Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited


Harness the best of ‘Man and Machine’ capabilities to power your investments!

  • Powering Ahead with Machine Technology
    In an era of advancing technology, how we function in every sector is being revolutionized. But can the investment world benefit from these powerful machine capacities?

  • A Combination of Man and Machine in the Investment World
    Modern machines excel in computational tasks, efficiently managing various analytical activities in investing, such as high-volume data processing and execution. Coupled with human cognitive abilities, judgment, and creativity in investment decisions, this synergy can translate to successful investments powered by tech and guided by wisdom.

  • Introducing Quant Investing
    Quantitative investment strategies use mathematical models and algorithms to identify investment opportunities. This makes it a disciplined, unbiased, rule-based, and data-driven approach to investing. Fund managers monitor investment decisions and model performance to ensure better risk management.

  • Experience Human-Machine Fusion with a Quant Fund
    A thematic equity fund that utilizes a quantitative investing strategy, blending human insight with technological precision offering potential for long-term capital appreciation in equity investments.





What it is?

An open-ended equity scheme following Quant based investment theme.

Investment Objective

The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities based on quant model theme. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.

Feature

A factor-based quant strategy that combines the power of rule-based machine-driven investing with active fund manager intervention to generate long-term returns.

Minimum Application Amount

Minimum of Rs. 500/- & in multiples of Re. 1/- thereafter during the NFO period.

How Aditya Birla Sun Life Quant Fund works?

The fund has devised a model for harvesting proprietary investing signals:


  • It applies wide fund manager expertise to identify the Top 75 stocks from Top 15+ Mutual Fund houses.

  • It further applies the quality factor (5 years track record), momentum factor (consistency of last 6 month returns), sell side revision composite and weighs in low volatility.

  • This ultimately builds a portfolio of 40-50 stocks.

The model is monitored and rebalanced (mostly quarterly) by the fund manager.

Who should invest in Aditya Birla Sun Life Quant Fund?


  • 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





Combination of Man and Machine

Benefit from a disciplined, data-driven approach that combines human expertise with advanced mathematical models.

Long-Term Capital Growth Potential

This fund aims for long-term wealth creation by earning returns that can outperform the benchmark.

Factors Based Investing

This fund devises its investment model based on some of the well-researched factors that have the potential to generate return in the long run.

Low Entry Point

Start with investments as low as Rs. 500/- and access all these benefits.



Enhance your portfolio with the perfect blend of technology and human wisdom. Get started today!


Aditya Birla Sun Life Quant Fund
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For more information on the scheme, please refer to SID/KIM of the scheme.