Low-volatility investing can cushion the portfolio during sharp market moves.
Buy least volatile stocks
Higher weightage to less volatile stocks
Rule based to decide entry and exit points for securities
Nifty100 Low Volatility 30 Index is a focused equity index that tracks performance of 30 least volatile companies in the Nifty 100 Index
Investment in Nifty100 Low Volatility 30 Index is possible through IDFC Nifty100 Low Volatility 30 Index Fund
Sharp ups and downs in the equity markets can be unnerving and lead to inefficient investment decisions
Nifty100 Low Volatility 30 Index is an investment strategy designed to choose least volatile stocks
The Low Volatility Index has outperformed major indices with lower volatility
Source: IDFC internal analysis basis data from ICRA MFI Explorer; Average standard deviation is as on 30th August 2022 since 1st April 2005 i.e. base date of Nifty100 Low Volatility 30 Index computed basis daily rolling returns for the respective periods. 10 year returns and volatility/ standard deviation are as on 30th August 2022 and computed using monthly returns. Total return indices considered; Past performance is not an indicator of future performance.
Type of Scheme
An open-ended scheme tracking Nifty100
Low Volatility 30 Index
The investment objective of the Scheme is to replicate the Nifty100 Low Volatility 30 Index by investing in securities of the Nifty100 Low Volatility 30 Index in the same proportion / weightage with an aim to provide returns before expenses that closely correspond to the total return of Nifty100 Low Volatility 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.
Nifty100 Low Volatility 30 TRI
During New Fund Offer
And in multiples of Re. 1/- thereafter
Or the account balance of the investor, whichever is less.
Minimum SIP Amount
And in multiples of Re. 1 thereafter
And any amount thereafter
And any amount thereafter
Mr. Nemish Sheth is a Fund Manager at IDFC AMC, with an experience of over a decade in fund management and dealing in equity, derivatives, and passive funds.
He joined IDFC AMC in November 2021 and is currently managing IDFC Nifty 50 Index Fund, IDFC Nifty 100 Index Fund, IDFC Nifty200 Momentum 30 Index Fund, IDFC S&P BSE Sensex ETF and IDFC Nifty 50 ETF. He also manages arbitrage portion of IDFC Arbitrage Fund and IDFC Equity Savings Fund.
His earlier stints include Nippon AMC and ICICI Prudential AMC.
Mr. Nemish Sheth completed his Postgraduate in Management Studies with a specialization in Finance from IES Management College (Mumbai).
(An open-ended scheme tracking Nifty100 Low Volatility 30 Index)
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
Make an informed decision. Learn more about investing in IDFC Nifty100 Low Volatility 30 Index Fund.