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1 of 11
Disclaimer
INFORMATION PRESENTED IN THIS VIDEO IS FOR ONLY
EDUCATIONAL PURPOSE, PLEASE TAKE CONSULT WITH YOUR
FINANCIAL ADVISOR BEFORE INVESTING.
Can a Muslim Brother/Sister
invest in Stock Market ?
YES
Sharia Bees
Top 10 Stocks in Portfolio
Returns
About Fund
 1. Nippon India ETF Shariah BeES is Open-ended Large Cap Equity scheme
which belongs to Nippon India Mutual Fund House.
 2. The fund was launched on Mar 18, 2009.
Investment objective &
Benchmark
 1. The investment objective of the fund is that " The scheme
seeks to generate returns that closely correspond to the
total returns of the securities as represented by the Nifty
Shariah Index by investing upto 90% of its assets in
securities which are constituents of CNX Nifty Shariah Index
in the same proportion as in the index. "
 2. It is benchmarked against NIFTY 50 Shariah Total Return
Index.
Asset Allocation & Portfolio
Composition
 1. The asset allocation of the fund comprises around 99.47%
in equities, 0.0% in debts and 0.53% in cash & cash
equivalents.
 2. While the top 10 equity holdings constitute around 83.22%
of the assets, the top 3 sectors constitute around 79.9% of
the assets.
 3. The fund largely follows a Growth oriented style of
investing and invests across market capitalisations - around
100.0% in giant & large cap companies, 0.0% in mid cap and
0.0% in small cap companies.
Tax Implications
 1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG)
if units are redeemed within 1 year of investment.
 2. For units redeemed after 1 year of investment, gains of upto Rs. 1
lakh accruing from those units in a financial year shall be exempted
from tax.
 3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-
term Capital Gain Tax - LTCG).
 4. For Dividend Distribution Tax, the dividend income from this fund
will get added to the income of an investor and taxed according to
his/her respective tax slabs.
 5. Also, for dividend income in excess of Rs 5,000 in a financial year;
the fund house shall deduct a TDS of 10% on such income.
Frequently Asked Questions
(FAQs)
 Q: How Long should I Invest in Nippon India ETF Shariah BeES?
 A: The suggested investment horizon of investing into Nippon
India ETF Shariah BeES is >3 years. The suggested investment
horizon is the minimum time required for holding investments in
the fund to reduce its downside risk and ensure that the
returns become more predictable.
 Q: Who manages the Nippon India ETF Shariah BeES?
 A: The Nippon India ETF Shariah BeES is managed by Mehul Dama
(Since Nov 06, 2018).
Thank you and please like
Subscribe

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Shariah Bees

  • 1. Disclaimer INFORMATION PRESENTED IN THIS VIDEO IS FOR ONLY EDUCATIONAL PURPOSE, PLEASE TAKE CONSULT WITH YOUR FINANCIAL ADVISOR BEFORE INVESTING.
  • 2. Can a Muslim Brother/Sister invest in Stock Market ? YES
  • 4. Top 10 Stocks in Portfolio
  • 6. About Fund  1. Nippon India ETF Shariah BeES is Open-ended Large Cap Equity scheme which belongs to Nippon India Mutual Fund House.  2. The fund was launched on Mar 18, 2009.
  • 7. Investment objective & Benchmark  1. The investment objective of the fund is that " The scheme seeks to generate returns that closely correspond to the total returns of the securities as represented by the Nifty Shariah Index by investing upto 90% of its assets in securities which are constituents of CNX Nifty Shariah Index in the same proportion as in the index. "  2. It is benchmarked against NIFTY 50 Shariah Total Return Index.
  • 8. Asset Allocation & Portfolio Composition  1. The asset allocation of the fund comprises around 99.47% in equities, 0.0% in debts and 0.53% in cash & cash equivalents.  2. While the top 10 equity holdings constitute around 83.22% of the assets, the top 3 sectors constitute around 79.9% of the assets.  3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 100.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies.
  • 9. Tax Implications  1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.  2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.  3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long- term Capital Gain Tax - LTCG).  4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.  5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.
  • 10. Frequently Asked Questions (FAQs)  Q: How Long should I Invest in Nippon India ETF Shariah BeES?  A: The suggested investment horizon of investing into Nippon India ETF Shariah BeES is >3 years. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside risk and ensure that the returns become more predictable.  Q: Who manages the Nippon India ETF Shariah BeES?  A: The Nippon India ETF Shariah BeES is managed by Mehul Dama (Since Nov 06, 2018).
  • 11. Thank you and please like Subscribe