NFO Alert: Angel One Nifty 50 ETF Opens on 5th May 2025

Key Highlights

• Growth Story: Invest in India’s top 50 companies*, spanning 15 sectors**, and many of them are leaders in their respective industries.
• Large Cap Exposure: Gain access to well-established, blue-chip companies forming part of the Nifty 50 Index.
• Simplicity: Avoid the complexity of choosing between multiple active large-cap mutual funds with a straightforward index-based approach.
• Risk Mitigation: Minimise portfolio manager and stock-specific risks through a passively managed strategy aligned to the benchmark index.
• Low Cost: Benefit from a relatively lower expense ratio compared to most of the actively managed large-cap funds.
• Robust Historical Returns: The Nifty 50 TRI has delivered a CAGR of 13.8% from 30th June 1999 to 17th April 2025*.

*Past performance is not indicative of future results and may or may not be sustained in future.

**As per AMFI sector classification as on 29th April 2025.

About Nifty 50 TRI Index

The Nifty 50 TRI (Total Return Index) represents the performance of the top 50* large-cap companies listed on the National Stock Exchange (NSE), selected based on free-float market capitalisation.

The index aims to track the performance of a diversified portfolio of India’s largest and most liquid blue-chip stocks. Many of these companies are leaders in their respective sectors and have weathered multiple economic cycles.

The Nifty 50 Index is reconstituted semi-annually (March & September) and includes only stocks available for trading in the derivatives (F&O) segment. It is widely used as a benchmark for equity mutual funds and ETFs in India.

Source: NSE Indices Ltd.

Performance – Nifty 50 TRI Index

Source: MFI, (CAGR: Compound Annual Growth Rate)

Performance as on 17th April 2025, Inception Date : 30th June 1999

Past performance is not indicative of future returns and may or may not be sustained in future. The performance figures pertain to the Nifty 50 Index and do not in any manner indicate the returns/performance of the scheme.

Note: The data provided above is for illustrative purposes only and should not be construed as any kind of recommendation.

About Angel One Nifty 50 ETF

Angel One Nifty 50 ETF Growth is an open-ended exchange-traded fund that aims to replicate the performance of the Nifty 50 TRI, which represents India’s top 50* large-cap companies across 15 sectors. The ETF offers investors a simple, transparent, and low-cost way to gain exposure to a diversified basket of blue-chip Indian equities.

By passively tracking the Nifty 50 Index, the fund eliminates the need for stock picking and active fund manager selection. It is designed for investors seeking long-term capital appreciation through exposure to India’s blue-chip companies forming part of the Nifty 50 Index.

The ETF enables efficient participation in India’s growth story, with reduced risks and lower expense ratios compared to most of the actively large-cap funds.

Units of the ETF will be listed on NSE, allowing investors to buy and sell them seamlessly like any stock, and use them as part of their long-term equity allocation.

*As per Nifty Index Methodology

Fund Details of Angel One Nifty 50 ETF

Please refer to the SID for other scheme features such as investment objective, asset allocation pattern, risk factors, etc., as attached below.

Product Label

The product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

NSE Indices Ltd. Disclaimer: The Angel One Nifty 50 ETF offered by Angel One Asset Management Company Limited or its affiliates is not sponsored, endorsed, sold or promoted by NSE INDICES LTD and its affiliates. NSE INDICES LTD and its affiliates do not make any representation or warranty, express or implied (including warranties of merchantability or fitness for a particular purpose or use) to the owners of Angel One Nifty 50 ETF or any member of the public regarding the advisability of investing in securities generally or in the Angel One Nifty 50 ETF linked to Nifty 50 Index or particularly in the ability of the Nifty 50 Index to track general stock market performance in India. Please read the full Disclaimers in relation to the Nifty 50 Index in the Scheme Information Document.

NSE Stock Exchange Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Draft Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the ‘Disclaimer Clause of NSE’.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Documents