We considered the passive large cap schemes benchmarked against NIFTY 50 - TRI, Nifty50 Value 20 - TRI, NIFTY50 Equal Weight - TRI, Nifty100 Low Volatility 30 - TRI, Nifty100 Equal Weight - TRI, S&P BSE SENSEX - TRI, NIFTY 100 - TRI, and NIFTY NEXT 50 - TRI. These benchmarks gave 21.30%, 29.79%, 31.04%, 31.87%, 30.68%, 20.33%, 21.24%, and 27.24% respectively. We considered the regular and growth options.
Bajaj Finserv Nifty Bank ETF and Bajaj Finserv Nifty 50 ETF will be managed by Sorbh Gupta and Ilesh Savla. The minimum application amount during the NFO period will be Rs 500 and in multiples of Re 1 in both the schemes. The principal invested in these schemes will be at very high risk.
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Note, theyre are a large number of passive large cap schemes. However, we considered only schemes that invest in top 100 stocks. That is why we considered the passive schemes benchmarked against NIFTY 50 - TRI, Nifty50 Value 20 - TRI, NIFTY50 Equal Weight - TRI, Nifty100 Low Volatility 30 - TRI, Nifty100 Equal Weight - TRI, S&P BSE SENSEX - TRI, NIFTY 100 - TRI, and NIFTY NEXT 50 - TRI. We considered the regular and growth options. These benchmarks offered around 6.15-14.40% returns in 2023.
We calculated daily rolling returns for a three-year period starting from September 18, 2020 to September 18, 2023. We considered equity categories such as large cap, mid cap, small cap, large & mid cap, ELSS, multi cap, flexi cap, focused fund, value and contra fund categories. We considered regular and growth options.