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the de facto scorekeeper of the ongoing active versus passive debate. The SPIVA India Scorecard compares the performance of actively managed Indian equity and bond mutual funds with their respective benchmark indices over 1 -, 3 , 5 and 10 year investment horizons. Full-Year 2022 Highlights
21 Μαρ 2024 · Based on first-half 2024 data, Morningstar’s investment research assesses the long-term success rates of active funds compared with passive funds. Here are the categories where active...
• The SPIVA India Scorecard compares the performance of actively managed Indian mutual funds with their respective benchmark indices over 1-, 3-, 5- and 10-year investment horizons. In this scorecard, we studied the performance of three categories of actively managed equity funds and two categories of actively managed bond funds over the 1-,
16 Αυγ 2023 · The most definitive study on passive versus active funds in India since 2013 is SPIVA India Scorecard. According to its latest report, 2 out of 3 large-cap funds did not beat S&P BSE 100 returns...
5 Μαρ 2024 · How do investors see the active/passive question? It’s impossible to know how many investors are influenced by the data presented by SPIVA over the last two decades. However, what is unarguable is that investors are increasingly favouring passive exposures over active ones.
Evolution of the passive funds industry in India Source: Association of Mutual Funds in India (AMFI), CRISIL Research Uniform categorisation by the Securities Exchange Board of India (SEBI) is another key factor that has propelled the growth of passive products, albeit indirectly. While the regulator has capped the number of
31 Μαρ 2021 · The most notable comes down to the relative outperformance of passive versus active funds. According to S&P DJI’s SPIVA ® India Mid-Year 2020 Scorecard, the S&P BSE 100 outperformed 83.08% of active funds over the three-year period ending June 2020. So the most-tracked index on the Indian ETF market outperformed over 8 out of 10 active funds.
