BUSINESS
Hedge-style funds for the mass market are here, with SIFs lining up long-short fund launches
Edelweiss, SBI and Quant roll out long–short Special Investment Funds, promising hedge-fund flair with mutual fund accessibility — but performance history raises big questions.
BUSINESS
Mutual Funds Seen Trimming Tech Bets as Visa Fees, Wage Pressures Darken Outlook
Funds may deepen underweights in Indian IT as Trump’s H-1B shock, looming wage hikes and outsourcing taxes threaten earnings visibility.
BUSINESS
Mutual funds rev up bets on automobile sector on GST cuts, festive tailwinds
Auto weight in MF portfolios hits a 10-month high as managers add Maruti, Hero, Bajaj and Ashok Leyland; GST cuts and seasonal demand seen as immediate catalysts.
BUSINESS
Nifty faces broad FY26 earnings downgrades as banks, autos, IT bear the brunt
Three-quarters of index companies see cuts as weaker demand, lower margins and softer credit growth weigh on outlook
BUSINESS
Mutual funds betting on global markets outpace local equities — here are the funds open for Indian investors
Global funds that have delivered as much as 31% returns over the past year—far ahead of the 2–5% gains posted by most domestic large- and flexi-cap funds.
BUSINESS
New investor registrations decrease 18% in August after five months of gains
NSE’s total registered investor base still climbed to 11.9 crore in August even as the pace of additions eased.
BUSINESS
Mutual fund industry welcomes B-30 incentive revival but expects limited flow benefit
Distributors will receive 1% of the first application amount or the total first-year SIP investment, capped at Rs 2,000 per investor, for inflows from new individual investors using a new PAN in B-30 cities.
BUSINESS
Midcap fund category saw highest-ever net inflow in August at Rs 5,331 crore
Data from AMFI further shows that Mid Cap fund category accounted for the second-highest quantum of flows — after Flexi Cap — among all equity-oriented scheme categories.
MUTUAL-FUNDS
Mutual fund folios near record 25-crore mark but pace softens in first 5 months of FY26
While the cumulative number is at a record high, nearing the 25-crore mark, the pace of growth has slowed compared to the first five months of FY25
BUSINESS
Gold, silver ETFs continue to shine as investor demand propels strong inflows
In August, Silver ETFs saw net inflows of Rs 1,759 crore, with assets under management rising from Rs 22,963 crore in July to Rs 26,294 crore
BUSINESS
AMFI Key Takeaways: Mutual fund flows ease in August after July surge; SIPs and ETFs remain steady
The industry added around 15 lakh new folios during the month, taking the total to 24.89 crore, while retail folios for equity, hybrid, and solution-oriented schemes rose to 19.64 crore.
BUSINESS
After a record July, August SIP inflow dips marginally as volatility and foreign outflows weigh
Equity mutual funds saw inflows of Rs 33,430 crore in August 2025, marking the 54th positive month. Among categories, flexi-cap funds led with Rs 7,679 crore, followed by mid-cap and small-cap funds. The number of SIP accounts in August stood at 9.59 crore, up from 9.45 crore in July.
BUSINESS
GST reforms positive for defence manufacturers, but benefits for listed players likely limited
Some companies, including Hindustan Aeronautics (HAL) in helicopters and Solar Industries in drones, may see incremental advantages, but analysts stress that these are unlikely to translate into significant margin expansion.
BUSINESS
Declining asset turnover dragging down India Inc’s RoE: DSP Netra report
DSP Netra’s latest report suggests the weakness stems from declining asset turnover. In the 2003–07 cycle, for instance, the report notes that companies generated nearly Rs 150 in sales for every Rs 100 of assets. Today, that figure has slipped to Rs 120–130.
BUSINESS
GST Windfall: Where fund managers are buying, where they’re bailing
Tax cuts likely to spur demand in cars, cement and durables, but stretched valuations keep fund managers selective
BUSINESS
India’s share in global market capitalisation weighed down by tariffs, valuations and outflows
India continues to rank among the top ten contributors to global equity wealth, with these leading economies collectively accounting for 82.8 percent of worldwide market capitalization.
BUSINESS
Silver FoFs emerge top performers, outpace equity, hybrid, debt-oriented FoFs
FoFs invest in other mutual funds or ETFs rather than directly in stocks or bonds. Silver FoFs, for example, invest in silver ETFs, which hold physical silver. This structure provides diversification and convenience, with only a small additional cost.
BUSINESS
Gold, silver ETFs surge on hopes of Fed rate cut; momentum likely to continue amid festival season
Among gold ETFs, Nippon India Gold BeES rose 1.49 percent to Rs 86.61, while HDFC Gold ETF advanced 1.59 percent to Rs 89.43. SBI Gold ETF and ICICI Prudential Gold ETF gained 1.67 percent and 1.77 percent, respectively.
BUSINESS
Union Mutual Fund launches All Cap FoF, says first SIF product coming in November
Nair explained that the Equity All Cap Active FOF is a product designed to simplify equity investing by dynamically allocating across large-cap, mid-cap, and small-cap Union MF equity schemes.
MARKETS
MF distributor growth in FY25: NJ Indiainvest tops with Rs 2,608 cr in gross commissions, SBI boasts of largest AUM
The mutual fund industry saw continued growth in FY25. As of July 31, total AUM reached Rs 75.36 lakh crore, up 21.6 percent from Rs 61.98 lakh crore in July 2024
BUSINESS
Real estate stocks show steady performance, yet mutual funds remain wary
Companies such as Sobha, Raymond, and Prestige Estates are trading significantly above their 10-year historical averages, suggesting either overvaluation or growth expectations already priced in
BUSINESS
Amidst rally, US tech stocks continue to find favour in Indian MF portfolios
In July, the value of Indian mutual funds’ foreign equity holdings rose on average by roughly 6.4 percent to Rs 51,705.99 crore.
BUSINESS
What to watch for in Reliance Industries’ 48th AGM?
With nearly 44 lakh shareholders, the AGM is expected to see announcements that could set the tone for RIL’s next phase of growth across digital, retail, and energy businesses.
BUSINESS
Under-30 investor share slips marginally, but continue to drive fresh market participation
Data from the latest NSE Market Pulse report shows the under-30 group saw a decline from 39.5 percent in March. This marks the first dip after several years of steady growth, during which the segment rose from 22.6 percent in March 2019 to nearly 40 percent by March 2024.
