Passive Investment Solutions

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Passive Solutions

In a world where complexity often reigns, passive mutual funds stand out for their simplicity and efficiency.

Designed to mirror the performance of market indices, passive funds can offer investors an option to create potential long-term growth, without the need for frequent adjustments or intricate strategies.

With passive mutual funds, you can invest in diverse asset classes in a hassle-free, relatively cost-effective way for your wealth creation goals.

“Get Ready to unlock the potential of effortless investing with passive funds.”

How does a
passive fund work?

Imagine having a portfolio that aims to replicate the market, effortlessly growing alongside it.

That’s exactly what passive funds offer!

By selecting a market index—like Nifty or Sensex—these funds create a portfolio investing in the same stocks of Index with the same weightage.

Key Features

Relatively Low Cost

Lower management fees than active funds due to minimal research and stock selection.

Diversification

Broad market exposure reduces individual stock risk.

Transparency

Regular disclosure of holdings for easy tracking.

Performance

Aims to replicate the index subject to tracking error, offering market-reflective returns..

Why Choose Passive Funds?

Cost Efficiency
Relatively lower fees for budget-
conscious investors.
Market Matching Returns
Perfect for those content with
market-mirroring returns.
Ease of Investment
One of the convenient mode of
investment.

Types Of Passive Funds

Index Funds

These funds replicate a market index, investing in the same stocks to provide broad market exposure without buying individual stocks.

Exchange-Traded Funds (ETFs)

ETFs track an index and trade on stock exchanges like stocks. They include equity, debt, or commodity ETFs, and can be theme-specific, sector-specific, or international.

Fund of Funds (FOF)

A fund that invests in other funds, such as ETFs or index funds and can provide diversified exposure to various asset classes.

Smart Beta Funds

Passive funds using alternative index rules, combining elements of both passive and active investing with an aim to outperform traditional market-cap indices with factors like momentum, quality, and low volatility.

Want to watch your investments move in sync with the market’s movements? If passive funds aren’t part of your strategy, you might be overlooking a chance to let your investments ride the market’s wave.

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Passive Investment Solutions - PPT

Passive Investment Solutions - Brochure

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