myplexus

NFO Monitor

Fund Fact

Name of Funds:

NJ Flexicap

Opening:

15th August 2023

Closing:

29th August 2023

Minimum Investment:

Rs. 500/- and in multiples of Rs. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed/switched out are in excess of 5% of the units purchased on or before 30 days from the date of allotment

Fund Stats

Objective:

The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments across market capitalization.

Benchmark:

NIFTY 500

Fund Manager:

Dhaval Patel

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt Nil Others

Comparable existing schemes

HDFC Flexi Cap Fund	17.70(6M)	22.31(1Y)
JM Flexi Cap Fund	23.95(6M)	26.43(1Y)

Fund Prognosis

Idea Distiller

Not much of a freshness in idea apart from the making of a product basket.

Fund House AAUM:
Rs. 436119.15 Lakhs (as on 30th June 2023)
Fund Manager:
Experience of above 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Just nothing. But you have to give it to them when they are a new fund house.

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