A beginner’s guide to factor investing: Tailor portfolios with low-cost funds
The mutual fund industry in India has witnessed remarkable growth over the past decade, transforming into one of the fastest-growing markets globally. The industry is experiencing significant increase in investor participation, driven by rising financial literacy, digital penetration, and the growing popularity of systematic investment plans (SIPs).
Last 10 years has seen emergence of Index Funds and ETFs in India. From a 2% of overall AUM in 2014, it has grown to over 17% in June 2024 (with total AUM greater than 10,00,000 crores). This rapid expansion has prompted Asset Management Companies (AMCs) to innovate and introduce new strategies to cater to the evolving needs of investors. Among these strategies, factor investing has emerged…
