A rising trend in the investment landscape, smart beta funds are capturing attention. Unlike traditional index funds, Smart Beta funds are based on indices that use an alternate strategy to select and weight the stocks.
A rising trend in the investment landscape, smart beta funds are capturing attention. Unlike traditional index funds, Smart Beta funds are based on indices that use an alternate strategy to select and weight the stocks.
Momentum Focuses on stocks with high momentum
Low volatility Targets stocks with relatively lower volatility
Quality Invests in relatively quality companies
Value Focuses on stocks trading below their intrinsic value
Alpha Invests in companies with high alpha*
*last 1 year Jensen Alpha
Data is of Direct Plan as on 31/10/2026
1
Agnostic to market capitalization and would take exposure to stocks exhibiting a particular factor behaviour
2
Disciplined strategy for rule-based investing, minimizing emotional biases.
3
Lower expense ratios than that of actively managed funds.
4
Smart diversification across market segments.
