Sushil Bajaj |
📅 Last Updated on: November 3, 2025
| Particulars | Details |
|---|---|
| Scheme Name | Angel One Nifty Total Market Momentum Quality 50 Index Fund |
| Category | Index Fund |
| Type | Open-ended scheme replicating/tracking Nifty Total Market Momentum Quality 50 Index |
| Benchmark | Nifty Total Market Momentum Quality 50 TRI (Total Return Index) |
| Fund Managers | Mr. Mehul Dama and Mr. Kewal Shah |
| Minimum Investment | ₹5,000 during NFO (as per AMC norms) |
| NFO Start Date | 03 Nov 2025 |
| NFO End Date | 17 Nov 2025 |
| Asset Allocation | 95–100% in equity & equity-related instruments; up to 5% in money market instruments |
| Tracking Error Limit | Not to exceed 2% per annum under normal circumstances |
| Benchmark Riskometer | Very High Risk (as per SEBI risk labeling) |
| Liquidity | Units can be purchased or redeemed on all business days at NAV-based prices |
The official objective of Angel One Nifty Total Market Momentum Quality 50 Index Fund
An aim to provide returns before expenses, that track the total return of Nifty Total Market Momentum Quality 50 Index, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.
The fund tracks the Nifty Total Market Momentum Quality 50 TRI.
This benchmark comprises 50 stocks from the Nifty Total Market Index, selected based on momentum and quality factors.
| Period | Approximate Return |
|---|---|
| 1-Year | ~ -14.08 (30 Sept 2025) |
| 5-Year | ~ 23.10 (30 Sept 2025) |
| Since Inception | ~ 21.41 (30 Sept 2025) |
The Scheme is a passively managed scheme and provides exposure to the benchmark and tracking its performance and yield as closely as possible. The Scheme invests in the stocks comprising the index regardless of their investment merit.
The fund follows a passive, index-tracking investment strategy.
Here are some compelling reasons:
Combines momentum and quality factors, offering exposure to fundamentally strong companies showing consistent price performance.
Captures 50 companies across large, mid, and small-cap segments from multiple sectors.
Being an index fund, it carries low Total Expense Ratio (TER) — up to 1.00%, with no active management costs.
No fund manager bias — the index methodology solely determines stock selection and weight allocation.
Ideal for investors seeking broad equity exposure through a rules-based momentum-quality strategy.
Expense Ratio: Check latest factsheet.
Exit Load: nil
Taxation:
| Investor Pain Point | How the Fund Addresses It |
|---|---|
| High active fund costs | Low-cost passive structure |
| Emotional investment decisions | Rules-based, emotion-free index approach |
| Lack of diversification | Exposure to 50 quality momentum stocks across sectors |
| Performance inconsistency | Transparent methodology with regular rebalancing |
| Short-term volatility | Long-term compounding through disciplined index tracking |
Investors seeking long-term capital appreciation through diversified, factor-based equity exposure with low costs.
₹5,000 during NFO and ₹1,000 for additional purchases (as per AMC norms).
No. The fund’s returns depend on the performance of the underlying index and move in line with market trends.
No. The fund passively manages its portfolio to track the Nifty Total Market Momentum Quality 50 Index.
The index is reconstituted semi-annually (June and December).
The Angel One Nifty Total Market Momentum Quality 50 Index Fund offers investors a systematic, cost-effective, and transparent way to invest in India’s momentum and quality-driven companies.
While it eliminates active management risk, investors should be aware of market risks and tracking errors inherent in index investing.
Disclaimer
This article is for informational purposes only and does not constitute financial advice. Before investing, you should consult a qualified financial advisor, consider your risk tolerance, investment horizon, and review the latest scheme documents, factsheet and disclosures from Angel One Mutual Fund.
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