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    Motilal S&P 500 Index Fund: 1 month on

    @resjudicata As of last declared NAV it is 10.5784 (June 3, 2020) In absolute terms it has risen by 5.7% since launch (28 -April). As per their fund document, NAV is combination of previous day closing of S&P 500 and current day currency rate at 5PM. Data - Closing Value Date | S&P 500 |...
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    Passive investing: ETF vs Mutual Funds. Do we have a new winner? (Data backed research)

    @shammysdad You mean to say there was higher tracking error in ETF's historical price due to less liquidity? I think you are overestimating that. Had that tracking error was significant we might have seen a significant difference in returns which tbh I didn't see. I can update the data to...
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    Passive investing: ETF vs Mutual Funds. Do we have a new winner? (Data backed research)

    @shammysdad 0.005% won't change much. we are talking in terms of returns so how does back testing from 2013 not a "great comparison"? ETFs have their place and advantages, returns is not one of them. MF/ETF will generate very similar returns (difference of less than 1%) but 10% is way out of line.
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    Passive investing: ETF vs Mutual Funds. Do we have a new winner? (Data backed research)

    @shammysdad You can directly simulate the investments in both products and see if they could generate 5% extra return instead of doing complicated analysis based on just expenses. I once simulated the returns of ETFs and index fund found not much difference. Here is excel In the end, MF...
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    Remember 23rd March? A Year Later

    @resjudicata On that day, many people were scared of losing their job and future income. Hindsight is always 20/20. Its sheer goodluck that we are out of this pandemic sooner than expected.
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