Latest news with #Nifty100LowVolatility30Index
Time of India
07-07-2025
- Business
- Time of India
NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund
SBI Mutual Fund has announced the launch of SBI Nifty100 Low Volatility 30 Index Fund , an open-ended scheme tracking the Nifty100 Low Volatility 30 Index. The new fund offer or NFO of the fund will open for subscription on July 8 and will close on July 22. Also Read | Mutual fund SIP guide: How to invest for the rest of 2025 Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like "척추관협착증 통증 때문에 걷기 힘들다면?"..."비수술치료"로 통증 개선 됩니다! ort02a_강남정형외과병원 지금 예약 Undo The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. "The NIFTY100 Low Volatility 30 Index provides exposure to 30 of the least volatile companies within the NIFTY100 universe. It has a track record of delivering returns with lower risk than its parent index, the NIFTY100, over longer time horizons. The SBI NIFTY100 Low Volatility 30 Fund provides access to a proven passive strategy, ideal for investors seeking resilience in their portfolio and a relatively smoother path to long-term wealth creation ,' said Nand Kishore, MD & CEO, SBI Funds Management Limited. Live Events The fund will be benchmarked against the Nifty100 Low Volatility 30 Index and will be managed by Viral Chhadva. "Low-volatility investing is based on the principle that such stocks tend to cushion the impact of sudden market downturns. The NIFTY100 Low Volatility 30 Index is a focused equity index that tracks 30 of the least volatile companies within the NIFTY100 universe. The SBI NIFTY100 Low Volatility 30 Fund provides investors access to a passive investment strategy that complements traditional approaches, providing prudent investors with a relatively calmer path to long-term wealth creation," said D P Singh, Deputy MD and Joint CEO, SBI Funds Management. The scheme would primarily invest a minimum of 95% and a maximum of 100% of its assets in stocks comprising the Nifty100 Low Volatility 30 Index and up to 5% in Government securities (like G-Secs, SDLs, and treasury bills), including triparty repo and units of liquid mutual fund, according to a release by the fund house. Also Read | Mazagon Dock and Radico Khaitan among 19 stocks which are upgraded in H2 CY25 The minimum application amount during the NFO is Rs 5,000 and in multiples of Re 1 thereafter. Additional purchases can be made for a minimum of Rs 1,000 and in multiples of Re 1 thereafter. Investments can be made through SIPs (Systematic Investment Plans) on a daily, weekly, monthly, quarterly, semi-annual, or annual basis. ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Economic Times
07-07-2025
- Business
- Economic Times
NFO Alert: SBI Mutual Fund launches NIFTY100 Low Volatility 30 Index Fund
The minimum application amount during the NFO is Rs 5,000 and in multiples of Re 1 thereafter. SBI Mutual Fund has announced the launch of SBI Nifty100 Low Volatility 30 Index Fund, an open-ended scheme tracking the Nifty100 Low Volatility 30 Index. The new fund offer or NFO of the fund will open for subscription on July 8 and will close on July 22. Also Read | Mutual fund SIP guide: How to invest for the rest of 2025 The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. "The NIFTY100 Low Volatility 30 Index provides exposure to 30 of the least volatile companies within the NIFTY100 universe. It has a track record of delivering returns with lower risk than its parent index, the NIFTY100, over longer time horizons. The SBI NIFTY100 Low Volatility 30 Fund provides access to a proven passive strategy, ideal for investors seeking resilience in their portfolio and a relatively smoother path to long-term wealth creation,' said Nand Kishore, MD & CEO, SBI Funds Management Limited. The fund will be benchmarked against the Nifty100 Low Volatility 30 Index and will be managed by Viral Chhadva. "Low-volatility investing is based on the principle that such stocks tend to cushion the impact of sudden market downturns. The NIFTY100 Low Volatility 30 Index is a focused equity index that tracks 30 of the least volatile companies within the NIFTY100 universe. The SBI NIFTY100 Low Volatility 30 Fund provides investors access to a passive investment strategy that complements traditional approaches, providing prudent investors with a relatively calmer path to long-term wealth creation," said D P Singh, Deputy MD and Joint CEO, SBI Funds Management. The scheme would primarily invest a minimum of 95% and a maximum of 100% of its assets in stocks comprising the Nifty100 Low Volatility 30 Index and up to 5% in Government securities (like G-Secs, SDLs, and treasury bills), including triparty repo and units of liquid mutual fund, according to a release by the fund house. Also Read | Mazagon Dock and Radico Khaitan among 19 stocks which are upgraded in H2 CY25 The minimum application amount during the NFO is Rs 5,000 and in multiples of Re 1 thereafter. Additional purchases can be made for a minimum of Rs 1,000 and in multiples of Re 1 thereafter. Investments can be made through SIPs (Systematic Investment Plans) on a daily, weekly, monthly, quarterly, semi-annual, or annual basis. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Time of India
05-06-2025
- Business
- Time of India
Maximize Your Returns: The best equity savings funds for conservative investors
Investors concerned about high valuations and the risk of sharp drawdowns in plain vanilla equity schemes may consider allocating money to equity savings funds or conservatively managed hybrid funds . Equity Savings Funds invest in a mix of equity, arbitrage and bonds, and are structured to return slightly higher returns than fixed income. In equities, these schemes largely invest in large-cap stocks . What attracts investors to this product is that it is taxed as an equity product. If held for more than a year, gains from these schemes are taxed as long-term capital gains (LTCG) at 12.5%. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Giao dịch vàng CFDs với sàn môi giới tin cậy IC Markets Tìm hiểu thêm Undo Another product outside the equity savings funds category that wealth advisors are suggesting is PPFAS Dynamic Asset Allocation Fund , which is managed much more conservatively compared to other schemes in its category. The flipside of this product is that investors must hold them for a longer period to be eligible for lower taxation. Here are some schemes that wealth managers are recommending for investors with a 1-3 year time frame: Live Events Bandhan Equity Savings Fund AUM: Rs 287 crore 1-year return: 7.67% Expense Ratio: 0.19% Net Equity Allocation: 10-12% Top 3 holdings: Bharti Airtel, ICICI Bank and Reliance The scheme has one of the lowest net equity allocation of 10-12%, with the fund house looking to generate alpha largely by replicating the Nifty 100 Low Volatility 30 Index. The scheme invests 30-35% of the portfolio in fixed income and endeavours to capture opportunities by investing across the yield curve, with a focus on high-quality AAA/SOV bonds. ICICI Equity Savings Fund AUM: Rs 13,046 crore 1-year return : 9.57% Expense ratio: 0.50% Net Equity Allocation : 15-20% Top 3 holdings: Reliance, TCS, Hindustan Unilever The fund manager takes measured equity exposure by selecting stocks with low beta. Portfolio provides capital appreciation through equity component, and stable yield through arbitrage, dent and covered call options Franklin India Equity Savings Fund AUM: Rs 672 crore 1-year return : 7.46% Expense ratio : 0.30% Net Equity Allocation : 15-18% Top 3 holdings: Axis Bank, HDFC Bank, NTPC The fund manager builds the equity component of the portfolio with a focus on higher large-cap allocation, lower portfolio beta, and targets quality compounders at reasonable valuations. The fixed income portion is conservatively managed with a mix of accrual and duration strategies. PPFAS Dynamic Asset Allocation Fund AUM: Rs 1,920 crore 1-year return : 9.14% Expense ratio : 0.33% Net Equity Allocation : 12-15% Top 3 holdings: Reliance Ind, Coal India, Petronet LNG The fund manager looks at offering modest returns with minimal volatility. Stocks selected have a margin of safety and strong cash flows. The fixed income portion of the portfolio will combine accrual and duration, and will largely invest in AAA papers, highquality PSU securities. Units of this scheme need to be held for two years to qualify for LTCG 12.5%.
