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A passively managed scheme investmenting in stocks forming part ofS&P BSE Sensex 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.
Nil
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Securities covered by S&P BSE Sensex Index: 95-100% (Medium to High) Debt/ Money Market instruments including Triparty Repo on Government Securities or treasury bill and units of Liquid Mutual Fund: 0-5% (Low) The net assets of the scheme will be invested in stocks constituting the underlying index. This would be done by investing in the stocks comprising the index. The scheme shall endeavour to maintain the same weightage they represent in the index. The scheme may take exposure in derivative instruments upto 20% of the net assets of the scheme.
To invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to S&P BSE Sensex Index by “passive” investment. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved
Sensex
An open-ended scheme replicating/tracking the S&P BSE Sensex Total Return Index (TRI).
• The Fund endeavours to replicate the underlying index of S&P BSE Sensex 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 S&P BSE Sensex 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
An open ended scheme replicating/tracking S&P BSE Sensex Index.