myplexus

NFO Monitor

Fund Fact

Name of Funds:

Aditya Birla Sun Life Multi - Index FOF

Opening:

26th September 2022

Closing:

10th October 2022

Minimum Investment:

Rs. 100/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% of NAV if redeemed or switched out on or before 15 days

Fund Stats

Objective:

The primary objective of the Scheme is to generate capital appreciation by investing in passively managed instruments such as ETFs and Index Funds of equity and equity related instruments (domestic index funds & ETFs as well as overseas ETFs), fixed income securities, Gold / Silver.

Benchmark:

BSE 500

Fund Manager:

Lovelish Solanki

Asset Allocation

95-100% Units of ETFs and Index Funds upto 5% Money Market

Comparable existing schemes

Franklin India Multi - Asset Solution Fund	-0.56(6M)	0.95(1Y)
HDFC Asset Allocator Fund of Funds	3.90(6M)	5.55(1Y)

Fund Prognosis

Idea Distiller

Let’s have a product that will have everything and sell it as a magic potion. An extremely difficult to manage idea with every asset class thrown in.

Fund House AAUM:
Rs. 28218335.96 Lakhs (as on 30th June 2022)
Fund Manager:
Experience of above 12 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

There is titillation and I am sure it is only that. Trust me, so many fall for this. A khichdi can be good but it will never be a biryani. I will avoid. So should you.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028