NFO Monitor

Fund Fact

Name of Funds:

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Fund Stats

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Asset Allocation

Comparable existing schemes
SBI Balanced Advantage Fund 14.26(6M) 15.27(1Y)
HDFC Balanced Advantage Fund 18.69(6M) 21.10(1Y)

Fund Prognosis

Idea Distiller

A new fund from a relatively new house. In a category that has immense competition.

  • Fund House AAUM:

  • Rs. 542146.2 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor