Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    ICICI Prudential Equity Minimum Variance
  • Opening:
    18th November 2024
  • Closing:
    2nd December 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5,000/- (plus in multiple of Re. 1/-)
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out within 12 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

To generate long term capital appreciation by investing in Equity & Equity related instruments through a diversified basket with an aim to minimize the portfolio volatility

  • Benchmark:

  • NIFTY 50

  • Fund Manager:

  • Vaibhav Dusad, Nitya Mishra

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
SBI Equity Minimum Variance Fund 6.00(6M) 17.05(1Y)
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

A difficult concept to put in investment. The focus is on stocks that show minimum diversion, so less risky. Or so we are told.

  • Fund House AAUM:

  • Rs 87334219.1 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 12 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

For the conservative stock person. The concept is good but the operation is difficult. I will wait to see the performance.