Smart-beta funds are not fully passive as they don’t just track market-cap-weighted indices like the Nifty 50 or the Nifty 500, and not fully active as they include or exclude stocks based on the factor-based filters designed by the fund house and index providers.
4 min read26 Nov 2024Radhika Gupta on investing: The Edelweiss MF CEO stressed the need to evaluate passive and active funds individually, pointing out that good and bad options exist in each category. She also advocated for one to understand the index before investing.
2 min read25 Sep 2024The total number of retail folios in index funds has skyrocketed nearly 12x, growing from 4.95 lakh in March 2020 to an impressive 59.37 lakh by Dec 2023, highlighted a Zerodha Fund House report. This meteoric rise reflects trend of increased investor preference for passive investment strategies.
2 min read26 Jul 2024The newly launched Bajaj Allianz Life Nifty Alpha 50 Index Fund offers ULIP customers the chance to potentially enhance their wealth while also providing life insurance benefits.
2 min read2 Jul 2024Passive ETFs and index funds consistently outperform active fund managers due to lower expense ratios and stable returns, driving a surge in passive investments in India.
3 min read8 Apr 2024Before finalizing your investment strategy for wealth expansion using mutual funds, it’s advisable to take into account several critical factors related to index fund investments.
1 min read27 Mar 2024Investors not willing to fall into the trap of checking on mutual fund performance and deciding which fund would help them achieve their financial goals must always opt for index fund investments, though a lot depends on how they view their financial independence.
2 min read10 Feb 2023Just investing in index funds is not enough. Staying invested, especially for a prolonged period, is important if you want to earn returns in sync with the market while escaping short-term volatility.
3 min read8 Feb 2023The new fund offer opened on January 5 and will close on January 16, 2023. This is a scheme with relatively high interest rate risk and relatively low credit risk. Read further to know more
1 min read5 Jan 2023Index funds and your own portfolio of individual stocks, this confusion is not new for investors. In this article, we will figure out which investment avenue is best for you.
2 min read13 Dec 2022The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared