myplexus

NFO Monitor

Fund Fact

Name of Funds:

Axis S&P BSE Sensex Index

Opening:

8th February 2024

Closing:

22nd February 2024

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

Nil

Fund Stats

Objective:

To provide returns before expenses that corresponds to the total returns of the S&P BSE Sensex TRI subject to tracking errors.

Benchmark:

BSE SENSEX

Fund Manager:

Karthik Kumar, Ashish Naik

Asset Allocation

95-100% Securities covered by S&P BSE Sensex TRI upto 5% Money Market

upto 5% Debt Nil Others

Comparable existing schemes

ICICI Prudential S&P BSE Sensex Index Fund	12.67(6M)	21.41(1Y)
Tata S&P BSE Sensex Index Fund	12.52(6M)	21.14(1Y)

Fund Prognosis

Idea Distiller

What idea??? Just an exercise in keeping the house in the news with a zero thought index fund.

Fund House AAUM:
Rs 26322594.26 Lakhs(as on 31st December, 2023)
Fund Manager:
Combined experience of above 10 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Nada. Nil. Period. No matter what spin the fund house people give!!!

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