NFO Monitor

Fund Facts

Name of Funds:

Aditya Birla Sun Life Nifty 200 Momentum 30 ETF

Opening:

29th July 2022

Closing:

10th August 2022

Minimum Investment:

Minimum of Rs. 100/- and in multiples of Re. 1/- thereafter

Plan:

None

Options:

None

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the Scheme is to generate returns that are in line with the performance of Nifty 200 Momentum 30 Index, subject to tracking errors.

Benchmark:

NIFTY 200

Fund Manager:

Lovelish Solanki, Pranav Gupta

Asset Allocation

95-100% Equity upto 5% Money Market

Comparable Existing Scheme

Motilal Oswal Nifty 200 Momentum 30 ETF

19.03(6M) Not Available

HDFC NIFTY Bank ETF

25.36(6M) 15.66(1Y)

Fund Prognosis

Idea Distiller:

In a broad canvas Nifty, a focus on momentum through the ETF route. Lower costs.

Fund House AAUM:

Rs. 28218336 Lakh ( as on 30th June, 2022)

Fund House AAUM:

Combined experience of above 12 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

This seems to be the favoured ETF orientation for product people, this time around. Not so much oomph, but definitely a prep for stacking up the passive portfolio.

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NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

Motilal Oswal Nifty 200 Momentum 30 ETF

HDFC NIFTY Bank ETF

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

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