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Aditya Birla Sun Life AMC Limited
Investment Objective
The investment objective of the Scheme is to generate returns that are in line with the performance of Nifty 200 Quality 30 Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
(An open ended exchange traded fund tracking Nifty 200 Quality 30 TRI)
This product is suitable for investors who are seeking:
- Investors seeking returns that are in line with the performance of Nifty 200 Quality 30 Index, subject to tracking errors
- Investments in the stocks belonging to Nifty 200 Quality 30 Index
Fund Details
- Fund Type - Open-Ended
- Category - Other-E
- Sub-Category - ETFs - Others1
- Min Investment - Rs. 100/-
- Fund Manager - Mr. Lovelish Solanki & Mr. Pranav Gupta
- Latest NAV - 23.889 (as on 26-Sep-2024)
- Inception Date - Aug 10, 2022
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Fund Management
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Mr. Lovelish Solanki
Total Experience : 12 Years
View Full ProfileLovelish Solanki is a Fund Manager at Aditya Birla Sun Life AMC Limited (ABSLAMC). He comes with an experience of over a decade in fund management and research, both in Equity and Debt. He has been a part of ABSLAMC since October 2014.
He was earlier associated with Union KBC Asset Management Co Limited for 4 years, as trader for the Equity and FNO Segment, while also managing the Options part of Capital protection Funds and other Close ended Schemes. Prior to Union KBC Asset Management Co Limited, he was also associated with Edelweiss Asset Management Co. Ltd for 3 years, responsible for the execution and management of Arbitrage Funds.
Lovelish has a Master’s degree in Management Studies from Mumbai University with a specialisation in Finance. He is also a level 1 certified Chartered Market Technician (CMT) – 2012. -
Mr. Pranav Gupta
Total Experience : 4 years
View Full ProfileMr. Pranav Gupta has over 4 years of experience in capital market across segments such as derivative sales trading and Alternative Research. Prior to joining Aditya Birla Sun Life AMC Limited, he was part of the Alternate Research and Strategy department at Centrum Broking Limited and has also worked with OHM Stock Broker Pvt. Ltd
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
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Your Investment Summary
- Investment AmountRs 5000
- Initial units per month 29.5
- Current valueRs 50,000
- Current NAV value 260
- Current Units 30
-
XIRR
5.10%
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
-
Benchmark XIRR
8%
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
Fund Summary
Entry Load
Exit Load
Load Comments
NIL
NIL
Not Applicable
Highlights
- Access to highly & consistently profitable companies with less leverage
- Focus on defensives
- Strong Performance
Up the ‘quality’ of your equity portfolio – through smart factor investing!
Factor investing – the new mantra for equity investing success
Equity investors are flocking to factor investing. The new age ‘smart investing’ strategy is gaining considerable popularity.
Targeting the fundamentals that drive performance
Factor investing - an investing strategy recognises that there are certain ‘factors’ or attributes that drive performance of stocks; and builds a portfolio targeting these ‘factors’.
Factor investing – best of both worlds: active and passive investing
Factor investing combines the best of both - seeks to outperform traditional market cap weighted indices, while maintaining the low costs and transparency of passive investing. Factor investing tracks indices that are modelled on specific, well researched and quantifiable stock characteristics.
The ‘Quality’ factor – form is temporary, class is permanent!
Quality can be considered both a sustenance and success factor for stocks, especially in the long run. Factor investing basis ‘quality’ involves focusing on quality attributes of stocks to guide portfolio decisions. Quality metrics are financial attributes that gauge profitability and solvency of a company – namely RoE, EPS growth and financial leverage.
How is the Nifty 200 Quality 30 Index constituted?
-The index comprises of the top 30 stocks from the parent NIFTY 200 Index, basis their ‘quality’ scores - equal weightage to return on equity (ROE), financial leverage (Debt/Equity Ratio) and earning (EPS) growth variability analysed during the previous 5 years.
-Weightage of each stock in the index is derived by multiplying the square root of the free float market cap with the quality score of that stock.
-The index is rebalanced semi-annually
Aditya Birla Sun Life Nifty 200 Quality 30 ETF
(An open ended exchange traded fund tracking Nifty 200 Quality 30 TRI)
This product is suitable for investors who are seeking:
- Investors seeking returns that are in line with the performance of Nifty 200 Quality 30 Index, subject to tracking errors
- Investments in the stocks belonging to Nifty 200 Quality 30 Index
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
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