NFO review: HDFC Nifty 100 Low Volatility 30 Index Fund

Published: 02nd July 2024

By: Value Research

About the fund

HDFC AMC has launched its latest NFO – the HDFC Nifty 100 Low Volatility 30 Index Fund. The passively-managed fund opened for subscription on June 21, 2024, and will close on July 5, 2024.

Who is it for?

Those seeking long-term wealth creation by investing in stocks with low price volatility can consider investing in this fund.

Fund name HDFC Nifty 100 Low Volatility 30 Index Fund   SEBI category Index   fund   Scheme type Open-ended   NFO period June   21-July 5, 2024   Benchmark Nifty   100 Low Volatility 30 Total Returns Index (TRI)   Fund manager(s) Nirman   S Morakhia and Arun Agarwal   Exit load Nil   Taxation If   the units are sold after a year, a 10 per cent tax will be applicable on   gains exceeding Rs 1 lakh.    If the units are sold within a year of   purchase, a 15 per cent tax will be levied.

NFO snapshot

Fund benchmark

The fund will be benchmarked against the Nifty 100 Low Volatility 30 TRI (Total Returns Index). The index picks 30 stocks (from the Nifty 100) whose prices fluctuate the least in the last 12 months.

Investment strategy

The fund will follow a passive investment strategy and aim to replicate its benchmark – the Nifty 100 Low Volatility 30 TRI.

About the fund managers

The fund will be jointly managed by Nirman S Morakhia and Arun Agarwal.

Should you invest in this NFO?

Or stick to tried-and-tested options such as diversified equity funds? Find out by clicking the link below.