Active and Passive Equity Funds

Santhosh Kumar 15/11/2023
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Active and Passive Equity Funds mind map Context Active equity funds higher net inflows than passive in Q2 FY24 Equity fund definition mutual fund investing in stocks high risk for long-term substantial returns over time categorized by company size small-cap mid-cap large-cap Mutual fund operation collects money from investors invests in securities debt equity both debt and equity Active Equity Funds manager's role active in stock selection expense ratios higher due to active management portfolio management driven by various strategies trading frequency higher capital gains tax higher if held under 1 year returns relatively higher applicability for alpha generation favouring investors examples ELSS Equity Linked Saving Scheme Passive Equity Funds manager's role passive tracking of index expense ratios lower due to passive management portfolio management driven by benchmark index trading frequency lesser capital gains tax lesser if held under 1 year returns typically lesser applicability for market index allocation seekers examples Index mutual funds Exchange-Traded Funds ETFs Expense ratio explained annual maintenance charge finances fund expenses operating costs management fees allocation charges advertising costs Capital gains taxes owed on investment profits if held for at least 1 year

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