Edelweiss Consumption FUND NFO

  

Edelweiss Consumption FUND NFO 

Fund Objective - 

• Long Term Capital Appreciation
• INVESTMENT IN EQUITY AND EQUITY RELATED INSTRUMENTS WITH A FOCUS ON COMPANIES ENGAGED IN CONSUMPTION AND CONSUMPTION RELATED SECTORS OR ALLIED SECTORS. 
• No Assurance that the achieved scheme objective.

Basic Details - 

• Minimum SIP - 100 Rs
• Minimum Lumpsum - 100 Rs
• NAV - 10 Rs
• Start Date - 31 January 2025
• End Date -14 February
• Allotment date - 21 February 2025
• Benchmark - Nifty India Consumption TRI
• Locking Period - No Locking Period
• Scheme Type - Open Ended
• Plan - Growth
• Exit Load -1% if redeem within 90 days form the date of allotment
• Stamp Duty - 0.005
• Risk - Very High Risk
• Category - Sector / Thematic
• Fund Manager - Mr. Dhruv Bhatiya ( PGDM Finacnce with 12 year Exp ) , Mr. Trideep Bhattacharya ( B.Tech, MBA Fin & CFA ) with 15 year exp & Mr. Amit Vora ( B.Com ) with 16 year exp
• Plan - Direct & Regular
•  Equity Allocation - Minimum 80% to Maximum 100%
• Expanse Ratio - Upto 2.25% if AUM Increase expanse ration decrease

Why Consumption Theme - 

• Demographic Advantage
• Rising Income
• Urbanisation 
• Digitisation/New age consumption
• Easy Credit Availability
• Premiumization

Investment Strategy - 

• Quality Leaders
• Growth Champion
• Value Pick

Portfolia Strategies - 

• Core Consumption
• Emerging Consumption
• Cyclical Consumption

Risk Management - 

• Quantitative Screening
• Fundamental Framework 
• Value & Growth Agnostic 
• Forensic Analysis Framework  

Who Can Invest in this Scheme - 

• If you think for Consumption Fund
• If you want to participate in India Consumption growth story.
• if you want to invest in thematic fund
• if you want to invest in Minimum 3-5 year
• if your risk appetite is very high

Risk Involve - 

• Market Risk
• Theme Specific Risk
• Equity Oriented Risk
• Concentration Risk
• Government Policy Risk
• Non-Diversification Risk
• Management Risk
• Rebalancing Risk
• Volatility Risk & News Risk
• Etc…

Risk-O-Meter - 

• Benchmark Risk o Meter - Very High Risk
• Fund Scheme Risk o Meter - Very High Risk

Invest Now - Click here

Watch Scheme Video - Click here

Download Scheme PDF - Click here

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.