India ETFs & Index Funds's Threads

Motilal Oswal NASDAQ 100 ETF face value split from Rs 10 to Rs 1. It will be quoting on an ex-split basis from June 17. (It will quote approx 102)

Changes in name & symbol:
Nifty 50 ETF - MOM50
Midcap 100 ETF - MOM100

NASDAQ 100 ETF - MON100
G-SEC ETF - MOGSEC

#investing

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Nippon India Nifty Pharma ETF list today.
NSE symbol: NETFPHARMA
Issue price: Rs.14.54

#ETF

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@IndiaEtfs

Index fund vs ETF vs Fund of Funds.

India ETFs & Index Fun...
@IndiaEtfs

Comparison of SPX 500 vs Nasdaq 100:

Like Nifty 500, which covers 95% of NSE,
SPX500 is a broad based index with market cap coverage of 80% vs Nasdaq 34%, a tech heavy index.

Entirely upto investor's risk appetite in choosing between the 2 indices.

#investing
img motilal

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@IndiaEtfs

This classification tree will help you understand the different types of mutual funds.
This may help investors match their expectations & risk-taking ability with the type of fund.

Majority of them can be ignored; Try to keep things simple.

#investing
img vro

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@IndiaEtfs

Impact on CAGR, if u had missed 10/20 best days of investing?
If you had stayed invested CAGR is 14%,
missed 10 days? 10%.

Many a times, investors tend to exit early or wait for perfect time to invest.

Time in the market is more important, than timing the market.

img hdfc

India ETFs & Index Fun...
@IndiaEtfs

Interesting updates:

UTI MF files draft with SEBI to launch Nifty Midcap 150 Quality 50 Index Fund.

NAVI MF to launch Nifty 50 index fund with ER of 0.06%

#investing

India ETFs & Index Fun...
@IndiaEtfs

Nippon India launches Nifty Pharma ETF.
Issue open june 21-28.

Benchmark index: Nifty pharma TRI.

#NFO

India ETFs & Index Fun...
@IndiaEtfs

Know the index structure & what your are buying!

To keep it simple, N500 index fund is sufficient, as it covers 95% of the entire market.
Or

N100 is 78% of the market, where N50+NN50 is 80:20 ratio.
Have higher risk appetite? buy 50:50 of N50+N100.

#investing

India ETFs & Index Fun...
@IndiaEtfs

Important.
Whenever you invest in Fund of funds, check the expense ratios of both the local fund & the global fund which is investing into.
e.g., Nasdaq FOF ER is 0.1%, but you have to add the ER of ETF which 0.54%, total 0.64%

Good to see AMCs like @EdelweissMF mentioning it.

When you invest in a global fund, and compare expenses across funds:

1. Compare \U0001f34e to \U0001f34e: Total cost includes offshore fund cost plus what local AMC charges.

2. Get this data from the AMC website. Many 3rd party websites don\u2019t include underlying fund costs.

1/3
— Radhika Gupta (@iRadhikaGupta) June 22, 2021

India ETFs & Index Fun...
@IndiaEtfs

For investors who are interested in FANG+ Index:
Yearly performance in INR.

image- mirae

#investing

India ETFs & Index Fun...
@IndiaEtfs

Nifty 50 market-cap weight index - the market decides how much you are #investing in each stock - like HDFC bank -10%, RIL 10%, Adani 0.7%

N50 Equal wt - 2% invested equally in all stocks.
Eq wt gives more weightgae to bottom stocks too.

Better returns due to higher risk.

India ETFs & Index Fun...
@IndiaEtfs

Index Funds vs ETFs- Major Differences.

If you are actively monitoring the markets - one can go for ETFs, else - Index funds.
Index funds suitable for most investors.

image - motilal

Authors India ETFs & Index Funds