myplexus

NFO Monitor

Fund Fact

Name of Funds:

DSP Multi Asset Allocation

Opening:

7th September 2023

Closing:

21st September 2023

Minimum Investment:

Rs 100/– and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the Scheme is to seek to generate long term capital appreciation by investing in multi asset classes including equity and equity related securities, debt and money market instruments, commodity ETFs, exchange traded commodity derivatives and overseas securities

Benchmark:

NIFTY 500

Fund Manager:

Aparna Karnik, Prateek Nigudkar, Sandeep Yadav, Jay Kothari, Ravi Gehani

Asset Allocation

35- 80% Equity 10- 50% Money Market

10- 50% Debt upto 10% Others

Comparable existing schemes

SBI Multi Asset Allocation Fund	14.91(6M)	17.54(1Y)
Axis Multi Asset Allocation Fund	12.35(6M)	8.25(1Y)

Fund Prognosis

Idea Distiller

A bit of everything is good for a khichdi meal not a gourmet treat. And that’s the inspiration!!!

Fund House AAUM:
Rs 11772590.28 Lakhs (as on 30th June, 2023)
Fund Manager:
Combined experience of above 19 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Not much right now but this category has potential. I would rather wait out and choose where the money ought to go.

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