myplexus

NFO Monitor

Fund Fact

Name of Funds:

DSP Nifty Midcap 150 Quality 50 Index Fund

Opening:

18th July 2022

Closing:

29th July 2022

Minimum Investment:

Rs.500/- & any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

Nil

Fund Stats

Objective:

The Scheme seeks to provide returns that, before expenses, closely correspond to the total return of the underlying index (Nifty Midcap 150 Quality 50 Index), subject to tracking errors.

Benchmark:

NIFTY MIDCAP 150

Fund Manager:

Anil Ghelani, Diipesh Shah

Asset Allocation

95-100% Equity upto 5% Money Market

Comparable existing schemes

BHARAT 22 ETF	12.69(6M)	27.97(1Y)
Nippon India ETF Nifty Midcap 150	12.31(6M)	9.93(1Y)

Fund Prognosis

Idea Distiller

In a broad canvas Nifty, a focus on quality through the ETF route. Lower costs.

Fund House AAUM:
Rs. 10668194.05 lakhs (as on 30thJune 2022)
Fund Manager:
Combined experience of above 23 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

This seems to be the favoured ETF orientation for product people, this time around. Not so much oomph, but definitely a prep for stacking up the passive portfolio.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.