Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Aditya Birla Sun Life Quant
  • Opening:
    10th June 2024
  • Closing:
    24th June 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs.500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.5% of NAV if units are redeemed/switched out are on or before 90 days from the date of allotment
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

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