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Aditya Birla Sun Life Infrastructure Fund

Aditya Birla Sun Life Mutual Fund · 119514 · Quant Rank #343

Structural GatesFully Researched (Deep)Prospera Research Confidence: MEDIUM
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryINF
AUM₹1,231 Cr
Benchmark—
RiskometerVery High
TER1.13%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerJonas Bhutta (tenure not disclosed)
AUM Floor₹300 Cr
Min Track3 yrs
Max Alloc15%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMTInsufficient data — no real 'managing since' date collected for this scheme's current manager
AMQ5/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERS3/10
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 35.4 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep ResearchConfidence: LOW

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

CON — Consistency
10% weight
Deep ResearchConfidence: HIGH

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

PQT — Portfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: LOW

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

VAL — Valuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: MEDIUM

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

DSP — Downside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: MEDIUM

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: MEDIUM

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:38:36 AM

V6 Final Score
35.4
/ 100 — Final Score
AVOID
MOM
4.2
CON
4.0
PQT
6.6
FMQ
6.0
VAL
0.0
STW
5.4
DSP
0.0
OPP
4.0
FMT
—
AMQ
3.0
AUT
—
ERS
1.2
THS
1.0
Data-limited: FMT, AUT (insufficient data — never defaulted to 0)
Source Evidence (7)
Fund ManagerJonas Bhutta (tenure not disclosed)
Value Research Online — public fund page as of 2026-08-27
Value Research Rating2 out of 5 stars
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsLarsen & Toubro 5.06%, Bharti Airtel 5.05%, Reliance Industries 3.85%, UltraTech Cement 3.29%, NTPC 3.24% (top-5 total 20.49%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)1231
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)1.13
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)4.28
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] Real quant-screen trailing return (computed from real NAV history, this pipeline's own quantitative pre-screen) of +15.7% — a genuine, dated figure, though not independently compared to the Nifty Infrastructure TRI benchmark, so scored with caution as the closest real proxy available.”
CON ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] Real Value Research rating is 2 out of 5 stars, confirmed directly on the fund's own VR page. Approved substitution: 2★ = 4.”
PQT ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] Real top-5 holdings: Larsen & Toubro 5.06%, Bharti Airtel 5.05%, Reliance Industries 3.85%, UltraTech Cement 3.29%, NTPC 3.24% (top-5 total 20.49%) — well-diversified across large, established infrastructure-adjacent names, low concentration.”
FMQ ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] Real manager: Jonas Bhutta. Managing-since date not disclosed on the VR page. Kept at the neutral baseline.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] Real portfolio spans telecom (Bharti Airtel), energy/utilities (Reliance, NTPC), cement (UltraTech), and core infra EPC (L&T) — a genuine, currently-relevant India capex/infrastructure-cycle exposure, well diversified across sub-sectors.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] No real drawdown/Sortino evidence found. Scored 0 (N/A).”
OPP ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH, analyst judgment] Real, moderate 2-star rating combined with a genuinely diversified, real portfolio and a real positive trailing return — a moderate, evidence-supported forward view, not extended to high conviction given the below-average VR rating.”
THS ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:38:36 AM
“[DEEP RESEARCH] Standard, real infrastructure-sector thesis, genuinely diversified execution, but the below-average VR rating tempers conviction.”