This is the archive of all our articles related to how index investing or passive investing
We find out which Nifty Index Fund has the lowest tracking error over the last six years. Readers may recall that we have earlier shown that lower expenses do not mean lower tracking error! We have also earlier looked at return differences for different durations for various index funds.
Continue reading →Readers may be aware of the recent studies in which we identified only three midcap funds and only three small cap funds managed to beat the Nifty Next 50 consistently in the last few years. While this is a clear case of investing in the Nifty Next 50 index funds, readers must be aware of…
Continue reading →A look at the six available Nifty Next 50 (NN50) index funds to determine which has the lowest tracking error.
Continue reading →In this article, a set of simple steps for selecting an index fund is outlined for those who need one. Some frequently asked questions on Index funds and ETFs are also discussed.
Continue reading →A comparison of Nippon India ETF Nifty BeES with UTI Nifty Index Fund to understand the true cost of investing in an ETF.
Continue reading →We present tracking error data for various durations and discuss how to select an index fund with it. We find that funds with lower AUM and higher expenses could also track the index well!
Continue reading →Will 10% exposure to US Equity make a difference to my portfolio? Or should I add 20%? Is it necessary to rebalance such small exposure? An analysis
Continue reading →We study 10-year SIP returns of twenty market cap-weighted and factor-weighted indices. Five factor-weighted indices have a return two times or more than that of NIfty!
Continue reading →How a two-year-long inhomogeneity among market segments was blown away in five weeks when stocks crashed!
Continue reading →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 →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 →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 →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 →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 →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.
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