myplexus

NFO Monitor

Fund Fact

Name of Funds:

quant Commodities

Opening:

8th December 2023

Closing:

22nd December 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:

1% of NAV if units are redeemed/ switched-out within 15 days from the date of allotment

Fund Stats

Objective:

The objective of the scheme is to generate long-term capital appreciation by creating a portfolio that is invested predominantly in Equity and Equity related securities of companies engaged in commodity and commodity related sectors.

Benchmark:

NIFTY COMMODITIES

Fund Manager:

Ankit Pande, Sanjeev Sharma, Vasav Sahgal, Varun Pattani

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

ICICI Prudential Commodities Fund	22.86(6M)	28.37(1Y)
Not Available	Not Available	Not Available

Fund Prognosis

Idea Distiller

Commodities have been largely inert when everyone else was rocking. Lead by gold and metals, perhaps the tide is turning.

Fund House AAUM:
Rs. 3174827.52 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Imagine the defence sector stocks. Could this be another one such? I wouldn’t mind taking a nibble.

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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