Index Funds

Wealth creation is simple but not easy, requires discipline

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

Equity funds log inflow of Rs 12,500 cr in Jan, small-caps top share

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

Three-fold growth in index fund AUM in 2022, ETF assets cross Rs 5 trn

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

NSE floats consultation on index components ahead of HDFC-HDFC bank merger

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

Pidilite may enter Nifty 50 once HDFC gets taken off after merger

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

Time-starved investors must stick to index funds

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

Index funds are here to stay

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

A quality strategy can reduce risk in the mid-cap universe of 150 stocks

Enter gradually, raise exposure once funds have developed track record

Cautious investors may shift to an index fund in mid-, small-cap categories

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

Investors prefer target maturity index funds to fixed maturity plans

Lower interest rate risk and predictable returns key attractions

Crackdown aftermath: Hang Seng index enters bear market

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

Index fund investing may not get cheaper as MFs likely to avoid price war

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

Index funds under focus as Navi MF looks to disrupt the market

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

AMC Entertainment drama is exposing risks in $11 trillion world of indexing

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

Aditya Birla Sun Life mutual fund launches two new index funds

The funds are focused on the Nitfy midcap and smallcap indices

Let not the variety confuse you, keep your passive fund investments simple

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

Investors gravitate towards index funds, ETFs as equity funds underperform

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

Why smart-beta funds should be a part of your satellite portfolio

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

Index funds saw fourfold jump in flows in March amid market volatility

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

Explained: How should you select an index fund based on Nifty 50?

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