myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC NIFTY Realty Index

Opening:

7th March 2024

Closing:

21st March 2024

Minimum Investment:

Rs. 100 and any amount thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

Nil

Fund Stats

Objective:

To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Realty Index (TRI), subject to tracking error.

Benchmark:

BSE Realty

Fund Manager:

Nirman Morakhia, Arun Agarwal

Asset Allocation

95-100% Securities covered by NIFTY Realty Index upto 5% Money Market

upto 5% Debt Nil Others

Comparable existing schemes

SBI Nifty Index Fund	9.81(6M)	29.32(1Y)
ICICI Prudential Nifty Auto Index Fund	23.37(6M)	67.10(1Y)

Fund Prognosis

Idea Distiller

Realty has been a dominant component of the stock markets last year. And the fund obviously wants to cash in on it.

Fund House AAUM:
Rs 55600689.19 Lakhs(as on 31st December 2023)
Fund Manager:
Combined experience of above 25 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Very high and if you are an aggressive investor, then this has to be in your portfolio. But tread with caution.

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