Buy Nifty 500 Multicap Momentum Quality 50 Index Fund For Strong Investment Portfolio

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Bajaj Allianz Life ULIP products with underlying Nifty 500 Multicap Momentum Quality 50 Index Fund, enables policyholders to achieve their life goals, powered by the security of a life cover and the opportunity for wealth creation.

Benchmark: Nifty 500 Multicap Momentum Quality 50 Index Fund

SFIN: ULIF09527/12/24N500MM50IN116

Disclaimer - Please note that the fund aims to replicate the performance of benchmark index fund, subject to tracking error

The process to determine Momentum Quality 50 stocks

Eligible Universe:

Stocks forming part of the Nifty 500 are further classified into three segment universes in the following manner:

Large Cap segment Stocks forming part of the Nifty 100 index.
Mid Cap Segment Stocks forming part of the Nifty Midcap 150 index.
Small Cap segment Stocks forming part of the Nifty Small Cap 250 index.

Minimum listing history of 1 year of stock.

Stock Selection Criteria:

The Momentum and Quality factors are calculated separately for the stocks forming part of the eligible segment universe.

Momentum:

Momentum refers to the tendency of stock price trends to persist – stocks that have outperformed recently are likely to continue to outperform, and vice versa. Normalized Momentum Score will be considered.

Quality:

For each eligible stock, Z Quality score is calculated based on return on equity (ROE), debt-to-equity (D/E) ratio, and EPS growth variability in the previous 5 years. Debt-to-equity ratio is not considered for companies belonging to the financial services sector.

Portfolio Weightage:

Weight of the stock in the index is derived by multiplying the free float market cap with the composite factor score of that stock.
Each stock in the index is capped at 5%. Capping will be done semi-annually at the time of reconstitution.
The weight of stocks may drift between two rebalancing periods due to movement in stock prices.

Index Rebalancing & Reconstitution:

Index rebalancing and reconstitution will be done on a semi-annual basis in June and December using data ending on the last trading day of May and November, respectively.
Stocks that moved out of the Nifty 500 index shall also move out of the index at the time of the subsequent review of the Nifty500 Multicap Momentum Quality 50 index.

Why Nifty 500 Multicap Momentum Quality 50 Index Fund?

Multi Cap Approach

A diversified allocation across Large Cap, Mid Cap, and Small Cap stocks offers exposure to stability (Large Cap) and High Risk – High Reward opportunities (Mid & Small Cap) in the long-Term.
Momentum & Quality Factor

The index identifies companies with strong price momentum and high-quality fundamentals, aiming to deliver superior risk-adjusted returns.
Growth Potential

Historically, the Nifty 500 Multicap Momentum Quality 50 Index has outperformed the broader market indices in the long term. This suggests the potential for higher returns and wealth creation over the long term.
Dynamic Allocation Strategy

The index adjusts to market trends, maintaining flexibility in allocation to optimize performance across market cycles.
Transparency

Since it tracks an established index, investors can easily monitor the fund's portfolio holdings and performance.
Passive Investing

Investing in an index fund that tracks the Nifty 500 Multicap Momentum Quality 50 Index Fund is a passive approach, which means the fund manager doesn’t need to make individual stock selection (hands-off approach).

Historical Market-Cap Allocation Split in the Nifty 500 Multicap Momentum Quality 50 Index Fund

The historical index allocation among Large Cap, Mid Cap & Small Cap suggests that it keeps on changing based on market dynamics.
In the last 6.5 years, the half-yearly average allocation among Large Cap, Mid Cap, and Small Cap stocks has been 45%, 35%, and 20%, respectively, indicating a diversified allocation.

Nifty 500 Multicap Momentum Quality 50 Index Performance

Nifty 500 Multicap Momentum Quality 50 Index, has significantly outperformed the Nifty 50 index in 7 years & both Mid & Small Cap indices in 8 years out of last 11 calendar years.
In the bull run, Index is tend to outperform however during the bear market it fell significantly, suggests Index has high beta with respect to broader market indices. High Risk-High Return proposition.

Bajaj Allianz Life Nifty 500 Multicap Momentum Quality 50 Index Fund

The process to determine Momentum Quality 50 stocks

Eligible Universe:

Stock Selection Criteria:

Momentum:

Quality:

Portfolio Weightage:

Index Rebalancing & Reconstitution:

Why Nifty 500 Multicap Momentum Quality 50 Index Fund?

Multi Cap Approach

Momentum & Quality Factor

Growth Potential

Dynamic Allocation Strategy

Transparency

Passive Investing

Historical Market-Cap Allocation Split in the Nifty 500 Multicap Momentum Quality 50 Index Fund

Nifty 500 Multicap Momentum Quality 50 Index Performance

Nifty 500 Multicap Momentum Quality 50 Index - Top Holdings & Sector Allocation

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