NFO Monitor

Fund Facts

Name of Fund:

quant Consumption
Opening:

5th January 2024
Closing:

18th January 2024
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:

1% of NAV if units are redeemed/switched out within 15 days from the date of allotment
Thereafter:

Nil

Fund Stats

Objective

The primary investment objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Consumption driven companies

Benchmark:
NIFTY CONSUMPTION
Fund Manager:
Ankit Pande, Sanjeev Sharma, Vasav Sahgal

Asset Allocation

80-100 % Equity

upto 20% Debt

Comparable existing schemes

Nippon India Consumption Fund	17.36(6M)	31.39(1Y)
Mahindra Manulife Consumption Fund	15.62(6M)	33.79(1Y)

Fund Prognosis

Idea Distiller

Consumption seems to be the theme for the coming investment cycle. So many are boarding the band wagon.

Fund House AAUM:
Rs 4067500.12 Lakhs(as on December 31, 2023)
Fund Manager:
Combined experience of above 13 years

Scheme DNA 4 fundamentals

UNIQNESS
RETURN
RISK
OPERABILITY

OOMP Factor

There is a buzz on the consumption theme and it could work out in so many different ways. The sector is broad enough as the definition is fuzzy enough too.

quant Consumption