BUSINESS
SEBI allows continuance of Retirement and Children’s Funds, but can the category find scale?
Many fund -houses with existing solution-oriented funds maintained that they will continue to keep their funds due to continued demand from investors and are assessing Lifecycle Funds as a future category.
BUSINESS
Nearly 50% of market cap is at reasonable valuation: DSP MFs Sahil Kapoor
Kapoor explained that valuations have now eased with the Nifty closer to around 19x, even as earnings remain subdued and expectations are muted. This combination of lower valuations and weak sentiment, he said, creates a more favourable entry point for investors.
BUSINESS
SIP returns trail category averages across market-caps, but gaps narrow over time
Market experts say this divergence is largely a function of recent market conditions
BUSINESS
SBI MF outruns peers on growth, powered by B30 surge and distribution edge
Revenue jumps 66% in three years, profit up 90%, as expansion beyond top cities drives next leg of scale
BUSINESS
New GST structure for TER could impact SEBI-regulated small MF distributors as new rules take effect April 1
Distributors often work with multiple asset management companies, and the revised framework requires tracking GST-related cash flows across each relationship, maintaining documentation, and ensuring timely compliance. For smaller firms with limited back-office capacity, this could prove challenging.
BUSINESS
Powerica eyes zero-debt post IPO, bets on data centre-driven growth and wind power demand
Powerica aims to raise Rs 700 crore by issuing new shares, while promoters will be selling shares worth Rs 400 crore via offer-for-sale.
BUSINESS
MFs boost healthcare exposure, turn overweight on earnings recovery and valuations
The Nifty Pharma index has held up better than the broader Nifty 50 during recent market weakness. Over the past one month, pharma is up 0.2% compared with an 8.9% fall in the Nifty 50. On a year-to-date basis, pharma is down 0.8%, versus a 10.3% decline in the benchmark.
BUSINESS
Rajeev Thakkar’s PPFAS Flexi Cap Fund adds MGL, IGL in Feb, exits MCX
Banks continue to dominate the sector allocation in the portfolio, accounting for about 20 percent of the holdings, followed by exposure to power, IT software, automobiles and consumer businesses.
BUSINESS
Mutual fund inflows stay resilient despite market volatility in February as gold ETF flows moderate
The steady inflows helped lift the mutual fund industry’s assets under management (AUM) to Rs 82.03 lakh crore, a 1.3 percent increase from January.
BUSINESS
SIP inflows at Rs 29,845 crore in February; stoppage ratio at 76%
Data released by the Association of Mutual Funds in India (AMFI) shows that monthly SIP contributions stood at Rs 29,845 crore in February 2026, compared with Rs 31,002 crore in January.
BUSINESS
Gold ETF inflows decline to Rs 5,255 cr in February from Rs 24k cr in January
Across passive fund categories, total inflows stood at about Rs 13,879 crore in February, significantly lower than the record Rs 39,954 crore seen in January
BUSINESS
Crude futures see long build-up as supply concerns fuel bullish bets
Market sentiment remains strongly bullish, largely supported by geopolitical tensions and fears of supply disruptions.
BUSINESS
Oil prices in 'unprecedented territory', could go up to $150 per barrel: Experts
Analysts see the current surge as unlike previous price shocks because it reflects actual offline supply rather than perceived disruption, making futures highly unpredictable.
BUSINESS
Samir Arora's Helios Flexi Cap Fund adds Tata Motors in February; exits REC, KPIT Technologies
The fund’s largest holdings at the end of February included HDFC Bank (4.59 percent of AUM), Reliance Industries. (4.55 percent), ICICI Bank (4.49 percent), Adani Ports and Special Economic Zone (4.13%) and State Bank of India (3.49 percent).
BUSINESS
56% of women now invest independently; mutual fund participation among women rises to 44%: DSP MF study
In 2025, 56 percent of women reported making investment decisions on their own, compared with 44 percent three years ago. Among men, 68 percent say they largely decide independently, up from 65 percent in 2022. While men still report higher autonomy, the gap between genders has narrowed.
BUSINESS
Tourism, infra funds most impacted as Equity NAVs slide amid West Asia tensions
On March 2, the Nifty and Sensex fell 1.24% and 1.29%, respectively, while the Nifty 500 declined 1.43% during the session.
BUSINESS
History shows oil prices spike first, stabilise later during period of conflict: Equirus Securities
Although Iran currently accounts for roughly 3% of global oil production, its strategic importance lies in its proximity to the Strait of Hormuz, the narrow passage through which about one-fifth of global oil and significant volumes of liquefied natural gas transit.
BUSINESS
End of 'look-alike' NFO era? MF industry weighs in on SEBI’s fund regulation shake-up
Instead of goal-labelled schemes, lifecycle funds will be structured around time horizons—such as five, ten, or fifteen years with asset allocation automatically shifting from equity to lower-risk assets as maturity approaches.
BUSINESS
Solar stocks in pain on Trump's 126% tariff shock but experts see limited long-term impact
Analysts said that while the development is sentimentally negative and could disrupt export flows in the near term, the direct earnings impact on most companies appears limited.
BUSINESS
Sectoral, thematic fund inflows fall 88% YoY as volatility spurs shift to diversified bets
The segment’s share in total net inflows into open-ended equity-oriented funds dropped to 4.34 percent from 22.72 percent a year ago, a steep fall from over 55 percent at its peak in mid-2024.
BUSINESS
Utilities steady in Q3 as capex momentum offsets weak demand; merchant, renewables face pressure
Power demand continued to be a challenge declining 1% year-on-year to 393 billion units in Q3FY26 amid the impact of an extended monsoon.
BUSINESS
Defence players post steady Q3 earnings amid strong execution; valuations remain elevated in select names
Analysts noted that overall, the quarter was healthy for most defence players, barring select names such as Bharat Dynamics Limited.
BUSINESS
ABB India preview: Revenue growth expected to stay modest; margins may contract on cost pressures
Analysts will closely track order inflow momentum, particularly large-ticket project wins and conversion of the enquiry pipeline into firm orders. Commentary on segmental performance, especially the pace of recovery in Process Automation and the sustainability of growth in Robotics and Motion, will be important.
BUSINESS
Parag Parikh Flexi Cap adds CIE Automotive, CMS Info Systems in January; ups stake in TCS, ITC
The top holdings of the Parag Parikh Flexi Cap Fund remained concentrated in large-cap financials and defensives.
