myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC NIFTY 100 Low Volatility 30 ETF

Opening:

26th September 2022

Closing:

3rd October 2022

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

None

Options:

None

Entry Load:

Not Applicable

Exit Load:

Not Applicable

Fund Stats

Objective:

The investment objective of the Scheme is to provide investment returns that, before expenses, correspond to the total returns of the Securities as represented by the NIFTY 100 Low Volatility 30 Index, subject to tracking errors.

Benchmark:

NIFTY 100

Fund Manager:

Krishan Kumar Daga, Arun Agrawal

Asset Allocation

95-100% Securities covered by NIFTY 100 Low Volatility 30 Index upto 5% Money Market

Comparable existing schemes

Kotak Nifty 100 Low Volatility 30 ETF	9.08(3M)	Not Applicable
ICICI Prudential Nifty 100 Low Volatility 30 ETF	8.84(3M)	3.72(1Y)

Fund Prognosis

Idea Distiller

Index based investing seems to be the gravy train now. And a bunch of them are coming out to satisfy the creativity of product heads. Idea is good for conservative equity investors. Many times I have seen, conservative investors do actually make more than active ones.

Fund House AAUM:
Rs.41885229.4 Lakh (as on 30th June 2022)
Fund Manager:
Combined experience of above 32 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

This segment will be a difficult catch for an active fund manager. Just because of the work involved. It is better to track momentum through the passive route and the fund meets the requirement head on.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028