Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Quant Equity Savings
  • Opening:
    7th July 2025
  • Closing:
    21st July 2025
  • Scheme Type:
    Open Ended Equity Savings
  • Minimum Investment:
    Rs. 5,000/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1 % of NAV if redeemed/switched out on or before completion of 15 days from the date of allotment of units
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Sanjeev Sharma,Harshvardhan Bharatia,Ankit Pande,Varun Pattani,Ayusha Kumbhat

Asset Allocation

65%-90% Equity
10%-35% Money Market
Comparable existing schemes
Sundaram Equity Savings Fund 9.25(1Y) 14.64(3Y)
HDFC Equity Savings Fund 6.23(1Y) 12.61(3Y)

Fund Prognosis

Idea Distiller

This segment could be the biggest one soon. A moderate risk return trade off strategy could be solution for many risk averse investors.

  • Fund House AAUM:

  • 9359853.15 Lakhs(as on 30th June)

  • Fund Manager:

  • Experience of above 7 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

An addition to the category can only offer more options to the investors. More the merrier.