Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    quant PSU
  • Opening:
    2nd February 2024
  • Closing:
    15th February 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5,000/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out within 15 days from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of
Public Sector Undertakings (PSUs).

  • Benchmark:

  • BSE PSU

  • Fund Manager:

  • Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Aditya Birla Sun Life PSU Equity Fund 62.69(6M) 94.40(1Y)
SBI PSU Fund 55.48(6M) 89.99(1Y)

Fund Prognosis

Idea Distiller

PSU index has rallied massively in the last year and the quant route in managing a PSU portfolio is a novel one.

  • Fund House AAUM:

  • Rs 4067500.12 Lakhs(as on 31st December, 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Depends on what you think of the PSU segment. I think the entry time is wrong.