BHARAT 22 ETF - Growth

( NAV change from the previous, NAV as on )

Launch Date

2017-11-17 00:00:00.0

AUM

NA
(as on date NA)

Benchmark

S&P BSE Bharat 22 TRI

Fund Manager

Kayzad Eghlim

Risk: High

BHARAT 22 ETF Overview

Bharat 22 ETF is a kind of exchange-traded fund of ICICI Prudential Mutual Fund. Kayzad Eghlim efficiently manages Bharat 22 ETF fund.

The investment ideology behind Bharat 22 ETF fund is-

  • The fund manager of Bharat 22 ETF do not invest in stocks or sectors which is not included in this Index.
  • The aim of Bharat 22 ETF is to replicate the S&P BSE Bharat 22 Index by buying the same stock in the same amount as they are in the index.
  • Bharat 22 ETF fund is passively managed scheme, which tracks the Bharat 22 Index.

Features of Bharat 22 ETF

Here, are some of the features of Bharat 22 ETF-

  • The weightage of Bharat 22 ETF allotment of each sectors is limited to 20% and each individual stock is capped at 15% .
  • Bharat 22 ETF fund scheme close tracks S&P BSE Bharat 22 Index which includes 22 stocks of strategic holdings of SUUTI (Specified Undertaking of the Unit Trust of India), Central Public Sector Enterprises (CPSEs) and Public Sector Banks (PSB).
  • This Index tracks company stocks selected by the Indian Government for their divestment program.

Who should invest in Bharat 22 ETF?

Based on Bharat 22 ETF details, those who should invest in Bharat 22 ETF funds are-

  • Investors who aims to create long term capital appreciation.
  • Investors with a motive to invest in public sector enterprises.
  • Investors who wants to enjoy the benefit of cash liquidity i.e, able to encash their investment easily can invest in this scheme.

Eligibility Criteria to invest in Bharat 22 ETF

  • Individual should be an Indian Citizen
  • Foreign Institutional Investors
  • Minor via any parent or lawful guardian
  • Association of Persons
  • Investment and Financial Institutions
  • Societies
  • NRI or Individuals with Indian origin residing abroad
  • Companies
  • Partner(s) of Partnership Firms.
  • Trusts
  • Karta of Hindu Undivided Family

Documents Required for Bharat 22 ETF

Following are the documents required for Bharat 22 ETF fund-

  • KYC Acknowledgment
  • PAN Card
  • Passport size Photographs
  • ID Proof- Driving License, Voter ID Card, AADHAR Card
  • Duly filled application form
  • Proof of Residence- Any utility bills, Passport, Driving License
  • Declaration of 3rd┬áparty (for minors)

Bharat 22 ETF Benefits

  • Under Bharat 22 ETF mutual fund, diversification of your portfolio across six sectors- finance, basic materials, FMCG (Fast-Moving Consumer Goods), energy, industrials, and utilities is possible.
  • You can easily buy units of Bharat 22 ETF at a very low amount of Rs.5000 with exposure to 22 stocks of government enterprises.
  • Bharat 22 ETF portfolio includes large sector enterprises.
  • Lower expense ratio is charged for Bharat 22 ETF fund as compared to other actively managed scheme.
  • Bharat 22 ETF performance has outperformed S&P BSE Index and NIFTY 50 based on risk adjustment over a period of 5 and 10 years.
  • Bharat 22 ETF tax benefits offers long term or short term capital gain depending on your investment horizon.
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