IDFC Nifty200 Momentum 30 Index Fund

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Trust Your Potential Growth Trajectory
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What is Momentum Investing

Stocks that have outperformed recently, basis price movement, may continue to outperform, and vice versa.

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Buy securities that are rising and sell them when they appear to have peaked

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Aims to capitalize on the continuance of existing trends in the market

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Rule based to decide entry and exit points for securities

Momentum 30 Index invests in 30 high momentum stocks across large- and mid-cap from the universe of Nifty 200 Index

Investment in Nifty200 Momentum 30 Index is possible through IDFC Nifty200 Momentum 30 Index Fund

Highlights of Nifty200 Momentum 30 Index Fund

Performance

Return outperformance vs broader indices.

Nifty200 Momentum 30 Index has outperformed Nifty 100 and Nifty 200 indices in 8 out of 10 calendar years

Strategy

Buy securities when their price is rising and sell when they appear to have peaked. And Repeat.

Strategy packaged into ONE disciplined index fund

Risk-adjusted Returns

Highest risk-adjusted returns vs broader indices.

Nifty200 Momentum 30 Index has generated better returns per unit of risk compared to the broader indices. Investors should evaluate not only the returns generated by the investment but also the amount of risk taken to earn those returns.

Source: IDFC internal analysis basis data from ICRA MFI Explorer; Calendar years 2012 to 2021 considered for outperformance analysis; Risk-adjusted returns are compared basis last 10 years returns and standard deviation as on 31st July 2022. Returns of Total Return Indices considered. Past performance is not an indicator of future performance.

Portfolio Needs Addressed

Multiple needs 1 Fund - Nifty200 Momentum 30 Index Fund

Fund Facts

Type of Scheme

An open ended scheme tracking Nifty200
Momentum 30 Index

Investment Objective

The investment objective of the Scheme is to replicate the Nifty200 Momentum 30 index by investing in securities of the Nifty200 Momentum 30 Index in the same proportion / weightage with an aim to provide returns before expenses that closely correspond to the total return of Nifty200 Momentum 30 Index, subject to tracking errors.

However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns.

NFO Period

19th August 2022 to 26th August 2022

Benchmark

Nifty200 Momentum 30 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 Manager

Nemish Sheth - Associate Vice President

Nemish Sheth
Associate Vice President
Fund Management Equity,IDFC AMC
November 2021 to date

Mr. Nemish Sheth brings with him over 12 years of experience. He is part of the team managing the IDFC Arbitrage Fund – Equity portion, IDFC Nifty 50 Index Fund, IDFC Nifty 100 Index Fund, IDFC Equity Savings Fund – Equity portion, IDFC Sensex ETF and IDFC Nifty ETF. He has extensive experience in the Equity, Arbitrage and Passive Funds, where IDFC 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.

Product info

IDFC Nifty200 Momentum 30 Index Fund

(An open-ended scheme tracking Nifty200 Momentum 30 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 Nifty200 Momentum 30 Index
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Investors understand that their principal
will be at Very High Risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

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Make an informed decision. Learn more about investing in IDFC Nifty200 Momentum 30 Index Fund.

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