myplexus

NFO Monitor

Fund Fact

Name of Funds:

Aditya Birla Sun Life Quant

Opening:

10th June 2024

Closing:

24th June 2024

Minimum Investment:

Rs.500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% of NAV if units are redeemed/switched out are on or before 90 days from the date of allotment

Fund Stats

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.

Benchmark:

NIFTY 200

Fund Manager:

Harish Krishnan

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Tata Quant Fund	12.13(6M)	30.84(1Y)
ICICI Prudential Quant Fund	17.57(6M)	37.63(1Y)

Fund Prognosis

Idea Distiller

Factor based investing!!!! In a quantitative system. Difficult to put in a capsule for me so lets just say it is a complex system driven by numbers.

Fund House AAUM:
Rs 33257931.23 Lakhs(as on 31st March, 2024)
Fund Manager:
Experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The sound of it is husky enough to stir the fingers into signing a cheque.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028