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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Equity
ETFs - Others
An open ended exchange traded fund tracking Nifty 200 Momentum 30 TRI
Annualized Returns %
Annualized
Returns %
Fund Overview
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF is an open ended exchange traded fund tracking Nifty 200 Momentum 30 TRI.
Investment 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.
The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
Why one can invest:
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If you seek long-term wealth creation.
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Investors seeking returns that are in line with the performance of Nifty 200 Momentum 30 Index, subject to tracking errors.
Fund Details
CAGR
Latest NAV
AUM
Inception Date
Risk
Investment Horizon
5 years or more
Annualized Benchmark Returns
Min Investment
Entry load
NIL
Exit load
NIL
Total Expense Ratio (TER)
Sharpe Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
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Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Haresh Mehta
Riskometer
(An open ended exchange traded fund tracking Nifty 200 Momentum 30 TRI)
This product is suitable for investors who are seeking
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- Investors seeking returns that are in line with the performance of Nifty 200 Momentum 30 Index, subject to tracking errors
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- Investments in the stocks belonging to Nifty 200 Momentum 30 Index
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Portfolio & Sector Holdings
Retail
% of Net Assets
Sector Holdings
Fund Summary
• As an equity investor, are you looking for diversified exposure?
• Consider exploring the potential of momentum-based factor investing through the Aditya Birla Sun Life Nifty 200 Momentum 30 ETF.
• By incorporating momentum-based factor investing, you can potentially capitalize on the strength of market trends and can benefit from diversified exposure to a broad range of 200 carefully selected stocks.
• Aditya Birla Sun Life Nifty 200 Momentum 30 ETF can offer an opportunity to harness the power of momentum investing for potential growth in your equity portfolio.
• It is an exchange traded fund that looks to track and mimic the Nifty 200 Momentum 30 TRI through its investment portfolio.
Fund Discipline
• The Scheme will invest in Securities which are constituents of the Nifty 200 Momentum 30 TRI.
• The Scheme allocates 95% - 100% of its total asset in Equity & Equity related instruments constituting Nifty 200 Momentum 30 TRI.
• The Scheme allocates up to 5% in Cash, Money Market & Debt instruments.
Index Methodology: https://www.niftyindices.com/Methodology/Method_NIFTY_Equity_Indices.pdf
Tax Applicability
Investment held for less than 12 months
Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).
Investment held for more than 12 months
Long Term Capital Gain Tax would be applicable. Long term capital gains tax is 10% without indexation (plus applicable surcharge and cess) provided the gain in a financial year is over Rs 1 Lakh. Cumulative Long term capital gains on equity and equity-oriented funds up to Rs 1 Lakh in a financial year is not taxable.
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Forms & Downloads
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Frequently Asked Questions
As the units of the Aditya Birla Sun Life Nifty 200 Momentum 30 ETF are listed on the stock exchange, you can invest by purchasing its units in demat form, from the stock exchange.
This can be done in a manner akin to trading of shares either directly from your demat account or through a broker of your choice.
Your investment in Aditya Birla Sun Life Nifty 200 Momentum 30 ETF can be redeemed in the same manner in which it is made i.e.: through the stock exchange, in a manner similar to trading of shares.
Thus, redeeming your investment in Aditya Birla Sun Life Nifty 200 Momentum 30 ETF is very convenient and done on a real-time basis on the stock exchange.
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