passive investing. Emphasizing why investors should consider investing in the Bandhan Nifty Smallcap 250 Index Fund, Vishal Kapoor, CEO, Bandhan AMC said, “Poised to benefit from emerging themes across various sectors, small caps are well positioned to deliver outsized gains during bull markets.
To benefit from this opportunity, smart investors could choose an index fund that tracks the small-cap universe, instead of chasing the best performing actively-managed small-cap funds. The one-year annualized returns of the index stood at 32.8% as of November 30, 2023, indicating strong performance, albeit higher volatility.
Investors seeking to uncomplicate investing in the small-cap segment, while keeping the cost low, could consider investing in Bandhan Nifty Smallcap 250 Index Fund." The scheme aims to mirror the Nifty Smallcap 250 index by investing in securities of the Nifty Smallcap 250 Index with proportional weightage. It seeks to deliver returns before expenses that closely align with the total return of the Nifty Smallcap 250 Index while acknowledging the possibility of tracking errors.
It's important to note that there is no guarantee or assurance that the scheme will achieve its objectives, and it does not promise any specific returns. Investors can invest under the scheme with a minimum investment of ₹1000 per plan/option and in multiples of Re 1.
There is no upper limit for investment. Under normal circumstances, the asset allocation of the scheme will be as follows:Indicative allocations (% of total assets)MinimumMaximumSecurities belonging to the Nifty Smallcap 250 Index (including stock & index derivatives)95%100%Very HighDebt & Money Market instruments0%5%Low to Moderate To date, other asset management
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