Thursday, 2 September 2010

IDBI Nifty Junior Index Fund NFO: Review Analysis & Details

This article contains info about IDBI Nifty Junior Index Fund NFO, Review Analysis Details & Opinion. It's raining NFO's in the mutual fund market. NFO or New Fund Offer from another fund house has come through. The IDBI MF Mutual Fund House has launched its NFO or New Fund Offer called the IDBI Nifty Junior Index Fund. With the launch of this new fund, IDBI Mutual Fund has added another sector specific fund to its portfolio.
In this article, we will analyse how good is this IDBI Nifty Junior Index Fund NFO, whether this IDBI Nifty Junior Index Fund offers anything new or unique for the investors and whether the investors should invest in IDBI Nifty Junior Index Fund .

IDBI Nifty Junior Index Fund NFO: Review Analysis & Details

Let's begin with some basic details about IDBI Nifty Junior Index Fund.

What are the NFO dates for IDBI Nifty Junior Index Fund ?
The NFO period for IDBI Nifty Junior Index Fund will open on 2nd September and will close on 15th September 2010. I particularly liked the ad image which shows a big elephant of tomorrow as a mirror image of small elephant of today. Message is clear, this fund is betting your money on small cap or mid cap stocks which the fund managers expect to become the shining stars of tomorrow. IDBI Nifty Junior Index Fund

What is so unique about this IDBI Nifty Junior Index Fund?
The IDBI Nifty Junior Index Fund is an INDEX Fund (What's this? Index Funds Explained with Example) So this being an index fund, it will work passively, i.e. try to replicate the performance of the underlying index by investing in stocks which are already a part of the underlying index.
The underlying benchmark index in this case will be CNX Nifty Junior Index. As per the site, the stocks will be bought by the fund managers in the same proportion as constituted in the benchmark index.

So this fund can be a good option for investors who believe in the index story (which we highly recommend as the safest investment method -Simplest Investment Strategy to follow index investments). Moreover, being focussed on the mid cap and small cap sector, this fund will provide a good option for investors who wish to add some "smallcap" and "midcap" exposure to their portfolio.
Continue to Part II- Risks in IDBI Nifty Junior Index Fund and other competitive products

1 comment:

Anonymous said...

The markets are giving hidden message that the SENSEX and NIFTY are sell, for those who just watch the index and participate in the market, these would be a big mistake


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