myplexus

NFO Monitor

Fund Fact

Name of Funds:

Franklin India Multi Cap

Opening:

8th July 2024

Closing:

22nd July 2024

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% 0f NAV if the units are redeemed/switched-out within 1 year from the date of allotment.

Fund Stats

Objective:

The investment objective of the scheme is to generate long-term capital appreciation by investing in a portfolio of equity and equity related securities of large cap, midcap and small cap companies.

Benchmark:

NIFTY 500

Fund Manager:

R. Janakiraman, Kiran Sebastian, Akhil Kalluri, Sandeep Manam

Asset Allocation

75-100% Equity upto 25% Money Market

upto 25% Debt upto 10% Others

Comparable existing schemes

Axis Multicap Fund	25.29(6M)	52.33(1Y)
Bank of India Multicap Fund	21.48(6M)	50.79(1Y)

Fund Prognosis

Idea Distiller

A fund with the mandate to cover everything - capitalization wise, but with caveats.

Fund House AAUM:
Rs 9670035.86 Lakhs(as on 30th June, 2024)
Fund Manager:
Combined experience of above 27 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Easy it seems but it is not. There are many others with proven track record so why bother.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028