Growth Potential of the Financial Services Sector
Source/Disclaimer: IBEF sector report. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may not e sustained in the future and is not a guarantee of any future returns.
Mid & Small cap stocks saw better growth in 5 years
Source: nifty indices, Data from 30-Sep-2019 to 30-Sep-2024. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may not be sustained in the future . Profitability = Profit after tax (PAT) Profitability = Profit after tax (PAT). CAGR = Compounded Annual Growth Rate. In general large cap are less volatile as compared to mid cap and small cap, investors should consider risk profile while investing
Financial Services MidSmall vs Broad Index
Source/Disclaimer: niftyindices: Performance as of close of 30-Sep-14 to 30-Sep-24. Performance results have many 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 future and is not a guarantee of any future return. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. TRI= Total Return Index
Fund Name
Plans
Options
Benchmark
Minimum Application Amount
Minimum Redemption Amount
Investment Objective
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall Financial Services Total Return Index, subject to tracking error.
However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
Type
Entry load
Exit load
1% if redeemed on or before 15 days of allotment.
Nil- If redeemed after 15 days from the date of allotment.
Fund Managers
FAQs
What is the Nifty MidSmall Financial Services Index Fund?
- The Nifty MidSmall Financial Services Index Fund is a mutual fund that aims to track the performance of the Nifty MidSmall Financial Services Index, which comprises mid-cap and small-cap companies in the financial services sector.
Who should invest in this fund?
- - Investors looking for long-term growth opportunities in mid- and small-cap financial services companies.
- - Those who want to diversify their portfolio with sector-specific exposure.
- - Have a high-risk appetite.
What are the risks associated with the Nifty MidSmall Financial Services Index Fund?
- Market Risk - Since the fund focuses on mid- and small-cap financial stocks, it can be more volatile than funds focused on large-cap companies.
- Sector Concentration Risk - Being focused on financial services, the fund is vulnerable to sector-specific risks like regulatory changes, interest rate fluctuations, or economic downturns impacting the financial industry.
The Scheme being an index scheme follows a passive investment technique and shall only invest in Securities comprising one selected index irrespective of its market conditions.
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