Passive Funds

Use passive funds in portfolio for broad-based, low-cost, stable allocation

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

Low fees, high trust: Indians go big on passive funds, 68% pick Index Funds

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 launches Nifty 50 ETF, Nifty 50 Index Fund: Check key details here

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

DSP Mutual Fund launches India's first Flexi Cap ETF: Who should invest?

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

NFO Alert! Zerodha MF launches Multi Asset Passive FoF: Should you invest?

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

Multi-factor funds: Opt for quant model-run fund to eliminate manager risk

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

Motilal Oswal MF launches BSE 1000 Index Fund: Here's all you need to know

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

Many investors are sitting on notional losses, says Nikhil Rungta of LIC MF

The recent moderation in SIP flows is largely a function of short-term sentiment, particularly in response to sharp corrections in small- and mid-cap segments, Rungta said

Angel One AMC launches two new passive funds: Here's all you need to know

The investment objective of the Angel One Nifty 50 Index Fund is to replicate the Nifty 50 Index to provide returns before expenses that track the total return of the Nifty 50 Index

Sebi announces launch of MF Lite framework to boost passive fund schemes

Capital markets regulator Sebi on Tuesday announced the launch of the Mutual Funds Lite (MF Lite) framework to simplify the compliance process for entities launching passively managed mutual fund schemes. The framework is designed to encourage new entrants, promote innovation, and foster investment diversification in the mutual fund industry. The Securities and Exchange Board of India (Sebi) said the MF Lite framework will apply to passive schemes, including index funds, exchange-traded funds (ETFs), funds of funds (FoFs), and others specified by the regulator. It intends to streamline processes and reduce barriers for entities focused solely on passive investment products, a move expected to increase market liquidity and ease entry for new players. The framework is based on recommendations made by a Sebi-constituted working group, which were later endorsed by the Mutual Funds Advisory Committee. The markets regulator amended its Mutual Funds Regulations 1996 to incorporate the MF

80% investors raised passive allocation in last one year, says survey

Among passive fund categories, sectoral funds are the top choice, according to the surveyed investors

Passive value funds are for investors who can face deep drawdowns

Opt for passive funds to reduce fund manager risk and capitalise on their lower costs

Passive funds are growing: How you can benefit by investing in them

Demand and supply factors have led to the preference for passive funds

Passive funds, luxury bedding: Top personal finance stories of the week

Our newsletter this week tells you how to invest in passive funds and where to find luxury bedding

Passive funds allowed 35% group-level exposure in 21 indices: Sebi

For other indices, the group-level exposure will be capped at 25 per cent

MF Lite: Sebi proposes rules to make launching low-cost index funds easier

The financial regulator is looking to make it simpler for companies to launch low-cost index funds and similar investment products.

Passive funds have not had a single net outflow month in the last year

Retail investors tend to skew towards index funds, which have been gaining market share steadily over the past four years.

Sebi plans to ease capital and disclosure rules for passive funds: Reports

The Securities and Exchange Board of India (Sebi) will seek public comments on the proposals before finalising the rules, the sources said

Charts: Mutual funds that saw the largest inflows, outflows in June quarter

The first quarter of fiscal-year 2023-24 saw 25 new fund offerings (NFO). Cumulatively they were able to garner INR 5,539 crores during their NFO period.

Sebi looking to introduce 'MF Lite' regulations for passive funds

Capital markets regulator Sebi is engaged with the mutual fund industry to introduce 'MF Lite' regulations for passive funds, a move that will reduce the compliance burden and foster innovation. A passive fund is an investment vehicle that tracks a market index or a specific market segment. These funds include passive index funds, Exchange Traded Funds (ETFs), and Fund of Funds investing in ETFs. "Since the current MF regulatory framework was built around active fund management, Sebi is planning to introduce Mutual Fund Lite regulations for passive funds, wherein investment decisions are not discretionary, but tied to changes in the underlying benchmark index," the regulator said in its annual report for 2022-23, which was released on Monday. These new regulations are expected to significantly reduce the compliance requirements of passive funds and foster innovation in the passive fund ecosystem, it added. The regular mutual fund schemes, which raise money from the public, have to