Equity Index: Smart Beta: Momentum Mutual Funds — Live NAV & Returns
There are 26 Equity Index: Smart Beta: Momentum schemes (equity category) in Trustner’s fund research universe. Live AMFI NAV, 1-year return and AUM are listed below for every scheme — open any fund for its full return history, risk metrics and peer comparison.
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Equity Index: Smart Beta: Momentum funds — frequently asked questions
What is a Equity Index: Smart Beta: Momentum fund?
Equity Index: Smart Beta: Momentum 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.
How many Equity Index: Smart Beta: Momentum mutual funds are there?
There are about 26 Equity Index: Smart Beta: Momentum 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.
What returns do Equity Index: Smart Beta: Momentum funds give?
Across the Equity Index: Smart Beta: Momentum funds listed here, the median 3-year return is about 7.8% (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.
Who should consider Equity Index: Smart Beta: Momentum funds?
Equity Index: Smart Beta: Momentum 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.
How can I invest in Equity Index: Smart Beta: Momentum funds?
You can invest in Equity Index: Smart Beta: Momentum 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.
How are Equity Index: Smart Beta: Momentum funds taxed?
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.
For information and research only — not investment advice or a recommendation of any scheme. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.