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Best Strategy For Index Funds | Ft Anil Ghelani, CFA, DSP Mutual Fund

Original: Best Strategy For Index Funds | Ft Anil Ghelani, CFA, Head Of Passive Investments, DSP Mutual Fund

87.5K views · Nov 19, 2022 · 31:13 min · Watch on YouTube ↗

Takeaway

Pair passive large-cap index funds with active mid/small-cap funds - low costs compound massively over decades.

Summary

Anil Ghelani (DSP) explains why index/passive investing has gained huge traction with DIY investors in India.
Active large-cap funds increasingly fail to beat the index post-2018 SEBI re-classification - making index funds more attractive in large-cap space.
Mid-cap and small-cap categories still allow active managers to outperform indices - so blend passive (large) + active (mid/small).
Expense ratio matters - even 0.5% difference compounds to 15-20% wealth difference over 25 years.
Use SIPs into index funds for disciplined long-term wealth building rather than market timing.

Index FundsPassive InvestingDSPSIPExpense Ratio

Original description

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00:00 Introduction
02:44 Start of presentation
04:00 Why we invest?
04:53 What are Passive funds/Index funds?
06:33 Growth of Passive funds
10:03 Why Passive funds are growing?
13:45 Passive investment in financial planning
15:28 How to use Passive funds?
17:55 How to select Fund House?
27:08 Summary