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Passive funds are mutual fund schemes which track a benchmark market index. Unlike actively managed funds passive funds do not aim to beat the benchmark index. Passive investments have gained increasing popularity globally, over the last 2 decades, especially in developed markets. In the US, passive equity assets (AUM)...

Small cap funds have been in a rage among retail investors this year. In each of the months of the first quarter of this financial (FY 2023-24), small cap funds attracted the largest net inflows among all actively managed equity mutual fund categories. In April, May and June, small cap funds got net inflows Rs...

Index funds are passive mutual fund schemes that track an equity or debt market index. Unlike actively managed mutual fund schemes, index funds do not aim to beat the market benchmark index. Index funds simply aim to replicate the returns of the index subject to tracking errors. Index funds are very popular in developed...

Motilal Oswal large and midcap Fund has completed 3.8 years since launch. Though we usually review funds that have completed at least 5 years, Motilal Oswal large and midcap fund has caught our attention because it has been the best performing fund in the large and midcap category in the last one year (see our Best...

In the investment world, quantitative analysis has revolutionized the way financial decisions are made. Generally, quant funds utilize complex mathematical models and algorithms to make investment decisions. These funds harness the power of data, statistics, and computer programming to identify patterns, trends, and...

Small cap equity mutual funds have been a rage with retail investors over the past 3 months. The Nifty Small Cap 250 Index is at its record high. The small cap index has outperformed Nifty 50 by a big margin over the last 3 years (see the chart below) and has continued to outperform if we see recent returns e.g. last 1 month...

Exchange traded funds or ETFs are passive mutual fund schemes which track an equity or debt market index or the price of a commodity (e.g. gold, silver etc). Unlike actively traded mutual fund scheme, ETFs do not aim to beat the market index. ETFs aim to replicate the returns of the market index. ETFs are listed on stock...

Exchange traded funds or ETFs are passive mutual fund schemes which track an equity or debt market index or price of a commodity (e.g. Gold). ETFs invest in a basket of stocks that reflects the composition of a market index e.g. Sensex, Nifty etc. The weight of a stock in the underlying portfolio of an ETF mirrors the weight...

The fund Axis Equity Saver fund was launched on 14-Aug-2015. The Fund invests in equity shares, bonds and arbitrage opportunities. The AUM of Axis Equity Saver Fund is ₹911.57 Cr as of 30-Jun-2023. And its exposure is 39.56% is Net Equity, 28.45% is hedged and 31.99% in Debt. Axis Equity Saver has three fund...

Conservative Hybrid Funds are an investment category that aim to focus on stability with prospects of growth as well. These funds offer investors a diversified portfolio comprising predominantly of debt instruments while allocating a small portion to equities. Conservative Hybrid Funds are a category of mutual funds that...