Factor Investing In Mutual Funds
Outlook Money|August 2024
A blend of active and passive fund management approaches, factor investing offers diversification, but investors should ensure these factors align with their goals and risk profiles
Factor Investing In Mutual Funds

Outlook Money recently hosted a webinar as part of its “Investment Made Easy” series, spearheaded by ICICI Prudential Asset Management Company. The session, moderated by Versha Jain, featured experts Mr. Chintan Haria, Principal Investment Strategy at ICICI Prudential AMC, and Mr. Pratik Sinha, Director, Deep Wealth a seasoned advisor with extensive experience in asset management.

Understanding Factor Investing

Versha Jain kicked off the session by explaining the concept of factor investing.

Mr. Haria elaborated on the principles of factor investing, stating: “Factor investing is about selecting stocks based on defined factors such as momentum, alpha, low volatility, and value”. He emphasised that it blends passive and active management strategies, thereby offering a diversified approach to mutual fund investments.

The Mechanics of Factor Investing

This story is from the August 2024 edition of Outlook Money.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.

This story is from the August 2024 edition of Outlook Money.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.

MORE STORIES FROM OUTLOOK MONEYView All
Here's How To Claim Tax Refund If You Missed The ITR Deadline
Outlook Money

Here's How To Claim Tax Refund If You Missed The ITR Deadline

The Income-tax Act, 1961, allows the refund of any excess income tax deducted on your income beyond your actual tax liability.

time-read
1 min  |
September 2024
26 Spiels You Should Not Fall For
Outlook Money

26 Spiels You Should Not Fall For

We have a list of 26 traps that you should avoid in your journey to creating wealth

time-read
10+ mins  |
September 2024
Unified Pension Scheme
Outlook Money

Unified Pension Scheme

The Union Cabinet approved the Unified Pension Scheme (UPS) on August 24, 2024, guaranteeing 50 per cent of the salary as assured pension for central government employees.

time-read
1 min  |
September 2024
Unlocking Financial Freedom with Freedom SIP: A Beginner's Guide
Outlook Money

Unlocking Financial Freedom with Freedom SIP: A Beginner's Guide

Freedom SIP is the smartest way to finance your retirement because it allows you to ride the compounding rocket to build wealth, even by investing a small monthly sum.

time-read
2 mins  |
September 2024
Asset Allocation Strategy to Safeguard Against Market Fluctuations
Outlook Money

Asset Allocation Strategy to Safeguard Against Market Fluctuations

Invest in different asset classes, such as equities, debt, gold, etc., so that if a particular segment doesn't perform in a given situation, others will come to the rescue.

time-read
2 mins  |
September 2024
The Role of Asset Allocation in Investing
Outlook Money

The Role of Asset Allocation in Investing

A proper mix of asset allocation that aligns with investor's goals is key to the portfolio's long-term performance and reaching milestones.

time-read
4 mins  |
September 2024
Why Retirement Planning is Crucial in Life
Outlook Money

Why Retirement Planning is Crucial in Life

Retirement planning is the key if you want a financially secure life in your sunset years.

time-read
2 mins  |
September 2024
IS SENIOR HOUSING FOR YOU?
Outlook Money

IS SENIOR HOUSING FOR YOU?

Many seniors have taken refuge in senior living facilities in their twilight years as their children have moved abroad. While that may help them ward off boredom, they often come at a huge cost

time-read
7 mins  |
September 2024
WITH OR WITHOUT INDEXATION: WHEN DO HOMEOWNERS PAY LESS?
Outlook Money

WITH OR WITHOUT INDEXATION: WHEN DO HOMEOWNERS PAY LESS?

Calculating taxes under both methods-considering inflation and property appreciation-can yield a more precise result

time-read
4 mins  |
September 2024
Flexing Its Way Across Market Cycles
Outlook Money

Flexing Its Way Across Market Cycles

Very few funds meet investors' expectations of delivering superior returns across market cycles, and HDFC Flexi Cap Fund is one of them.

time-read
1 min  |
September 2024