind Portfolio Management Services is Aditya Birla Sun Life AMC Limited. Aditya Birla Sun Life AMC Limited has a section called Portfolio Management Service. Aditya Birla Sun Life AMC Limited (ABSLAMC) is a joint venture between the Aditya Birla Group, a well-known Indian conglomerate, and Sun Life Financial Inc., a significant worldwide financial services firm based in Canada that was established in 1994.

Build Wealth by Being Patient and Seeing the Big Picture

Wealth usually takes time to build. AltPort Funds emphasizes patience and seeing the big picture, helping you stay focused on your long-term goals. By setting realistic expectations and staying disciplined, we reduce the urge to make constant changes. This steady approach lets your money grow over time, quietly and steadily.