Bandhan Nifty 100 Index Fund
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Overview
Nifty 100 Index provides complete representation of the Indian Equity Large Cap Universe
- The Nifty 100 index consists of the 100 largest companies by market capitalization reflecting overall market conditions.
- The Index is well-diversified across major sectors like financial services, information technology, oil & gas, consumer goods.
- The Index has been in existence since 1st December 2005 and, hence, has a long track record.
Investment in Nifty 100 Index can be made through
Bandhan Nifty 100 Index Fund
NFO Period
7th February 2022 to 18th February 2022
Minimum Investment
Rs. 5,000/- and in multiples of Re. 1/- thereafter
Minimum SIP Amount
Rs. 100/- and in multiples of Re. 1 thereafter
Bandhan Nifty 100 Index Fund can be suitable for various types of investors
Beginner
First time investor in to the World of Equity
Informed
Understands the potential of equity investing but with limited time and expertise in expanding equity portfolio
Experienced
Evolved with multiple funds and strategies in the portfolio
Retiree
An investor in the Retirement phase
Meet Rahul
Beginner
First time investor in to the World of Equity
| Need | How Bandhan Nifty 100 Index Fund can fulfil the need |
|---|---|
| 1. Initial Exposure to Equities |
|
| 2. Relative Portfolio Stability |
|
Meet Anjali
Informed
Understands the potential of equity investing but with limited time and expertise in expanding equity portfolio .
| Need | How Bandhan Nifty 100 Index Fund can fulfil the need |
|---|---|
| Convenient and structured equity exposure |
The investor can avoid the hassle of:
|
Meet Rohan
Experienced
Evolved with multiple funds and strategies in the portfolio
| Need | How Bandhan Nifty 100 Index Fund can fulfil the need |
|---|---|
|
The investor realises that some funds beat the broad market while some do not; and hence is looking to complement his portfolio of distinct themes with a large cap strategy aligned with the market movement. |
|
Meet Pooja
Retiree
An investor in the Retirement phase .
| Need | How Bandhan Nifty 100 Index Fund can fulfil the need |
|---|---|
| 1. A portfolio that grows steadily |
|
| 2. Investment avenues with Low-cost structure |
|
Bandhan Nifty 100 Index Fund has the potential to meet needs of various types of investors
Beginner
A Simple Start into equity investing through a fund providing market-linked returns.
Informed
Structured and diversified equity exposure.
Experienced
Complement existing active asset allocation strategies with passive investment
Retiree
Cost-effective route to a diversified equity market exposure.
Advantages of Index Funds
Simplicity
Investment in an Index Fund is the same as investing in any Mutual Fund.
Diversification
An Index Fund can provide diversification across various stocks/sectors.
Affordability
Access to an Index Fund can be available at an investment amount of INR 5,000, SIP at INR 100.
Low Costs
Index Fund investment is available at a relatively lower cost mainly due to fund manager intervention being limited to aligning the portfolio with the underlying index.
No Fund Manager Bias
The fund manager does not actively decide which securities or sectors to invest in.
Easy Replication
An investor avoids the need to manually adjust the large cap portfolio since the Index Fund itself makes periodic adjustments.
Fund Facts
NFO Period
7th February 2022 to 18th February 2022
Benchmark
Nifty 100 TRI
Minimum Investment
During New Fund Offer
₹5,000
and in multiples of Re. 1/- thereafter
Redemption
₹500
Or the account balance of the investor, whichever is less.
Minimum SIP Amount
₹100
And in multiples of Re. 1 thereafter
STP Amount
₹100
And any amount thereafter
SWP Amount
₹200
And any amount thereafter
Exit Load
NIL
Fund Managers
Nemish Sheth
Associate Vice President – Fund Management – Equity Bandhan Asset Management Company October 2021 to date
Mr. Nemish Sheth brings with him over 12 years of experience. He is part of the team managing the Bandhan Arbitrage Fund – Equity portion, Bandhan Equity Savings Fund – Equity portion, Bandhan Sensex ETF and Bandhan Nifty ETF. He has extensive experience in the Equity, Arbitrage and Passive Funds, where Bandhan AMC is looking to expand its portfolio further. Mr. Sheth has extensive experience in the executions of directional futures for all equity schemes including arbitrage fund. In his earlier avatar, he also managed the executions in ETFs with an Asset Under Management (AUM) of over $ 5 billion. Mr. Sheth holds a PGDM in Finance from IES Institute of Management College.
Index Constituents - Sectors and Top 10 Stocks
| Sector | Exposure |
|---|---|
| Financial Services | 33.3% |
| Consumer | 17.4% |
| IT | 16.7% |
| Energy | 11.2% |
| Commodities | 8.2% |
| Healthcare | 4.7% |
| Manufacturing | 3.3% |
| Utilities | 2.5% |
| Telecommunications | 2.0% |
| Services | 0.8% |
| Top 10 stocks by weight | Weight |
|---|---|
| Reliance Industries Ltd. | 9.2% |
| Infosys Ltd. | 7.9% |
| HDFC Bank Ltd. | 7.3% |
| ICICI Bank Ltd. | 5.8% |
| Housing Development Finance Corporation Ltd. | 5.3% |
| Tata Consultancy Services Ltd. | 4.7% |
| Kotak Mahindra Bank Ltd. | 3.0% |
| Larsen & Toubro Ltd. | 2.6% |
| Hindustan Unilever Ltd. | 2.4% |
| ITC Ltd. | 2.1% |
Product info
Bandhan Nifty 100 Index Fund
(An open-ended scheme tracking Nifty 100 Index)
The product is suitable for investors who are seeking*:
- To create wealth over long term.
- Investment in equity and equity related instruments belonging to Nifty 100 Index.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
