Thursday, November 24, 2022
HomeMutual FundQuantum Nifty 50 ETF Fund of Fund NFO – myMoneySage Weblog

Quantum Nifty 50 ETF Fund of Fund NFO – myMoneySage Weblog

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Quantum Mutual Fund has launched the Quantum Nifty 50 ETF Fund of Fund. This fund will
be India’s first open-ended Nifty 50 ETF Fund of Fund and this scheme can be investing in
items of Quantum Nifty 50 ETF. It principally supplies a possibility for passive traders to
be part of India’s progress story by offering publicity to the Nifty 50 Index, which is one in all
the benchmark indices of the Indian Inventory Market.
The funding goal of the Scheme as per the fund home is “To offer capital
appreciation by investing in items of Quantum Nifty 50 ETF – Replicating / Monitoring Nifty 50
Index however there isn’t a assurance or assure that the funding goal of the Scheme
can be achieved” and The fund combines the effectivity of an ETF with the comfort of an
index fund, giving traders the most effective of each worlds.

Fundamental info about the NFO:

Situation open  18-Jul-22 
Situation shut  01-Aug-22 
Fund supervisor  Hitendra Parekh (Additionally manages the underlying Quantum nifty 50 ETF) 
Benchmark  Nifty 50 
Exit Load  0 
Minimal funding quantity  500 
Plan  Development 
Class  Massive cap 

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Professionals and Dangers:

Firstly let’s look at the professionals: 

☐The profit of diversification. 

☐The minimal funding is low and SIP choice is out there so it’s extra accessible for small traders.

☐Low monitoring error of underlying fund. 

☐No Demat account is required. 

Now, some of the dangers concerned:

☐The danger concerned is excessive because it principally offers with equities (100 – 95% Quantum nifty
fairness and 0-5% of Authorities securities & T.invoice Maturity as much as 91 days, Tri-party
repo and liquid schemes of mutual funds).

☐It’s a long-term investment-focused fund so there could be some near-term consolidation.

Underlying Quantum Nifty 50 ETF threat ratio: 

☐Beta : 0.99 

☐Sharpe Ratio: 0.44 

☐Treynor’s Ratio: 0.08 

☐Sortino Ratio: 0.52 

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This fund, when in comparison with different fund of funds, doesn’t present a lot of diversification because it primarily holds items of the Quantum nifty 50 ETF however for individuals within the index ETF this could may very well be an choice since this FOF comes with the flexibleness of a mutual fund, now it’s possible you’ll ask why not select present Index funds that tracks Nify 50, you might be proper nonetheless, Although the fund just isn’t very distinctive when in comparison with different index funds it has decrease expense ratio therefore after contemplating all of the components, we might suggest that passive traders with long-term funding goal might take a look at this NFO.

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