After the Hindenburg bombshell tanked Adani stocks, the faith that some investors placed in index investing seems to have been shaken. With the Nifty 50 and Nifty Next 50 featuring seven Adani group stocks between them, PrimeInvestor received many queries soon after the news broke.
In this analysis, we look at indices on the ‘Quality’ factor. There are two NFOs running now – DSP Midcap 150 Quality 50 Index fund (there’s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).
There’s another index that gives mid and small-cap funds a good run for their money while housing far bigger names. This is a high return index if highly volatile one, and can be used in long-term portfolios to give returns a boost.
The Nifty Momentum 30 is drawn from the Nifty 200 index. Momentum as a strategy is designed to pick stocks that are on a return uptrend and gain from the continued upswing.
The Nifty 50 has rallied 16% in 1 year, the Nifty 50 PE is breaking past peaks, and you’re worried that this may be the end of the party and that you may miss further rallies if it isn’t the end. In uncertain markets like these, there’s a great option to both contain losses and generate returns.
It appears to be ETF season now with many AMCs lining up or launching ETFs. ICICI Pru AMC’s new ETF launch aims to mirror the Nifty Alpha Low Vol 30 index. This multi-factor index combines the long-term benefits of containing downsides (through low volatility factor) along with higher returns (through high-alpha stocks).
For investors preferring to go the passive route, options were limited until recently. With the passive landscape changing now, it’s becoming increasingly possible to build a diversified portfolio using just passive strategies. And by this, we mean allocations to large-caps, multi-cap and even mid-cap and small-caps. If you are a passive-only investor, you could simply …
Prime Recommendation: An index to challenge midcap funds Read More »
Should Nifty 50 be your only choice to play passive? What if a smarter fund can return better than the Nifty 50 or the Nifty 100, but: is not an active equity fund does not need you to take higher risk gives your portfolio some diversification Yes. And these are quant or factor-based indices. While …
As some categories of active funds in India such as large-cap funds, have struggled to beat the sprinting Nifty50 and Sensex30 in the last couple of years, there’s a surge of interest in index investing.
But are there risks in index investing that investors are ignoring? Read on to find out.
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