myplexus

NFO Monitor

Fund Fact

Name of Funds:

ITI Large & Mid Cap

Opening:

21st August 2024

Closing:

4th September 2024

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.50% of NAV if units are redeemed or switched out on or before completion of 3 months from the date of allotment

Fund Stats

Objective:

The investment objective of the Scheme is to seek to generate long term capital appreciation by investing in equity and equity related securities of large cap & mid cap stocks.

Benchmark:

Nifty LargeMid250

Fund Manager:

Vishal Jajoo, Rohan Korde

Asset Allocation

70-100% Equity upto 30% Money Market

upto 30% Debt upto 10% Others

Comparable existing schemes

SBI Large & Midcap Fund	18.11(6M)	31.80(1Y)
Invesco India Large & Mid Cap Fund	24.56(6M)	51.67(1Y)

Fund Prognosis

Idea Distiller

Not much really. It is a category that has many participants and making a difference in this segment will need a lot of work.

Fund House AAUM:
Rs 740609.76 Lakhs(as on 30th June, 2024)
Fund Manager:
Combined experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Only if the scheme does make it then only is it oomphy. Or else it is dal-chawal, comforting but not exciting.

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 of ARN: 14th May 2025 to 23rd May 2028