The Securities and Exchange Board of India (SEBI) has recently launched the Mutual Funds Lite (MF Lite) framework to streamline compliance for entities launching passively managed mutual fund schemes. This initiative aims to enhance investment diversification and facilitate the entry of new players into the mutual fund industry. What is Mutual Fund Lite? Mutual Fund … Read more
Index funds have experienced significant growth in Systematic Investment Plan (SIP) Assets Under Management (AUM) over the past year, reaching close to 85%, according to a study conducted by Zerodha Fund House. The number of live SIP accounts has also increased by approximately 80% during the same period. Index funds were introduced to help investors … Read more
I am currently 35 years old and planning to start a Systematic Investment Plan (SIP) of Rs 20,000 per month starting January 2025. I am already investing in government-backed schemes like PPF and NPS. However, my long-term goal is to create a corpus of Rs 10 crore by the time I turn 60. Given India’s … Read more
The investment scenario in India is changing. Recent surveys have noted the evolving financial behaviors of the 12-28 age group, known as Gen Z, as well as Millennials. A survey, The Fin One: Young Indians’ Saving Habits Outlook 2024, compiled in collaboration with Nielsen, revealed that 93% of young adults consistently save money, with many setting … Read more
Passive fund adoption is on the rise, a survey conducted by Motilal Oswal AMC revealed, adding that 80% of investors have increased their allocation towards index funds and ETFs in the past year. Passive funds have seen a significant growth in assets under management (AUM), surpassing Rs 11 lakh crore by September 2024. This marks … Read more
Edelweiss Mutual Fund CEO Radhika Gupta recently said that chasing the number 1 mutual fund scheme for investment is pointless. Explaining her investment strategy, Gupta said consistency matters much more in any market conditions rather than chasing the best funds. Taking to social media platform X, formerly Twitter, Gupta wrote: “It is pointless trying to … Read more
Index Funds, of late, have seen a significant surge with retail investors actively buying them. During the post-Covid period, the number of retail investment accounts in index funds observed a substantial 12-fold increase, as per an analysis conducted by Zerodha Fund House. The total number of retail folios in index funds surged from 0.5 million … 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
Stock market indexes track the performance of a basket of companies. But what happens when a giant stumbles? This can trigger a significant decline in the overall index level. In an interview to BT Money Today, Anurag Jhanwar, partner and co-founder of Upwisery Private Wealth, explains how a sharp decline in the price of a … Read more
On February 15, 2024, just three months after its launch, Zerodha Fund House—a joint venture between India’s largest stockbroking firm Zerodha Broking and portfolio investing platform smallcase Technologies—attracted 100,000 investors and Rs 500 crore in assets under management (AUM). The fund house took just 40 more days to accomplish the next Rs 500 crore in … Read more