Passive investing1 min
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.
Passive investing1 min
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.
Passive investing1 min
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.
Passive investing1 min
No. The number of constituents can stay unchanged while positions are bought and sold.
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No. The number of constituents can stay unchanged while positions are bought and sold. Economic turnover depends on the weights entering and leaving, assets tracked and implementation. A count of names is not a traded-value calculation.
Passive investing1 min
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
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.
Passive investing1 min
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.
Passive investing1 min
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.
Passive investing1 min
No. An index represents a defined universe under its methodology.
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No. An index represents a defined universe under its methodology. Membership is not a guarantee of governance, cash generation, valuation or future return. An investor still needs company disclosures and a business assessment appropriate to the holding period.
Passive investing1 min
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.
Passive investing1 min
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.
Passive investing2 min
Index weight is a security’s share of a benchmark under its methodology.
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Index weight is a security’s share of a benchmark under its methodology. Fund weight is its share of a scheme’s measured assets. Company ownership is the holder’s share of the company’s relevant shares. The same numerical percentage can represent very different economic positions.
