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Cafemutual has published the May 2025 edition of its monthly ready reckoner on passive funds. This tool is made for mutual fund distributors (MFDs) and other people in the mutual fund industry to have quick access to important passive fund data.
This month’s edition gives important details of 399 passive funds that have a minimum one-year performance track record. It shares key data like AUM, TER, tracking error, tracking difference and daily returns.
For ETFs, it also gives details like impact cost and average trading volume of the last one year, so that you can understand details such as the liquidity.
Here are the passive categories in Index and ETFs the reckoner covers:
- Large-cap, mid-cap, and small-cap
- Thematic and sector-based
- Factor-based strategies
- Debt funds like target maturity funds and liquid funds
- International funds
The ready reckoner makes it easy to explain fund performance, costs, and returns to clients in a clear way.
Click here to view the ready reckoner for index funds.
Click here to view the ready reckoner for ETFs.
To explore the ever-evolving world of Passives, join us on May 23 at Cafemutual Passives Conference at Taj Santacruz, Mumbai.
Register now!
To know more about Cafemutual Passives Conference 2025, click here!
