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A passively managed scheme investmenting in stocks forming part of NIFTY 50 Index.
A passively managed scheme investmenting in stocks that endeavour to generate returns in line with the underlying index subject to expenses and tracking error. Key Highlights : Fund with a track record of over 22 Years One of the largest fund in the category Fund with one of the lowest Tracking Error and Tracking Difference Competetitive Expenses .
Nil
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Securities covered by the Nifty 50 Index: 95-100% (Medium to High) Money Market instruments: 0-5% (Low to Medium)
To invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by “passive” investment. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved
Nifty 50
An open ended scheme replicating/tracking Nifty 50 index
- The Fund endeavours to replicate the underlying index of Nifty 50 Index
- Passively managed fund that endeavour to generate returns in line with the underlying index subject to expenses and tracking error
This product is suitable for investors who are seeking*:
Capital growth in tune with the index returns. Passive investment in equity instruments comprised in Nifty 50 Index. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification
- Investors who want growth with limited downside risk to their portfolio
- Investors looking for tax efficient returns
- Retirees looking for moderate and stable returns with low volatility
- First time mutual fund investors
An open ended scheme replicating/tracking NIFTY 50 Index.
When investing in financial markets, spending more time in the market is always better than timing the market. While it is always better to invest at lower valuations, predicting the right bottom is not possible even for sophisticated investors. Instead, one can aim to make regular and consistent investments through Systematic Investment Plans (SIPs) and accumulate a reasonable investment corpus over time.
Investors who choose to invest in index funds rely on broader market wisdom to generate reasonable returns for them. Investing in index funds requires a passive investment strategy and replicating the benchmark indices into their investment portfolio. Given such a strategy, fund managers don't have an active role in making investment decisions, resulting in lower fund management charges. As such, index funds are a cost-effective investment option for investors willing to emulate the long- term returns generated by the benchmark indices.
Since all the index funds following the same index will reflect a similar investment portfolio, the decision to invest in a specific index fund must be based on two primary features, Total Expense Ratio (TER) and AUM (Assets Under Management). Since the absolute returns generated by all the similar index funds would be the same (subject to tracking error), the net returns would be dependent on the scheme expenses. The lower the TER, the better the returns for the investors. Additionally, a significant asset book for the scheme significantly helps lower the tracking error since the impact cost of making the changes in the investment portfolio as a percentage of AUM decreases. The higher the AUM, the lower the likely tracking error. One should choose the Nifty index fund with a lower expense ratio and higher AUM for a better investment experience.
There is no maximum limit to investing in Nifty index funds. The investor can decide the quantum of investment depending upon the eventual financial goals, investment tenor and available investible surplus.
An open-ended index fund replicating/tracking Nifty 50 Index, it tracks the behaviour of a portfolio of 50 blue chip companies - the largest & most liquid listed
Investors may go for this scheme if they wish to rely on broader market wisdom to generate reasonable returns for them
Launched in March, 2000, this is a seasoned fund with a track record of over 2 decades.
Nifty 50 offers a diversified portfolio of 50 blue-chip companies
Elimination of individual biases & subjective opinions while picking stocks/funds
It is less volatile as compared to mid and small cap indices
Normally, index funds are available at a relatively lower cost than actively managed funds