How do I identify whether my fund is an actively managed fund or a passively managed fund?

POSTED BY ankurj.hazarika@gmail.com ON October 4, 2014 9:48 am COMMENTS (6)

Friends,

How do I identify whether my fund is an actively managed fund or a passively managed fund? Kindly let me know.

Thanks,

Ankur

6 replies on this article “How do I identify whether my fund is an actively managed fund or a passively managed fund?”

  1. ankurj.hazarika@gmail.com says:

    That’s all I wanted to know, Hemanth, Thanks a lot for your time. Have a good day ahead.

  2. ankurj.hazarika@gmail.com says:

    No, Hemanth, Load and No-load funds. Please have a look at this video. It’s a 4.5 mins video.

    https://www.youtube.com/watch?v=jM3Gyn7rF7k

    1. Hemanth says:

      In that video, he is talking about the commission that goes to the broker as load fund. That is a typical American MF example.

      In India,
      There is no Entry Load now.
      There is exit load which changes from fund to fund.

      As you have directly invested with the AMC, the plan in which you invest is called as “Direct” plan.

      If you invest via a broker, then it comes under “Regular” plan.

      The difference b/w direct and regular plans is clearly explained by Manish in the below article.

      https://www.jagoinvestor.com/2013/04/direct-plan-in-mutual-funds.html

      Do let me know if you need more info.

      Please reply to my comment so that I will get a notification to my mail and I can reply you ASAP.

  3. ankurj.hazarika@gmail.com says:

    Thanks a lot, Hemanth.

    Another question from my side please: How do I identify whether my fund is a load-fund or a no-load fund? I have recently bought an HDFC fund directly from the AMC. So, I am guessing that’s a no-load fund, right?

    1. Hemanth says:

      what do you mean by load fund and no-load fund ?

      Are you talking about Entry Load and Exit load ??

  4. Hemanth says:

    An index fund is a passively managed fund. Except that any fund is an actively managed fund.

    In general, expense ratio of actively managed fund is bit higher than passively managed fund.

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