Tag
#index-funds
4 articles
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Index Funds vs ETFs in India: Structure, Tracking and Costs
Index funds and ETFs can track the same index but differ in how you transact, how price relates to NAV, what you pay, and where tracking difference comes from.
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Index Rebalancing Explained: Reviews, Inclusions and Exclusions
Index rebalancing is the scheduled process where a provider re-applies its rules, updates constituents and weights, and index funds trade to match. Here is the mechanism and its effects.
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Smart Beta Funds in India: What They Are and How to Evaluate One
Smart beta funds track a rules-based index built on factors like value, momentum, quality or low volatility. Here is the Indian menu and how to assess one honestly.
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What Is Tracking Error? How Far a Portfolio Drifts From Its Benchmark
Tracking error measures how much a portfolio's returns vary from its benchmark's returns. It is the standard deviation of the return difference, usually stated per year.
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