Less expense ratio implies better returns over the long term

Expense Ratio

ETF has not been able to closely match its benchmark returns

Tracking Error

ETF has been generating better price return than bank FD

Return vs FD Rates

Good time to consider, as ETF is not in overbought zone

Entry Point

Nifty Smallcap 250: The Nifty 50 and BSE Sensex gained 0.78% and 0.98%, respectively, by Tuesday afternoon, driven by optimism around the RBIs liquidity-boosting measures. However, midcap and smallcap indices remained under selling pressure, reflecting broader market challenges despite the resilience shown by the benchmark indices.

In bear grip! Nifty Smallcap 250, Nifty Next 50 down over 20% from peak

Deven Choksey of DRChoksey FinServ highlights opportunities in the market despite some corrections. He advises against buying overpriced stocks like Zomato and Dixon, suggesting waiting for meaningful valuation corrections. Hospital stocks are also expensive, and momentum won’t last. Focusing on largecap companies with stronger fundamentals and lower valuations is recommended.

Stay put or start hunting in this market correction? Deven Choksey answers

In comparison, the benchmark Nifty is 12% below its peak level on September 27, while the Nifty Smallcap 100 and Nifty Midcap 100 indices are trading 14% below their highs.

Nifty Next 50 in bear grip, stocks decline upto 58%

Equities plummeted, rupee hit historic low, IT stocks surged, and market breadth remained negative amid global oil price rise.

Market rout deepens as Nifty Next 50 slumps 1,300 pts, SmallCap 2.6%

The Indian stock market witnessed significant institutional activity this week as investors executed several high-value block transactions across leading companies spanning across sectors.A block deal represents a single transaction involving share quantities exceeding Rs. 5 lakh or where the total traded value surpasses Rs 10 crores. The week witnessed a host of block deals within the largecap companies. Block Deal Buzz

RIL, Zomato among 11 largecap stocks to witness block deals this week - Block Deal Buzz

The revised expiry day will be applicable from Jan 1, 2025, National Stock Exchanges said on Friday.

F&O Expiry: NSE Revises Monthly Expiry Day For Nifty Bank, Nifty Finserv, Nifty Midcap & Nifty Next 50

The Nifty Next 50 index is a more balanced index than its larger peer. It has low weight concentration among individual stocks as well as sectors, resulting in a more diversified portfolio. Its three biggest sectoral positions take up 57% space in the index. Meanwhile, the Nifty Next 50s financials bet, its biggest, forms 22% of the index, even as the index carves out 42% of its portfolio towards its top three sector positions. The Nifty Next 50 index affords exposure to a wider range of sectors. The Nifty Next 50 has caught the eye in recent times, but is it a better play in the large-cap arena?

Can the Nifty Next 50 be your large-cap bet?

Over longer time frames, the junior basket has typically offered a superior risk-reward proposition.

Effective September 30, Nifty 50 will see Divi’s Laboratories and LTIMindtree replaced by Bharat Electronics and Trent. In the Nifty Bank, Bandhan Bank will exit, allowing Canara Bank to enter. The Nifty Next 50 will replace several stocks, including Berger Paints and Marico, with new additions like Bharat Heavy Electricals and JSW Energy. Notably, Bharat Electronics and Trent are moving up to Nifty 50 due to market cap growth. Additionally, the Nifty Midcap Select will change on October 25, replacing stocks like Jubilant Foodworks with Colgate Palmolive and others.

Short Take: Change in Index Constituents

Trent, Bharat Electronics, and Canara Bank are set to benefit from the Nifty indices rebalancing on Friday. Divi’s Laboratories and LTIMindtree will exit the Nifty 50 index, likely facing selling pressure. The National Stock Exchange will also rebalance other indices like Nifty Bank and Nifty Next 50 based on semi-annual reviews.

$900 mn inflows! Trent, BEL, Canara Bank to enter Nifty50 today

With a rally of 40%, the Nifty Next 50 index outpaced the benchmark NSE Nifty 50 index (up 15% YTD) so far in 2024

Trent Vs Zomato: These two Nifty Next 50 stocks rallied over 100% in 2024; which stock to buy now?

Aditya Birla Sun Life Nifty Next 50 ETF objective is to provide returns that closely correspond to the total returns of the Nifty Next 50, subject to tracking errors