Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    NJ Value
  • Opening:
    10th July 2026
  • Closing:
    24th July 2026
  • Scheme Type:
    Open Ended Equity Value Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    Nil
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of companies by following a value investment strategy.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Viral Shah, Dhaval Patel

Asset Allocation

80-100 % Equity
upto 20% Debt and Money Market
Comparable existing schemes
Aditya Birla Sun Life Value 8.22 %(6M) 9.38 %(1Y)
Axis Value 4.83 %(6M) 3.79 %(1Y)

Fund Prognosis

Idea Distiller

The fund focusing on a rule-based value investing strategy with a baseline quality filter. Be different in a commoditised space.

  • Fund House AAUM:

  • 692,232.29(in Lakhs)

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Simple enough idea but the competetion is tough.