The Latest Breaking News from Index Fund

Warren Buffett’s S&P 500 investment advice: How $400 a month in this fund may grow to $820,000 in 30 years

Warren Buffett advocates for investing in the S&P 500 index fund over picking individual stocks. A consistent investment of $400 each month could yield impressive returns based on historical data. After three decades, this strategy might lead to around $820,000, assuming that past annual returns continue.

The Economic Times · 21h ago

Should I Still Own Bonds? The Math After Their Worst Quarter Since 1994

If you opened your 401(k) this week, the bond slice is the part that looks, well, pretty crappy. The 10-year Treasury yield just posted its biggest quarterly jump in three decades, and a broad total bond market index fund lost around 3.5% for the quarter.

Thousandaire · 22h ago

Index fund concentration risk: how big an AI bet you’re actually making

About 38 cents of every dollar in an S&P 500 index fund now sits in just ten companies, and most of them are riding the same AI spending wave. That alone isn’t a reason to sell anything. The real concentration risk usually isn’t the index fund. It’s everything you stacked…

Thousandaire · Oct 1

NFO Update: Motilal Oswal Mutual Fund launches Nifty REITs & Realty index fund

Motilal Oswal Mutual Fund is launching the Nifty REITs & Realty Index Fund, an open-ended scheme tracking the Nifty REITs & Realty TRI. The NFO opens September 25 and closes October 9, offering rules-based exposure to listed REITs and realty stocks.

The Economic Times · Sep 24

Quant Mutual Fund files draft papers with Sebi for an index fund, its second passive fund

Quant Mutual Fund has filed with Sebi to launch the Quant Nifty 100 Index Fund, its second passive offering. The fund will track Nifty 100 TRI, invest predominantly in equities and carry a very high risk rating.

The Economic Times · Sep 9

Term Insurance vs Endowment Plans: What Every Indian Must Know Before Buying a Policy

The Coverage Gap Nobody Talks About at the Time of PurchaseA 32-year-old earning Rs 12 lakh a year buys an endowment plan with a sum assured of Rs 10 lakh. The premium is Rs 40,000 a year for 20 years. The family feels protected. They are not. Ten lakh rupees…

Times Life · Aug 12

Gold alone isn't enough for your daughter’s Streedhan. Wealth manager Aarti Gupta explains why

Wealth manager Aarti Gupta urged women to diversify beyond physical gold by building goal-based, multi-asset portfolios with SIPs, index funds and ETFs. She also advocated financial independence through personal bank accounts, emergency savings and shared household financial planning.

The Economic Times · Aug 7

In Defense of Actively Managed Funds

Index funds typically outperform actively managed ones, but owning funds run by smart people isn't as crazy as folks think. Here are some top picks.

Kiplinger · Aug 5

NFO Alert: Edelweiss Mutual Fund launches India's first REIT-based Index Fund

Edelweiss Mutual Fund has launched India’s first REIT-based index fund tracking the Nifty REITs & Realty TRI. The NFO closes on August 19, offering diversified exposure to listed REITs and real estate companies through a low-cost passive investment strategy.

The Economic Times · Aug 5

NFO Insight: Edelweiss Nifty REITs & Realty Index Fund opens for subscription. Can its 60:40 REIT-realty mix deliver?

Edelweiss Mutual Fund has launched India's first REITs-oriented index fund. This new fund offers investors a unique 60:40 mix of REITs and realty stocks. It aims to provide diversified exposure to India's growing real estate market. Experts suggest it can be a satellite allocation for long-term investors. The fund seeks…

The Economic Times · Aug 5