I’m thrilled to introduce the New Fund Offer (NFO) for the Aditya Birla Sun Life Quant Fund. This is a groundbreaking opportunity for investors to engage with a fund that utilizes advanced quantitative techniques to optimize returns and manage risks. Let’s delve into the key features and benefits of this innovative investment option.
What is the Aditya Birla Sun Life Quant Fund?
The Aditya Birla Sun Life Quant Fund is an open-ended equity scheme designed to deploy quantitative models for investment decision-making. These models analyze vast amounts of data to detect patterns and predict market movements, aiming for superior risk-adjusted returns.
Key Features and Benefits:
Quantitative Investment Strategy:
The fund uses sophisticated algorithms and statistical models to make investment decisions. This approach minimizes human biases and emotions, leading to more objective and disciplined investment processes.
Diversified Portfolio:
By investing across a broad range of sectors and industries, the fund achieves diversification. This helps in spreading risk and potentially enhancing returns, providing a balanced and stable investment option.
Active Management:
Despite its reliance on quantitative methods, the fund is actively managed by a team of experienced professionals. They continuously monitor and adjust the portfolio to align with the fund’s objectives and market conditions.
Risk Management:
The fund’s quantitative models incorporate advanced risk management techniques. This ensures that the portfolio maintains an optimal balance, protecting investments during market volatility.
Performance Potential:
The use of data-driven models enables the fund to identify and capitalize on market inefficiencies, aiming to deliver superior returns compared to traditional equity funds.
Why Invest in the Aditya Birla Sun Life Quant Fund?
Innovation and Expertise:
In today’s fast-paced financial markets, innovative investment strategies are crucial. The Aditya Birla Sun Life Quant Fund’s use of cutting-edge quantitative techniques offers a competitive edge, backed by the expertise of Aditya Birla Sun Life’s seasoned investment professionals.
Consistent and Systematic Approach:
The fund’s systematic investment process ensures consistency in decision-making, reducing the impact of market fluctuations and emotional investing. This leads to more stable and predictable performance over time.
Accessibility and Transparency:
As part of Aditya Birla Sun Life Mutual Funds, the Quant Fund adheres to high standards of transparency and regulatory compliance. Investors will receive regular updates on the fund’s performance and holdings, ensuring clarity and confidence in their investment.
Alignment with Financial Goals:
Whether you’re aiming for long-term growth, planning for retirement, or seeking to diversify your portfolio, the Aditya Birla Sun Life Quant Fund offers a tailored investment solution that aligns with various financial goals.
Investment Strategy
The Scheme follows an active investment strategy. The investment objective of the fund is to generate long-term capital appreciation by investing in equity and equity related instruments selected based on an in-house proprietary quantitative model.
The investment process will be based on a factor-based approach with the aim of generating superior risk adjusted returns compared to the benchmark. The factors employed are the ones that have a strong academic basis and / or are considered central by fundamental investors in their process. The investment universe would be screened using quantitative measures like data availability, liquidity etc. and then subsequently factors described below would be used to evaluate the stocks’ attractiveness from a risk and return perspective.
Aditya Birla Sun Life Quant Fund (NFO) Details
| Particular | Details |
| NFO Open | 10 June 2024 |
| NFO Close | 24 June 2024 |
| NFO Re-Open | 03 July 2024 (Tentative) |
| Scheme TYPE | Open-Ended |
| Purchase Mode | Lumpsum & SIP both |
| Minimum Application Amount | ₹500/- and any amount thereafter |
| Benchmark | Nifty 200 TRI |
| Fund Manager | Mr. Harish Krishnan Mr. Dhaval Joshi (for Overseas Investments) |
| Risk-o-meter | Very High |
To Invest in Aditya Birla Sun Life Quant Fund (NFO) contact us…
Key Features
Quantitative Approach: The fund employs a quantitative model to make investment decisions, focusing on data and algorithms to select stocks. This model aims to minimize human biases and emotions in the investment process.
Objective: The primary objective is to achieve long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments.
Investment Strategy: The fund uses a rule-based strategy for stock selection based on various financial and non-financial metrics. The model considers factors like value, growth, quality, and momentum in the stock selection process.
Diversification: The fund aims to provide a diversified portfolio across different sectors and industries to mitigate risk.
Risk Management: Systematic approach to risk management by diversifying investments and adhering to predefined investment criteria.
Benefits for Investors
Investors Seeking the Best of Both Worlds: Investors looking for a disciplined quant investing model that combines human insight with machine precision and a factor investing strategy.
Sector & Market cap Agnostic Investors: Equity investors who do not have preference of investing in any specific sector or any specific market cap category.
Long-term Investors: Investors with a time horizon of 3-5 years or more
The Aditya Birla Sun Life Quant Fund is an open-ended equity scheme launched by ADITYA BIRLA SUN LIFE MUTUAL FUND,An open-ended equity scheme following Quant based investment theme.
SIPs are good but even better when markets are HIGH
To Invest in Aditya Birla Sun Life Quant Fund (NFO) contact us…
Aditya Birla Sun Life Quant Fund (NFO) Objectives
- Investors looking for a disciplined quant investing model that combines human insight with machine precision and a factor investing strategy.
- Equity investors who do not have preference of investing in any specific sector or any specific market cap category.
- Investors with a time horizon of 3-5 years or more
Considering the high valuations at the current juncture, we recommend systematic investing via Systematic Investment Plan (SIP).
For Details Reports Please download the Presentation, SID, KIM from below…
Risk Discloser – MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. The Scheme being sectoral in nature carries higher risks versus diversified equity mutual funds on account of concentration and sector specific risks. Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
