The New Fund Offer (NFO) is open till June 4, 2025.
This passively managed fund follows a rules-based investment strategy, offering exposure to 30 high-quality companies selected from the broader Nifty 200 universe. These companies are identified based on key financial metrics such as return on equity (ROE), low financial leverage, and stable earnings growth—hallmarks of fundamentally strong businesses with efficient capital allocation.
“Through this product, we aim to offer investors a scheme that brings together the core principles of quality investing—resilience, efficiency, and relative stability,” said Abhijit Shah, Chief Marketing and Digital Business Officer, ICICI Prudential AMC. “This scheme is suitable for those looking to build long-term wealth using a transparent, rule-based approach that has historically performed well during market downturns.”
The fund provides benefits for long-term investors:
- Transparency and discipline: Follows an index-based, non-discretionary selection process.
- Cost efficiency: As a passive fund, it comes with a lower expense ratio.
- Downside protection: Historically, the Nifty200 Quality 30 Index has shown better resilience in volatile market conditions, including the 2015-16 global sell-off, the COVID-19 pandemic in 2020, and the Russia-Ukraine crisis.
Index methodology
The Nifty200 Quality 30 Index selects 30 stocks based on a composite quality score:
For non-financial companies, the score equally weighs ROE, inverse of Debt-to-Equity, and earnings variability.
For financials, the focus is on ROE and earnings stability.
As of April 30, 2025, the index is diversified across sectors such as FMCG, IT, Financial Services, and Industrials.
Long-term performance
The Nifty200 Quality 30 TRI has delivered an 18.0% CAGR since April 1, 2005, outperforming the Nifty 50 and Nifty 200, which returned around 14.5% in the same period. Additionally, it has shown better average rolling returns across 1-, 5-, and 10-year horizons compared to these broader indices.
Key scheme details
Benchmark: Nifty200 Quality 30 TRI
Fund managers: Nishit Patel and Ashwini Shinde
Minimum SIP amount: ₹1,000 (minimum 6 instalments; 4 for quarterly SIP)
Exit load: Nil
Investment options: SIP, STP, and SWP
The fund aims to give retail investors a low-cost opportunity to participate in the long-term growth potential of quality companies that tend to deliver superior risk-adjusted returns across market cycles.
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