Aditya Birla Sun Life Global Bluechip Equity Fund (IFSC)


Aditya Birla Sun Life Global Bluechip Equity Fund (IFSC)

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About Aditya Birla Sun Life Global Bluechip Equity Fund (IFSC)

The ABSL Global Bluechip Equity Fund (IFSC) is a Category III AIF fund registered under the IFSC regulations in GIFT City. Designed as a restricted non-retail scheme, this close-ended structure empowers eligible investors to access top-tier global bluechip companies, including technology and innovation leaders not available in Indian markets. Backed by the legacy and research strength of Aditya Birla Sun Life AMC Ltd., the fund offers an institutional-grade gateway to offshore investing for Indian investors.

Investment Objective

The Aditya Birla Sun Life Global Bluechip Equity Fund (IFSC) fund aims to build a concentrated global portfolio of 20–30 high-quality bluechip stocks listed primarily in the U.S. and developed markets. The goal is to deliver long-term capital appreciation by investing in businesses with sustainable competitive advantages, strong free cash flow margins, and exceptional capital efficiency. Investors benefit from a robust global strategy while staying aligned with SEBI-compliant AIF regulations under the IFSC regime.

Investment Philosophy

At the heart of the strategy lies the QGB + Triple B framework – a proprietary filter that seeks:

  • Quality: 18–20% FCF margins and high ROIC
  • Growth: Consistent USD compounding potential (~10%)
  • Bias Busters: Independent thinking around 52W highs/lows
  • Brands: Durable, well-known companies with global dominance
  • Barriers to Entry: Proven, defendable business models
  • Best-in-Class Management: Bulletproof operations and scalability

This unique approach ensures a globally diversified portfolio with a consistent focus on risk-adjusted alpha generation, suitable for HNIs and family offices seeking international portfolio diversification.

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