Can I invest in a Nifty LargeMidcap 250 Index Fund?

We discuss what investors should appreciate before selecting an index fund tracking the Nifty LargeMidcap 250 Index Fund. At the time of writing, five fund houses – Edelweiss, HDFC, ICIC Pru, Mirae Asset and Zerodha offer index funds tracking this index. See our earlier review: Zerodha Nifty LargeMidcap 250 Index Fund Review. The Nifty LargeMidcap 250…

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Nifty vs Nifty Next 50 vs Nifty Midcap 150 vs Nifty Smallcap 250: Return Comparison Sep 2025

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 September 2025 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…

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Why we need to stop assuming our investment choices are the best

If we consider any argument involving money managment, personal finance, investing, insurance, etc., there is something common among the two or more opposing ideas/sides. Each side thinks their choice is the best. Each side is pretty smug about their decisions. Unfortunately, this is rather immature, and we need to do better. Take, for example, the…

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How to select an index fund: a step-by-step guide

Here is a step-by-step guide to selecting an index. 1. Where and how you invest does not matter if you do not have a proper investment plan. The right return expectation, the correct initial asset allocation, an excellent risk-management strategy, systematic investing, systematic increase in investing and periodic reviews. The freefincal robo advisor tool can…

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ETF or Index Fund? Look beyond low expenses and tracking errors!

Many investors assume that the lower the passive fund fee or tracking error, the higher the return. This is not always true. We dispel these notions using material for a talk we are preparing for. 1. ETF tracking errors published are non-representative.  All tracking errors are highly non-intuitive and hard for normal investors to appreciate….

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Active Mutual Funds Outperformance Consistency Report (March 2024)

This article presents an outperformance consistency report of active mutual funds. This analysis was done for a SEBI-sponsored talk given to Tamil Nadu Investors Association Members on March 24th, 2024. Disclaimer: Fund performance reports present return and risk analysis of a fund with representative benchmarks and not investment recommendations. It must be expressly understood that the data…

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