Aditya Birla India Equity Opportunities Fund

Quantitative models and tools such as ANR and EE (all Analyst Recommendation changes tracker and Earning Estimates change tracker) are applied to help identify buying opportunities that are in line with our investment strategy. Extensive research studies on historical and current market data and financials are undertaken on stocks which meet the defined criteria. This helps in identifying businesses that could be consistent outperformers leading to superior fund performance. This is developed by analysing company and industry information from meetings with the company managements, suppliers, users, competitors, industry consultants and broker research community. These stocks are further screened on the basis of value investing approach and portfolio optimization via valuation screeners and with the potential of 100% upside in 3-4 years. This enables the investment team to arrive at a focused portfolio of companies. The Investment Manager and the research analyst(s) track the stocks that are consistent with investment strategy of the product. In-house screeners are updated on a weekly or a fortnightly basis, which help in identifying new buying opportunities. In addition to that, research reports provided by the empaneled brokers are also used in the investment process.