Dealplexus

  The Indian mutual fund industry is witnessing a paradigm shift in 2025, with a growing segment of informed investors turning to factor-based investing , also known as Smart Beta. This trend is reshaping how people approach mutual fund investment in India , offering an innovative middle ground between active and passive strategies.     What Is Factor-Based Investing?   Factor-based mutual funds are designed to systematically track investment factors, such as value, momentum, low volatility, quality, and size, that drive long-term returns. Unlike traditional index funds that track broad market indices like Nifty 50 or Sensex, Smart Beta funds apply these factors to build rule-based portfolios aimed at outperforming the benchmark with lower risk.     These funds are gaining prominence among investors who want data-driven performance without paying high management fees typically associated with active funds.     Why It’s Gaining Traction in India...

  Something has quietly shifted on the Indian investment scene. Investors who once felt satisfied with equities, bonds, and the occasional stash of gold now find themselves itching for something sharper. That restless mood has pushed Alternative Investment Funds from the boardrooms of ultra-HNWIs toward everyday wealth conversations.    The steer toward these vehicles is as much a mindset upgrade as it is a market gimmick. Advisors say it reflects a broader, more global way of thinking about risk, returns, and genuine portfolio hedges.      Alternative Investment Funds are loosely described as privately pooled pots overseen by SEBI. Inside that envelope, managers can travel through venture capital, distressed debt, real estate, or even projects tagged social impact.      Because the framework sits outside the daily glare of listed markets, it usually involves longer lock-ins, heftier minimums, and noticeable gaps in liquidity. To a patient,...