Nifty bees what is

Daily rolling frequency is considered to compute the average time. Fund NAV Range. Asset Allocation Loading Click here for more details. Investment Growth Loading SIP Lumpsum. Other MFs. Enter investment amount: Rs. Existing investor Evaluate your investment performance. Enter Start Date. Total Investment. Please choose a different date. Top 5 Peer Comparison Fund Name. Login to view your Mutual Fund Transactions. About Fund 1. The fund was launched on Dec 28, The investment objective of the fund is that " The scheme aims to provide returns close to the total return of stocks as represented by Nifty 50 Index.

The asset allocation of the fund comprises around While the top 10 equity holdings constitute around The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around In mutual funds, every investor is allotted units as per the closing net asset value NAV. So, all investors get units at the same price.

There is no partiality or scope for active trading. But in case of Nifty BeEs, investors can trade in the stock market like stocks. They can buy when markets are down and sell once markets bounce back. This is why Nifty BeEs are popular among traders.

The settlement takes place on an exchange which reduces the counterparty risk. Pocket friendly : Nifty BeEs gives you the opportunity to invest in fifty of the top stocks in India with a small sum of Rs Diversification : When you invest in Nifty BeEs, you get a share of all fifty companies spread across 22 sectors.

These include Banking , Pharmaceuticals , Infrastructure etc. So, you do not miss out on any sector-specific opportunity. His only job is to mirror the index. This reduces human error or bias. Because of this passive management, the expense ratio of Nifty BeEs is extremely low. This results in higher returns for investors. However, they have underperformed midcap and small cap mutual funds. Transparency : Investors are mostly unaware of where the fund manager is investing their hard-earned money.

This way investors are aware of where their money is invested. Expense ratio is the cost charged by the fund house to manage your money. Its expense ratio is 0. This seems small but can cause a big compounding difference over 20 to 30 years.

You can redeem them within minutes. This option is not available in index funds. You cannot invest in an index fund at 11 am and redeem at But this is possible in the case of Nifty BeEs. However, you will have to pay short term capital gains tax on your gains. This led to huge losses for investors who were forced to settle on expiry.

But in case of Nifty BeEs, investors are long-term owners of Nifty. They do not have to worry about expiry or settle contracts in losses. Usually, the dividend is paid within 30 days from its date of declaration. Furthermore, once the dividend is paid, the NAV of the scheme shall be reduced by the dividend amount and the dividend distribution tax DDT amount. Since the mutual fund invests in equities, it is a volatile investment.

Moreover, the companies in which Nifty BeES invests are large and stable companies. These companies have a strong track record. Furthermore, Nifty BeES offers good diversification to the portfolio. However, it is important to note that mutual fund investments are subject to market risks. Hence, do not guarantee any returns. Short selling means selling shares that the investor does not own like the shares borrowed from a brokerage.

Yes, you can buy Nifty for the long term through ETFs. You can invest in Nifty BeES through a demat account. It is similar to investing in stocks. Furthermore, you can invest either through the lump sum or systematic investment plan route.

It is the combination of a share and a mutual fund unit. While ETFs are traded like shares in the stock market with a considerably lower expense ratio. Last updated September 30, Our weekly newsletter with finance tips and investment insights from our experts. Your privacy is important to us.

Share this article. How to Invest? However if right most red scale is selected, then there is very high risk of negative returns on your investment.

Very High. This Scheme. Nifty 50 TRI. Compare with. Date : - Investment : - Value on selected date : -. Investment Date. Investment Value. SIP Start Date. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month.

How to achieve this? This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Returns Calculator Detailed Returns Analysis. Tax Treatment If sold after 1 year from purchase date, long term capital gain tax will be applicable. Portfolio Updated on 31st Oct, Equity No of Stocks : 50 Category Avg - How to read this table? Once you invest in a mutual fund s , the managers of the fund invest your money in stocks and bonds. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme.

Banks Computers - software Housing finance Diversified 2. Engineering, designing, construction Nbfc Detailed Portfolio Analysis. Risk Ratios Ratios calculated on daily returns for last 3 years Updated as on 31st October, Standard Deviation Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years.