BUSINESS
NFO launches rise in June, but mobilisation drops 52% amid volatility and product fatigue
Investors are losing interest in market themes, according to industry sources.
BUSINESS
ICICI Prudential AMC appoints record 18 merchant bankers for Rs 10,000-crore IPO
ICICI Prudential AMC, India’s largest active asset manager by assets under management, will be the first mutual fund IPO from the ICICI Group and the fifth AMC listing overall
BUSINESS
India’s first offshore fund for retail investors is here!
DSP Asset Managers has launched a fund that offers retail investors an opportunity to invest in global equities, and this time it’s a fund from GIFT City.
BUSINESS
SIP inflows rise to record Rs 27,269 crore in June, stoppage ratio continues to improve
The SIP stoppage ratio, defined as the number of SIPs discontinued as a percentage of existing SIPs, stood at 56.1% in June from around 72 percent in May 2025 and nearly 300 percent in April. The ratio reflects the percentage of discontinued or expired SIPs relative to new registrations.
BUSINESS
Equity fund inflows rise 24% in June to Rs 23,587 crore: AMFI data
On the back of mark-to-market (MTM) gains in equities, the overall net assets under management (AUM) of the mutual fund industry rose to Rs 74.4 lakh crore against Rs 72.20 lakh crore in May and Rs 69.99 lakh crore in April.
INDIA
India Inc’s earnings outlook turns uncertain with no clear growth driver
With margins peaking and revenue growth slowing, Corporate India’s earnings engine faces new constraints, according to DSP Mutual Fund’s July 2025 Netra report.
BUSINESS
Is it the right time to invest in multi-cap funds? Five reasons to consider
With a much wider base of fast-growing companies outside the top 100 stocks, multi-cap funds are structurally better placed to tap into this broader opportunity set.
MARKETS
Sitaare Zameen Par: Gold, silver and global funds shine brighter than domestic equity stars
The best-performing equity fund categories — large-cap and flexi-cap — delivered returns of 3.86 percent, while the top-performing individual equity fund returned only 13 percent over the past year
BUSINESS
A model portfolio that can beat the benchmark 100% of the time
Based on back tested data, the fund’s model portfolio delivered average 5-year annualised returns of 19% (21.5% including expenses), compared to 14% for the BSE 200 TRI. On a 3-year rolling basis, the fund returns were pegged at 18% (20.2% with expenses), again outpacing the benchmark’s 13.5%.
BUSINESS
Bajaj Finserv AMC betting big on tech, product innovation to drive differentiation: Ganesh Mohan
“We’re building better investment products, using technology to make transacting easier, and offering solutions that have a clear reason to exist,” he said adding that their goal is to deliver smarter, more relevant investment options backed by seamless digital experiences.
BUSINESS
Wired for growth: Power stocks spark rally amid demand revival, structural drivers
Both fundamentals as well as technical seems to be poised favourably for power stocks
BUSINESS
Nifty 500 companies’ margins near historical peak, profit growth slow: Experts fear liquidity alone may not be enough to sustain rally
Some experts believe without a pickup in private investment or a revival in global growth, the current environment offers limited upside. Structural constraints in consumption and absence of new export catalysts may keep the outlook cautious.
BUSINESS
Hype Vs Return: 95% of thematic funds underperform Nifty 50 even as NFO launches surge
Last month, more than 40% of the net inflow into mutual fund NFO schemes went into thematic funds.
BUSINESS
MC Explains: What are Electricity Futures and how will they impact the power sector?
In early June 2025, Sebi cleared electricity futures on both MCX and NSE, allowing to launch monthly electricity futures and marking energy derivatives.
BUSINESS
Mutual Fund Summit | Top CIOs back India's fundamentals and liquidity support amid ongoing global conflicts
Speaking at the Moneycontrol Mutual Fund Summit, leading MF CIOs said their focus continues to be on fundamentals and liquidity, given that equity and bond markets across the world are facing similar challenges.
BUSINESS
Iran-Israel war raises shipping freight rates, logistics sector tracks fuel price impact
Shipping stocks like Shipping Corporation of India gained around 4 percent, Great Eastern Shipping gained around 2 percent while logistics stocks like CCI and Allcargo Gati were trading flat to 1 percent during early trade on June 23.
BUSINESS
Sterlite Tech's turnaround taking shape, though some analysts see limited upside for now
The stock currently has limited brokerage coverage, with only three firms tracking it. Of these, two have a 'Buy' rating (Nuvama and Arihant Capital), while one (CLSA) maintains a 'Hold' from the previous quarter.
BUSINESS
How liquid and overnight funds can now help IAs and RAs meet SEBI deposit norms
SEBI has now allowed research analysts and investment advisers to use overnight funds (along with liquid funds) as a compliant form of deposit to meet their regulatory obligations. This offers a flexible, low-risk alternative to traditional fixed deposits.
BUSINESS
Defence rally riding on structural tailwinds, not just conflict sentiment, say analysts
The recent rally in defence stock has coincided with current geopolitical tensions, but the movement is more from strong order pipelines, performance and anticipated long term gains rather than on short term considerations of conflict, say experts.
BUSINESS
Mutual funds increase exposure to US tech giants in May; value of foreign stock holdings rise 10%
As of May, 13 mutual fund houses have foreign equity exposure with the total value of foreign stock holdings by mutual funds at Rs 46,287 crore.
BUSINESS
Big MFs reduce cash holdings in May; over 60% of equity schemes see a dip
Out of 43 mutual fund houses analysed, 16 increased their cash holdings while 27 reduced them. The largest cuts came from some of the biggest fund houses.
BUSINESS
If global conflicts stay contained, market impact could wear off, says Quantum AMC’s Chirag Mehta
If the middle east conflict remains restricted, or even subside, one could see the market impact wear off, said Chirag Mehta, the CIO at Quantum AMC. However, the markets are at risk of a correction as valuations have been cooled off, and there is't enough opportunity to deploy capital.
BUSINESS
Gold back in focus as equities face pressure amid growing geopolitical risks
During the day, gold prices reached their highest point in more than a month. Spot gold prices gained around 1.57 percent to reach around Rs 99,950, after briefly crossing the Rs 1 lakh mark during the trading session.
BUSINESS
Arbitrage fund inflows rise 33% in May as investors chase low risk, tax efficient options
Arbitrage funds are especially attractive due to their tax efficiency. They are treated as equity funds, offering more favourable taxation than many debt-oriented funds.
