India’s BEST INDEX FUND Portfolio for the Long Term ➡ My Picks after Analyzing Hundreds of Schemes

Описание к видео India’s BEST INDEX FUND Portfolio for the Long Term ➡ My Picks after Analyzing Hundreds of Schemes

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There are over 250 Index Funds in India and picking the best one for your passive investing portfolio can be quite the task. And so, in this video, we narrow down from a pool of 153 equity-oriented index funds to just 11 index funds that I'll like in my long-term index fund portfolio. I've call this my IPL, my Index Premier League because just like an IPL team where one needs the right combination of batsmen and bowlers for a winning season, an investment portfolio requires the right mix of index funds to ensure robust performance.

In the creation of this video, I delved into the performance of index funds, looking at trailing, rolling and even annual performance as I looked at 4 categories of index funds:
1. Broad-market index funds such as the Nifty 50, Nifty Next 50, Nifty Midcap 150 etc. that are market cap based
2. Strategy index funds such as the Nifty 200 Momentum 30, Nifty Alpha 50, Nifty Midcap 150 Momentum 50, Nifty 50 Value 20 etc. that are based on single or multiple factors; these are also called factor-based or smart beta index funds
3. Sectoral and thematic index funds panning areas like banking, financial services, auto, IT, healthcare, pharma, realty, housing, manufacturing, infrastructure etc. These indices often go through business cycles, resulting in fluctuating performance
4. International index funds such as the Nasdaq 100 and Hang Seng Tech Index which ensures our index fund portfolio has global exposure and diversification

👉 Additional Readings/Resources:
▹ PDF on Nifty Indices methodology: https://www.niftyindices.com/Methodol...
▹ Video on Factor-based Index Investing:    • BEAT the Nifty by 10% with Smart BETA...  
▹ 11 Different Types of Index Funds:    • 11 Different Types of Index Funds in ...  
▹ TWO Mutual Funds in my Lifetime Portfolio:    • I'll Select These TWO Mutual Funds fo...  
▹ Why Momentum Investing is 15% of my Portfolio:    • Why Momentum Investing is now 15% of ...  

👉 Video Chapters:
00:00 Top Index Funds in India
01:25 Different Types of Index Funds
04:21 Broad-market Index Funds
08:34 Strategy Index Funds
11:31 Sectoral & Thematic Index Funds
14:39 International Index Funds

#bestindexfund #topindexfunds #indexfunds #indexfundinvesting

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

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