myplexus

NFO Monitor

Fund Fact

Name of Funds:

Aditya Birla Sun Life Conglomerate

Opening:

5th December 2024

Closing:

19th December 2024

Minimum Investment:

Rs.100/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.50% of NAV if redeemed on or before 90 days from the date of allotment.

Fund Stats

Objective:

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate theme.

Benchmark:

NIFTY 200

Fund Manager:

Harish Krishnan

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Kotak Pioneer Fund	5.85(6M)	33.67(1Y)
Franklin India Technology	15.37(6M)	34.99(1Y)

Fund Prognosis

Idea Distiller

Investing in big business houses which has multiple businesses covering varied activities. Conglomerate!!

Fund House AAUM:
Rs 38432688.85 Lakhs(as on 30th September, 2024)
Fund Manager:
Experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Yes the theme is different but not very. It seems a bit more diffused than a focused fund but less so than a diversified.

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