Jan 13, 2023 06:28 PM IST

2022: The year of passive funds

Should you go passive in the mid- and small-cap fund space just like in large-caps?

The choice between active and passively managed funds primarily boils down to one thing -- whether actively managed funds can beat their benchmarks and give additional risk-adjusted returns to investors.

Index funds that bet on alpha, with low volatility… And stocks they love to hold

Nifty Alpha Low-Volatility 30 Index selects stocks from NIFTY 100 and NIFTY Midcap 50 that delivered notable return in long run while exhibiting low volatility

Number of passive funds tracking Nifty indices crosses 200

Currently there are 110 ETFs and 91 index funds tracking 72 unique Nifty indices.

Nithin Kamath advises young investors to follow this plan, reduce market risks

Nikhil Kamath suggested an investment combination which can protect young investors from getting discouraged from the ups and downs in the market.

35 smart-beta funds: How to choose the one that works for you?

Smart-beta funds add a layer of active fund management over passive market indices. But just like thematic funds, one smart-beta can be quite different from another.

Prevailing market conditions strengthen the case for Equity Index Funds

Index funds are a category of mutual funds where the fund simply mimics an underlying benchmark index that it is tracking.

Personal Finance | MFs use smart beta strategies to up returns in index funds

Mutual funds are tweaking index-based investment products to offer investors the lure of higher returns within the realm of passive investing. What’s in it for the retail investor? 

After a 3-month lull; it's raining mutual fund NFOs in July

The new funds have been launched across the board - actively managed equity funds, debt, index funds and exchange-traded funds (ETFs).

What to look for when investing in index funds

The crux of index investing lies in understanding the underlying characteristics, and how closely the index-based fund is mimicking the index 

Here's how to build a passive-only portfolio using Index Funds and ETFs

Index funds and ETFs both are good options for passive investing. Although ETFs have lower expense ratios than index funds, at times, lack of liquidity can lead to poor pricing of units.

Active mutual funds have an edge over passive funds in the long run

In developed markets like the US, 85% of the active managers underperformed the market in 2021. In fact, not only in 2021, but a Morningstar report suggests that over a 10-year period, only 25% of all active funds beat their passive counterparts in the US. In contrast, in India, on average the active manager has outperformed the benchmark.

AUM of Nifty 50-based passive funds crosses Rs 2 trillion. Have investors benefitted?

Nifty 50 index is considered as stock of the nation, hence investors who are invested in an Nifty 50 ETF or an index fund can participate in India growth story in a low-cost manner

Your Money Matters | ETF vs Index Fund vs Fund of funds

With the rapid growth of passive schemes, there is also growing confusion about the methods to invest in them. Sumaira Abidi explains how an ETF is different from an index fund and how they both differ from fund of funds.

Is Mirae Mutual Fund turning into a passive fund house?

After building a solid track record in equity schemes, the fund house has been launching thematic passive funds. But its CEO Swarup Mohanty has a plan.

A low expense ratio not enough to buy a passive fund: Swarup Mohanty, CEO, Mirae Mutual Fund

With passives, all you need is an investable universe to create an index and build a fund around it

Moneycontrol Pro Panorama | Why investors are flocking to index funds

In today’s edition of Moneycontrol Pro Panorama: 'Stagflation' shadow, the Weekly Tactical, dark side of payments ban, Personal Finance and more

Why were passive funds investor favourites in 2021?

Expect passive funds to be 37% of mutual fund assets by 2025: Finity Passive Investing Report

The share of assets managed by passive funds in the US mutual fund industry is currently at 35 percent.

With 24 percent of this MF’s assets in ETFs, its CEO feels ETFs and index schemes are the future of MF industry

The CEO of LIC Mutual Fund believes that retail investors will follow institutions in passive investing soon

Equity inflows moderate in June, but rising SIP folios and assets a bright spot

Regular investing in MF schemes reached a new milestone, with SIP accounts crossing 4 crore and SIP AUM reaching an all-time high of Rs 483,964 crore

Simply Save | Which is better to invest, index funds or exchange traded funds?

Kirtan Shah, co-founder and chief executive officer of SRE Wealth, talks to Moneycontrol’s Jash Kriplani on how index funds and ETFs can impact investors

Why retail investors prefer index funds to ETFs

SBI Nifty Next 50 Index Fund review: Should you invest in the NFO?

The Nifty Next 50 is not as heavily exposed to banking and financials, and also allows investors to participate in more sectors

What is tracking error and why it is important