Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Trust MF Smallcap
  • Opening:
    11th October 2024
  • Closing:
    25th October 2024
  • Scheme Type:
    Open Ended Equity Small Cap Fund
  • Minimum Investment:
    Rs.1,000/- and in multiples of any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if redeemed/switched out within 180 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. However, there is no assurance that the investment objective of the scheme will be realized.

  • Benchmark:

  • NIFTY Smallcap 100

  • Fund Manager:

  • Mihir Vora, Aakash Manghani

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
Aditya Birla Sun Life Small cap Fund 22.73(6M) 36.57(1Y)
HSBC Small Cap Fund 24.25(6M) 41.88(1Y)

Fund Prognosis

Idea Distiller

The house is positively positioned on the category and has a lot of compelling reasons going for them. The biggest draw is the huge diversification that is possible.

  • Fund House AAUM:

  • Rs 174620.5 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 29 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Small cap funds are many around but then again it is how one sees the segment and acts that will set the scheme apart. The fund house honchos are very bullish on the segment and the enthusiasm is contagious.