Market crash destroys two-year imbalance among Index stocks
How a two-year-long inhomogeneity among market segments was blown away in five weeks when stocks crashed!
Continue reading →Category: Index Investing
This is the archive of all our articles related to how index investing or passive investing
MFs to write-off 75 % Locked-in Yes Bank Shares: Will it hurt index funds?
Here is how AMFI’s decision to write-off 75% locked-in shares of Yes Bank (from March 16th 2020) will affect index funds
Continue reading →Why SBI ETF Nifty 50 Price changed only by 0.2% when Nifty fell 7.6%
Here is why the price of SEBI Nifty ETF 50 did not track the NIfty on 16th Mar 2020 resulting in a huge price-NAV disparity
Continue reading →Poor performance of active mutual funds: Is this a recent development?
We study active equity mutual fund performance from April 2006 to April 2017 to find out if their collective inability to beat the market is a recent development or not.
Continue reading →Data Mining in Index Construction: Why Investors need to be cautious
This is an example of data mining in index construction and why investors need to tread carefully when looking at the performance of such indices
Continue reading →Midcap, Smallcap Index Funds from ABSL & Nippon India?
Why this kolaveri to launch index funds by AMCs? Is it worth the cost and effort, given the poor interest among investors and “advisors”?
Continue reading →Are Indian Investors ready to choose Index mutual funds or ETFs?
You may have noticed an increased interest in passive mutual funds (index funds or ETFs). Is this for real? Are Indian Investors ready to choose Index mutual funds or ETFs? Here are some facts.
Continue reading →Worried about Nifty Next 50 Index? What you need to know
This is a performance update on the NIfty Next 50 Index and what investors need to appreciate before committing money in the index
Continue reading →ICICI Securities ETF Intelligent Portfolios (EIP) Review
This is a review and FAQ of ICICI Securities ETF Intelligent Portfolios (EIP) a new multi-asset ETF basket product. We discuss the pros and cons and who should invest
Continue reading →IPO Performance Report 2019 BSE IPO Index tops with 42.6% gain!
We study how IPOs have fared in 2019. BSE IPO Index tracks listed IPOs for a year. It grew by 42.6% in 2019! This is not due to listing gains! A look at what caused the growth and associated risks
Continue reading →Return difference of Nifty 50 vs Nifty 50 Equal-weight index at all-time high!
The fortunes of the top 10,15 stocks in the Nifty 50 or Nifty 100 has governed the movement of the entire index since Sep 2017. Is this new? The return difference between Nifty 50 and Nifty 50 Equal-Weight Indices is at an all-time high! What can we learn from this? An analysis.
Continue reading →SBI ETF Nifty 50 vs UTI Nifty Index Fund: Which is Better?
This is a comparison of SBI ETF Nifty 50 with UTI Nifty Index Fund. we ask if it automatically makes sense to choose the SBI ETF as its expense ratio is 30% lower? The answer is no!
Continue reading →Bharat Bond ETF FAQ: Is it worth buying? Are there better alternatives?
Bharat Bond ETF opens for subscription between 12-20th Dec 2019. Is this the answer to credit risk problems in debt mutual funds? Is it worth buying? Are there better alternatives?
Continue reading →Axis Nifty 100 Index Fund Impressive AUM but is it expensive?
Axis Nifty 100 Index Fund has a Total Expense Ratio of 0.16% for the direct plan with 436 Crores in AUM. Is this too expensive? Is it worth shifting from a Nifty 50 index fund to Axis Nifty 100? Let us find out
Continue reading →Which Nifty, Nifty Next 50, Sensex index funds have lowest tracking error?
Let us find out which index funds tracking the Nifty, Sensex or Nifty Next 50 have the lowest tracking error using a simple and easy to understand method. If there is enough interest, I shall publish this report from time to time. We shall restrict the discussion to index funds for now. ETF tracking error…
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