Bandhan Nifty Total Market Index Fund - Direct Plan
An open-ended scheme tracking Nifty Total Market Index
What is a Nifty Total Market Index Fund?
The Nifty Total Market Index Fund captures the entire spectrum of the stock market, investing in 750 stocks across large, mid, small, and micro-cap segments. This fund offers broad exposure, providing a comprehensive way to diversify your portfolio. Let’s explore how this index works and what it can do for your investments.
The Nifty Total Market Index Fund tracks the Nifty Total Market Index, which includes 750 stocks from the Nifty 500 and Nifty Microcap 250 indices. Each stock’s weight is determined by its free-float market capitalization, offering exposure to companies across all market segments.
The Bandhan Nifty Total Market Index Fund invests at least 95% of its corpus in stocks and index derivatives from the Nifty Total Market Index, with up to 5% allocated to debt and money market instruments.
Nifty Total Market Index funds invest in 750 stocks across various sectors and market caps, offering sectoral and size diversification. However, as the majority of the corpus is in equities, the fund lacks diversification across asset classes.
The fund's returns depend on the performance of the stocks in the Nifty Total Market Index. Since it invests predominantly in equities, it is considered high-risk and is subject to market volatility, liquidity risk, and tracking errors.
Capital gains tax on Nifty Total Market Index funds depends on the holding period. Units held for less than one year are subject to Short-Term Capital Gains Tax (STCG) at 15%. Long-Term Capital Gains (LTCG) above ₹1,00,000 held for over a year are taxed at 10%. Dividends are taxed as per the investor’s income tax slab.
- Min Investment 1,000
- Min SIP Amount 100
- Exit Load
• 0.25% if redeemed on or before 15 days from the allotment date.
• Nil if redeemed after 15 days from allotment date.
This scheme has not completed one year.
Tier 1 Benchmark : Nifty Total Market TRIAlternate Benchmark :
- Performance
- Portfolio
- Download
- Details
This fund is managed by Mr. Nemish Sheth (w.e.f 10/07/2024)
View fund performance of other funds managed by Mr. Nemish Sheth
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
Taxation:
For taxation, please refer the link : https://bit.ly/46xQzi1
Bandhan Nifty Total Market Index Fund
(Scheme Risk-o-meter)
Nifty Total Market TRI
(Tier 1 Benchmark Risk-o-meter)
The scheme is suitable for investors who are seeking
1. To create wealth over a long term
2. Investment in equity and equity related instruments belonging to Nifty Total Market Index.
Who Should Invest in a Nifty Total Market Index Fund?
The Bandhan Nifty Total Market Index Fund is a very high-risk investment due to its heavy equity exposure. It is vulnerable to market volatility, liquidity risk, and tracking errors. This fund may be suited for investors with a high-risk tolerance and a long-term investment horizon.
Index funds follow a passive strategy, tracking a market index to replicate its returns. These funds typically have lower expense ratios. Investors looking to passively track the Nifty Total Market Index and benefit from lower costs may find this fund suitable.
Bandhan Nifty Total Market Index fund may be suitable for investors seeking portfolio diversification, as it invests in 750 stocks across large-cap, mid-cap, small-cap, and micro-cap segments, providing exposure to different market capitalizations and sectors.
FAQs on Nifty Total Market Index Fund
What does a Nifty Total Market Index fund in India invest in?
Nifty Total Market Index funds in India invest in 750 stocks from large, mid, small, and microcap segments of the market. All stocks that are a part of the Nifty 500 Index and Nifty Microcap 250 Index are included in the Nifty Total Market Index.
Is Bandhan Nifty Total Market Index fund a safe investment?
Bandhan Nifty Total Market Index fund is categorised as a high-risk investment. This fund is mandated to invest at least 95% of its corpus in equities present in the Nifty Total Market Index, making it vulnerable to market volatility and other market risks. No mutual fund investment offers guaranteed returns. Investors must analyse the fund’s performance, their risk appetite and goals before investing.
Is Bandhan Nifty Total Market Index fund suitable for diversification?
Yes, Bandhan Nifty Total Market index fund may be suitable for investors seeking diversification in their portfolio. This scheme invests in equities of companies across large cap, mid cap, small cap, and micro cap segments. Thus, the fund’s corpus may be spread across market caps and sectors. However, investors seeking diversification across asset classes may not benefit from this scheme.
How to invest in Bandhan Nifty Total Market Index Fund?
To invest in Bandhan Nifty Total Market Index fund click the “Invest Now” button. Fill in the required information and complete the KYC.
Are there any lock-in periods for the Nifty Total Market Index Fund?
No, Bandhan Nifty Total Market Index Fund does not have any lock-in period.
Can I set up a systematic investment plan (SIP) for the Nifty Total Market Index Fund?
Yes, you can set up a SIP for Bandhan Nifty Total Market Index fund. The minimum SIP amount is ₹100.
What is the Nifty Total Return Index?
The Nifty Total Return Index (Nifty TRI) measures the performance of the Nifty index. It provides a comprehensive view of the overall return on investment in the index.