SENSEX - Index Fund & ETF Reviews

Description -
Index/ETF Category - Sensex
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 - 16

Content Index

INTRODUCTION

SECTION I - SENSEX INDEX REVIEW

1. Methodology
1. Index Construction Methodology
2. Examples
3. Current Complete Portfolio & Weightages (as on 31st Dec, 2020)
2. Sensex Returns & Comparison with Nifty 50 & 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 SENSEX Index
1. HDFC Sensex ETF
2. LIC MF ETF - Sensex
3. SBI ETF Sensex
4. UTI Sensex ETF
5. HDFC Index Fund - Sensex Plan
6. ICICI Prudential Sensex Index Fund
7. LIC MF Index Sensex Fund
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.