myplexus

NFO Monitor

Fund Fact

Name of Funds:

PGIM India Multi Cap

Opening:

22nd August 2024

Closing:

5th September 2024

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.50% of NAV if redeemed/switched out within 90 days 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 a portfolio of equity and
equity related securities across large cap, mid cap and small cap stocks.

Benchmark:

NIFTY 500

Fund Manager:

Vivek Sharma, Anandha Padmanabhan Anjeneya, Utsav Mehta, Puneet Pal

Asset Allocation

75-100% Equity upto 25% Money Market

upto 25% Debt upto 10% Others

Comparable existing schemes

Nippon India Multicap Fund	21.65(6M)	39.02(1Y)
Canara Robeco Multi Cap Fund	21.72(6M)	38.35(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 2402852.46 Lakhs(as on 30th June, 2024)
Fund Manager:
Combined experience of above 20 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: 14th May 2025 to 23rd May 2028