myplexus

NFO Monitor

Fund Fact

Name of Funds:

Quantum Small Cap

Opening:

16th October 2023

Closing:

27th October 2023

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed or switched out are in excess of 10% on or before 365 days from the date of allotment

Fund Stats

Objective:

The Investment Objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks.

Benchmark:

BSE SMALLCAP

Fund Manager:

Chirag Mehta, Abhilasha Satale

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt Nil Others

Comparable existing schemes

Bank of India Small Cap Fund	31.08(6M)	35.29(1Y)
HSBC Small Cap Fund	27.52(6M)	38.89(1Y)

Fund Prognosis

Idea Distiller

It is a Small cap fund, so nothing new to it.

Fund House AAUM:
Rs. 228906.33 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 12 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Over the longer term the Small cap universe is definitely appealing but there are too many good competitors.

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