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A low-cost smart beta index Fund which tracks the S&P BSE Low Volatility Index passively. The index includes 30 companies from its parent S&P BSE LargeMidcap index, selected based on the low volatility.
The Fund shall follow a passive strategy by investing into the constituents of S&P BSE Low Volatility Index , where the index construction is based on the “Low Volatility” within the universe of S&P BSE LargeMidcap Index . Therfore it offers investors an opportunity to invest in a diversified portfolio of stable businesses that are expected to deliver long term growth with lower volatility
Nil
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Securities covered by S&P BSE Low Volatility Index: 95-100% (Medium to High) Debt/ Money Market instruments including Triparty Repo and units of Liquid Mutual Fund: 0-5% (Low)
To provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
S&P BSE Volatility
An open-ended scheme replicating/tracking S&P BSE Low Volatility Total Return Index(TRI).
- Diversified Portfolio of stable companies within the Large and Midcap segment
- Focused and Disciplined investment approach
- Long Term Wealth Creation
This product is suitable for investors who are seeking*: Capital growth in tune with the index returns Passive investment in equity instruments comprised in S&P BSE Low Volatility Index RISKOMETER *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
A low-cost smart beta index Fund which tracks the S&P BSE Low Volatility Index