This is the list of equity index funds in India with AUM and expense ratios as of Aug 21st 2022. This includes ongoing and forthcoming NFOs at the time of writing. This list is only for reference. For investment recommendations, see: Handpicked List of Mutual Funds Jul-Sep 2022 (PlumbLine). Readers may know that we publish…

In this article, we explain why conventional ways of measuring ETF tracking errors can be misleading and present an alternative. The efficiency of a passive fund (index fund or ETF) is measured by the tracking error or tracking difference. The tracking difference is simply the fund return minus benchmark return. This must be a small…

In this article, we tabulate index funds with the largest deviation in 1Y return (trailing as of 8th July 2022) from their corresponding indices. Regular readers may be aware that the most practical way to evaluate how efficiently an index fund is tracking its index is not the tracking error” but the return difference. For…

In this article, we compare the performance of the Nifty 100 Low volatility 30 Total Return Index with the Nifty 50 Total Return Index. The 5-year and 10-year return differences between these indices are currently at an all-time low. The Nifty 100 low volatility 30 index consists of 30 large cap stocks from the Nifty…

The Nifty Total Market Index consists of  750 stocks covering large, mid, small and microcap segments with stock weights determined by free-float market capitalization. The NSE launched this index in Oct 2021 with a backtested history up to April 2005. This article compares the rolling returns of the Nifty Total Market Index and Nifty 50…