NFO REVIEW | NAVI NIFTY NEXT 50 INDEX FUND | Nivesh Gyan | Jignesh parmar

 

NAVI NIFTY NEXT 50 INDEX FUND

An open-ended equity scheme replicating / tracking Nifty Next 50 Index

 

àNew Fund Offer Opens on: 01 Jan 2022

àNew Fund Offer Closes on: 15 Jan, 2022

àBenchmark:

Nifty Next 50 Index TRI (Total Return Index)

àLoads:

Entry Load : NIL

Exit Load : NIL

àInvestment Plans/Options

The Scheme has two Plans: Regular & Direct

Each Plan offers Growth Option.

àAll plans and options available for offer under the Scheme shall have a common portfolio.

àMinimum Application Amount

Rs. 500/- and in multiples of Re. 1/- thereafter

àMinimum Additional Purchase Amount

Rs. 100/- and in multiples of Re. 1/-

Minimum application amount is applicable only at the time of creation of new folio.

 

àThis product is suitable for investors who are seeking

 Capital appreciation over the long term.

 Equity and equity related securitiescovered by Nifty Next 50 Index.

 Return that corresponds to theperformance of Nifty Next 50 Index,subject to tracking error.

 

#naviniftynext50indexfund #navimutualfund #bestindexfund  #niftynext50tri #nfo2022 #bestnfo2021 #bestnfo2022 #nifty100tri #nifty100index #niveshgyan #

 

 

àOpen Free Demat account with Angel Broking and start treading now:

https://tinyurl.com/yhyss7y2

àOpen account with IIIFL securities and start treading now:

https://www.indiainfoline.com/clip/open-demat/jigeshkumarparmar

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àInvest In Axis Mutual fund

https://www.axismf.com/international-mutual-funds/global-fof?utm_source=smarkerz&utm_medium=azr93mgj

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àInvest in Best Mutual funds and stock market byIndia’s Leading Investment Platform

àFundzBazarWebsite :

https://www.fundzbazar.com/internalclientsignup-7C7723-2364257C77232364257C7723246C3C3F63262F612A236425

àFundzBazar Mobile Application :https://play.google.com/store/apps/details?id=com.fzb&referrer=7C7723--2364257C77232364257C7723246C3C3F63262F612A236425--7C7723

 Mutual funds investments are subject to market risk, read all scheme related documents before investing in mutual funds.

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àFor Technical Videos : follow this channel

https://www.youtube.com/channel/UCUZq4lNj6nNRxwLrUum9fuA

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àReach us at:

àEmail: jayinvest2000@gmail.com

àNivesh Gyan Blog :https://niveshgyaan.blogspot.com/

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àDisclaimer :

This is only an Educational Platform and it is not registered under any of the SEBI Regulations. The Posts, References and the Calls shared in it are only meant for educational purposes and does not constitute any Trading or Investment advice. We make no representation as to the Timeliness, Accuracy, Profitability or Suitability of any content on this Channel, and cannot be held liable for any Irregularity or Inaccuracy. Our research is solely for Educational Purpose only.

 

àRegards,

Team Nivesh Gyan

 

Angel One Free Demat Account

 

Angel One Free Demat Account 

You can open free Demat and trading account on Angel One ( Formerly Angel Broking)

Angel one मे फ्री डीमैट खता खोलने के लिए दी गयी लिंक पैर क्लिक करे 

Link to Open Free Demat account with Angel One and start treading now: click on given link

https://tinyurl.com/yhyss7y2

https://tinyurl.com/yhyss7y2

NFO Review | ICICI Prudential Passive Multi-Asset Fund of Funds | Nivesh Gyan | Jignesh Parmar

 

ICICI Prudential Passive Multi-Asset Fund of Funds

(An open ended fund of funds scheme investing in equity, debt, gold

and global index funds/exchange traded funds)

New Fund Offer Opens on: December 27, 2021

New Fund Offer Closes on: January 10, 2022

Investment Objective :

 

ICICI Prudential Passive Multi-Asset Fund of Funds is a Fund ofFunds scheme with the primary objective to generate returns bypredominantly investing in passively managed funds launched inIndia and/or overseas.

However, there can be no assurance or guarantee that theinvestment objective of the Scheme would be

 

Benchmark of the Scheme

CRISIL Hybrid50+50- Moderate Index (80% weightage) + S&P Global 1200

Index (15% weightage) + Domestic Gold Price (5% weightage).

The Trustee reserves right to change the benchmark for performance of the scheme by suitable notification to the investors to this effect.

 

Minimum Application Amount:

DURING NFO PERIOD / ONGOING OFFERPERIOD:

Rs. 1000/- (plus in multiple of Re. 1)

Minimum application amount for switch ins - Rs. 1000/- and Any amount thereafter

Minimum additional application amount

Rs. 1000/- and in multiples of Re. 1/-

Minimum additional application amount for switch ins - Rs. 1000/- and Any amount thereafter

 

Plans :Regular &Direct Plan

Options: Growth Option (IDCW) with Pay out of Income Distribution cum capital withdrawal

 

ICICI Prudential Passive Multi-Asset Fund of Funds is suitable for investors who are:

 

· Long term wealth creation

· An open ended fund of funds scheme investing inequity, debt, gold and global index

funds/exchange traded funds

 

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

 

 

#iciciprudentialpassivemultiasstfundoffund #icicimutualfund#fundoffund#passivefund#multiasstfund#newfundoffer#nfo2021 #bestnfo2021

NFO REVIEW : Mirae Asset NYSE FANG+ ETF & ETF Fund of Fund | हिंदी मे | By : Jignesh Parmar

 NFO REVIEW : Mirae Asset NYSE FANG+ ETF & ETF Fund of Fund | हिंदी मे |

watch full video on youtube chabnnel

Mirae Asset NYSE FANG+ ETF NFO review

MF education #14 : Types of Equity Schemes

Equity funds invest in equity instruments issued by companies. The funds target long-term appreciation in the value of the portfolio from the gains in the value of the securities held and the dividends earned on it. The securities in the portfolio are typically listed on the stock exchange, and the changes in the price of the securities are reflected in the volatile returns from the portfolio. These funds can be categorized based on the type of equity shares that are included in the portfolio and the strategy or style adopted by the fund manager to pick the securities and manage the portfolio.

Diversified equity fund is a category of funds that invest in a diverse mix of securities that cut across sectors and market capitalization. The risk of the fund’s performance being significantly affected by the poor performance of one sector or segment is low.

Market Segment based funds invest in companies of a particular market size. Equity stocks may be segmented based on market capitalization as large- cap, mid-cap and small-cap stocks (Refer Box 1.2).

• Large- cap funds invest in stocks of large, liquid blue-chip companies with stable performance and returns.

• Mid-cap funds invest in mid-cap companies that have the potential for faster growth and higher returns. These companies are more susceptible to economic downturns. Therefore, evaluating and selecting the right companies becomes important. Funds that invest in such companies have a higher risk, since the selected companies may not be able to withstand the slowdown in revenues and profits. Similarly, the price of the stocks also fall more when markets fall.

• Small-cap funds invest in companies with small market capitalization with intent of benefiting from the higher gains in the price of stocks. The risks are also higher.

Sector funds invest in only a specific sector. For example, a banking sector fund will invest in only shares of banking companies. Gold sector fund will invest in only shares of gold-related companies.

MF education #13 :Definition of Large Cap, Mid Cap and Small Cap:

In order to ensure uniformity in respect of the investment universe for equity schemes, it has been decided by SEBI to define large cap, mid cap and small cap as follows:

a. Large Cap: 1st -100th company in terms of full market capitalization

b. Mid Cap: 101st -250th company in terms of full market capitalization

c. Small Cap: 251st company on wards in terms of full market capitalization

Mutual Funds would be required to adopt the list of stocks prepared by AMFI in this regard and AMFI would adhere to the following points while preparing the list:

a. If a stock is listed on more than one recognized stock exchange, an average of full market capitalization of the stock on all such stock exchanges, will be computed.

b. In case a stock is listed on only one of the recognized stock exchanges, the full market capitalization of that stock on such an exchange will be considered.

c. This list would be uploaded on the AMFI website and the same would be updated every six months based on the data as on the end of June and December of each year. The data shall be available on the AMFI website within 5 calendar days from the end of the 6 months period.

Is it worth paying a financial advisor 1%?

Financial advice typically costs 0.5 percent to 1 percent of your portfolio per year. So, yes, people want to know if they are getting what they pay for. ... Russell estimates a good financial advisor can increase investor returns by 3.75 percent.

ICICI Mutual fund Scheme comparison with Other Scheme

ICICI Mutual Fund Performance as on 16/04/2020

ICICI Mutual Fund Performance as on 16/04/2020 

MF education #12: Concept of Equity and Debt

Equity :

      Equity represents ownership in the company (that has issued the shares) to the extent of shares held. Shareholders participate in the management of the company by exercising the voting rights associated with the shares held. They also participate in the residual profits of the company i.e. the profits remaining after all the dues and claims against the company have been met in the form of dividends. In periods of high revenues and profits, the shareholders benefit from high dividends that may be paid to them. However, there is no assurance given to equity holders either that a dividend will be paid or the amount of dividend. A company may not pay a dividend to its shareholders even if there are distributable profits if the management decides to use the profits for expansion plans, paying off debt and other financial activities that is expected to increase the value of the shares of the company. Apart from dividends, equity investors benefit from the appreciation in the value of the shares.

Investment in equity is investment in a growth-oriented asset. The primary source of return to the investor is from the appreciation in the value of the investment. Dividends are declared by the company when there are adequate profits and provide periodic income to the shareholders.

Debt :

      Debt represents the borrowings of the issuer. Debt as an asset class represents an income-oriented asset. The major source of return from a debt instrument is regular income in the form of interest. The interest is typically known at the time of issue and may be guaranteed either by an undertaking of the government or by security created on the physical assets of the issuer.

The terms of the issue will determine the conditions such as the coupon or interest payable on the debt, the tenor of the borrowing after which the borrower/issuer has to return the principal to the lenders/investors, the security against the assets of the borrower offered as collateral, if any, and other terms.