myplexus

NFO Monitor

Fund Fact

Name of Funds:

ITI Focused Equity

Opening:

29th May 2023

Closing:

12th June 2023

Minimum Investment:

Rs. 5,000/- and in multiples of Rs. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units

Fund Stats

Objective:

The investment objective of the scheme is to seek to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 companies across market capitalization

Benchmark:

NIFTY 500

Fund Manager:

Dhimant Shah, Rohan Korde, Tanay Gabhawala

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt upto 10% Others

Comparable existing schemes

Nippon India Focused Equity Fund	-0.01(6M)	13.88(1Y)
Bandhan Focused Equity Fund	5.37(6M)	15.99(1Y)

Fund Prognosis

Idea Distiller

The fund house is trying to make a comeback and starting on a fresh plate. The focused strategy is the chosen one.

Fund House AAUM:
Rs. 361161.31 Lakhs (as on 31st March 2023)
Fund Manager:
Combined experience of above 26 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Focussed funds are fair weater friends and during such times these funds are expected to make a lot more than others. However, I am not comfortable with these.

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: 14th May 2025 to 23rd May 2028