myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bandhan Multi Asset Allocation

Opening:

10th January 2024

Closing:

24th January 2024

Minimum Investment:

Rs.1,000/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% of NAV if units in excess of 10% are redeemed/switched out are within 30 days from the date of allotment

Fund Stats

Objective:

The investment objective of the Scheme is to generate income and provide long term capital appreciation by investing in instruments across multiple asset classes namely Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/Silver related instruments.

Benchmark:

NIFTY 500

Fund Manager:

Viraj Kulkarni, Daylynn Pinto, Nemish Sheth, Gautam Kaul

Asset Allocation

65-80% Equity 10-30% Debt

10-30% Money Market upto 10% Others

Comparable existing schemes

SBI Multi Asset Allocation Fund	15.46(6M)	24.59(1Y)
Axis Multi Asset Allocation Fund	6.47(6M)	14.24(1Y)

Fund Prognosis

Idea Distiller

Let's jump on to a product category that is getting traction, no matter how late!!!!

Fund House AAUM:
Rs 12807730.79 Lakhs(as on December 31, 2023)
Fund Manager:
Combined experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

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