Mutual Fund investment are subject to market risk, read offer documents
NIFTY50 Value 20 Index(TRI)
An open ended scheme replicating/tracking NIFTY50 Value 20 Index(TRI)
Fund to be managed passively, with investments in stocks comprising the underlying index subject to tracking error
Selects stocks based on their Price/ Earnings, Price / Book, Dividend Yield and Return on Capital Employed
Consistent performer across a variety of market environment
Historically generated higher long-term returns than the NIFTY 50
Access the Value factor via a diversified portfolio of 20 companies through a single product
Stocks ranked on P/E, P/B, DY, ROCE Relatively lower PE and PB receive a better rank, while higher DY and ROCE receive a better rank
Weights of 0.4, 0.3, 0.2 and 0.1 are assigned to ranks of ROCE, P/E, P/B and DY respectively to derive the final ranking for selection
Open Date
Close Date
Min Investment
9 Sep 2022
20 Sep 2022
500
An open ended Exchange Traded Fund (ETF) replicating / tracking performance
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