Bharat 22 Index fund & ETFs Review

Description -
Index/ETF Category - Bharat 22
Detailed Analysis & Review based on Dec 31st, 2020 data. Most Comprehensive, unique and detailed ETF/Index reviews based on Yadnya's proprietary methodology of Green, Yellow & Red Star.

No. of Pages - 13

Content Index

INTRODUCTION

SECTION I - BHARAT 22 INDEX REVIEW

1. Methodology
1. Index Construction Methodology
2. Current Complete Portfolio & Weightages (as on 31st Dec, 2020)
2. Bharat 22 Returns & Comparison with Nifty 100 & Large Cap Category Average (Last 10 years)
1. Calendar Returns
2. Trailing Returns
3. Rolling Returns
3. Stock Diversification
1. Trend of Top 20 stocks (Last 5+ years trend)
2. Liquidity of Underlying stocks
4. Sector Allocation (Last 5+ years trend)
5. Risk Measures (Last 5+ years trend)

SECTION II - INDIVIDUAL ETF/INDEX FUND REVIEW

1. LIST OF ETF's AND INDEX FUND's which follow NIFTY 200 quality 30 Index
1. Bharat 22 ETF
2. Expense Ratio
3. Tracking Error & Cash Allocation

SUMMARY

Disclaimer - This book is not meant as MF Advise or Financial Advice. It only gives the information about the Mutual Fund as per publicly available information and Yadnya's analysis & review based of that information. Please remember, Mutual Funds are subject to Market risk. Read the offer document before investing.