Who are Pratik Oswal & Feroze Azeez?

Definition of passive has broadened 

Blackrock's coming is just tip of the iceberg 

Customer adoption is the key answer!

Value of diversification

Mutual Fund industry's behavrioul shift 

Active funds are bigger than passive funds

Pratik's favourite funds

Investors jumping ships too early?

Not in business of money but mathematics 

Don't stick to fund managers!

Feroze's active and passive fund secrets

Some must haves passive funds int he portfolio

Closing thoughts

Welcome to the world of index funds and ETFs. Thanks to diversified holdings, lower costs and higher accessibility passive investments have really caught the fancy of investors in the last few years. They have grown at a CAGR of 55% in the last five years. Passive assets are expected to account for 40% of overall assets in India by 2027 up from 13% in 2022.

Tune in to this episode as ET’s markets editor Nishanth Vasudevan, Pratik Oswal, head of passive business, Motilal Oswal and Feroze Azeez, deputy CEO, Anand Rathi take you through the fascinating new wave of investments.

You can follow our host Nishanth Vasudevan on his social media: Linkedin & Twitter

Catch the latest episode of ‘ET Wealth & Beyond’ on etwealthandbeyond.com, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

About ET Wealth & Beyond: In partnership with The Economic Times, BSE presents the "Wealth and Beyond" podcast, a six-episode series designed to demystify the rules of investor engagement, awareness, and protection. As retail investor participation surges, navigating the complexities of securities markets and making well-informed decisions is critical. This series will feature renowned market experts, who will share insights on The Art of Investing, Traps of Tip Trading, Navigating Futures and Options and more.

By addressing these key topics, this podcast series aims to equip retail investors with the knowledge and tools they need to protect their investments and thrive in today’s markets. As securities markets evolve and the number of retail investors skyrockets, there is a need for greater awareness around investor rights, market structures, and the growing array of investment products. Investors today have access to a variety of information channels but are often exposed to unsolicited advice and promises of quick gains, leading to potential pitfalls. This series will help Educate Investors, Promote Market Integrity, Enhance Market Confidence.

Tune in to the "Wealth & Beyond" podcast series and empower yourself with the knowledge to navigate today’s financial markets responsibly.

About BSE: BSE Ltd., India’s leading exchange group, is celebrating its 150th year anniversary this year. BSE has been playing a prominent role in developing the Indian capital market. BSE is a corporatized and demutualized entity, with a broad shareholder base. BSE provides an efficient and transparent market for trading in multiple asset classes including, equity, equity derivatives, currency derivatives, commodity derivatives, interest rate derivatives, SME, startups and debt instruments.

Welcome to the world of index funds and ETFs.&nbsp;Thanks to diversified holdings, lower costs and higher accessibility passive investments have really caught the fancy of investors in the last few years. They have grown at a CAGR of 55% in the last five years. Passive assets are expected to account for 40% of overall assets in India by 2027 up from 13% in 2022.
Tune in to this episode as ET&rsquo;s markets editor <a href="https://m.economictimes.com/etreporter/author-nishanth-vasudevan-42320.cms">Nishanth Vasudevan</a>, <a href="https://in.linkedin.com/in/pratik-oswal-031a70b1">Pratik Oswal</a>, head of passive business, Motilal Oswal and <a href="https://www.linkedin.com/in/feroze-azeez/">Feroze Azeez</a>, deputy CEO, Anand Rathi take you through the fascinating new wave of investments.
You can follow our host Nishanth Vasudevan on his social media: <a href="https://www.linkedin.com/in/nishanth-vasudevan-21b75960/">Linkedin</a> &amp; <a href="https://x.com/NishanthV_ET?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor">Twitter</a>
Catch the latest episode of &lsquo;ET Wealth &amp; Beyond&rsquo; on etwealthandbeyond.com, <a href="https://open.spotify.com/show/4nTNLLeDGMuidV80OTS4u0">Spotify</a>, <a href="https://podcasts.apple.com/us/podcast/et-wealth-beyond/id1773804126">Apple Podcasts</a>, <a href="https://www.jiosaavn.com/shows/ET-Wealth--Beyond/1/mcWRpgf3XAE_">JioSaavn</a>, <a href="https://music.amazon.in/podcasts/67c6df53-d4f6-4f73-b1fe-8cd18a355b29/et-wealth-beyond">Amazon Music</a> and <a href="https://www.youtube.com/@theetpodcasts">Youtube</a>.
About ET Wealth &amp; Beyond: In partnership with The Economic Times, BSE presents the "Wealth and Beyond" podcast, a six-episode series designed to demystify the rules of investor engagement, awareness, and protection. As retail investor participation surges, navigating the complexities of securities markets and making well-informed decisions is critical. This series will feature renowned market experts, who will share insights on The Art of Investing, Traps of Tip Trading, Navigating Futures and Options and more.
By addressing these key topics, this podcast series aims to equip retail investors with the knowledge and tools they need to protect their investments and thrive in today&rsquo;s markets. As securities markets evolve and the number of retail investors skyrockets, there is a need for greater awareness around investor rights, market structures, and the growing array of investment products. Investors today have access to a variety of information channels but are often exposed to unsolicited advice and promises of quick gains, leading to potential pitfalls. This series will help Educate Investors, Promote Market Integrity, Enhance Market Confidence.
Tune in to the "Wealth &amp; Beyond" podcast series and empower yourself with the knowledge to navigate today&rsquo;s financial markets responsibly.
About BSE: BSE Ltd., India&rsquo;s leading exchange group, is celebrating its 150th year anniversary this year. BSE has been playing a prominent role in developing the Indian capital market. BSE is a corporatized and demutualized entity, with a broad shareholder base. BSE provides an efficient and transparent market for trading in multiple asset classes including, equity, equity derivatives, currency derivatives, commodity derivatives, interest rate derivatives, SME, startups and debt instruments.

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

The Pros and Cons of Passive Investing