Aditya Birla Sun Life Mutual Fund is excited to announce its latest offering: the Aditya Birla Sun Life Quant Fund. This innovative fund combines the wisdom and experience of our fund managers with the power of cutting-edge factor investing techniques driven by machine learning. The fund will be available for subscription from 10 June 2024 to 24 June 2024. Buckle up as we take you through the key highlights of this exciting investment opportunity.
Key Highlights
1. Differentiated Portfolio
The Aditya Birla Sun Life Quant Fund stands out with its carefully curated portfolio. It blends quality stocks, identifies momentum, and weights them based on low volatility. This unique combination aims to deliver consistent returns while managing risk effectively.
2. High Active Share
Compared to the benchmark, our fund maintains a high active share. This means that our investment decisions deviate significantly from the index, allowing us to capitalize on market inefficiencies and generate alpha for our investors.
3. Equal Weighted Portfolio
We maintain a reasonably equal-weighted portfolio, ensuring that no single stock dominates the fund. The maximum weight assigned to any individual stock does not exceed 5%. This diversification strategy enhances stability and reduces concentration risk.
4. Dynamic Rebalance
Our fund employs a dynamic rebalancing approach. Instead of rigidly adhering to fixed rebalance schedules, we adjust our holdings when markets are stable. This flexibility allows us to respond to changing market conditions effectively.
5. Machine-Based Sell Discipline
Human biases can impact investment decisions. To counter this, our fund incorporates a machine-based sell discipline. Algorithms analyze data objectively, reducing emotional biases and enhancing overall portfolio management.
6. Fund Manager Flexibility
While our quantitative models drive most decisions, our experienced fund managers retain the ability to intervene when necessary. If a portfolio company faces an adverse development, our managers can take timely action. Additionally, liquidity criteria guide portfolio execution to minimize impact costs.
Conclusion
The Aditya Birla Sun Life Quant Fund is more than just numbers—it's a blend of art and science. As we harness the power of data-driven investing, we invite you to fasten your seatbelt and join us on this exciting journey. Get ready for take-off with the Aditya Birla Sun Life Quant Fund!
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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: The above information has been sourced from the Scheme Information Document provided by ABSL Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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