myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bajaj Finserv Consumption

Opening:

8th November 2024

Closing:

22nd November 2024

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out within 3 months from the date of allotment

Fund Stats

Objective:

The objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.

Benchmark:

NIFTY CONSUMPTION

Fund Manager:

Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Baroda BNP Paribas India Consumption Fund	10.72(6M)	28.71(1Y)
HSBC Consumption Fund	15.28(6M)	36.17(1Y)

Fund Prognosis

Idea Distiller

Consumption. Because the population is growing and upwardly mobile.

Fund House AAUM:
Rs 1559267.47 Lakhs(as on 30th September, 2024)
Fund Manager:
Combined experience of above 23 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Average idea and very competition heavy. No matter what investment innovation one brings in.

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