myplexus

NFO Monitor

Fund Fact

Name of Funds:

Trust MF Flexi Cap

Opening:

5th April 2024

Closing:

19th April 2024

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if redeemed/switched out within 180 days from the date of allotment.

Fund Stats

Objective:

To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments.

Benchmark:

NIFTY 500

Fund Manager:

Mihir Vora, Aakash Manghani

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt upto 10% Others

Comparable existing schemes

Quant Flexi Cap Fund	38.83(6M)	62.90(1Y)
Mahindra Manulife Flexi Cap Fund	18.39(6M)	39.87(1Y)

Fund Prognosis

Idea Distiller

Starting off their equity journey with a flexi cap. With some innovation in their investing philosophy.

Fund House AAUM:
Rs 112451.72 Lakhs(as on 31st March 2024)
Fund Manager:
Combined experience of above 29 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The fund house is attempting to put a twist and attempting to bring in a new thought process to the category. Maybe it could work better.

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