Index is based on single factor equity portfolio strategy and stocks are selected based on – Low Volatility factor.
We will look at the S&P BSE Low Volatility Index and passive mutual funds based on it. This index tracks the performance of 30 companies listed on the BSE Large Midcap index:  

The Low volatility Index is created on a low volatility anomaly. that means lower volatility stocks have outperformed the high volatility stocks on a risk -adjusted basis over medium to long term basis.

Composition of Index

The constituents of the S&P BSE Low Volatility Index as on January 11, 2022.

Risk-Return

The index represents a diversified stock portfolio of large and midcap companies. The low volatility index based portfolio invest in 30 least volatile stocks from the universe from the BSE Large and Mid cap stocks. The consumer sector gets higher coverage in low volatility index. A few index funds which replicate the S&P BSE low volatility index   

Motilal Oswal S&P BSE Low Volatility ETF and Index Fund

NFO Period

Opens- 4 March 2022 -Closes- 16 March 2022

UTI S&P BSE Low volatility Index fund ( NFO)

UTI S&P BSE Low volatility Index fund is another fund that is recently launched in year 2022.

http://assetmanagement.kotak.com/

• NFO launch date 1 December 2021
• NFO Closing date 15 December 2021
• Scheme Type- Open Ended
• Scheme Category- Other Scheme/ Other ETFs
• Objective of the Scheme- The investment objective of the scheme is to replicate the composition of the NIFTY Alpha 50 Index and to generate returns that are commensurate with the performance of the NIFTY Alpha 50 Index, subject to tracking errors. However, there is no assurance or guarantee that the investment objectivity of the scheme will be achieved.
• Benchmark Index- NIFTY Alpha 50 Index

New Fund Offer- Nippon India Mutual Fund

• NFO launch date 22 November 2021
• NFO Closing date 6 December 2021
• Scheme Type-Open Ended
• Scheme Category- Equity Scheme-Sectoral/Thematic

• Objective of the Scheme- The Primary objective of Nippon India Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Taiwan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

• Benchmark Index- Taiwan Capitalization Stock Index (TAIEX)

New Fund Offer-HDFC Mutual Fund ( www.hdfcfund.com )

• NFO launch date 23 November 2021
• NFO Closing date 7 December 2021
• Scheme Type- Open Ended
• Scheme Category- Equity Scheme/ Multi Cap Fund
• Objective of the Scheme- To generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies. There is no assurance that the investment objective of the scheme will be realized.
• Benchmark Index- NIFTY 500 MULTICAP 50:25:25 TRI

• NFO launch date 15 November 2021
• NFO Closing date 29 November 2021
• Scheme Type-Open Ended
• Scheme Category- Equity Scheme – Sectoral/Thematic
• Objective of the Scheme- The investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

• NFO launch date 15 November 2021
• NFO Closing date 29 November 2021
• Scheme Type-Open Ended
• Scheme Category- Other Scheme – Index Funds
• Objective of the Scheme- To provide returns before expenses that closely corresponds to the total returns of the NIFTY 50 subject to tracking errors, However there can be no assurance that the investment objective of the Scheme will be achieved.

• New Fund Launch date 10 November 2021
• New Fund Closure Date 24 November 2021
• Scheme Type – Open ended equity scheme value fund
• Investment Objective- The primary investment objective of the scheme is to seek to achieve capital appreciation in the long term by primarily investing in a well-diversified portfolio of value stocks. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However , there can be no assurance that the investment objective of the Scheme will be realized.