Thematic Investing Through Passive Funds | MF Banega BFF

In this episode of MF Banega BFF, Sonal Mehrotra Kapoor discusses investing through passive funds, particularly in the context of thematic funds. In Segment 2 she is joined by Charmi Shah, Co-Founder of Torient Services LLP, who explains the differences between market cap funds and sector funds, and the importance of understanding macro, micro, and nano economics when investing in thematic funds. Charmi also shares some emerging themes gaining traction in India, such as Digital India, AI, and New Energy, EVs, and Semi-Conductors. In Segment 3 of the episode Umeshkumar Daila, National Head - ETF Sales, Mirae Asset Investment Managers (India) Pvt. Ltd, joins the conversation to compare theme investing through passive strategies with active management, highlighting the advantages of lower cost and complete exposure to the market, while also weighing the pros and cons of such investment strategies.

Moneycontrol journalists are not involved in creation of this article.