Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    quant Business Cycle
  • Opening:
    12th May 2023
  • Closing:
    25th May 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:
    Nil
  • Exit Road:
    Nil
  • Thereafter:
    Nil

Fund Stats

Objective

To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

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

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
HSBC Business Cycles Fund 6.83(6M) 23.94(1Y)
ICICI Prudential Business Cycle Fund 3.94(6M) 17.80(1Y)

Fund Prognosis

Idea Distiller

Business cycles used to be a popular segment in the developed markets but India is constrained by lack of options.

  • Fund House AAUM:

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

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

High oomph but I doubt if there is enough indicators why this will make a mark. A difficult option to manage. Wait for performance.