What is Nifty Total Market Index?
- The Nifty Total Market Index covers the entire equity market (95%) by including stocks from all sectors and sizes: Large, Mid, Small, and Micro caps.
- Diversifying across sizes and sectors helps reduce risk as opposed to focusing on specific sectors or stocks.
- Each stock is weighted based on its market capitalization, with larger companies having a greater impact on the index’s performance.
Source: NSE. Data as of 31st May 2024. Market Cap classification as per NSE. *Market capitalization of NSE-listed stocks as of 31st January 2024
The image used if for illustration purpose only
Why Nifty Total Market Index Deserves Your Attention?
- India's booming stock market, currently ranked fourth worldwide, reflects a strong economy and is an appealing investment option.
- Mutual Funds offer a wise entry point, ensuring diversification, relatively lower risk, and simple portfolio management.
- However, selecting the right mutual fund can be complex.
- Investing in the Nifty Total Market Index simplifies this, covering the entire market, and potentially tapping into India’s economic growth.
Source: The image used is for illustration purpose only. Vanguard- The global case for strategic asset allocation. BHB- Determinants of portfolio return variability.
#1 Extensive Market Coverage
The fund covers an impressive 95% of the Indian market, capturing a wide array of segments including Large, Mid, Small
and Micro caps for diversified investment scope.
Source:Market Cap classification/definition as per NSE. The above chart is used to explain the concept and should not be used
#2 Unmatched Sector Exposure
- The Nifty Total Market Index includes all 22 sectors of the listed stock universe, as against the Nifty 50, which covers 13 sectors.
- This approach captures often overlooked sectors, providing a more holistic market exposure.
Source- NSE. Data as of 31st May 2024. The sectors/stocks mentioned herein are only for illustrative purposes. They should not be construed as a recommendation from Bandhan Mutual Fund or indicative portfolio of any scheme of Bandhan Mutual Fund. Bandhan Mutual Fund may or may not hold any position in these sectors/stocks.
#3 Performance Track Record
- Historically, the index has delivered strong returns. The index has outperformed the Nifty 50 by 2% over ten years, with similar or lower volatility.*
Source- NSE. Data as of the end of 01st April 2005 to 31stMay 2024. Performance results may have inherent limitations, and no representation is being made that any investor will or is likely to achieve. Past performance may or may not be sustained in the future.
Consider investing in this fund if…
You're in the early stages of your career and can invest a modest amount monthly through SIP, with the option for SIP top-up (annual increase in SIP amount).
You're saving for your child's education and can invest a lumpsum or start a SIP.
You have a lumpsum amount, a risk appetite, and a long-term investment horizon.
Downloads
Make an informed decision. Learn more about investing in Bandhan Nifty Total Market Index Fund
Fund Facts
Type of Scheme
An open-ended scheme tracking Nifty Total Market Index
NFO Period
24thJune to 5thJuly 2024
Benchmark
Nifty Total Market TRI
Fund Manager
Mr. Nemish Sheth
Minimum Investment
During New Fund Offer
₹ 1,000
And in multiples of Rs. 1/- thereafter
Exit Load
0.25% - if redeemed on or before 15 days from the allotment date.
Nil - if redeemed after 15 days from the allotment date
Plans/Options
Regular/Direct Plan: Growth Option
Investment Objective
The investment objective of the Scheme is to replicate the Nifty Total Market index by investing in securities of the Nifty Total Market Index in the same proportion/weightage with an aim to provide returns before expenses that closely correspond to the total return of Nifty Total Market Index, subject to tracking errors. However, there is no assurance or guarantee that the objectives of the scheme will be realized, and the scheme does not assure or guarantee any returns.
Fund Manager
Nemish Sheth
Associate Vice President – EquitiesBandhan AMC Limited
Mr. Nemish Sheth is a Fund Manager at Bandhan AMC (Erstwhile IDFC AMC) since November 2021. He comes with an experience of over a decade in fund management and Dealing in Equity, Derivatives, and Passive Funds. His prior stint includes Nippon AMC and ICICI Prudential AMC, as Dealer for Equity, Derivative and Passive Funds. Mr. Sheth completed his post-graduation in Management Studies with a specialization in Finance from IES Management College (Mumbai).
Product info
Bandhan Nifty Total Market Index Fund
(An open-ended scheme tracking Nifty Total Market Index)
This product is suitable for investors who are seeking*:
- To create wealth over long term.
- Investment in equity & equity related Instruments belonging to Nifty Total Market Index.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
