Index Fund

A mutual fund that tracks a market index like Nifty 50.

What does it mean? (Simple)

An index fund is a type of mutual fund that simply copies a market index (like Nifty 50 or Sensex) instead of trying to beat it. Because there's no active stock-picking, index funds have very low fees (expense ratio of 0.1% to 0.5%). Over the long term, most actively managed funds fail to beat index funds after fees. Index funds are ideal for long-term investing (5+ years) and are recommended by many financial experts for beginners.

Example with ₹ numbers

A Nifty 50 index fund owns shares of all 50 companies in the Nifty 50. If Nifty goes up 12%, your investment also goes up approximately 12%.

Common mistakes to avoid

  • ⚠️Expecting to beat the market (index funds match it)
  • ⚠️Choosing high-expense index funds (compare expense ratios)
  • ⚠️Investing for short term (equity is volatile)

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⚠️ Educational only: This explanation is for learning purposes. Please consult a financial advisor for personalized advice.