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NFO Monitor

Fund Fact

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 schemes

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 Manager:
Combined experience of above 12 years

Scheme DNA 4 fundamentals

Uniqueness

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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