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 →Category: Index Investing
This is the archive of all our articles related to how index investing or passive investing
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…
Continue reading →Axis Nifty 100 Index Fund Review: Replacement for active large cap funds?
Axis Nifty 100 Index Fund is an open-ended index that aims to achieve a return close to Nifty 100 subject to tracking error. The NFO opens today (Sept 27th to Oct 11th) and then will be available for continuous purchase. This is the first Nifty 100 (N100) index fund – we have N100 ETFs from…
Continue reading →NIFTY100 Alpha 30 Index Review: How good a “factor” is alpha?
NSE has launched a new strategy index (aka factor-based index, aka smart beta index), the NIFTY100 Alpha 30 Index from June 28 2019. The NIFTY100 Alpha 30 index consists of 30 companies from Nifty 100 with the highest Jensen’s alpha using one-year trailing price. In this review, we study how good a “factor” (explained below)…
Continue reading →Motilal Oswal Nifty 500 Fund: Avoid & stick to Nifty 50 Index funds
Here is why you should avoid Motilal Oswal Nifty 500 Fund and stick to established Nifty 50 index funds. It is a pity that people assume that by buying 500 stocks they are actually buying the whole market and will something extra compared to large cap index fund tracking the Nifty 50 or the Sensex….
Continue reading →Why your small cap mutual fund must beat this benchmark!
Small cap mutual funds are weird creatures. They would offer spectacular happiness followed by an equal amount of sorrow in quick time. This is the reason I prefer a mid cap fund with a right amount of periodic (or systematic, all-time) small cap stock exposure. Since many investors, especially those who like to invest based…
Continue reading →Nifty 50 Value 20 (NV20) Index: Is this better than Nifty 50?
The Nifty 50 Value 20 index (NV20) comprises of 20 large cap value stocks from the Nifty 50. There are currently three ETFs that track this index. So the natural question to ask is, is Nifty 50 Value 20 Index better than the Nifty 50? Let us find out! The three ETFs tracking NV20 are Kotak…
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