Bharat 22 Exchange Traded Fund

Open date : 15th Nov 2017
Close date : 17th Nov 2017
Investment : Min – 5000 Rs , Max – 2,00,000 ( Retail )
3% discount applicable to all investors
Bharat 22 – exchange traded fund ( ETF ) – raise 8000 Rs Cr for Gov
Bharat 22 – reserved 25% for retail investor ( up to 2 lac Rs )
Historical data reveal that ETF has outperformed NIFTY 50 & SENSEX over 10 – yr horizon.
Bharat 22 ETF is expected to invest in Equities – Exit before 1yr its consider STCG – Tax 15% on profit – after 1 yr – Tax Nil
Bharat 22 ETF – Portfoilo

National Aluminum Co. Ltd
Indian Oil Corp Ltd
ONGC
BPCL
COAL INDIA
SBIN
AXIS BANK
BANK OF BARODA ( BOB)
REC LTD
PFC
INDIAN BANK
ITC
L&T
Bharat Electronics
Engineers India
NBCC ( INDIA ) LTD
Power Grid
NTPC
GAIL
NHPC
NLC
SJVN

Bharat 22 has a well diversified Portfoilo – 6 sector ( Finance , utilities , energy ,FMCG , Basic materials , Industrial
ETF being managed by ICICI Pru AMC

Bharat 22 ETF is an open-ended scheme to be listed on the exchange in the form of an Exchange Traded Fund (ETF). Bharat 22 ETF tracks the S&P BSE Bharat 22 Index comprised of shares of Central Public Sector Enterprises (CPSE), Public Sector Banks and some of the strategic holding of Specific Undertaking of Unit Trust of India (SUUTI).

Investallign