Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Parag Parikh Dynamic Asset Allocation
  • Opening:
    20th February 2024
  • Closing:
    22nd February 2024
  • Scheme Type:
    Open Ended Dynamic Asset Allocation/Balanced Advantage Fund
  • Minimum Investment:
    Rs. 5,000/- and any amount thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units in excess of 10% are redeemed/switched out are within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, Mansi Kariya

Asset Allocation

0- 100% Equity
0- 100% Money Market
Comparable existing schemes
DSP Dynamic Asset Allocation Fund 8.35(6M) 18.52(1Y)
Aditya Birla Sun Life Balanced Advantage Fund 9.63(6M) 21.03(1Y)

Fund Prognosis

Idea Distiller

Make a product that is a one for all kind of a solution to our savings needs. A multi asset product!!! And there you are.

  • Fund House AAUM:

  • Rs 5301774.72 Lakhs(as on 31st December, 2023)

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

For the conservative investor who would want to stick the head out just that bit. Not for the equity person.