News From Press Select index factor fund based on high conviction and risk appetite

Select index factor fund based on high conviction and risk appetite

Source: Business Standard Jan 7, 2025

Ajay Singh (name changed on request), a 35-year-old Noida-based lawyer, plans to invest in factor (or smart-beta) funds in 2025. However, upon reviewing their performance, he found that their returns vary significantly from year-to-year. While the alpha index outperformed in 2024, value led in 2023 and 2022. With so much variation in performance, how should retail investors like Singh choose a factor index fund or exchange-traded fund?

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