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Passive investing

40 guides
Passive investing1 min

Which companies enter Nifty500 Shariah in the October 2026 review?

The notice names Anupam Rasayan India, Emmvee Photovoltaic Power, Inventurus Knowledge Solutions, LG Electronics India, Vijaya Diagnostic Centre and Waaree Energies as additions, effective 30 October after…

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The notice names Anupam Rasayan India, Emmvee Photovoltaic Power, Inventurus Knowledge Solutions, LG Electronics India, Vijaya Diagnostic Centre and Waaree Energies as additions, effective 30 October after the 29 October close. This is a dated membership list, not a ranking or return forecast.

TRY IT WITH YOUR INPUTSFind and research a scheme Search the full scheme name, then check the plan, option and data date. This research view does not show your private folio or order status.
Passive investing1 min

Do Nifty50 Shariah, Nifty500 Shariah and Nifty Shariah 25 change together?

Not necessarily. They are distinct benchmarks and can have different membership outcomes in the same review.

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Not necessarily. They are distinct benchmarks and can have different membership outcomes in the same review. The October 2026 notice shows why one index’s additions or exclusions should not be copied into another simply because both names contain Shariah.

TRY IT WITH YOUR INPUTSFind and research a scheme Search the full scheme name, then check the plan, option and data date. This research view does not show your private folio or order status.
Passive investing1 min

Can a screened fund be concentrated even if its parent index is broad?

Yes. Applying eligibility rules can change the available companies and sector mix.

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Yes. Applying eligibility rules can change the available companies and sector mix. A broad parent universe does not guarantee the screened portfolio has the same diversification. Review the actual retained holdings and their weights rather than assume the parent’s breadth carries through unchanged.

TRY IT WITH YOUR INPUTSPortfolio analysis Review combined holdings, overlap and exposure. Check coverage, disclosure dates and any sign-in or plan requirements.
Passive investing1 min

Does a lower stock weight prove a fund manager sold shares?

No. Percentage weights can change because prices or other parts of the portfolio change.

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No. Percentage weights can change because prices or other parts of the portfolio change. A mandate-driven rebalance can also differ from a discretionary sale. To establish transactions or motive, examine quantities, prices, corporate actions, flows and the fund’s mandate where those data are available.

TRY IT WITH YOUR INPUTSPortfolio analysis Review combined holdings, overlap and exposure. Check coverage, disclosure dates and any sign-in or plan requirements.
Passive investing1 min

Does exclusion from a Shariah index mean a sell rating?

No. A screened-index exclusion establishes that the security leaves the specified benchmark under its review process.

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No. A screened-index exclusion establishes that the security leaves the specified benchmark under its review process. It does not, by itself, allege misconduct, announce default or publish a general sell recommendation. It also does not prove removal from every unscreened index.

Passive investing1 min

What is a screened stock index?

A screened index applies stated eligibility criteria to define its investment universe.

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A screened index applies stated eligibility criteria to define its investment universe. It can differ from a broad-market index even when both use similar company names. Eligibility under a screen is not the same as a valuation recommendation or a guarantee of future performance.

TRY IT WITH YOUR INPUTSFind and research a scheme Search the full scheme name, then check the plan, option and data date. This research view does not show your private folio or order status.
Passive investing1 min

When does Fusion CX enter the Nifty IPO index?

The 23 October 2026 NSE Indices notice schedules Fusion CX, symbol FUSIONCX, to enter Nifty IPO from 28 October after the 27 October close.

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The 23 October 2026 NSE Indices notice schedules Fusion CX, symbol FUSIONCX, to enter Nifty IPO from 28 October after the 27 October close. No exclusion accompanies this addition in the notice. It is a specific benchmark change, not an earnings forecast.

TRY IT WITH YOUR INPUTSFind and research a scheme Search the full scheme name, then check the plan, option and data date. This research view does not show your private folio or order status.
Passive investing1 min

Why compare tracking results and costs after an index change?

A tracker’s investor outcome depends on implementation and expenses as well as benchmark membership.

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A tracker’s investor outcome depends on implementation and expenses as well as benchmark membership. The announcement alone does not show the price at which a fund adjusted or how closely it delivered the intended exposure. Compare matching periods and the exact scheme rather than one event-day return.

TRY IT WITH YOUR INPUTSCompare mutual funds Compare the same plan and option over matching dates, then inspect risk and holdings alongside returns.
Passive investing1 min

Does a missing stock in a fund dashboard prove zero exposure?

Not necessarily. The available disclosure may be older, incomplete or mapped differently from the actual security.

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Not necessarily. The available disclosure may be older, incomplete or mapped differently from the actual security. A missing observation should be labelled as a coverage or identification question until the relevant dated portfolio is checked. Unknown and zero are different states.

TRY IT WITH YOUR INPUTSFind and research a scheme Search the full scheme name, then check the plan, option and data date. This research view does not show your private folio or order status.
Passive investing1 min

How do I combine direct shares and mutual-fund exposure to the same company?

Add the value of direct shares to each scheme-level look-through amount for the same security.

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Add the value of direct shares to each scheme-level look-through amount for the same security. Use consistent dates and identifiers where possible. Do not add the full value of every fund that owns the company, because only its disclosed portion is the stock exposure.

TRY IT WITH YOUR INPUTSPortfolio analysis Review combined holdings, overlap and exposure. Check coverage, disclosure dates and any sign-in or plan requirements.
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