Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    ITI Large & Mid Cap
  • Opening:
    21st August 2024
  • Closing:
    4th September 2024
  • Scheme Type:
    Open Ended Equity Large & Mid Cap Fund
  • Minimum Investment:
    Rs. 5,000/- and in multiples of Rs. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    0.50% of NAV if units are redeemed or switched out on or before completion of 3 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to seek to generate long term capital appreciation by investing in equity and equity related securities of large cap & mid cap stocks.

  • Benchmark:

  • Nifty LargeMid250

  • Fund Manager:

  • Vishal Jajoo, Rohan Korde

Asset Allocation

70-100% Equity
upto 30% Money Market
Comparable existing schemes
SBI Large & Midcap Fund 18.11(6M) 31.80(1Y)
Invesco India Large & Mid Cap Fund 24.56(6M) 51.67(1Y)

Fund Prognosis

Idea Distiller

Not much really. It is a category that has many participants and making a difference in this segment will need a lot of work.

  • Fund House AAUM:

  • Rs 740609.76 Lakhs(as on 30th June, 2024)

  • Fund Manager:

  • Combined experience of above 17 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Only if the scheme does make it then only is it oomphy. Or else it is dal-chawal, comforting but not exciting.