Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    HDFC Non-Cyclical Consumer
  • Opening:
    23rd June 2023
  • Closing:
    7th July 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100/- and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV is payable if units are redeemed/switched-out within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

To generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies with a focus on non-cyclical consumer theme

  • Benchmark:

  • NIFTY CONSUMPTION

  • Fund Manager:

  • Amit Sinha, Priya Ranjan

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
Mirae Asset Great Consumer Fund 17.47(6M) 27.26(1Y)
UTI India Consumer Fund 12.49(6M) 15.68(1Y)

Fund Prognosis

Idea Distiller

A grand idea. Very novel. Perhaps aimed at the very aware investor.

  • Fund House AAUM:

  • Rs. 48989374.55 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 15 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The name itself is so appealing, it makes one rush out to buy. But managing is the key. Specially so in this case.