myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak MNC

Opening:

7th October 2024

Closing:

21st October 2024

Minimum Investment:

Rs. 100/- and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment.

Fund Stats

Objective:

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of multi-national companies (MNC).

Benchmark:

NIFTY MNC

Fund Manager:

Harsha Upadhyaya, Dhananjay Tikariha, Abhishek Bisen

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Aditya Birla Sun Life MNC Fund	22.89(6M)	35.19(1Y)
ICICI Prudential MNC Fund	18.63(6M)	30.58(1Y)

Fund Prognosis

Idea Distiller

It has been quite some time since the MNC segment has seen any action. High time. And thus the fund.

Fund House AAUM:
Rs 47374688.13 Lakhs(as on 30th September, 2024)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Well the MNC category definitely held some appeal in the good old days but it will take a lot for the shine to return.

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.