Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    NJ Flexicap
  • Opening:
    15th August 2023
  • Closing:
    29th August 2023
  • Scheme Type:
    Open Ended Equity Flexi Cap Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Rs. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out are in excess of 5% of the units purchased on or before 30 days from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments across market capitalization.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Dhaval Patel

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
HDFC Flexi Cap Fund 17.70(6M) 22.31(1Y)
JM Flexi Cap Fund 23.95(6M) 26.43(1Y)

Fund Prognosis

Idea Distiller

Not much of a freshness in idea apart from the making of a product basket.

  • Fund House AAUM:

  • Rs. 436119.15 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Experience of above 16 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Just nothing. But you have to give it to them when they are a new fund house.