It should now be reasonably apparent to the regular freefincal reader that Index funds are becoming harder and harder to beat and that one have easily constructed a minimalist index fund portfolio suitable for all risk appetites and ages. So the question now in many active mutual fund investor is, should I now shift current active funds […]
Category: Index Investing
Should I now switch from large cap funds to index funds?
So a question on many lips is, “Should I now switch from large-cap funds to index funds?” the reason being the new rule about large-cap funds that 80% of their portfolio should be from the top 100 stocks in terms of full market capitalization (that is from the NSE 100). In this post, I discuss […]
ICICI Nifty Next 50 Index Fund vs Reliance ETF Junior BeEs
A few days ago, we had discussed, what is the best way to invest in Nifty Next 50 Index? and among the 8 choices available to invest in the Nifty Next 50 Index – which by now most readers should recognise as a high-risk, potential high-reward, hard to beat index – we had singled out three. These are […]
What is the best way to invest in Nifty Next 50 Index?
By now it should be no surprise to freefincal regulars that the Nifty Next 50 (NN50) has a fantastic (though volatile) track record and most actively managed mutual funds struggle to beat it. In fact, no active fund has NN50 as its benchmark. So this naturally draws the question, what is the best way to invest in […]
Interested in ETFs? Here is how you can select ETFs by checking how easy it is buy/sell them
An exchange-traded fund (ETF) is one in which each unit of the fund (a basket of stocks or bonds) is traded among other unitholders via a demat account. How easily one is able to buy and sell these ETF units is referred to as liquidity. A common complaint is that Indian ETFs are not liquid enough. […]
Why we badly need a Midcap & Smallcap Index Fund – Performance Comparison with Nifty Midcap 100 & Nifty Next 50
When I was trying to compile a list of mutual fund benchmarks after the SEBI recategorization, something strange caught my eye. Value Research had included the new benchmarks in the NAV growth charts. The Nifty 100 Midcap (N100M) is a popular midcap benchmark and I noticed many funds struggled to beat it over the long […]
Watch my talk on index investing: Can we get higher returns with lower risk?
Last week I gave a talk on index investing and market timing at the monthly meeting of the Tamil Nadu Investors Association. This is a private recording of the index investing part. We have already started the discussion on the marketing timing part with: Do we need to time the market? More on this will follow next […]
