Powered by Tech,

Guided by Wisdom
Introducing

Aditya Birla Sun Life Quant Fund

(An open ended equity scheme following Quant based investment theme)

NFO Period: 10th - 24th June, 2024

 The Fusion of Machine and Man: The Future of Investing

In today's era, data has transformed into a valuable asset, driving innovation through
advanced technologies. Machines are now enhancing human capabilities, thereby
boosting efficiency and unlocking new potentials. Take the 'autopilot' feature,
for example, which seamlessly integrates stored and real-time data to assist pilots for
smooth and safer flight.

Accurate Cognition

Fast Data
Judgement
MACHINE

Processing

MAN
Unbiased Active
Decisions Insights

Can investors benefit from this combination?

Absolutely! Enter Quant Investing

Uses mathematical Employs systematic,

Uses factors like
Quant models & algorithms objective & back-testable
quality, momentum,
Investing to make investment strategies to mitigate
low volatility & value
decisions emotional biases

Quant Investing has proven to be a game-changer especially

in generating alpha for equity investors!

Benefits of Quant Investing

Emotion-Free Proprietary Signals Offer Relies on Rule-Based Constant Monitoring

Investment Flexibility in Execution Approaches by Man & Machine
 Presenting

Aditya Birla Sun Life Quant Fund

(An open ended equity scheme following Quant based investment theme)

Investment Process
Large & Mid Cap Stocks

Top 75 stocks of Top 15+

mutual fund houses

• Focused on companies with past track record

Quality Factor
and experience of the stock in last 5 years

• Returns for the past 6 months are considered

Momentum Factor • Consistency in return is preferred over quick return
• Signal based on historical price movement

Sell Side • Change in future estimates of EPS, EBIDTA, Revenue

Revision • Forward looking signal
Composite • Change in recent Buy/Sell recommendation

Weighed in Low Volatility

40-50 Stocks
EPS: Earnings Per Share, EBIDTA: Earnings Before Interest Depreciation Tax and Amortization

Key Highlights

High Active Share Portfolio Type

Sector & benchmark A mix of growth,
agnostic, offering a potential momentum, & low volatility
for high active share with a quality bias

Size Dynamic Rebalancing

40 -50 stocks, reasonably Signals are used for
equal weighted rebalancing, typically on a
quarterly basis

Cash Levels Sell Discipline

Fully invested with minimal Machine based, eliminating
cash for redemptions human bias
 Investment Approach

Equity Allocation Quant based Optimized Portfolio

80-100% within the investment framework Factors help fund manag-
investment theme, 0-20% Bottom-up approach for ers maintain disciplined
outside of the theme portfolio construction buy and sell decisions

Fund Positioning
• An open-ended equity scheme following Quant based investment theme.
• The equity portion of the portfolio will blend momentum, low volatility, and
earnings, weighted by low volatility.

Fund Suitability

Ideal for long-term investors with an investment horizon of 3-5 years & more

Scheme Name This product is suitable for investors who are seeking*: Riskometer Benchmark Riskometer
NIFTY 200 TRI

Aditya Birla Sun Life Quant Fund • Long Term Capital Appreciation Moderate Moderately
High
Moderate Moderately
High
(An open ended equity scheme following • Investment in equity and equity related Low to
Moderate High
Low to
Moderate High
Quant based investment theme) instruments selected based on quant
Low Very High Low Very High
model
RISKOMETER RISKOMETER
Investors understand that their principal Investors understand that their principal
will be at Very High risk will be at Very High risk

*Investors should consult their financial advisors if in doubt whether the product is suitable for them.

The product labelling 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.
Aditya Birla Sun Life AMC Limited/Aditya Birla Sun Life Mutual Fund is not guaranteeing/offering/communicating any indicative yield/returns on investments.
This document is solely for the information and understanding of intended recipients only.
Investors should consult their financial advisers if in doubt whether the product is suitable for them.
Past Performance may or may not be sustained in the future. For more details, please refer the SID / KIM of the scheme.

MS Benny
Chandana.Sukesh@adityabirlacapital.com
9745448484
86525

Mut ual Fund invest ment s are subject t o market risks, read all scheme relat ed document s carefully.