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MARKET-BASED APPROACH

Momentum Basket

A market-based approach for investors who understand that trends can change.

The Momentum Basket is for investors who want to capitalize on market trends. It focuses on high-performing sectors, investing in funds that follow strong upward trends to maximise potential gains.

OBJECTIVE Wealth Creation, Retirement, Etc
HORIZON 10 - 15 Years
RISK Very High
Understand Index Funds Explore Other Baskets
MARKET-BASED APPROACH
MFnxt

Momentum Basket

Ride the Market Waves!

APPROACH Index Investing
FUNDS 2
RISK Very High
HORIZON 10 - 15 Years
Momentum-oriented market strategies can experience periods of significant volatility and may behave differently across market conditions. Past performance or the presence of a market trend does not indicate future performance. Investors should review the underlying scheme documents, Riskometer and relevant index methodology before investing.
01 THE STORY
STORY OF THE BASKET

Investing becomes clearer when the goal comes first.

Markets move through different phases, and some investors are interested in approaches that use a defined market-based methodology. The Momentum Basket is presented around this type of investing approach and the characteristics of its underlying index funds.

02 ABOUT THIS BASKET

Why this basket exists.

The Momentum Basket is designed around a market-based index approach. Instead of presenting momentum as a promise of better performance, the basket focuses on the methodology and characteristics of the underlying index funds so investors can understand what they are considering.

HOW IT HELPS

The Aggressive Basket is designed for investors seeking higher growth potential through increased exposure to equity markets. It may experience higher volatility compared to other baskets.

This basket focuses on maximizing long-term capital appreciation while accepting short-term fluctuations.

UNDERLYING FUNDS 2
Learn how Index Funds work
03 YOUR FINANCIAL OBJECTIVE

Start with the goal, not the investment.

Before considering an investment, understand what you are investing for, when you may need the money and whether the approach fits your circumstances.

THIS BASKET IS BUILT AROUND

Wealth Creation, Retirement, Etc

Exploring a momentum-oriented index investing approach while understanding its methodology, market exposure, investment horizon and associated risks.

OBJECTIVE Wealth Creation, Retirement, Etc
INVESTMENT HORIZON 10 - 15 Years
RISK PROFILE Very High
UNDERLYING FUNDS 2
04 CONSIDER YOUR SITUATION

Could this basket fit your goal?

Use these points as a starting framework. Your decision should consider your financial circumstances, risk tolerance and investment horizon.

YOU MAY CONSIDER IT IF

Your objective aligns with the basket.

Investors who understand market-linked investing, the characteristics of momentum-oriented index strategies and the possibility of significant fluctuations in investment value.

THINK CAREFULLY IF

Your circumstances may not align.

Investors looking for guaranteed returns, predictable outcomes or capital protection, or investors who do not understand or are uncomfortable with the risks associated with a market-based strategy.

RISK CONTEXT

Momentum-oriented market strategies can experience periods of significant volatility and may behave differently across market conditions. Past performance or the presence of a market trend does not indicate future performance. Investors should review the underlying scheme documents, Riskometer and relevant index methodology before investing.

05 MFNXT METHODOLOGY

How this basket is structured.

This basket currently includes 2 underlying funds.

The Aggressive Basket is designed for investors seeking higher growth potential through increased exposure to equity markets. It may experience higher volatility compared to other baskets.

This basket focuses on maximizing long-term capital appreciation while accepting short-term fluctuations.

Goal-based framework
Defined index exposure
Investment horizon considered
Risk and suitability awareness
View How We Choose Funds
06 LEARN BEFORE YOU INVEST

Understand first. Decide later.

Learn the basics of index funds, passive investing and market indices before making an investment decision.

01

Index Fund Basics

Understand what index funds are, how they work and their key characteristics.

Learn more
02

Passive Investing

Learn the principles behind passive and index-based investing.

Learn more
03

Nifty & Market Indices

Understand Nifty 50, Nifty Next 50 and other market indices.

Learn more
07 BEFORE YOU DECIDE

Understand the basket. Then decide.

Before investing in Momentum Basket, consider its objective, investment horizon, risk profile and whether it fits your financial situation.

Does Wealth Creation, Retirement, Etc match your financial goal?
Are you comfortable with the 10 - 15 Years investment horizon?
Are you comfortable with the Very High risk profile?

Momentum-oriented market strategies can experience periods of significant volatility and may behave differently across market conditions. Past performance or the presence of a market trend does not indicate future performance. Investors should review the underlying scheme documents, Riskometer and relevant index methodology before investing.

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