myplexus

NFO Monitor

Fund Fact

Name of Funds:

Invesco India Manufacturing

Opening:

25th July 2024

Closing:

8th August 2024

Minimum Investment:

Rs. 1,000/- per application and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% of NAV if units are redeemed/switched out on or before 3 months from the date of allotment

Fund Stats

Objective:

To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies following the manufacturing theme.

Benchmark:

NIFTY INDIA MANUFACTURING

Fund Manager:

Amit Ganatra, Dhimant Kothari

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

ICICI Prudential Manufacturing Fund	29.68(6M)	63.77(1Y)
Kotak Manufacture In India Fund	30.35(6M)	50.53(1Y)

Fund Prognosis

Idea Distiller

Manufacturing, the mandarins will have us believe, has everything going their way. The ultimate value generator over the next few years. And thus the fund.

Fund House AAUM:
Rs 8363658.83 Lakhs(as on 30th June, 2024)
Fund Manager:
Combined experience of more than 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is a mixed bag. The biggest constraint for manufacturing are input costs (energy) and slow market growth. I have my reservations.

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