An investor's query about active versus passive funds for long-term goals received expert advice. While index funds offer low costs, active management in India presents opportunities for outperformance due to information inefficiencies. A 10% annual SIP step-up is recommended to reach a Rs 7 crore corpus. The expert suggested replacing an index fund with a focused actively managed fund for better diversification and potential returns.

A 10% annual SIP step-up could boost a Rs 26,000 monthly investment towards Rs 1 crore in a decade, according to an expert. The analysis highlights portfolio overlap and suggests…

Retirees often face a dilemma investing their corpus, balancing safety with growth. Expert Abhijit Chokshi advises a diversified approach for a Rs 1 crore investment, suggesting…

An investor's query about active versus passive funds for long-term goals received expert advice. While index funds offer low costs, active management in India presents…

A financial expert reviews a Rs 43,500 monthly SIP portfolio built for a 20-year horizon and suggests minimal changes. The key recommendation is replacing one active midcap fund…