Index Funds

Clients often fall back into old habits and require motivation to stay on track. Financial planning professionals also provide support during in inevitable setbacks

Inflows from SIPs have continued to counterbalance the outflows from foreign institutional investors

Index fund growth led by debt schemes, with fund houses launching target maturity funds this year

Currently, the entity getting merged is removed from the index and later the weightage of the merged entity is increased

The adhesive maker's inclusion to be ad hoc; analysts divided over treatment around HDFC's removal

While Amit had stayed invested for a long time, avoided leverage, and shunned investment-cum-insurance policies, unplanned investments and mindless diversification had produced a disappointing outcome

As the asset management industry grows in heft, and within it the index funds gain traction, it is this ability to engage that will influence how corporate India functions

Enter gradually, raise exposure once funds have developed track record

When selecting an index fund, pay attention to fee and tracking error

Lower interest rate risk and predictable returns key attractions

That extended its weekly loss to 5.8 per cent, the worst showing since March 2020

Navi MF's move to launch Nifty 50-based index fund at 0.06% had stoked fears of price war

NFO for Navi Nifty 50 Index Fund opens July 3; scheme will have expense ratio of just 0.06% under the direct plan and 0.26% under regular plan which is bought through an intermediary

The difference now is that investors have poured billions of dollars into products tracking smaller and cheaper stocks in the past six months

The funds are focused on the Nitfy midcap and smallcap indices

With just three or four passive products, you can build a solid, long-term portfolio

Fifteen of the 16 debt categories have beaten diversified equity funds over a three-year period, data shows

These products, however, carry higher risk than a pure passive fund

Last month, Index funds received inflows to the tune of Rs 2,076 crore, as against Rs 511 crore the previous month

Use two criteria for selecting an index fund. One is expense ratio, another criterion you should use is tracking error