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
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
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