PASSIVE INVESTING

Passive Investing Made Simple.

Learn how passive investing works, why investors use index funds and how a simple, diversified approach can support long-term investing goals.

Simple investing approach
Broad market diversification
Designed for long-term investors
Track the Market Follow a benchmark index
Diversification Multiple companies & sectors
Passive investing and index funds explained for beginners
PASSIVE INVESTING

What Is Passive Investing?

Passive investing is an investment approach that aims to track the performance of a market index rather than trying to outperform it through frequent investment decisions.

Instead of continuously selecting individual stocks or attempting to time the market, passive investors can use diversified investment products such as index funds and ETFs that follow established market benchmarks.

The approach generally focuses on diversification, relatively lower costs, transparency and staying invested for the long term.

The objective of passive investing is not to beat the market, but to participate in market performance through a disciplined approach.

How passive investing works with index funds
KEY BENEFITS

Why Investors Choose Passive Investing

Passive investing offers a structured approach that can make long-term investing simpler and more disciplined.

Lower Costs

Passive funds generally have lower expense ratios than many actively managed funds.

Diversification

A single index fund can provide exposure to multiple companies and sectors.

Transparency

Investors can understand the benchmark and the companies represented within an index.

Long-Term Focus

The approach encourages investors to focus on long-term participation rather than short-term market movements.

COMPARISON

Active vs Passive Investing

Both approaches seek long-term investment outcomes, but their methods, costs and objectives can differ.

Feature
Passive
Active
Investment Objective
Track a market index
Attempt to outperform the market
Management Style
Rules-based
Fund manager driven
Costs
Generally lower
Usually higher
Portfolio Turnover
Generally lower
Can be higher
Diversification
Broad benchmark exposure
Depends on strategy
Performance Goal
Track benchmark performance
Beat benchmark performance

Passive investing does not attempt to predict which individual securities will outperform. It generally seeks to follow a defined market benchmark.

GLOBAL TREND

Why Passive Investing Is Growing

Simplicity, diversification and cost awareness have contributed to the growing interest in passive investment strategies.

Growth and adoption of passive investing

Cost Awareness

Investors increasingly consider the impact of fees and expenses on long-term outcomes.

Global Adoption

Passive investment products are used by investors across different markets.

Market Participation

Index-based investing provides exposure to a defined segment of the market.

Long-Term Discipline

Passive investing can support a disciplined approach to long-term wealth building.

BUSTING MYTHS

Common Myths About Passive Investing

Understanding what passive investing does — and does not do — can help investors make more informed decisions.

Passive investing aims to track market performance. Actual returns depend on the benchmark, investment period, market conditions and the specific product.

No. Passive strategies can be used by investors with different levels of experience who prefer diversified, benchmark-based investing.

Passive investing can require less day-to-day monitoring, but investors should still review their portfolio and goals periodically.

No. Passive investing remains subject to market risk because the underlying investments can rise or fall in value.
IS IT RIGHT FOR YOU?

Who May Prefer Passive Investing?

Passive investing can be considered by investors who prefer a simple, diversified and long-term approach.

Beginners

Investors looking for a straightforward way to begin learning about market investing.

Busy Professionals

Investors who prefer not to make frequent day-to-day investment decisions.

SIP Investors

Investors using systematic investing to build a long-term investment habit.

Goal-Based Investors

Investors planning for long-term financial goals and future requirements.

Long-Term Investors

Investors who prefer staying invested instead of reacting to short-term market movements.

Wealth Builders

Investors seeking diversified participation in market growth over the long term.

INVESTMENT TOOLS

Plan Before You Invest

Use MFnxt calculators to understand SIP and lump-sum investing scenarios before making investment decisions.

BEGINNER ROADMAP

Your Journey to Index Investing

Build your knowledge step by step before choosing an investment approach.

01

Understand an Index

02

Learn About Index Funds

03

Understand How They Work

04

Compare Index Funds & ETFs

05

Start Investing for the Long Term

FAQ

Frequently Asked Questions

Common questions about passive investing, index funds and long-term investing.

Passive investing aims to track the performance of a market index rather than trying to outperform it through active security selection.

It can be suitable for beginners because the approach is relatively simple and can provide diversified exposure through index-based products.

Active investing attempts to outperform a benchmark, while passive investing generally aims to track the performance of a benchmark index.

Yes. Index funds are generally considered passive investment products because they aim to replicate the performance of a benchmark index.

No. Passive investments remain exposed to market risk and their value can rise or fall with the underlying market.
KEEP LEARNING

Continue Your Index Investing Journey

Explore more educational resources, practical guides and investment calculators to build your understanding of long-term investing.

Important Information

This content is provided solely for educational and informational purposes and should not be construed as investment advice, a recommendation, solicitation or an offer to buy or sell securities or mutual fund products. Investments in securities markets are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future results.