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Funds, ETFs & Index Investing

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Funds, ETFs & Index Investing

Passive Investing

An approach that seeks to match an index's return rather than to beat it, by holding the index's constituents.

Test: security selection is determined by index rules rather than by judgement, and success is measured by tracking rather than by outperformance qualitative Funds, ETFs & Index Investing

Portfolio Management Service

A SEBI-registered service managing a separate portfolio of securities for a single client, with a high minimum investment.

Test: securities are held in the client's own name or demat account and managed under a discretionary or non-discretionary agreement ₹ Funds, ETFs & Index Investing

Portfolio Overlap

The proportion of holdings, by weight, that two funds have in common.

Overlap % = Sum over all common holdings of the minimum of the two funds' weights in that holding % Funds, ETFs & Index Investing

Portfolio Turnover Ratio

The proportion of a fund's portfolio replaced over a year, measuring how actively it trades.

Portfolio Turnover = Lesser of Total Purchases or Total Sales / Average Assets Under Management x 100 %