Quant Value Fund

 

VALUE Investing

Value investing is traditionally defined as the practice of buying stocks that appear underpriced/undervalued and holding them until the market realizes their true value.

 

Types of Value Investing

Passive/Mechanical Value Investing built around screening for stocks that meet specific numerical criteria– two prominent ratios used are price to earnings (PE) and price to book value (PBV).

Contrarian Investing investing in companies that are against the general market trends.

Activist Value Investing this form involves taking large positions in inefficiently managed, thus, poorly valued companies and making money from turning them around.

Cerebral Value Investing incorporating other criteria such as management quality, solid moats, competitive advantages and other qualitative factors and ratios

quant VALUE Fund | How does it work?

Dynamic Money management– our role as dynamic money managers is to smooth out returns when value factors are underperforming. This is how our approach can offer better investment outcomes over both the long and medium term than conventional “smart beta” portfolios.

 An investment process based on maximising the odds of being right in the long run, but which makes no claims to be able to predict the immediate future, thus, requires an elongated investment horizon.

The key is to not get distracted by the popular narrative being propagated as the gospel truth in the markets. Using Predictive Analytics tools, our endeavor is to decipher the true stature of the market. This enables us to determine an appropriate perceived valuation multiple of a liquid & traded class/ sector/ stock

Fund Attributes

Capital Appreciation over the medium and long-term This scheme intends to invest in equity & equity related instruments with an endeavor to deliver superior risk-adjusted returns with No Exit Load.

100% Hedging The scheme may take exposure to derivative instruments unto 100% of net assets for hedging purposes. In volatile scenarios, this allows the scheme with greater flexibility to sail through the tides

Up to 35% Overseas Investment The scheme allows investments in Developed Markets where large volumes of historical data points for building novel quantitative investment models is widely available.

Dynamic Money Management Using the VLRT Investment Framework and Predictive Analytics, quant adopts a Dynamic style of Money Management During hyper-volatility and uncertainty, this allows the scheme to adapt and move with agility

 

Scheme Details

NFO Period:      New Fund Offer Opens on: 10th November 2021

New Fund Offer Closes on: 24th November 2021

Investment Objective:    Capital appreciation over long term

Investments in a well-diversified portfolio of value stocks

Investment Category: Thematic – Value

Minimum Application: Purchase: Rs.5,000/- plus in multiple of Re.1 thereafter

Systematic Investment Plan (SIP): Rs. 1000/- and multiple of Re. 1/-

 

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