HDFC Nifty 100 Low Volatility 30 ETF · NSE:HDFCLOWVOL

HDFC Nifty 100 Low Volatility 30 ETF — HDFC Nifty100 Quality 30 Index Fund — Investor Presentation (July 2025)

25 slides from HDFC Nifty 100 Low Volatility 30 ETF's investor presentation, July 2025

  1. Slide 1: A quality-first approach for your Investments

    A quality-first approach for your Investments HDFC NIFTY100 QUALITY 30 INDEX FUND Start your SIP^ today! Quality investing selects resilient, stable businesses with strong balance sheets which could offer relative stability during market stress. For more information, refer slide 3 ^ SIP - Systematic

  2. Slide 2: What is Quality investing?

    What is Quality investing? Quality refers to the level of excellence of goods & services compared to similar items Imagine you are going on a safari deep into the jungle. It is likely you will choose a well-reputed and high quality jeep and safety equipment, as these will be reliable during difficult

  3. Slide 3: How is Quality quantified?

    How is Quality quantified? Parameter to measure Quality Metric used How well the company uses its Efficiency Return on Equity equity capital to generate profits Indicates less sensitivity to Earnings per share (EPS) growth Stability business cycle ups and downs variability over last 5 years Less debt

  4. Slide 4: Understanding the Quality factor & Index Methodology

    Understanding the Quality factor & Index Methodology* Parameter Nifty100 Quality 30 Index Passively managed strategy Universe / Parent Index Nifty 100 Index Nifty100 Quality 30 Index selects Eligibility criteria for the Index Stocks with F&O and listing history > 1y are eligible top 30 stocks from t

  5. Slide 5: Historical performance during market stress

    Historical performance during market stress Nifty100 Quality 30 Total Returns Index (TRI) has historically performed better or in-line with the Nifty 100 and 50 TRI during market stress 15.0% 12.3% Nifty100 Quality 30 Total Returns Index (TRI) Nifty 100 TRI Nifty 50 TRI 10.0% 5.0% 0.0% Returns -5.0%

  6. Slide 6: Capturing upside, while falling less on the downside

    Capturing upside, while falling less on the downside Nifty100 Quality 30 Nifty 100 TRI Total Returns Index (TRI) Avg. Performance during Nifty 100 up years@ 22.3% 22.9% Avg. Performance during Nifty 100 down years@ -5.8% -10.3% While falling less on the downside, the Nifty100 Quality 30 Total Return

  7. Slide 7: Why invest in the Quality factor now?

    Why invest in the Quality factor now? Winners keep changing among factors Nifty100 Quality Nifty50 Value 20 Nifty Growth Nifty200 Nifty100 Low FY 30 Total Returns Index (TRI) TRI Sectors 15 TRI Momentum 30 TRI Volatility 30 TRI 2011 16.9% 21.3% 25.0% 14.1% 16.3% Heatmap Key 2012 2.2% -5.6% 9.6% -0.3

  8. Slide 8: Why does Quality often trade at a premium?

    Why does Quality often trade at a premium? Quality items cost more because they often deliver more utility to users than regular items For example, we are willing to pay more for a dinner at a popular restaurant than for street food. This is because the popular restaurant will likely offer better qu

  9. Slide 9: About the Nifty100 Quality 30 Index

    About the Nifty100 Quality 30 Index The Nifty100 Quality 30 Index includes top 30 companies from Top 10 constituents of Nifty100 Quality 30 Index its parent Nifty 100 Index, selected based on their ‘quality’ scores Company Name Weightage (%) The quality score for each company is determined based on

  10. Slide 10: Index constituents

    Index constituents Nifty100 Quality 30 Index S.No. Company Name Sector S.No. Company Name Sector 1 Apollo Hospitals Enterprise Ltd. Healthcare 16 Infosys Ltd. Information Technology 2 Asian Paints Ltd. Consumer Durables 17 ITC Ltd. Fast Moving Consumer Goods 3 Bajaj Auto Ltd. Automobile and Auto Com

  11. Slide 11: Comparative sector distribution

    Comparative sector distribution Difference in sector weights vs. Sector Nifty100 Quality 30 Index (%) Nifty 100 Index (%) Nifty 100 Index (%) Healthcare 17.5 4.0 13.5 Fast Moving Consumer Goods 19.0 7.2 11.8 Consumer Durables 7.1 2.1 5.0 Automobile and Auto Components 12.0 7.1 4.9 Chemicals 3.0 0.3

  12. Slide 12: Performance since inception

    Performance since inception^ CAGR* as on June 30, 2025 Indices rebased to 1000 9000 Nifty100 Quality Return 8000 30 Total Returns Nifty 100 TRI Nifty 50 TRI Nifty100 Quality 30 Total Returns Periods Index (TRI) 7000 Index (TRI) (13.3% CAGR*) 1 year 1.7% 5.7% 7.5% 6000 Nifty 100 TRI (12.5% CAGR*) Nif

  13. Slide 13: FY performance

    FY performance Nifty100 Quality 30 Total Heatmap FY Returns Index (TRI) Nifty 100 TRI Nifty 50 TRI Key Rank 1 Rank 2 Rank 3 FY10 2.5% 5.2% 3.5% Nifty100 FY11 16.9% 11.4% 12.4% Quality 30 FY12 2.2% -7.8% -8.2% Total Returns Index (TRI) FY13 11.5% 8.8% 8.7% FY14 28.1% 19.9% 19.5% Number of Financial 1

  14. Slide 14: Rolling returns

    Rolling returns Average Rolling Returns Std. Deviation of Rolling Returns Return-Risk Ratio Nifty100 Nifty100 Nifty100 Return Quality 30 Nifty 100 Nifty 50 Quality 30 Nifty 100 Nifty 50 Quality 30 Nifty 100 Nifty 50 Periods Total Returns TRI TRI Total Returns TRI TRI Total Returns TRI TRI Index (TRI

  15. Slide 15: Presenting HDFC Nifty100 Quality Index Fund

    Presenting HDFC NIFTY100 QUALITY 30 INDEX FUND An open ended scheme replicating/tracking Nifty100 Quality 30 Total Returns Index (TRI) For disclaimers refer slide 24 15/25

  16. Slide 16: Why invest in HDFC Nifty100 Quality 30 Index Fund?

    Why invest in HDFC Nifty100 Quality 30 Index Fund? Long-term growth potential Quality investing selects resilient businesses with strong balance sheets, enabling sustainable growth and compounding returns over the long run Performed well during market stress The Nifty100 Quality 30 Index has histori

  17. Slide 17: Who should invest?

    Who should invest? The HDFC Nifty100 Quality 30 Index Fund could be suitable for investors who: Prefer low-cost index exposure to the Quality factor through a portfolio of resilient, stable businesses with strong balance sheets Endeavor to outperform broad market indices on a risk-adjusted basis For

  18. Slide 18: HDFC AMC: Key Strengths in Passives

    HDFC AMC: Key Strengths in Passives Trusted for over 20 years Wide Product Range One of the largest funds in Index Solutions across several categories: 19 ETFs, 26 Index Funds & 3 FoFs including: HDFC AMC has been a trusted Market-cap based Index Funds Market-cap based – fund manager in Index 7 ETFs

  19. Slide 19: Fund Facts

    Fund Facts HDFC Nifty100 Quality 30 Index Fund Scheme Type An open ended scheme replicating/tracking Nifty100 Quality 30 Total Returns Index (TRI) Investment To generate returns that are commensurate (before fees and expenses) with the performance of the Nifty100 Quality 30 Total Returns Index (TRI)

  20. Slide 20: How will the Scheme allocate its assets?

    How will the Scheme allocate its assets? Indicative allocations (% of total assets) Instruments Minimum Maximum Securities covered by Nifty100 Quality 30 Total Returns Index (TRI) 95 100 Debt Securities & Money Market Instruments, Units of Debt Schemes 0 5 of Mutual Funds@ @ investments will be made

  21. Slide 21: Product Labeling and Riskometer

    Product Labeling and Riskometer This product is suitable for investors who are seeking*: Riskometer# • Returns that are commensurate (before fees and expenses) with the performance of the Nifty100 Quality 30 Total Returns Index (TRI over long term, subject to tracking error. • Investment in equity s

  22. Slide 22: Appendix - Nifty100 Quality 30 Index Methodology

    Appendix - Nifty100 Quality 30 Index Methodology* Parameter Nifty100 Quality 30 Index Universe / Parent Index Nifty 100 Index Eligibility criteria for the Index Stocks with F&O and listing history > 1y are eligible Metrics used to define factor Return on Equity (ROE), Debt/ Equity ratio (D/E), 5y EPS

  23. Slide 23: Why Smart Beta Investing?

    Why Smart Beta Investing? Rules based & transparent Endeavors to provide better risk-adjusted returns than Stock selection and weightage market cap weighted indices determined by index methodology Popular globally Backed by extensive empirical research by academic researchers 2018 16.7% CAGR 2024 6

  24. Slide 24: Disclaimer

    Disclaimer The views expressed herein are as of July 15, 2025 and are based on internal data, publicly available information and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you must confirm before relying on them. The information co

  25. Slide 25: Thank You

    Thank You

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