In this article, we evaluate the performance of 207 actively managed mutual funds across eight categories to identify consistent performers. Regular readers may be aware that we have proclaimed the benefits of low-volatility investing for a few years. See Nifty Low Volatility 50: A Benchmark Index to watch out for (July 2016). We publish a low volatility…

With only three weeks left to go in 2022, we look at the biggest winners and losers in the NSE index universe. We look at the trailing one-year return as on 9th Dec 2022, as much of the performance falls in 2022. Disclaimer: No part of this article should be considered investment advice. One year…

In this article, we see how a lower expense ratio does not necessarily mean more gains for the investor using the example of two index funds: the NAVI Nifty 50 Index fund (direct plan) and the UTI Nifty 50 Index fund (direct plan) and the last one year period. It must be understood that the…

A reader asks, “I cannot decide between Nippon India Nifty 50 Bees ETF and UTI Nifty 50 Index Fund. The ETF has a total expense ratio of 0.05%, while the index fund’s TER is 0.2%. My friends tell me that ETF is bound to outperform the index fund over the long term and that choosing…

As of Aug 31st 2022, 59.5% of the total equity AUM was in Nifty 50 stocks. Here are the details and possible implications. The total equity AUM held by 40 mutual fund AMCs is  Rs. 21,91,563.5357 Crores. The break-up is given below. The tables in this article are sourced from ACE MF. AMC Equity (Cr.)…

A reader writes, “I want to ask you if this asset allocation in index funds is right or wrong. I am not good at finance. These are the index funds which I invest in every month. Nifty 50 – 35.71% Nifty Next 50 – 35.71 % Gold Index fund – 14.28 % Mid-cap index fund…

This article lists six model equity portfolios by combining different equity index funds. We now have both the evidence and the variety to create such portfolios. We have mentioned several times in the past that index funds are the way to go for new mutual fund investors. Even in the mid cap and small cap…

A reader writes, “Sir, I recently read your article – Sensex vs S&P 500 vs Nasdaq 100: Which is better for the long term? In this, you have plotted the S&P 500 and the Nasdaq 100 in INR terms. Is there a way to quickly make such a comparison on our own?” As far as…

A reader asks, “Sir, can we use Sensex or Nifty ETFs for long term goals instead of index funds? If so, which is better, Sensex or Nifty ETFs?” We recommend not using any ETF for investing because of possible price-NAV swings during times of crisis and their persistence for weeks. This can happen in any ETF…