With the shift towards passive funds, many mutual fund houses are launching several passive mutual funds. They require no management costs or frequent portfolio churns and are often less expensive than active investments. As a result, long-term investors can use...

What is an Information Ratio? The information ratio compares investments or mutual fund portfolio’s risk-adjusted returns to its benchmark. The goal of this ratio is to indicate excess returns relative to the benchmark, as well as the consistency in generating...

What Are Leveraged Funds? Leveraged ETFs are mutual funds that employ financial leverage strategies to maximise investment returns. For example, short selling, options trading, margin trading, etc. Leveraged ETFs aim to deliver higher returns than the benchmark or index they...

WhiteOak Capital to launch a new NFO in the flexi cap category: WhiteOak Flexi Cap Fund WhiteOak Mutual Fund is launching a new flexi cap fund, WhiteOak Capital Flexi Cap Fund, that offers a diversified portfolio by investing across market...

Index Fund Meaning and Definition Index mutual funds aim to replicate a financial market index closely. These funds invest in the same securities as the benchmark index and in the same ratio. For example, an index MF that aims to...

Axis Mutual Fund is launching a new long-duration debt fund, Axis Long Duration Fund, that invests across securities such that the portfolio Macaulay duration is greater than 7 years.The New Fund Offer (NFO) period for the Axis Long Duration Fund...

What is Currency ETF? A Currency ETF invests in foreign exchange (forex) and currencies. Thus it provides investors with strategic exposure to the currency markets through a portfolio of currencies. These funds gain from fluctuations in the exchange rates of...

What is a Bond ETF? A bond ETF is an exchange-traded fund that invests in a basket of bonds that are part of the underlying index it tracks. Bond ETFs invest across government, public sector, and corporate bonds. Bond exchange-traded...