Introducing

Aditya Birla Sun Life

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

Key Highlights of the Fund

High Active Share compared Cash Levels

to the benchmark
Fully invested at all times with
The Fund will be sector and minimal cash for redemption
benchmark agnostic with prospect requirements
of high active share.

Portfolio Type Sell Discipline

A mix of growth, momentum, and Machine based sell discipline. No
low volatility with a quality bias human bias. If the stock hits the
signals, it moves out of the fund

Portfolio Size Flexibility

40-50 stocks that are reasonably Proprietary signal provides
equal weighted with maximum flexibility to execute
weight not exceeding 5%

Dynamic Rebalancing Man, and Machine Fusion

Framework used to harvest signals Combines human insight with
for rebalancing (mostly quarterly) automation

NFO Period: 10th - 24th June, 2024

This product is suitable for investors who are seeking*: Riskometer Benchmark Riskometer
NIFTY 200 TRI
• Long Term Capital Appreciation Moderate Moderately
High
Moderate Moderately
High

• Investment in equity and equity related instruments selected based on quant model
Low to High Low to High
Moderate Moderate

Low Very High Low Very High

RISK0METER RISK0METER
Investors understand that their principal Benchmark Riskometer
will be at Very High risk is 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.
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.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.