Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    quant BFSI
  • Opening:
    1st June 2023
  • Closing:
    14th June 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5,000/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
  • Exit Road:
  • Thereafter:

Fund Stats


The primary investment objective of the scheme is to generate consistent returns by investing in equity and equity related instruments of banking and financial services.

  • Benchmark:

  • NIFTY Financial Services

  • Fund Manager:

  • Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
ITI Banking and Financial Services Fund 0.88(6M) 18.42(1Y)
Aditya Birla Sun Life Infrastructure Fund 10.74(6M) 32.79(1Y)

Fund Prognosis

Idea Distiller

The financial sector has been a stellar returns generator over a long while now and the fund house thinks it is the right time to get in again.

  • Fund House AAUM:

  • Rs. 1876061.59 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

With the sector doing very well, business wise and a lot of action taking place on the M&A in the sector, this has potential. High ooomph.