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Cafemutual has reintroduced the monthly Ready Reckoner on passive funds for mutual fund distributors (MFDs) and industry professionals.
The April 2025 edition provides key data on 389 passive funds with track record of at least one year helping distributors select the most suitable index funds and ETFs for their clients.
This comprehensive guide includes critical details such as fund’s AUM, TER, tracking error, tracking difference and past returns.
For ETFs, it also gives details on impact cost and one-year average trading volume to help you understand liquidity aspect of ETFs.
The funds are grouped into categories such as:
- Large-cap, mid-cap, small-cap
- Thematic/sectoral
- Factor-based strategies
- Target maturity funds
- Debt and liquid funds
- International funds
This categorization makes it easier to find funds that align with specific client goals and risk profiles.
The Ready Reckoner is designed to empower MFDs with data-driven insights, enabling more informed and confident conversations with clients. You can clearly explain returns, costs, and performance metrics in simple, effective terms.
Click here to view the Ready Reckoner on Index.
Click here to see the Ready Reckoner on ETFs.
