myplexus

NFO Monitor

Fund Fact

Name of Funds:

quant Healthcare

Opening:

27th June 2023

Closing:

11th July 2023

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related instruments of companies from the healthcare sector

Benchmark:

BSE HEALTHCARE

Fund Manager:

Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 5% Others

Comparable existing schemes

DSP Healthcare Fund	11.01(6M)	21.93(1Y)
Aditya Birla Sun Life Pharma & Healthcare Fund	13.24(6M)	14.85(1Y)

Fund Prognosis

Idea Distiller

A not so fresh offering but has the potential to add to the portfolio profits for investors.

Fund House AAUM:
Rs. 2336603.99 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Warm but not so hot for me. The "healthcare" definition is broad but the sector has been an iffy one. Cautiously please, if you will.

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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