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Articles for Passive, search results for funds

How a $500 billion haul has reignited passive controversy on the Wall Street
2 weeks, 3 days ago

How a $500 billion haul has reignited passive controversy on the Wall Street

Hindustan Times  

The passive-investing juggernaut is picking up speed — and it’s stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street. With almost a month still to go in 2024, index funds have raked in some $500 billion in fresh cash, while their active counterparts are set for outflows. But two of Wall Street’s largest banks …

Market Stock Billion Wall Street 500 Active Reignited Passive
Can fund managers bounce back from a bad run, or is your money better off in a passive fund?
1 month ago

Can fund managers bounce back from a bad run, or is your money better off in a passive fund?

Daily Mail  

Managed funds have seen a downturn of late, with many falling behind passive funds in terms of performance. Passive funds now make up 30 per cent of the UK's fund space, with assets of more than £340billion. Coatsworth said: 'Previous research has shown that fund managers let go after three years of underperformance often delivered positive returns after that point …

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Gen Z and Millennials preferring Index funds over ETFs: Motilal Oswal
1 month ago

Gen Z and Millennials preferring Index funds over ETFs: Motilal Oswal

Live Mint  

New Delhi, November 20 : India's investment ecosystem is undergoing a seismic shift, with index investing gaining unprecedented traction among investors, says a report by Motilal Oswal. While 46 per cent of younger investors favour index funds, only 35 per cent of Gen X and Boomers do so. Passive funds have become a core component of investor portfolios, with 80 …

Index Nifty Investors Cent Funds Index Funds Passive Funds
Active versus passive investing: What Buffett thinks and why it matters for you
1 month, 2 weeks ago

Active versus passive investing: What Buffett thinks and why it matters for you

Live Mint  

Warren Buffett’s most famous advice is to buy companies with strong moats when they’re available at reasonable valuations. Despite building his wealth through active stock investing, Buffett advises the average investor to pursue a passive approach. Before we dive further, let’s clarify active versus passive investing. Active Investing: This approach involves portfolio managers carefully selecting stocks based on research into …

India Investing Index Nifty Fund Graham Funds
Surge in Passive Funds: Why Equal Weight Index Funds are gaining momentum
4 months ago

Surge in Passive Funds: Why Equal Weight Index Funds are gaining momentum

Times of India  

Investments in passive funds have been growing rapidly in India, with assets under management soaring by an impressive 182% over the last three years, reaching nearly ₹10 lakh crore. A recent example is Nippon India Mutual Fund, which has introduced the Nippon India Nifty 500 Equal Weight Index Fund. Equal weight indices are now becoming the preferred choice in the …

India Index Weight Nifty Fund Funds Equal
Stock indexes seek to attract long-term capital
4 months, 4 weeks ago

Stock indexes seek to attract long-term capital

China Daily  

A modern ocean ranch is under construction in the waters off Aizhou Island in Zhuhai. The indexes recently introduced at the Shanghai Stock Exchange mark another step forward for China in indexing investment, and address the central regulator's call to nurture long-term investment, said experts and market mavens. The size of SSE and CSI index fund products has reached a …

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Column: Investing through index funds is more popular than ever, so why is it becoming controversial?
5 months, 2 weeks ago

Column: Investing through index funds is more popular than ever, so why is it becoming controversial?

LA Times  

The share of adult Americans who own stocks is approaching an all-time high of 63%, which may explain why events such as the surge in “meme” stocks like GameStop gets such generous play in the news. — John C. Coates, Harvard Law School Republicans and conservatives also fret about the concentration of power, but their concern is more specific — …

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Sebi imposes limits on passive mutual funds investing in sponsor group companies; details here
5 months, 2 weeks ago

Sebi imposes limits on passive mutual funds investing in sponsor group companies; details here

Live Mint  

Capital market regulator Securities Exchange Board of India has released a circular to share the limits imposed on total investment which can be made by passive mutual funds in their sponsor group companies. This followed public consultations on the recommendations of the working group, and it was later decided to streamline the norm applicable to investments by passively managed mutual …

Investment Mutual Funds Nifty Fund Group Sebi Funds
Sebi limits passive mutual funds schemes investing in sponsor group companies
5 months, 2 weeks ago

Sebi limits passive mutual funds schemes investing in sponsor group companies

Hindustan Times  

Passive mutual funds will now have investment limits on the shares of the sponsor group companies, according to new rules notified on Monday by the Securities and Exchange Board of India. Equity-oriented exchange-traded funds and index fund investments in the sponsor group companies are capped at 35% of the scheme's net asset value. Mutual fund schemes excluding ETFs and index …

India Mutual Funds Fund Sebi Funds Mutual Schemes Investing
Passive Funds Attracting Investors, Index Funds More Preferred Than ETFs: Survey
1 year, 4 months ago

Passive Funds Attracting Investors, Index Funds More Preferred Than ETFs: Survey

ABP News  

Passive funds have taken centre stage in India's mutual funds market in the past few years, increasing its market share over 17 per cent in 2023 from 1.4 per cent in 2015, according to a Motilal Oswal AMC survey released Tuesday. The survey conducted among 2,000 investors from around the country, showed that 61 per cent of investors have invested …

India Market Index Survey Investors Fund Cent
Passive funds gain traction among investors in India, market share witnesses growth: Study
1 year, 4 months ago

Passive funds gain traction among investors in India, market share witnesses growth: Study

India TV News  

A recent study revealed that passive funds have gained traction among investors in India in the last few years, capturing a market share of over 17 per cent of Assets Under Management in 2023 from 1.4 per cent in 2015. Low-cost nature of passive funds is biggest attraction According to the study by Motilal Oswal Asset Management Company, 61 per …

India Market Index Investors Fund Funds Index Funds
Mutual funds: Confused between active and passive funds? Know here
1 year, 7 months ago

Mutual funds: Confused between active and passive funds? Know here

Live Mint  

Making an investment choice can sometimes be a tricky task for investors. Mutual funds: Active and passive funds To, put it simply actively managed funds aim to outperform their benchmark index by leveraging the expertise of professional fund managers, while passive funds seek to replicate the performance of a specific index. Performance of actively managed mutual funds vs passive funds …

Mutual Funds Funds Active Passive Funds Passive
EPFO says it has ‘no direct investments in individual stocks’
1 year, 8 months ago

EPFO says it has ‘no direct investments in individual stocks’

The Hindu  

The Employees’ Provident Fund Organisation, which manages the retirement savings of crores of formal sector workers, asserted late on March 27 that there is no direct investment of EPFO funds in any individual stocks. The retirement fund manager said it follows “passive investment in equity” by investing in Exchange Traded Funds, as per the investment pattern set by the Finance …

Investment Epfo Etf
Should you invest in Nifty index funds or not? 4 experts deconstruct the mystery
1 year, 9 months ago

Should you invest in Nifty index funds or not? 4 experts deconstruct the mystery

Live Mint  

So many asset management companies in India are now offering index fund investments in the wake of continued market turmoil stemming from geopolitical tensions and collapsing global economies. However, this also begets the much-asked question, “Is this the right time to invest in these kinds of funds?” Suresh Sadagopan, MD & Principal Officer, Ladder7 Wealth Plannerssaid, “Such index funds investing …

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Is this the right time to invest in Nifty 50 Index Fund? 4 financial advisors respond
1 year, 10 months ago

Is this the right time to invest in Nifty 50 Index Fund? 4 financial advisors respond

Live Mint  

The Nifty50 Index is in deep red owing to fears of Fed rate hikes and deep pessimism, stemming from the recent Adani fiasco, embedded among traders and investors. Many mutual fund houses are also coming out with new fund offers in index funds prompting many investors towards passive investment habits. We asked five personal finance analysts their views on investments …

Fund Funds Index Funds Nif 50 Index Many Investors Passive Invest
Edelweiss AMC launches 3 passive equity index funds; details here
2 years, 1 month ago

Edelweiss AMC launches 3 passive equity index funds; details here

Firstpost  

Three New Fund Offers in the equity passive category have been launched by Edelweiss Asset Management Limited, namely, Edelweiss Nifty Midcap 150 Momentum 50 Index Fund, Edelweiss Nifty Next 50 Index Fund and Edelweiss Nifty Smallcap 250 Index Fund. Edelweiss Nifty Midcap 150 Momentum 50 Index Fund will try to mimic the constituents of the Nifty Midcap 150 Momentum 50 …

Index Nifty Momentum Edelweiss Passive Funds Index Fund Edelweiss Nifty
What to consider before selecting an index fund
2 years, 2 months ago

What to consider before selecting an index fund

Live Mint  

Active and passive management are two distinct ways of managing portfolios. In India, the first index fund was offered in 2001, and since then index funds have come a long way. A not-so-sophisticated investor might be lured to an index fund whose return is higher than the index or other index funds. The key performance statistic for evaluating index funds …

Investors Funds Index Funds Return Portfolio Index Fund
When It Comes to Mutual Fund Investments, Being 'Passive' Aggressive Often Pays; Here's Why
2 years, 4 months ago

When It Comes to Mutual Fund Investments, Being 'Passive' Aggressive Often Pays; Here's Why

News 18  

“An index fund is the most sensible equity investment for the general investors. By periodically and regularly investing in an index fund, even a know-nothing investor can outperform a seasoned investment professional.” Take it from investing legend Warren Buffet, who absolutely swears by these funds. As per S&P Dow Jones Indices 2021 annual SPIVA report, 80% of all actively managed …

Investment Index Funds Mutual Active Passive Funds Passive
Should new investors park their earnings in passive index funds to create wealth?
2 years, 5 months ago

Should new investors park their earnings in passive index funds to create wealth?

Live Mint  

The markets are down. To build a passive portfolio, you must be willing to park your money in index funds and ETFs only though many people prefer investing in the former due to lack of liquidity, thus, forcing many investors to sell units at a lower price when they want to redeem their investments. The Nifty Midcap 150 index fund …

Investing Money Index Midcap Nifty Investors Fund
Why should you rebalance your portfolios using index funds?
2 years, 6 months ago

Why should you rebalance your portfolios using index funds?

Live Mint  

The markets are bleeding, thus, prompting many to rejig their portfolios. While it may be okay to place bets on focused or thematic funds as active investments, you must include an index fund too for portfolio rebalancing through passive investments. These passive funds must be bought apart from the active funds to benefit from market-linked returns, low tracking error, diversification …

Investing Stocks Money Investments Index Funds Index Funds
Should tracking error be used for active funds?
2 years, 6 months ago

Should tracking error be used for active funds?

Live Mint  

Exchange traded funds and index funds are increasingly becoming popular. In the circular, TE is defined as the annualized standard deviation of the difference in daily returns between the underlying index or goods and the NAV of the ETF/ index fund. Unlike passive fund managers that follow a benchmark tracking strategy, active fund managers are expected to exploit investment opportunities …

Market Index Funds Active Passive Funds Passive Fund Benchmark Return Tracking Error
Passive funds set to get a fresh boost with SEBI’s new diktat
2 years, 6 months ago

Passive funds set to get a fresh boost with SEBI’s new diktat

Live Mint  

The passive fund industry got an impetus with the latest circular issued by capital markets regulator SEBI on May 23 that aims to promote passive funds. Increase in investors’ interest for index funds & ELSS: Fund Categories No of Schemes Net AUM April, 22 Net AUM April, 21 ELSS 39 1,46,077 1,25,377 Index funds 94 73,994 20,426 Gold ETFs 11 …

Market Index Mutual Funds Fund Sebi Funds Index Funds
How new Sebi rules will improve passive funds’ performance
2 years, 6 months ago

How new Sebi rules will improve passive funds’ performance

Live Mint  

Market regulator Sebi has introduced a cap on the tracking error of passive funds, with effect from 1 July. No room for error “Most ETFs and index funds specify a 2% tolerance level for TE in their scheme information documents, or SIDs. More specifically, mutual fund AMCs will have to ensure that the TE of their ETFs / index funds …

Index Fund Funds Index Funds Passive Funds
Nifty 50 ETFs’ AUM crosses ₹2 lakh crore
2 years, 7 months ago

Nifty 50 ETFs’ AUM crosses ₹2 lakh crore

Live Mint  

Assets under management of all the Exchange Traded Funds and Index Funds tracking Nifty 50 index in India crossed ₹2 lakh crore. Nifty 50 index-linked passive funds account for 40% share of ETFs' and Index Funds' AUM in India. Vikram Limaye, MD & CEO, NSE said, “This milestone achieved in the Indian passive funds industry is the culmination of efforts …

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