Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Tata Nifty Mid Small Healthcare Index
  • Opening:
    8th April 2024
  • Closing:
    22nd April 2024
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Rs 5,000/- and in multiple of Re.1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    0.25% of NAV if redeemed on or before 15 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to provide returns, before expenses, that are in line with the performance of Nifty MidSmall Healthcare Index (TRI), subject to tracking error.

  • Benchmark:

  • BSE HEALTHCARE

  • Fund Manager:

  • Kapil Menon

Asset Allocation

95-100% Securities covered by Nifty MidSmall Healthcare Index
upto 5% Money Market
Comparable existing schemes
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 17.02(6M) 35.32(1Y)
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

A very niche segment but with enormous potential. And the index route helps too.

  • Fund House AAUM:

  • Rs 14727150.03 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Experience of above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

You have not got this in your portfolio for sure. Invest for the sake of meaningful diversification.