BUSINESS
Tata MF launches first SIF product - Titanium Hybrid Long–Short Fund
Despite multiple SIF launches in the hybrid space, Vardarajan said Tata MF’s positioning remains distinct. He believes most offerings so far fall into arbitrage-led or conservative-hybrid structures, leaving the aggressive hybrid category relatively uncluttered. This clarity, he said, should help the product stand out.
BUSINESS
Parag Parikh MF explains need for new Large Cap fund
PPFAS clarified that its upcoming Large Cap Fund will be a low-cost, Nifty 100-based offering aimed at investors seeking index-like returns with selective active advantages.
BUSINESS
MF scheme launches surge 12% YoY, large companies still dominate industry AUM
Between October 2024 and October 2025, all scheme categories showed strong growth. Equity schemes led thewith an increase from 839 to 1,021 -- a 21.7 percent rise.
BUSINESS
Soft demand, heavy rains hurt merchant power players, but renewables and regulated utilities deliver a steady quarter
Early and prolonged rains dragged peak demand down to about 200 GW from nearly 220 GW last year, cutting merchant volumes and realizations at a time when industrial activity also softened.
BUSINESS
We are not against research, but are looking for transparency, says SEBI’s Amarjeet Singh
On October 28, SEBI released a consultation paper on brokerage and other charges for mutual funds.
BUSINESS
Offshore funds sold $3.7 billion in India this year, ETFs too saw redemption
Foreign investors have sharply reversed course on India in 2025, pulling out $3.65 billion from offshore India funds year-to-date, with active strategies bearing the brunt of the selloff.
BUSINESS
Q2FY26 earnings: Defence players log strong quarter as BEL, HAL, GRSE lead growth
As the sector enters its seasonally stronger half, analysts expect Q3 and Q4 to see a clear acceleration in execution, supported by emergency procurement orders, back-ended deliveries and stable order-book visibility.
BUSINESS
Expect stronger consumption growth from Q3 onwards, 2026 outlook promising, says Mirae Asset MF CIO Neelesh Surana
Mirae's Neelesh Surana sees ample opportunities in sectors with fair valuations, with most ideas likely to see earnings growth. "A modest valuation premium is still justified, given structurally lower cost of capital," he added.
BUSINESS
Silver, Gold ETFs power up India’s passive fund AUM, but can the recent spurt sustain?
India's passive folios have risen from 4.46 crore in September to 4.82 crore in October, with the largest addition from Gold ETFs, among others, which have added more than 20 lakh investor accounts. Gold ETF folios alone rose by 11% during the month, to cross 95 lakh investors.
BUSINESS
CAMS’ AI platform, Lens, to help in compliance automation, more tools for AMCs, DPs, brokerages in the offing
The new suite of tools is expected to significantly enhance CAMS’ scale of operations, compliance automation and efficiency across the mutual fund ecosystem.
BUSINESS
Flexi-cap funds lead October equity inflows as investors seek broad-based opportunities
Flexi-cap funds that are increasingly seen as the “core” equity choice for first-time investors captured a large share of these contributions. The category has now collected Rs 57,126 crore from investors since February 2025.
BUSINESS
October’s AMFI data shows equity flows moderated, hybrid and passive stayed strong as SIPs hit new high
The newly introduced Specialised Investment Fund (SIF) category saw the launch of four strategies in October and marked its debut with net inflows of Rs 2,004 crore.
BUSINESS
SIP inflows hit Rs 29,529 crore in October; stoppage ratio at 75%
SIP assets under management (AUM) now stand at approximately Rs 16.25 lakh crore, representing about 20.3 percent of the overall mutual fund industry’s AUM.
BUSINESS
ITI AMC debuts in SIF space with equity long-short fund, NFO open till Nov 24
The NFO for Diviniti Equity Long-Short SIF fund will remain open between November 10-24, with Laukik Bagwe as the CIO - SIF and Vasav Sehgal as its fund manager.
BUSINESS
ABB India reports 13% base-order growth, expects market revival after short pause in Capex cycle
ABB India noted stable activity across multiple sectors, including renewables, cement, steel, and data centers. Sharma said the company’s positioning across 23 market segments enables it to benefit quickly when the growth cycle comes back.
BUSINESS
Singapore leads FII holdings as overall FII share drops to 16.71% in September Quarter
Free-float foreign ownership also moved lower, from 34.08 percent to 33.43 percent, while the average FII share by volume eased from 5.76 per cent to 5.65 percent.
BUSINESS
Morningstar’s Mike Coop weighs on emerging investing opportunities, AI, commodities and tariffs
Sector-wise, apart from AI, he pointed to healthcare, which “got undervalued” after sell-offs, and consumer staples, which offer resilience and relative value in uneven growth environments. Small caps globally also appear appealing.
BUSINESS
ABB India Preview: Revenue to increase 13%, margins to decline on competitive pressures
Analysts are likely to focus on management commentary around order flows, pricing power, competitive intensity, and margin trajectory.
BUSINESS
Power Grid holds FY26 capex target at Rs 28,000–30,000 crore as execution speeds up
Capex is set to rise over the next two years. “Last year, we did CapEx of about Rs 26,000 crores. This year, we are expecting about Rs 28,000 crores. Next year, it will be about Rs 35,000 crores,” Tyagi said. The company indicated that FY28 capex could be about Rs 45,000 crore.
BUSINESS
India’s pandemic-era valuation premium over EM peers falls below the decade average in 'healthy reset'
MSCI India index’s P/E premium over MSCI EM fell to 55 percent in October 2025, slipping below its 10-year average of 79 percent, said a note by Motilal Oswal.
BUSINESS
Q2FY26 Power Grid Preview: Marginal growth in revenue, profitability
Among the brokerages, Elara is the most optimistic expects revenue of Rs 11,922 crore, net profit of Rs 4,033 crore, and an EBITDA margin of 82.8 percent. Antique is the most pessimistic, estimating revenue of Rs 11,469 crore, net profit of Rs 3,690 crore, and an EBITDA margin of 85.8 percent.
BUSINESS
'Confident that we will achieve more than the Rs 27,000 crore order book guidance in FY26': BEL's Manoj Jain
The defence major expects a revenue growth of more than 15%, EBITDA margin of around 27%, order inflow of Rs 27,000 crore excluding QRSAM, R&D spending above Rs 1,600 crore, capital expenditure above Rs 1,000 crore and a steady defence-to-non-defence mix of 90:10.
BUSINESS
Bharat Electronics Q2FY26 preview: Strong revenue growth, margins may ease on product mix
The average of six brokerage estimates pegs revenue at Rs 5,335 crore, up 16.4% year-on-year from Rs 4,583 crore in Q2FY25, driven by steady execution of the company’s robust order book.
BUSINESS
Proposed brokerage fee cap may be the biggest jolt for mutual funds in Sebi’s regulatory overhaul
Industry executives are expecting a pushback from both AMCs and brokerages, as it may tighten margins. Sebi has sought feedback on the draft regulations from stakeholders by November 17, 2025.
