BUSINESS
MF assets cross Rs 80 lakh cr on broad-based inflows; equity, hybrid and ETFs drive Nov momentum
Systematic Investment Plan (SIP) inflows remained healthy at Rs 29,445 crore, down just 0.3% MoM due to the month ending on a weekend.
BUSINESS
SIP inflows stay near record at Rs 29,445 crore in November despite high stoppage ratio
The decline in flows for the month, according to AMFI's Venkat Chalasani can be attributed to month-end dates falling on a weekend, which pushed some contributions into early December and did not signal a slowdown.
BUSINESS
Here’s what Samir Arora-backed Helios MF’s flagship Flexi Cap bought and sold in November
The fund maintained positions in high-conviction sectors such as financials, energy, and technology and made major movements in two recently listed IPOs.
BUSINESS
India’s MF AUM could surge past Rs 300 lakh crore as SIP ticket sizes jump across investor segments: Report
Salaried millennials in metros now contribute the largest SIP amounts, with average monthly SIPs around Rs 10,000
BUSINESS
ICICI Prudential AMC IPO opens today: Here is how it stacks up against peers
Currently, there are around five listed peers: HDFC AMC, Nippon Life India AMC, UTI AMC, Canara Robeco AMC and Aditya Birla Sun Life AMC.
BUSINESS
IndiGo earnings estimates take a sharp knock as analysts price in higher costs, slower capacity growth
Analysts have cut earnings for the year by 20 per cent or more accounting for cancellation costs, rising employee costs and the ongoing disruption.
BUSINESS
ICICI Prudential AMC's Nimesh Shah says 'attrition not a concern'
Answering a media query on the possible extension of CIO S Naren's tenure, Shah acknowledged Naren’s credibility and influence at the fund house but did not comment on the extension of his tenure.
BUSINESS
India is an infinite market at the right price: ICICI Pru AMC's Nimesh Shah bets on scale over margins
As the AMC heads into its IPO, Shah says low fees strengthen — not strain — the business, backed by counter-cyclical products and a rapidly maturing investor base.
BUSINESS
ICICI Prudential AMC to launch three SIF products; CEO Nimesh Shah sees opportunity, not cannibalisation
India’s second-largest fund house readies three SIF products as it debuts on the bourses; Shah says the new category will complement—not dilute—its MF franchise.
BUSINESS
RBI Monetary Policy: Fund managers weigh strong GDP, soft inflation, and INR depreciation concerns
Rupee pressures are central to expectations for liquidity measures. With the RBI intervening through dollar sales, liquidity has tightened and short-end rates have risen. This increases the likelihood that the RBI may turn to OMOs or similar tools to ease conditions.
BUSINESS
India’s star fund managers are walking out — but the old guard is marching back in
Prominent fund manager exits have sharpened concerns around succession depth, consistency of investment style and the ability of large funds to sustain alpha at scale.
BUSINESS
Banking, Consumption, E-commerce and Healthcare could be key investment themes for 2026: Kotak AMC’s Harsha Upadhyaya
Looking ahead to earnings, Upadhyaya said the short-term weakness is likely to give way to a broad-based revival
BUSINESS
Indian economy doing well but we need to invest in R&D: Kotak AMC’s Nilesh Shah
We have depreciated significantly against currencies. Can we take advantage of this currency depreciation to push our exports? If that happens, growth could get supported overall, says Shah
BUSINESS
“We want to be like a squirrel - agile, flexibile and balanced,” says Abakkus' Sunil Singhania
Abakkus makes MF debut with flexi-cap fund as Sunil Singhania eyes bigger pie of the investment pie after rapidly scaling up his PMS/AIF
BUSINESS
Union AMC sees India Inc earnings growth rising to mid-teens; sees opportunities in consumption space
CIO Harshad Patwardhan said the AMC’s upcoming consumption fund will be constructed using its RISE framework—Reach, Intermediates, Spend-up, Experience—to capture new-age consumption behaviour across 19 AMFI-classified sectors
BUSINESS
MF leaders welcome SEBI’s REIT-as-Equity Move; tax opportunities seen as advantages amid liquidity concerns
SEBI’s move to classify REITs as equity from January 1 is expected to boost mutual fund participation by easing regulatory limits.
INDIA
Meesho breaks from new-age playbook with a sensibly priced IPO
Analysts say conservative pricing, reduced OFS and improving unit economics limit downside in one of India’s few pure social-commerce plays
BUSINESS
Global brokers turn bullish on India on strong earnings, easing valuation concerns
Brokerages like Goldman Sachs now see a case for Indian equities to outperform over the coming year, upgrading India back to Overweight with a Nifty target of 29,000 for end-2026.
BUSINESS
Eyeing debt reduction and capacity expansion with Rs 922-crore IPO: Aequs CEO Aravind Melligeri
Aequs intends to spend Rs 433.2 crore of fresh issue proceeds for repayment of certain loans, Rs 64 crore to buy machinery and equipment, and the remainder funds for inorganic growth and general corporate purposes.
BUSINESS
Oil & Gas sector profit grows in Q2FY26 on inventory gains, but analysts see mixed outlook ahead
The most significant contributor this quarter was inventory gains at OMCs. In oil & gas, companies buy crude at a certain price, process it, and whatever inventory is left at the end of the period is revalued at the current market price as per accounting norms. So if crude prices move up, the value of that inventory increases and profits shoot up.
MARKETS
Brokerages meet SEBI to present case for status quo on research fee, raise concerns on MF proposal
SEBI has proposed a major overhaul of the Total Expense Ratio (TER) framework for mutual funds to improve transparency and lower costs for investors.
BUSINESS
Large-cap profit share drops to 73% even as Nifty 500 earnings rise in Q2FY26
During the quarter, Nifty 500 margins expanded 130 basis points YoY but contracted 17 basis points sequentially. Kotak noted that excluding BFSI, metals, and oil & gas, margins fell 40 basis points YoY and 70 basis points QoQ, with the overall improvement primarily attributed to lower raw material costs, even as employee expenses continued to rise steadily.
BUSINESS
Nearly one-third of Nifty is ‘uninvestable’; there is a need for focus on corporate governance: Quantum Advisors
At a media meet held by Quantum Advisors along with the International Corporate Governance Network (ICGN) CEO Jen Sisson in Mumbai, Quantum founder Ajit Dayal said, “From our perspective, from our integrity score, maybe 30 percent of the index is uninvestable. It shows the gap between what the reporting standards are and what the practices are.”
BUSINESS
India’s capex story: Govt spending up 40%, order books rise 21%, says CareEdge
An analysis of 1,899 listed non-financial companies showed corporate capex rising 11% Rs 9.4 lakh crore in FY2025, with the bulk of spending concentrated in oil and gas (19%), power (15%), telecom (10%), automobiles (9%), iron and steel (7%) and non-ferrous metals (5.5%).
