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Combining an Equity Index Fund with a Debt Index Fund

A comprehensive guide on Combining an Equity Index Fund with a Debt Index Fund tailored for Indian retail investors.

David Lee

8 min read

Combining an Equity Index Fund with a Debt Index Fund
Combining Nifty 50 with Momentum 30: A Core and Satellite Approach

index funds

investing

india

·

7 min read

Combining Nifty 50 with Momentum 30: A Core and Satellite Approach

Direct vs Regular Index Funds: Why You Must Never Buy Regular

index funds

investing

india

·

7 min read

Direct vs Regular Index Funds: Why You Must Never Buy Regular

Dividend Opportunities Index Funds: Are They Worth It for Retail Investors?

index funds

investing

india

·

6 min read

Dividend Opportunities Index Funds: Are They Worth It for Retail Investors?

Do You Need an Advisor to Invest in Index Funds?

index funds

investing

india

·

6 min read

Do You Need an Advisor to Invest in Index Funds?

Equal Weight Index Funds (Nifty 50 Equal Weight): Do They Perform Better?

index funds

investing

india

·

6 min read

Equal Weight Index Funds (Nifty 50 Equal Weight): Do They Perform Better?

Gilt Index Funds: Taking Advantage of Interest Rate Cycles

index funds

investing

india

·

6 min read

Gilt Index Funds: Taking Advantage of Interest Rate Cycles

How Index Funds Survive Market Crashes Better Than Active Funds

index funds

investing

india

·

6 min read

How Index Funds Survive Market Crashes Better Than Active Funds

How Rebalancing Works Inside a Nifty 50 Index Fund

index funds

investing

india

·

8 min read

How Rebalancing Works Inside a Nifty 50 Index Fund

How Retirees Can Use Index Funds for Systematic Withdrawals (SWP)

index funds

investing

india

·

5 min read

How Retirees Can Use Index Funds for Systematic Withdrawals (SWP)

How to Build a 'Bogleheads' 3-Fund Portfolio in India

index funds

investing

india

·

7 min read

How to Build a 'Bogleheads' 3-Fund Portfolio in India

How to Start a SIP in a Nifty 50 Index Fund

index funds

investing

india

·

8 min read

How to Start a SIP in a Nifty 50 Index Fund

How Tracking Error Impacts Your Index Fund Returns

index funds

investing

india

·

6 min read

How Tracking Error Impacts Your Index Fund Returns

Index Fund vs ETF: The Definitive Comparison for Indian Investors

index funds

investing

india

·

6 min read

Index Fund vs ETF: The Definitive Comparison for Indian Investors

Index Funds vs Active Funds: The Great Indian Debate

mutual funds

index funds

passive investing

active funds

·

4 min read

Index Funds vs Active Funds: The Great Indian Debate

Jack Bogle's Philosophy: Does it Work in the Indian Stock Market?

index funds

investing

india

·

6 min read

Jack Bogle's Philosophy: Does it Work in the Indian Stock Market?

Midcap 150 Index Funds: Are They Better Than Active Midcap Funds?

index funds

investing

india

·

6 min read

Midcap 150 Index Funds: Are They Better Than Active Midcap Funds?

Nasdaq 100 Index Funds: High Growth Offshore Investing

index funds

investing

india

·

7 min read

Nasdaq 100 Index Funds: High Growth Offshore Investing

Nifty 100 Index Funds: Why They are Redundant for Most Investors

index funds

investing

india

·

8 min read

Nifty 100 Index Funds: Why They are Redundant for Most Investors

Nifty 100 Low Volatility 30 Index Fund: Protecting the Downside

index funds

investing

india

·

6 min read

Nifty 100 Low Volatility 30 Index Fund: Protecting the Downside

Nifty 200 Momentum 30 Index Fund: Riding the Market Trends

index funds

investing

india

·

7 min read

Nifty 200 Momentum 30 Index Fund: Riding the Market Trends

Nifty 50 Index Funds: The Safest Equity Investment in India?

index funds

investing

india

·

7 min read

Nifty 50 Index Funds: The Safest Equity Investment in India?

Nifty 500 Index Funds: Buying the Entire Indian Stock Market

index funds

investing

india

·

6 min read

Nifty 500 Index Funds: Buying the Entire Indian Stock Market

Nifty Alpha 50 Index Funds: High Risk Active-Like Returns

index funds

investing

india

·

6 min read

Nifty Alpha 50 Index Funds: High Risk Active-Like Returns

Nifty LargeMidcap 250 Index Fund: A Perfect One-Fund Solution?

index funds

investing

india

·

6 min read

Nifty LargeMidcap 250 Index Fund: A Perfect One-Fund Solution?

Nifty Next 50 Index Funds: Higher Risk, Higher Potential Returns

index funds

investing

india

·

6 min read

Nifty Next 50 Index Funds: Higher Risk, Higher Potential Returns

Nifty SDL Plus PSU Bond Index Funds: Safe Debt Investing

index funds

investing

india

·

6 min read

Nifty SDL Plus PSU Bond Index Funds: Safe Debt Investing

Quality vs Value Index Funds: Which Factor Performs Best in India?

index funds

investing

india

·

6 min read

Quality vs Value Index Funds: Which Factor Performs Best in India?

S&P 500 Index Funds (Feeder Funds): Adding US Tech to Your Portfolio

index funds

investing

india

·

7 min read

S&P 500 Index Funds (Feeder Funds): Adding US Tech to Your Portfolio

Sectoral Index Funds: Nifty Bank, Nifty IT, and Auto

index funds

investing

india

·

7 min read

Sectoral Index Funds: Nifty Bank, Nifty IT, and Auto

Sensex vs Nifty 50: Which Index Fund Should You Choose?

index funds

investing

india

·

6 min read

Sensex vs Nifty 50: Which Index Fund Should You Choose?

Sensex vs Nifty: Analyzing 20 Years of Historical Data

index funds

investing

india

·

6 min read

Sensex vs Nifty: Analyzing 20 Years of Historical Data

Should You Invest in European or Asian Index Funds from India?

index funds

investing

india

·

7 min read

Should You Invest in European or Asian Index Funds from India?

Should You Shift Your Entire Portfolio to Index Funds?

index funds

investing

india

·

6 min read

Should You Shift Your Entire Portfolio to Index Funds?

SIP vs Lumpsum in Index Funds: What Does the Data Say?

index funds

investing

india

·

6 min read

SIP vs Lumpsum in Index Funds: What Does the Data Say?

Smallcap 250 Index Funds: Why Passive Investing is Hard in Small Caps

index funds

investing

india

·

6 min read

Smallcap 250 Index Funds: Why Passive Investing is Hard in Small Caps

Step-Up SIPs in Nifty 50: How to Reach ₹1 Crore Faster

index funds

investing

india

·

8 min read

Step-Up SIPs in Nifty 50: How to Reach ₹1 Crore Faster

Target Maturity Index Funds: A Better Alternative to FDs?

index funds

investing

india

·

6 min read

Target Maturity Index Funds: A Better Alternative to FDs?

Tax Harvesting in Index Funds: Saving ₹1 Lakh Capital Gains Every Year

index funds

investing

india

·

8 min read

Tax Harvesting in Index Funds: Saving ₹1 Lakh Capital Gains Every Year

Taxation on International Index Funds (Feeder Funds) Explained

index funds

investing

india

·

8 min read

Taxation on International Index Funds (Feeder Funds) Explained

The Danger of Backtested Data in Smart Beta Index Funds

index funds

investing

india

·

8 min read

The Danger of Backtested Data in Smart Beta Index Funds

The Over-Diversification Trap: Buying Too Many Index Funds

index funds

investing

india

·

6 min read

The Over-Diversification Trap: Buying Too Many Index Funds

The Psychological Advantage of Holding Index Funds During a Crash

index funds

investing

india

·

7 min read

The Psychological Advantage of Holding Index Funds During a Crash

The True Cost of Investing: Expense Ratios of Top Indian Index Funds

index funds

investing

india

·

7 min read

The True Cost of Investing: Expense Ratios of Top Indian Index Funds

Tracking Difference vs Tracking Error in Debt Index Funds

index funds

investing

india

·

7 min read

Tracking Difference vs Tracking Error in Debt Index Funds

What Happens When a Stock is Removed from the Nifty 50 Index?

index funds

investing

india

·

6 min read

What Happens When a Stock is Removed from the Nifty 50 Index?

What is an Index Fund? The Ultimate Guide for Passive Investors

index funds

investing

india

·

7 min read

What is an Index Fund? The Ultimate Guide for Passive Investors

What is Smart Beta Investing? An Introduction to Factor Indices

index funds

investing

india

·

7 min read

What is Smart Beta Investing? An Introduction to Factor Indices

Why Debt Index Funds are Gaining Popularity Over Active Debt Funds

index funds

investing

india

·

6 min read

Why Debt Index Funds are Gaining Popularity Over Active Debt Funds

Why Factor Funds Have Higher Expense Ratios Than Normal Index Funds

index funds

investing

india

·

8 min read

Why Factor Funds Have Higher Expense Ratios Than Normal Index Funds

Why Most Active Mutual Funds Fail to Beat the Index (And Why You Should Care)

index funds

investing

india

·

7 min read

Why Most Active Mutual Funds Fail to Beat the Index (And Why You Should Care)

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Sensex Crosses 85,000: What's Driving the Rally and Should You Invest Now?

markets

stocks

·

1 min read

Rupee at ₹95 Against the Dollar: What a Weak Rupee Means for Your Investments

economy

markets

rupee

currency

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4 min read

Top 5 Mutual Funds for New Investors in 2026: Start Your SIP Journey

mutual funds

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1 min read

New Tax Rules for FY 2026–27: Key Changes Every Salaried Employee Must Know

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1 min read

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