Equity Index: Smart Beta: Low Vol & Alpha Mutual Funds — Live NAV & Returns

Equity Index: Smart Beta: Low Vol & Alpha are index funds — passive schemes that replicate a market index rather than being actively managed. They aim to match the index return at a low cost, so the manager does not try to pick winners.

There are about 32 Equity Index: Smart Beta: Low Vol & Alpha schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.

Across the Equity Index: Smart Beta: Low Vol & Alpha funds listed here, the median 3-year return is about 8.9% (annualised). Returns vary widely between funds within a category, and past performance is not indicative of future returns — use it as one input alongside risk, costs and consistency, not as a prediction.

Equity Index: Smart Beta: Low Vol & Alpha funds suit investors with a multi-year horizon (typically 5–7 years or more) who can tolerate market ups and downs in exchange for long-term growth potential. Money you need within a couple of years should not be here.

You can invest in Equity Index: Smart Beta: Low Vol & Alpha funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.

Equity-oriented funds (including arbitrage) are taxed as equity: short-term gains at a fixed rate, and long-term gains beyond the holding period at a concessional rate with an annual exemption. Rates are set by the Finance Act and can change — confirm the current figures with a Chartered Accountant.