Table of Contents
- 1 Which is the best Nifty index fund?
- 2 Is Tata Index Fund good?
- 3 What is the difference between an index fund and a mutual fund?
- 4 Is index fund safe?
- 5 Is low AUM bad?
- 6 What does low AUM mean?
- 7 Why are index funds with a small Aum vulnerable to deviations?
- 8 Should you avoid index funds based on SENSEX and nifty?
Which is the best Nifty index fund?
Best Index Funds
- Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth.
- Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth.
- DSP Equal Nifty 50 Fund Direct Growth.
- Motilal Oswal Nifty 500 Fund Direct Growth.
- UTI Nifty Next 50 Index Fund Direct Growth.
- DSP Nifty Next 50 Index Fund Direct Growth.
Is Tata Index Fund good?
Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE SENSEX TR INR. Tata Index Fund Sensex (G) is rated as a 4 fund in Equity and delivered 25.1\% returns in the last 1 year.
Does Aum matter in index funds?
The fund size is influenced by market movements and fund inflows/outflows. Notably, in case of open-ended funds, AUM expands when new clients invest in the scheme and when the market value of assets increases. Ultimately, the success of a mutual fund scheme depends upon the judicious use of AUM by the fund manager.
What is the most reliable index fund?
Best index funds for December 2021
- Fidelity ZERO Large Cap Index.
- Vanguard S&P 500 ETF.
- SPDR S&P 500 ETF Trust.
- iShares Core S&P 500 ETF.
- Schwab S&P 500 Index Fund.
What is the difference between an index fund and a mutual fund?
There are a few differences between index funds and mutual funds, but here’s the biggest distinction: Index funds invest in a specific list of securities (such as stocks of S&P 500-listed companies only), while active mutual funds invest in a changing list of securities, chosen by an investment manager.
Is index fund safe?
Since index funds track a market index and are passively managed, they are less volatile than the actively managed equity funds. Hence, the risks are lower….
Asset Management Company | ||
---|---|---|
Axis Mutual Fund | DHFL Pramerica Mutual Fund | Principal Mutual Fund |
Kotak Mutual Fund | Sundaram Mutual Fund | BOI Axa Mutual Fund |
What is Tata Index Fund?
Tata Index Fund is a passively managed fund; The fund aims to provide returns that closely correspond to the returns of the SENSEX/NIFTY. Indexing is a ‘passive’ investment approach emphasizing portfolio diversification and low portfolio trading.
What is UTI Nifty next 50 index fund?
UTI Nifty Next 50 Index Fund is an open-ended index fund scheme replicating/tracking the Nifty Next 50 Index. It gives exposure to Next 50 companies after Nifty 50. It is one of the large scheme having competitive cost/TER and tracking error.
Is low AUM bad?
A fund with a large AUM signifies higher participation from investors and a fund with low AUM signifies lower interest in that fund. Though a fund with a large AUM might not be the best choice always, there could be funds with lower AUMs but with better track records and risk/return metrics.
What does low AUM mean?
A decreasing AUM means the opposite: poor performance or a large redemption, which may or may not be linked to the fund’s performance. A fund’s AUM can be compared over a while to establish its credibility and success.
What is the AUM of tatatata Index NIFTY direct?
Tata Index Nifty Direct has ₹177 Crores worth of assets under management (AUM) as on 30/06/2021 and is medium-sized fund of its category. The fund has an expense ratio of 0.16\%, which is less than what most other Large Cap funds charge.
What is the expense ratio of Axis NIFTY 100 Index Fund?
The Axis Nifty 100 Index Fund also has an expense ratio of 0.15\%. This fund tracks the Nifty 100 Index. The fund was launched in October 2019 and has an AUM of Rs 4.5 bn as of June 2021. It has offered returns of 50.1\%in the last year.
Why are index funds with a small Aum vulnerable to deviations?
While this can happen just from fund management inefficiency, a large inflow or outflow of money from the index can cause. Therefore, index funds with a small AUM are especially vulnerable to such deviations.
Should you avoid index funds based on SENSEX and nifty?
Here are five index funds based on Sensex and the Nifty that have beat their indices in the last year! Therefore, investors should avoid such funds! Since an index fund has expenses associated with management and commissions (in the regular plan), it is impossible for an index fund to produce a return more than the index that it is tracking.