myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC Non-Cyclical Consumer

Opening:

23rd June 2023

Closing:

7th July 2023

Minimum Investment:

Rs. 100/- and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

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

Fund Stats

Objective:

To generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies with a focus on non-cyclical consumer theme

Benchmark:

NIFTY CONSUMPTION

Fund Manager:

Amit Sinha, Priya Ranjan

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 20% Others

Comparable existing schemes

Mirae Asset Great Consumer Fund	17.47(6M)	27.26(1Y)
UTI India Consumer Fund	12.49(6M)	15.68(1Y)

Fund Prognosis

Idea Distiller

A grand idea. Very novel. Perhaps aimed at the very aware investor.

Fund House AAUM:
Rs. 48989374.55 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The name itself is so appealing, it makes one rush out to buy. But managing is the key. Specially so in this case.

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