Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Tata India Innovation
  • Opening:
    11th November 2024
  • Closing:
    25th November 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:
    Not Applicable
  • Exit Road:
    1% of NAV if redeemed on or before 90 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from adoption of innovative strategies & theme.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Meeta Shetty, Kapil Malhotra

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Nippon India Innovation Fund 5.79(6M) 30.66(1Y)
ICICI Prudential Innovation Fund 6.03(6M) 40.88(1Y)

Fund Prognosis

Idea Distiller

A new India seeks to leapfrog into the dominant segment by leveraging innovation in tech and manufacturing.

  • Fund House AAUM:

  • Rs 17799880.6 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

It is not just another tech or manufacturing theme. It is much more. But high risk-reward game this is. Ooomphy for me!!!