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.
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
Currently there are 110 ETFs and 91 index funds tracking 72 unique Nifty indices.
Nikhil Kamath suggested an investment combination which can protect young investors from getting discouraged from the ups and downs in the market.
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.
Index funds are a category of mutual funds where the fund simply mimics an underlying benchmark index that it is tracking.
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?
The new funds have been launched across the board - actively managed equity funds, debt, index funds and exchange-traded funds (ETFs).
The crux of index investing lies in understanding the underlying characteristics, and how closely the index-based fund is mimicking the index
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.
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.
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
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.
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.
With passives, all you need is an investable universe to create an index and build a fund around it
In today’s edition of Moneycontrol Pro Panorama: 'Stagflation' shadow, the Weekly Tactical, dark side of payments ban, Personal Finance and more
The share of assets managed by passive funds in the US mutual fund industry is currently at 35 percent.
The CEO of LIC Mutual Fund believes that retail investors will follow institutions in passive investing soon
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
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
The Nifty Next 50 is not as heavily exposed to banking and financials, and also allows investors to participate in more sectors