Edelweiss Nifty Large Midcap 250 Plus 8–13 yr G-Sec 70:30 Index Fund will be India’s first aggressive hybrid index fund. Long-term readers may know that we have discussed the need for such hybrid index funds for a while now. The question is: does this new offering (currently in its NFO period) meet investors’ needs? Does…

Parag Parikh Large Cap Fund, an actively managed large cap fund benchmarked to the Nifty 100 TRI, is currently in its NFO period (19th -30th Jan 2026). We discuss whether investors should consider buying this fund. The fund is marketed as a “passive plus” fund with a low expense ratio that tends to track the…

Parag Parikh Financial Advisory Services has filed an NFO document for Parag Parikh Large Cap Fund with SEBI. I was initially reluctant to opine on it, but since we received several requests, I thought I would throw in my two cents. Note: this is only at the filing stage. Post-approval, the launch (if the AMC…

A reader says, “I am 30 years old and currently invest in the HDFC Sensex Index Fund for my equity allocation and the Parag Parikh Dynamic Asset Allocation Fund for my debt portion. Articles from freefincal have been very helpful in understanding and making investment decisions for myself. While I must not seek financial advice…

Over the past few weeks, many readers have asked us, “Can I invest in Zerodha Multi Asset Passive FoF?” – A discussion. Before we begin, it is worth noting that many investors appear to lack an understanding of the distinction between a passive fund and a passive fund of funds. A passive fund tracks a…

In May 2025, the AUM of Parag Parikh Flexi Cap Fund crossed 1,00,000 Crores, making it the most popular active fund. Will this large AUM affect its performance? AUM vs. performance is a tricky subject, and it isn’t easy to draw useful conclusions. What we can say for sure is that AUM is likely to…

Nippon India Small Cap Fund, launched in September 2010, is the largest small cap fund in the category with an AUM of Rs. 57,010 Crores (as of 31st Jan 25).  This is a technical report of how it has evolved. About the author: This article is written by a reader who prefers anonymity. The opinions…

There are currently two ongoing NFOs – Motilal Oswal Nifty 500 Momentum 50 Index Fund (and ETF) and Nippon India Nifty 500 Momentum 50 Index Fund. In this article, we analyse the risk and reward potential of the underlying index and what you need to know before considering a momentum index. According to the index…

Nippon India Nifty 500 Equal Weight Index Fund is an open-ended scheme tracking the Nifty 500 Equal Weight Index. The fund is currently in its NFO period. We analyse the performance of the underlying index and discuss if it makes sense to consider this fund for investment. According to the AMC’s scheme presentation, “Large caps…

HDFC Nifty500 Multicap 50:25:25 Index Fund is an open-ended scheme replicating/tracking Nifty500 Multicap 50:25:25 Index. We will discuss whether it makes sense to invest in this new fund. To aid active multi-cap funds in benchmarking themselves after SEBI changed their asset-allocation pattern, NSE launched the Nifty 500 Multicap 50:25:25 Index on Dec 2nd 2020. The…

DSP is launching an index fund and ETF tracking the Nifty Top 10 Equal Weight Index. We look at the features of this index and discuss if it makes sense to invest in these new offerings. The Nifty Top 10 Equal Weight Index tracks the performance of the top 10 stocks based on the 6-month…

In this article, we profile the Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund (Edelweiss Short Duration Index Fund for short) and discuss who should invest in it. Edelweiss Short Duration Index Fund is an open-ended debt Index Fund investing in the constituents of CRISIL IBX 50:50 Gilt Plus SDL Short Duration…

Many passive investing fans are excited by the 60% reduction in the fee (total expense ratio or TER) of Motilal Oswal Nifty 500 Index Fund. Does investing in the fund now instead of a Nifty 50 or Sensex index fund make sense? On 25th April 2024, Motilal Oswal AMC announced (pdf file) that from 1st…

We compare the rolling returns of Nifty 50, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250. We publish this comparison from time to time. This is the April 2024 edition. Returns for a financial instrument that fluctuates can be calculated in two ways: Point-to-point returns: The effective annual compounded growth rate (CAGR) is…