As broad benchmark indices trade close to lifetime highs and valuations turn rich, financial planners believe it is essential that equity investors build a core and satellite portfolio that combines both active and passive strategies. The core portfolio with a two thirds allocation should be long-term oriented and could be tilted toward categories that are … Read more
Mark Mobius, Mobius Emerging Opportunities Fund, says at the end of the day, it is not foreign investors who drive the Indian market, it is domestic investors. RBI recently said that they want the banks to attract more deposits and probably one of the reasons for this is that there are too many retail investors … Read more
The total retail folios in index funds increased by close to 12 times from 4.95 lakh in March 2020 to 59.37 lakh in December 2023, showing a remarkable surge in the adoption of index funds among retail investors over the past few years, according to a study by Zerodha Fund House.The assets under management (AUM) … Read more
“Belief in the India growth story remains intact and hence ‘buy low sell high’ is entering their thought process especially in those who have been investing for 10 years plus,” says Sunil Subramaniam, MD, Sundaram Mutual.In an interview with ETMarkets, Subramaniam said: “Liquid segment is largely an Institutional play and do not see any reallocation … Read more
“Most investors are best served by investing into diversified equity funds, where fund managers will express their conviction on sector/themes stocks, with graded underweight/overweight calls,” says Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Research India Private Limited. In an interview with ETMarkets, Belapurkar said: “Don’t sell in panic, equity markets are a great long … Read more
Pratik Oswal, Head – ETFs and Index Funds, Motilal AMC, says when it comes to passive funds, keep it very simple. There are a lot of options out there – , ETFs, index funds. Between ETFs and index funds, keep it very simple, do whatever you think is convenient, do not overthink it. When it … Read more
ETMutualFunds reviewed the performance of passive mutual funds in FY24 (April 1, 2023 to date). They have offered an average return of around 34.86% during the period. CPSE ETF, the topper on the list, offered 97.76% in FY24. Motilal Oswal S&P BSE Enhanced Value ETF offered 86.87%. Around 80 passive mutual funds have given over … Read more
