Bharat-22 ETF Index Launched – Should you invest?

Bharat-22 ETF Index Launched – Should you investBharat-22 ETF Index Launched – Should you invest?


Last week Finance Minister, Mr.Arun Jaitley announced the launch of new Exchange Traded Fund Bharat-22. Bharat-22 Exchange Traded Fund (ETF) consists of 22 blue chip stocks including, Central Public Sector enterprises, Public Sector Banks and other strategic holdings of Govt. of India through SUUTI. Bharat-22 ETF is the second ETF from Govt. of India after CPSE ETF, hence it is attracting investors in the stock market. What are the features of Bharat-22 Exchange Traded Fund (ETF)? What stocks are part of Bharat-22 ETF? How to subscribe to Bharat-22 ETF Index? Should you invest in Bharat-22 ETF Index?

Also Read: Best Sector Mutual Funds to invest in 2017 in India

What is Exchange Traded Fund (ETF)?

As per Wikipedia, an ETF is an exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities, or bonds and generally operates with an arbitrage mechanism designed to keep it trading close to its net asset value, although deviations can occasionally occur. Most ETFs track an index, such as a stock index or bond index. ETFs may be attractive as investments because of their low costs, tax efficiency, and stock-like features.

Govt of India has launched its first ETF in Mar-2014 by name CPSE ETF which gained more than 20% in the last 1 year. CPSE ETF was sold in 3 tranches and Govt. of India received over Rs 8,500 Crores throught this ETF. Bharat-22 ETF would be second ETF from Govt. of India where it would divest upto Rs 72,500 Crores in various tranches through Bharat-22 ETF.

Features of Bharat-22 ETF Index


Finance Ministry programmed speedy divestment for Rs 72,500 Crores in its budget for FY2018. As part of this, it has launched Bharat-22 Exchange Traded Fund which consists of blue chip Stocks. It would divest and sell  through this ETF in small tranches to retail and other institutions.

  • Bharat-22 ETF consists of diversified portfolio of 22 Blue Chip Stocks.
  • This ETF consists of state owned companies like like ONGC, IOC, SBI etc.
  • This ETF also consists of companies where Govt of India includes partial stakes like Axis Bank, ITC, Larsen and Toubro etc.,
  • This ETF also consists of blue chip stocks owned by Govt. of India through its holdings through Specified Undertakings of the Unit Trust of India (SUUTI).
  • Bharat-22 ETF would get listed on stock exchanges (BSE / NSE) in India.
  • This ETF NAV would go up or down based on the share prices of 22 underlying stocks under this ETF.

Who is the fund manager for Bharat-22 ETF?


Govt. of India has appointed ICICI Pru AMC as ETF Manager for this fund. Asia Index Private Limited would be the index provider.

Which Sectors are part of Bharat -22 ETF?


Bharat-22 ETF consists of Energy, Financial Sector, FMGC Sector, Industrial segment and Utilities segment.

Also Read: Best Demat Account (Discount Broker) offering lowest brokerage charges

What stocks are part of Bharat-22 ETF?


Bharat ETF consists of 6 sectors and 22 stocks. It has sectorial cap of 20% (means it cannot invest more than this amount in single sector) and stock cap of 15% (Means it cannot invest more than 15% in single stock). Bharat 22 ETF Index consists of the following stocks along with the weightage.

1) Basic Materials segment – Total of 4.4%


National Aluminium Co Ltd  (NALCO) – 4.4%

2) Energy Segment – Total of 17.5%


Oil & Natural Gas Corp Ltd (energy) – 5.3%

Indian Oil Corp Ltd (energy) – 4.4%

Bharat Petroleum Corp Ltd (energy) – 4.4%

Coal India Ltd (energy) – 3.3%

3) Banking and Financial Segment – Total of 20.3%


State Bank of India (finance) – 8.6%

Axis Bank Ltd (finance) – 7.7%

Bank of Baroda( finance) – 1.4%

Rural Electrification Corp Ltd (finance) – 1.3%

Power Finance Corp Ltd (finance) – 1%

Indian Bank (finance) – 0.2%

4) FMCG Segment – Total of 15.2%


ITC Ltd (FMCG) – 15.2%

5) Industrial Segment – (Total of 22.6%)


Larsen & Toubro Ltd (Industrials) – 17.1%

Bharat Electronics Ltd (Industrials) -3.3%

Engineers India Ltd (Industrials) – 1.5%

NBCC (India) Ltd (Industrials) – 0.6%

6) Utilities Segment – Total of 20%


Power Grid Corp of India Ltd (utilities) – 7.9%

NTPC Ltd (utilities) – 6.7%

Gail India Ltd (utilities) – 3.7%

NHPC Ltd (utilities) – 1.2%

NLC India Ltd (utilities) – 0.3%

SJVN Ltd (utilities) – 0.2%

How does CPSE ETF Performed in the last 1 years?


CPSE ETF gave more than 20% returns in the last 1 year.

In Mar-2017, CPSE ETF FFO came and it was issued at discounted price of Rs 26.8. It got listed in Mar-2017 at Rs 27.6. However the trend in the last 6 months has not been good. Till one week back it was trading at below its issue price. After the announcement of Bharat-22 ETF Index, CPSE ETF gained more than 10%. Means this has been under performer in the last 5-6 months despite stock markets reached to new highs.

How to subscribe to Bharat-22 ETF?


Though Govt of India has launched this ETF, you need to wait for formal launch of this ETF so that you can subscribe to it. Even this time, investors are expecting that Govt. of India would give retail discount (like CPSE ETF) which may be around 5% of the underlying NAV value. One need to wait for Bharat-22 ETF IPO to come for subscription.

Also Read: Best High Return Investment Plans in India

Should you invest in Bharat-22 ETF Index?


One should note that ETF Manager can manage within the portfolio of 22 stocks specified under Bharat-22 ETF Index and they do not have scope to go outside this boundary. Equity Mutual Funds on other hand can invest in such diversified portfolio and switch to other funds outside this 22 scrips if required.

All the underlying stocks of CPSE ETF were underperformers till CPSE ETF came in Mar-2014.  CPSE ETF oversubscribed, all its underlying stocks started zooming up and this ETF gave superior returns to investors. Whoever has been investing in CPSE ETF the returns are good compared to Index returns in the last 3 years. Now even Bharat-22 ETF subscription also may prove that investors are crazy about such unique schemes.  Once we know complete details about Bharat 22 ETF Date, NAV and retail discount, a final call can be taken.

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Suresh

Bharat-22 ETF Index Launched – Should you invest

Suresh KP

18 comments

  1. Dear Sir, Kindly give you opinion on Nifty next 50 index. There are certain index funds based on Nifty next 50 index and they have performed very well. The quality of companies forming part of the index is also very good. Is it suitable for passive investment over a long term say 5-10 years. 

  2. What type of investment it is/ Is it a mutual fund I have read about it in a local Mumbai newspaper What is NAV and performance appraisal Where can I Buy It

  3. Suresh Ji,
                      I have some doubts, kindly please crarify as u r expert.
    1. I apply every IPOs, but I don't get any allotments. even I apply on first day of the IPO release. what may be the reason ? Is it because of my a/c is NRI a/c?
    2. What should I do if I need to get this Barath ETF?
    3. since this is mutual fund, how to apply directly? can I try on icici AMC site? 

    1. Hi Babu, Since there is over subscription for several times, there are chances that you would not get allotment. This process is done by stock exchanges hence difficult to predict. Bharat 22 is an ETF you can apply by going through IPO/NFO section in icicidirect.

  4. This is worth subscription as and when launched. It's like a mutual fund. Those who wants to invest directly in equity can buy South Indian Bank, Everest Kanto, Sintex Industries, Nagarjuna Fertilizer for decent returns. 

  5. Any take on some individual stock which might be useful to hold it for long term. NHPC or NALCO or SJVN which can become multibagger. If you had any chance of analyzing in the past. Of which NALCO is Debt free

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