BSE Scrip Code : 543627

NSE Symbol : HDFCLOWVOL

An open ended scheme replicating/tracking NIFTY100 Low Volatility 30 Index (TRI)

Investment Objective: The investment objective of the Scheme is to provide investment returns that, before expenses, correspond to the total returns of the Securities as represented by the NIFTY100 Low Volatility 30 Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.

What is the Nifty100 Low Volatility 30 Index?

The Nifty100 Low Volatility 30 Index is a Smart Beta Index that focuses on the Low Volatility factor. It comprises a selection of stocks from Nifty100 which are listed on the National Stock Exchange (NSE) in India that exhibit lower volatility characteristics. The index aims to provide exposure to companies with historically lower price fluctuations.

Why HDFC Nifty100 Low Volatility 30 ETF?

• Exposure to the Low Volatility Factor: This ETF provides exposure to the Low Volatility factor, representing stocks with lower price fluctuations. Investors can access companies that have historically demonstrated lower volatility in the market.
• Smart Beta for Better Risk-Adjusted Returns: The Nifty100 Low Volatility 30 Index is a Smart Beta Index that utilizes the Low Volatility factor, for stock selection and weighting. Smart Beta indices aim to deliver improved risk-adjusted returns compared to traditional market cap-weighted indices.
• Returns Aligned with Nifty100 Low Volatility 30 TRI: The ETF aims to replicate the performance of the Nifty100 Low Volatility 30 Total Return Index (TRI), allowing investors to potentially earn returns similar to the index.

Who should buy the HDFC Nifty100 Low Volatility 30 ETF?

The HDFC Nifty100 Low Volatility 30 ETF is suitable for investors who are interested in gaining exposure to stocks with lower volatility in India. It may be particularly suitable for investors who:

• Seek exposure to companies with historically lower price fluctuations
• Want a diversified portfolio of stocks with lower volatility
• Prefer a passive investment approach based on Smart Beta indices
• Have a long-term investment horizon aimed at wealth creation

What is the ideal investment time horizon for the HDFC Nifty100 Low Volatility 30 ETF?

The HDFC Nifty100 Low Volatility 30 ETF is suitable for investors with a time horizon of 3 years and above.

How to buy the HDFC Nifty100 Low Volatility 30 ETF?

A. On the Stock Exchange: Investors can buy HDFC Nifty100 Low Volatility 30 ETF units through a stockbroker on the Stock Exchange(s) i.e. NSE/BSE.

B. Directly with the Fund: Market Makers/Large Investors:

On an ongoing basis, Market Makers and Large Investors* may approach the Fund directly for subscription/redemption of units of the ETF at the Intra-Day NAV in multiples of Creation Unit size. *The minimum application amount for Large Investors shall be Rs. 25 Crores and in multiples of Creation Unit Size^.

^ Not Applicable till February 28, 2025 for a) Schemes managed by Employee Provident Fund Organisation, India and b) Recognised Provident Funds, approved gratuity funds and approved superannuation funds under Income tax act, 1961.

 

For current constituents of  Nifty100 Low Volatility 30 Index (TRI), please click here.

For changes to Index constituents, please click here.

For list of Market Makers, click here