myplexus

NFO Monitor

Fund Fact

Name of Funds:

Mirae Asset Multi Asset Allocation

Opening:

10th January 2024

Closing:

24th January 2024

Minimum Investment:

Rs.5,000/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if redeemed within 1 year from the date of allotment

Fund Stats

Objective:

The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing in equity and equity related securities, Debt and money market instruments, Gold ETFs, Silver ETFs and Exchange Traded Commodity Derivatives.

Benchmark:

BSE 200

Fund Manager:

Harshad Borawake

Asset Allocation

65-80% Equity 10 - 25% Money Market

10 - 25% Debt upto 10% Others

Comparable existing schemes

SBI Multi Asset Allocation Fund	13.84(6M)	23.11(1Y)
Axis Multi Asset Allocation Fund	4.02(6M)	11.79(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. 14950349.65 Lakhs (as on 31st December 2023)
Fund Manager:
Experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is a fund that has many many competitors. But the fund house needs it. Doesn’t mean you need to.

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