0% found this document useful (0 votes)
51 views31 pages

Low Volatility ETFs and Index Funds

This report contains the analysis of the Low Volatility ETFs and Index Funds. (Download with Excel)
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
51 views31 pages

Low Volatility ETFs and Index Funds

This report contains the analysis of the Low Volatility ETFs and Index Funds. (Download with Excel)
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 31

Legal Name

HDFC NIFTY100 Low Volatility 30 ETF


ICICI Prudential Nifty 100 Low Vol 30 ETF
ICICI Prudential Nifty Alpha Low Volatility 30 ETF

Legal Name
HDFC NIFTY100 Low Volatility 30 ETF
ICICI Prudential Nifty 100 Low Vol 30 ETF
ICICI Prudential Nifty Alpha Low Volatility 30 ETF

Point to Point Perfor


Name
HDFC NIFTY100 Low Volatility 30 ETF
ICICI Prudential Nifty 100 Low Vol 30 ETF
ICICI Prudential Nifty Alpha Low Volatility 30 ETF

Legal Name
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular Growth
Aditya Birla Sun Life Nifty 50 Index Fund Growth
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth
Axis Nifty 100 Index Fund Regular Growth
Axis Nifty 50 Index Fund Regular Growth
Axis Nifty Midcap 50 Index Fund Regular Growth
Axis Nifty Next 50 Index Fund Regular Growth
Axis Nifty Smallcap 50 Index Fund Regular Growth
DSP Nifty 50 Equal Weight Index Fund Growth
DSP Nifty 50 Index Fund Regular Growth
DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth
DSP Nifty Next 50 Index Fund Regular Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Growth
Edelweiss Nifty 100 Quality 30 Index Fund Regular Growth
Edelweiss Nifty 50 Index Fund Regular Growth
Edelweiss Nifty Large Mid Cap 250 Index Fund Regular Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth
Edelweiss Nifty Next 50 Index Fund Regular Growth
Edelweiss Nifty Smallcap 250 Index Fund Regular Growth
Franklin India NSE Nifty 50 Index Fund Growth
HDFC Index Nifty 50
HDFC Index S&P BSE Sensex
HDFC NIFTY Next 50 Index Fund Regular Growth
HDFC NIFTY50 Equal Weight Index Fund Regular Growth
HDFC Nifty 100 Equal Weight Index Fund Regular Growth
HDFC Nifty 100 Index Fund Regular Growth
HSBC Nifty 50 Index Fund Regular Growth
HSBC Nifty Next 50 Index Fund Regular Growth
ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth
ICICI Prudential Nifty 50 Index Plan Regular Growth
ICICI Prudential Nifty Auto Index Fund Regular Growth
ICICI Prudential Nifty Bank Index Fund Regular Growth
ICICI Prudential Nifty IT Index Fund Regular Growth
ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth
ICICI Prudential Nifty Next 50 Index Fund Growth
ICICI Prudential Nifty Smallcap 250 Index Fund Regular Growth
ICICI Prudential Nifty50 Equal Weight Index Fund Regular Growth
ICICI Prudential S&P BSE Sensex Index Fund Growth
IDBI Nifty Index Growth
IDBI Nifty Junior Index Growth
IDFC Nifty 100 Index Fund Regular Growth
IDFC Nifty 50 Index Fund Growth
IDFC Nifty100 Low Volatility 30 Index Fund Regular Growth
IDFC Nifty200 Momentum 30 Index Fund Regular Growth
Kotak Nifty 50 Index Fund Regular Growth
Kotak Nifty Next 50 Index Fund Regular Growth
LIC MF Nifty 50 Index Fund Growth
LIC MF S & P BSE Sensex Index Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth
Motilal Oswal Nifty 50 Index Fund Regular Growth
Motilal Oswal Nifty 500 Fund Regular Growth
Motilal Oswal Nifty Bank Index Fund Regular Growth
Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth
Motilal Oswal Nifty Next 50 Index Fund Regular Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Regular Growth
Motilal Oswal S&P BSE Low Volatility Index Fund Regular Growth
Navi Nifty 50 Index Fund Regular Growth
Navi Nifty Bank Index Fund Regular Growth
Navi Nifty India Manufacturing Index Fund Regular Growth
Navi Nifty Midcap 150 Index Fund Regular Growth
Navi Nifty Next 50 Index Fund Regular Growth
Nippon India Index Fund - Nifty 50 Plan - Growth
Nippon India Index S&P BSE Fund Sensex Plan - Growth
Nippon India Nifty 50 Value 20 Index Fund Regular Growth
Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth
Nippon India Nifty Midcap 150 Index Fund Regular Growth
Nippon India Nifty Smallcap 250 Index Fund Reg Gr
SBI Nifty Index Fund Regular Growth
SBI Nifty Midcap 150 Index Fund Regular Growth
SBI Nifty Next 50 Index Fund Regular Growth
SBI Nifty Smallcap 250 Index Fund Regular Growth
Sundaram Nifty 100 Equal Wgt Gr
Tata Nifty 50 Index Fund Regular Plan
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth
Tata S&P BSE Sensex Index Fund Regular Plan
Taurus Nifty 50 Index Fund Growth Option
UTI Nifty 50 Index Fund Regular Plan Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth
UTI Nifty Next 50 Index Fund Regular Growth
UTI Nifty200 Momentum 30 Index Fund Regular Growth
UTI S&P BSE Low Volatility Index Fund Regular Growth
UTI S&P BSE Sensex Index Fund Regular Growth
Calendar Year Perform
Mkt Tot Ret 1 Mo (Current) Mkt Tot Ret 3 Mo (Current)
4.60 -
2.97 3.31
0.75 3.54

Mkt Annl Return 2021 Mkt Annl Return 2020


- -
23.50 23.61
30.68 -

to Point Performance(Correction periods)


01/10/2021 to 01/06/2022( % ) 01/08/2018 to 02/03/2020( % )
- -
-6.6529 -2.3415
-10.7096 -

Annual Return 2021 Annual Return 2020


- -
24.60 15.20
- -
- -
- -
24.78 14.95
- -
- -
- -
- -
33.58 15.87
24.91 15.01
- -
29.82 14.15
18.03 -
- -
- -
- -
- -
- -
- -
24.29 14.75
24.98 15.12
22.64 16.20
- -
- -
- -
- -
24.72 -
29.64 -
- -
24.89 15.21
- -
- -
- -
- -
29.50 14.25
- -
- -
22.46 17.13
23.49 14.65
29.56 13.71
- -
24.41 16.21
- -
- -
- -
- -
23.82 14.69
21.89 15.93
- -
24.39 16.06
29.78 16.48
12.28 -3.85
45.79 25.30
29.10 13.75
60.12 25.11
- -
- -
- -
- -
- -
- -
- -
24.02 14.28
22.43 16.56
- -
- -
- -
60.11 -
24.66 14.59
- -
- -
- -
32.19 14.13
24.61 14.78
- -
21.43 15.59
24.84 17.10
25.20 15.50
- -
29.67 14.83
- -
- -
- -
Calendar Year Performance
Mkt Tot Ret 6 Mo (Current) Mkt Tot Ret 12 Mo (Current)
- -
12.45 6.70
16.06 3.48

Trailing Returns
Mkt Annl Return 2019 Mkt Annl Return 2018
- -
11.64 1.99
- -

01/02/2015 to 01/02/2016( % )
-
-
-

Calendar Year Performance

Annual Return 2019 Annual Return 2018


- -
12.35 3.19
- -
- -
- -
- -
- -
- -
- -
- -
3.25 -5.50
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
12.00 3.16
12.97 4.31
15.13 6.69
- -
- -
- -
- -
- -
- -
- -
12.83 3.37
- -
- -
- -
- -
0.60 -8.75
- -
- -
14.63 6.34
12.31 2.85
0.49 -9.34
- -
12.87 4.43
- -
- -
- -
- -
12.61 2.57
14.60 5.64
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
12.32 3.47
14.25 6.17
- -
- -
- -
- -
12.53 3.81
- -
- -
- -
2.80 -3.37
12.82 4.11
- -
14.94 6.72
10.61 5.14
13.25 4.26
- -
0.93 -
- -
- -
- -
Low Volatility ETFs and I

Mkt Tot Ret 2 Yr (Current) Mkt Tot Ret 3 Yr (Current)


- -
16.43 17.66
15.95 -

Mkt Annl Return 2017 Mkt Annl Return 2016


- -
- -
- -

ar Performance

Annual Return 2017 Annual Return 2016


- -
28.53 3.05
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
28.28 3.26
29.47 3.81
28.88 3.34
- -
- -
- -
- -
- -
- -
- -
28.73 3.55
- -
- -
- -
- -
45.67 7.61
- -
- -
- -
27.36 2.37
43.57 6.85
- -
29.48 3.92
- -
- -
- -
- -
28.57 2.68
27.43 1.57
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
28.97 2.52
27.91 1.96
- -
- -
- -
- -
29.13 3.40
- -
- -
- -
28.89 3.36
28.85 3.29
- -
28.14 2.48
27.17 2.83
29.68 4.00
- -
- -
- -
- -
- -
ty ETFs and Index Funds Performance

Low Volatility ETFs

Mkt Tot Ret 5 Yr (Current)


-
13.36
-

Mkt Annl Return 2015 Mkt Annl Return 2014


- -
- -
- -

Index Funds Performance

Annual Return 2015 Annual Return 2014


- -
-3.81 30.71
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
-3.58 31.17
-3.09 32.18
-3.95 30.63
- -
- -
- -
- -
- -
- -
- -
-3.63 32.47
- -
- -
- -
- -
6.19 43.62
- -
- -
- -
-4.44 30.80
5.82 42.78
- -
-3.47 32.51
- -
- -
- -
- -
-4.10 31.07
-5.36 29.30
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
-3.94 31.89
-4.75 28.68
- -
- -
- -
- -
-4.21 30.48
- -
- -
- -
-3.88 31.15
-4.09 30.77
- -
-4.94 29.42
-4.22 31.17
-3.35 31.77
- -
- -
- -
- -
- -
Performance

olatility ETFs

Mkt Annl Return 2013


-
-
-

unds Performance

Annual Return 2013 Annual Return 2012 Since Inception Return


- - 13.06
7.21 26.98 15.59
- - 18.97
- - 8.77
- - 4.46
- - 16.32
- - 9.64
- - 6.76
- - 6.30
- - -4.95
- - 10.96
- - 16.45
- - -0.83
- - 14.84
- - 12.05
- - -0.47
- - 4.71
- - 6.19
- - -
- - -
- - -
6.87 27.65 12.87
7.44 27.59 14.88
10.06 26.53 15.17
- - 2.39
- - 13.41
- - 7.17
- - 9.66
- - 31.46
- - 26.41
- - 10.09
7.95 26.50 15.09
- - 5.55
- - 21.48
- - 1.56
- - 6.85
5.44 44.86 11.45
- - -1.40
- - 8.93
- - 14.42
7.16 27.71 10.48
4.78 47.62 10.20
- - 9.44
7.53 29.91 11.61
- - 6.50
- - 3.91
- - 13.58
- - 13.72
6.54 27.65 12.92
9.22 26.26 13.62
- - -0.12
- - 16.31
- - 19.50
- - 14.30
- - 26.01
- - 15.16
- - 25.82
- - 1.59
- - 14.55
- - 13.50
- - 11.36
- - 2.60
- - 13.63
- - 2.40
7.12 29.05 9.84
9.83 27.29 9.90
- - 16.98
- - 5.74
- - 19.66
- - 35.10
6.19 28.36 14.51
- - 4.70
- - 11.66
- - 5.16
7.71 27.24 -
6.39 28.36 15.97
- - 1.92
8.67 26.09 15.82
6.36 28.53 10.79
6.86 28.32 11.79
- - -3.22
- - 10.55
- - 19.84
- - 19.27
- - 9.98
Tot Ret 6 Mo (current) Tot Ret 12 Mo (current)
15.36 9.22
14.11 7.19
17.38 5.40
16.75 -
9.61 -14.13
14.15 6.21
14.11 7.28
17.69 -
17.22 -
9.23 -
15.81 9.76
14.27 7.46
- -
17.06 3.86
9.69 1.39
13.87 3.87
14.08 6.93
15.90 5.79
- -
- -
- -
14.10 7.17
14.24 7.43
14.43 7.60
17.57 3.77
15.63 9.47
13.54 -
14.01 -
14.14 7.28
16.62 3.18
- -
14.25 7.39
- -
24.17 -
- -
17.52 -
16.92 3.51
14.31 0.99
- -
14.48 7.64
13.90 6.93
17.12 3.82
14.29 -
14.24 7.62
- -
- -
14.21 7.41
17.44 4.16
14.01 6.90
13.99 6.77
16.35 -
14.19 7.29
14.64 5.70
24.64 16.64
17.54 5.41
16.86 3.32
13.89 0.79
- -
14.69 -
14.28 7.45
24.47 -
- -
17.57 -
17.27 -
14.03 6.83
14.20 7.31
13.35 7.79
- -
17.66 5.38
14.01 0.70
14.19 7.33
- -
16.89 3.50
- -
13.86 4.33
14.22 7.39
- -
14.24 7.39
14.58 7.23
14.33 7.57
8.50 -
16.95 3.55
16.52 -2.97
15.11 -
14.44 -
Trailing Returns

Tot Ret 2 Yr Annlzd (current) Tot Ret 3 Yr Annlzd (current)


- -
18.47 16.49
- -
- -
- -
17.91 16.11
- -
- -
- -
- -
22.96 20.37
18.75 16.61
- -
18.14 16.45
7.39 -
- -
- -
- -
- -
- -
- -
18.30 16.19
18.78 16.66
17.95 16.32
- -
- -
- -
- -
18.56 -
17.69 -
- -
18.71 16.65
- -
- -
- -
- -
17.79 16.26
- -
- -
17.87 16.60
17.80 15.85
17.95 16.20
- -
18.59 16.92
- -
- -
- -
- -
17.93 15.96
17.10 15.71
- -
18.42 -
19.66 17.91
19.21 10.73
25.43 25.52
17.49 -
28.54 26.69
- -
- -
- -
- -
- -
- -
- -
18.00 15.86
17.70 16.27
- -
- -
- -
28.44 -
18.57 16.35
- -
- -
- -
19.13 17.28
18.58 16.40
- -
17.20 15.66
18.66 17.17
18.98 16.92
- -
17.90 16.53
- -
- -
- -
Returns

Tot Ret 5 Yr Annlzd (current) Tot Ret 10 Yr Annlzd (current)


- -
12.97 12.34
- -
- -
- -
- -
- -
- -
- -
- -
11.33 -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
12.75 12.27
13.46 12.98
14.19 13.31
- -
- -
- -
- -
- -
- -
- -
13.21 12.78
- -
- -
- -
- -
7.93 13.90
- -
- -
14.16 -
12.53 11.88
7.72 13.38
- -
13.62 13.07
- -
- -
- -
- -
12.60 12.05
13.51 12.27
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
12.69 12.26
13.89 12.63
- -
- -
- -
- -
13.09 12.31
- -
- -
- -
10.00 11.01
13.24 12.42
- -
13.79 12.57
13.54 12.36
13.65 12.98
- -
- -
- -
- -
- -
Tot Ret 15 Yr Annlzd (current)
-
7.67
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
7.90
7.79
8.02
-
-
-
-
-
-
-
8.55
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
7.25
7.40
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
7.72
-
-
-
6.88
7.88
-
7.81
-
8.25
-
-
-
-
-

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy