myplexus

NFO Monitor

Fund Fact

Name of Funds:

quant Consumption

Opening:

5th January 2024

Closing:

18th January 2024

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 primary investment objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Consumption driven companies

Benchmark:

NIFTY CONSUMPTION

Fund Manager:

Ankit Pande, Sanjeev Sharma, Vasav Sahgal

Asset Allocation

80-100 % Equity upto 20% Debt

upto 20% Money Market upto 10% Others

Comparable existing schemes

Nippon India Consumption Fund	17.36(6M)	31.39(1Y)
Mahindra Manulife Consumption Fund	15.62(6M)	33.79(1Y)

Fund Prognosis

Idea Distiller

Consumption seems to be the theme for the coming investment cycle. So many are boarding the band wagon.

Fund House AAUM:
Rs 4067500.12 Lakhs(as on December 31, 2023)
Fund Manager:
Combined experience of above 13 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

There is a buzz on the consumption theme and it could work out in so many different ways. The sector is broad enough as the definition is fuzzy enough too.

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