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MARKET-BASED APPROACH

Momentum Basket

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

An index-fund basket based on a momentum-oriented index methodology, with a Very High risk classification and a long investment horizon.

OBJECTIVE Retirement and other long-horizon goals
HORIZON 10 - 15 Years
RISK Very High
Understand Index Funds Explore Other Baskets
MARKET-BASED APPROACH
MFnxt

Momentum Basket

A momentum-oriented index approach.

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

This basket gives exposure to index funds that track a momentum-oriented benchmark. It is not a method for capturing gains from market waves. Trends can reverse. Values can fall sharply. Review the underlying index methodology, scheme documents and Riskometer before deciding.

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

Retirement and other long-horizon goals

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

OBJECTIVE Retirement and other long-horizon goals
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.

This basket does not promise that momentum positioning will produce gains or beat other approaches.

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.

This basket gives exposure to index funds that track a momentum-oriented benchmark. It is not a method for capturing gains from market waves. Trends can reverse. Values can fall sharply. Review the underlying index methodology, scheme documents and Riskometer before deciding.

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 Retirement and other long-horizon goals 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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