Personal Finance – DSP Investment Navigator Series: Session on Passive Investments

The DSP Asset Managers concluded the second session of their Investment Navigator Series, a comprehensive knowledge initiative aimed at enhancing financial literacy. The session, led by Mr. Anil Ghelani, Head of Passive Investments & Products at DSP Group and Vice Chairman of the CFA Society India, focused on the “Benefits of Passive Investments.”

As part of this two-month series, Mr. Ghelani provided an in-depth analysis of investing in vanilla ETFs and Index funds for long-term portfolio growth. He highlighted the significant growth in Passive Assets Under Management (AUM), which has surged by 182% to ₹9.5 lakh crore, representing about 15-17% of the mutual fund industry and projected to reach 30%. The discussion covered key aspects such as the risk and returns of passive portfolios, expense ratios, and strategies for effectively combining active and passive funds.

The event concluded with a dynamic Q&A session, allowing participants to delve deeper into the topic. The third session of the series, focusing on actively managed funds, is scheduled for August 5, 2024.