Aditya Birla Sun Life AMC Limited (ABSLAMC) has reported strong financial performance for the second quarter of fiscal year 2026, with significant growth in assets under management (AUM) and revenue. The company's strategic focus on diversification and expansion in alternative assets has yielded positive results, positioning it well in the competitive asset management landscape.

Key Financial Highlights

• Revenue Growth: Revenue from operations reached ₹461.00 crores, marking a 9% year-on-year increase.
• Operating Profit: Q2 FY26 operating profit stood at ₹270.00 crores, up 13% year-on-year.
• Profit After Tax: The company reported a Profit After Tax of ₹241.00 crores for Q2 FY26.

AUM and Market Position

ABSLAMC has achieved a significant milestone by crossing the ₹4.25 lakh crore mark in average AUM. Here's a breakdown of the company's AUM performance:

SIP and Investor Base

• SIP Contribution: ₹1,100.00 crores for September 2025
• SIP Folios: 39 lakh
• Total Investor Folios: 1.07 crore (5% YoY growth)
• SIP AUM: ₹82,000.00 crores (44% of total equity AUM)

Alternative Business Growth

ABSLAMC's alternative business has shown remarkable growth:

The significant growth includes the ESIC mandate, accounting for about ₹25,800.00 crores as of September 30, 2025.

Strategic Developments

1. EPFO Mandate: ABSLAMC has been selected to manage EPFO's debt portfolio for the next five years, pending formal confirmation.
2. Product Launches: Successfully completed the first close of ABSL Structured Opportunities Fund II and preparing to launch ABSL India Equity Innovation Fund.
3. Real Estate Business: Grown by ~23% YoY, with expectations to double the book size by the end of the financial year.
4. Passive Investments: Total Passive Quarterly Average Assets reached ₹36,000.00 crores, growing by 20% year-on-year.

Management Commentary

A. Balasubramanian, Managing Director and CEO, commented on the results: "At ABSLAMC, I am pleased to announce that we have sustained and crossed the remarkable milestone of ₹4.25 lakh crores in average AUM. This achievement is a testament to our team's dedication and commitment to growth."

He further added, "Our Alternate business represents a cornerstone of our growth story. We have built a high-calibre team with deep-domain expertise, underscoring our commitment to building future-ready capabilities."

Outlook

ABSLAMC remains focused on scaling its alternative business, broadening its product suite, and deepening investor engagement. The company's strategic initiatives in passive investments and digital platforms are expected to drive sustained growth and diversification in its product portfolio.

With its robust performance and strategic expansions, Aditya Birla Sun Life AMC Limited appears well-positioned to capitalize on the growing opportunities in India's asset management industry.

Aditya Birla Sun Life AMC , a prominent player in the Indian financial services sector, has announced plans to expand its real estate portfolio and introduce new Alternative Investment Fund (AIF) products under its recently approved Apex brand.

Real Estate Portfolio Expansion

The company has set a growth target for its real estate portfolio. Aditya Birla Sun Life AMC anticipates doubling the size of its real estate investments by the end of the current fiscal year. This move suggests confidence in the real estate market and a strategic shift towards increasing exposure in this sector.

New AIF Products Under Apex Brand

Aditya Birla Sun Life AMC has received approval from the Securities and Exchange Board of India (SEBI) for its Apex brand. This approval allows the company to launch new AIF products, expanding its offerings in the alternative investment space.

Planned Product Launches

The company has filed for two new products to be introduced under the Apex brand:

1. Arbitrage Plus Fund: This will be the first product to be launched under the new brand.
2. Long-Short Fund: Set to follow the Arbitrage Plus Fund, this product will provide investors with another strategic investment option.

These new offerings are expected to provide investors with diversified investment opportunities beyond traditional mutual funds.

Implications for Investors

The expansion of Aditya Birla Sun Life AMC's real estate portfolio and the introduction of new AIF products under the Apex brand could offer several benefits to investors:

1. Increased diversification options
2. Potential for higher returns through alternative investment strategies
3. Access to professionally managed real estate investments
4. Exposure to new investment products tailored for different risk appetites

As the company moves forward with these plans, investors and market watchers will be keen to see how these new offerings perform and how they fit into Aditya Birla Sun Life AMC's overall strategy in the competitive financial services landscape.