Passive Funds

Lower growth in passive fund AUMs vis-a-vis Nifty IT indicate about Rs 280 cr outflow

Gold and silver ETFs powered nearly 60 per cent of total ETF turnover in FY26, while assets under management of passive funds rose to ₹14.82 trillion

Those who do not understand the underlying equity and debt indices should stay away

Assets of passive funds tracking the Nifty IT index have risen 23 per cent over the past year despite a sharp correction, signalling strong investor interest in the sector

While active smallcap funds have traditionally outperformed benchmarks, passive and smart-beta options offer lower costs and diversified exposure. The choice depends on investor preference and convict

Net inflows into index funds and ETFs fell sharply in May, mirroring weakness in active equity schemes amid volatile market conditions

Value-oriented indices delivered annualised returns of nearly 30 per cent over three years, while active value funds generated about half that return

A retirement income plan is not something you set once and forget: It needs small adjustments over time

Invesco India BSE Sensex Index Fund will invest in companies which are constituents of the BSE Sensex Index in the same weights as in the Index

Motilal Oswal Diversified Equity Flexicap Passive FoFs is benchmarked against the Nifty 500 Total Return Index

These funds now account for 17.4% of industry AUM, up from 16.6% in December 2024

Investors are increasingly using index funds as long-term wealth-creation vehicles rather than for short tactical exposure, Oswal said

Once rebalance kicks in, passive money follows preset circuitry

Avoid need to chop and change funds due to underperformance; supplement with active funds in satellite portion

When it comes to passive products, 49% of distributors prefer offering both index funds and ETFs, 35% focus primarily on index funds, and 16% lean toward ETFs.

Zerodha Fund House has launched the Zerodha Nifty 50 ETF and Zerodha Nifty 50 Index Fund, open-ended schemes tracking the Nifty 50 Index-TRI

The Nifty 500 FlexiCap Quality 30 TRI allocates across different market capitalisations based on momentum, while focusing on companies meeting certain quality criteria

Zerodha Multi Asset Passive FoF is an open-ended fund of fund scheme investing in units of equity, debt index funds/ETFs and commodity ETFs

Be mindful that these funds do not have a track record, and changing market conditions can render a model obsolete

Motilal Oswal BSE 1000 Index Fund aims to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE 1000 Index