Aditya Birla Innovation Portfolio

Fund Snapshot

Investment Philosophy

• The portfolio development process starts with fundamental analysis conducted by equity analyst(s), which offers company and market research to the portfolio management team.
• To define market developments and provide a basis for individual security selection, the equity research process generally starts with an industry/sector overview.

Investment Methodology

We think the greatest method to find high-quality firms with above-average, long-term profit growth is through bottom-up, fundamental research.

Fundamental Analysis:

 Equity analysts (s) execute fundamental analysis as the first step in the portfolio development process, giving the portfolio management team access to company and sector information. The analysis of company and industry data obtained through meetings with firm management, suppliers, users, rivals, industry consultants, and the broker research community also helps to create investment ideas.

Research Methodology:

The equities research process usually starts with an industry or sector review to detect market trends and give a framework for picking specific securities. This level of fundamental research frequently examines the potential for unit growth, pricing power, global growth opportunities, the regulatory environment, and economic sensitivity. The analyst(s) acquire in-depth knowledge of the investigated sectors’ domestic, foreign, and economic circumstances.

Unique Feature

The creation of cutting-edge products is only one aspect of innovation. It is a new manner of conducting business, new systems of goods or services, or new ways for customers to engage with your company.

A sustained return on innovation’s weighted cost of capital is required.

It must be meaningful and pertinent to the organisation. Although incremental breakthroughs are crucial, they cannot have much of an impact on huge businesses.

Perfect if you desire…

The goal is to create wealth with less volatility.

The Aditya Birla Innovation Portfolio aims to generate long-term capital appreciation and income in the form of dividends, with a bias toward any market cap segment, as mutually agreed by the client fund manager. The portfolio invests in or proposes to invest in listed equity equity-related instruments. It can also invest in mutual fund units and money market products. High quality with consistent growth, strong ROE, minimal leverage, and high growth potential are just a few of the companies’ characteristics. It is a portfolio that can be customised to the client’s unique investment preferences. Stock selection is carried out using a combination of the “Bottom Up” and “Top Down” approaches, which examine the macroeconomic factors that affect industry growth and the fundamental characteristics of the competing companies.