Articles

Bharat22 – New Disinvestment ETF to be launched soon

Bharat 22 comprises of 22 scrips of Public Sector Units, banks and those entities in which the government holds a minority stake. Government through its entity “Department of Investment and Public Asset Management – DIPAM” is going to disinvest in 22 stocks using Bharat 22 Exchange Traded Fund (ETF). Following are few basis data points…

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Counter Arguments to 10 tips by Paul Larson to be a successful equity investor

I came across this article – “10 tips to be a successful equity investor ” on Morningstar website.  The article is about what it takes to be successful equity investor by Paul Larson. Paul is Portfolio Manager at Oppenheimer Funds. Prior to this position, he was the chief equity strategist at Morningstar. During that period,…

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Investors of actively managed funds lost an opportunity of getting additional Rs. 36000 Crs in last five years

Time and again Warren Buffett talk about advantages of passive funds i.e. Index Funds and ETFs. Recently, in an interview he mentioned – “That I won’t do. I won’t do that in United States and I won’t do it elsewhere”. when asked about investing in Indian Actively Managed Funds. Post that, there were many articles…

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Growth of Passive Funds (ETFs and Index Funds) in FY1617

The financial year went by i.e 2016-17 was a spectacular year for Indian Passive Fund i.e. Exchange Traded Funds (ETFs) and Index Funds in India. Globally in developed market passive funds are preferred over actively managed funds for long time. Similar trend is starting in India as well. At the end of March 2017, Passive Funds…

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The alpha squeeze in Indian large caps – analysis by Prashant Mittal of Ambit Capital

Globally and more specifically in US, active v/s passive debate is going on for quite some time. There are advocates of both the worlds. In India, due to increase participation of institutions in Index Funds & Exchange Traded Funds (ETFs), similar things have started happening – Large Cap Funds are under pressure. Recently, we came…

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Understanding Tracking Error of Index Fund and Exchange Traded Fund (ETF)

Cost and Tracking Error are two major evaluation factors when it comes to choosing any passive fund i.e. either index fund and/or Exchange Traded Fund (ETFs). In this post we are going to discuss about tracking errors. The job of any index fund and ETF is to track its underlying asset or index as closely as possible….

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