myplexus

NFO Monitor

Fund Fact

Name of Funds:

Quant Equity Savings

Opening:

7th July 2025

Closing:

21st July 2025

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1 % of NAV if redeemed/switched out on or before completion of 15 days from the date of allotment of units

Fund Stats

Objective:

The investment objective of the Scheme is to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.

Benchmark:

NIFTY 500

Fund Manager:

Sanjeev Sharma,Harshvardhan Bharatia,Ankit Pande,Varun Pattani,Ayusha Kumbhat

Asset Allocation

65%-90% Equity 10%-35% Money Market

upto 10% Exchange Traded Commodity Derivatives upto 10% Others

Comparable existing schemes

Sundaram Equity Savings Fund	9.25(1Y)	14.64(3Y)
HDFC Equity Savings Fund	6.23(1Y)	12.61(3Y)

Fund Prognosis

Idea Distiller

This segment could be the biggest one soon. A moderate risk return trade off strategy could be solution for many risk averse investors.

Fund House AAUM:
9359853.15 Lakhs(as on 30th June)
Fund Manager:
Experience of above 7 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

An addition to the category can only offer more options to the investors. More the merrier.

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