myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC MNC

Opening:

17th February 2023

Closing:

3rd March 2023

Minimum Investment:

Rs. 100/- and any amount thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out within 1 year from the date of allotment

Fund Stats

Objective:

To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of multinational companies (MNCs).

Benchmark:

NIFTY MNC

Fund Manager:

Rahul Baijal, Priya Ranjan

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Aditya Birla Sun Life MNC Fund	-8.33(6M)	-2.25(1Y)
ICICI Prudential MNC Fund	-2.66(6M)	2.08(1Y)

Fund Prognosis

Idea Distiller

The MNC segment has not really seen that much of investors interest and people have largely forgotten about this segment. The fund house obviously has remembered it.

Fund House AAUM:
Rs.44849389.43 Lakhs (as on 31st December 2022)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Well frankly there is some. And also because of the fact that there are not enough competitors and this could be a profitable segment in the days to come.

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