Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Trust MF Flexi Cap
  • Opening:
    5th April 2024
  • Closing:
    19th April 2024
  • Scheme Type:
    Open Ended Equity Flexi Cap Fund
  • Minimum Investment:
    Rs. 1,000/- and in multiples of any amount thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if redeemed/switched out within 180 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Mihir Vora, Aakash Manghani

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
Quant Flexi Cap Fund 38.83(6M) 62.90(1Y)
Mahindra Manulife Flexi Cap Fund 18.39(6M) 39.87(1Y)

Fund Prognosis

Idea Distiller

Starting off their equity journey with a flexi cap. With some innovation in their investing philosophy.

  • Fund House AAUM:

  • Rs 112451.72 Lakhs(as on 31st March 2024)

  • Fund Manager:

  • Combined experience of above 29 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The fund house is attempting to put a twist and attempting to bring in a new thought process to the category. Maybe it could work better.