myplexus

NFO Monitor

Fund Fact

Name of Funds:

IDFC Nifty 100 Low Volatility 30 Index Fund

Opening:

15th September 2022

Closing:

23rd September 2022

Minimum Investment:

Rs. 5000/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the Scheme is to replicate the Nifty 100 Low Volatility 30 index by investing in securities of the Nifty100 Low Volatility 30 Index in the same proportion / weightage with an aim to provide returns before expenses that closely correspond to the total return of Nifty 100 Low Volatility 30 Index, subject to tracking errors.

Benchmark:

NIFTY 100

Fund Manager:

Nemish Sheth

Asset Allocation

95-100% Securities belonging to the Nifty100 Low Volatility30 Index upto 5% Money Market

Comparable existing schemes

Motilal Oswal S&P BSE Low Volatility Index Fund	7.47(6M)	Not Applicable
UTI S&P BSE Low Volatility Index Fund	7.04(6M)	Not Applicable

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. 11711041 Lakh (as on 30th June 2022)
Fund Manager:
Experience of above 12 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 of ARN: 14th May 2025 to 23rd May 2028