BUSINESS
Scope to grow capacity by 25 MTPA, clinker conversion to reach 1.6x: UltraTech’s Atul Daga
UltraTech’s incremental capacity of 22.8 MTPA is primarily targeted at northern and western India, after completing the consolidation in the Southern markets.
BUSINESS
UltraTech Q2 preview: Acquisition-led volume growth, stable blended realisations, and cost efficiencies to boost earnings
UltraTech Cement's Q2FY26 revenue is expected to see a healthy uptick, with eight brokerages projecting an increase to Rs 18,427 crore, up from Rs 15,635 crore in Q2FY25.
BUSINESS
Sebi’s proposed ‘lookback period’ for broker defaults may put investors at a disadvantage, fear experts
Under the proposed amendment, only trades executed within three years before a broker is declared as defaulter would qualify for compensation from the IPF. However, some experts suggest the proposal could undermine the very purpose of the Investor Protection Fund.
BUSINESS
As investors look abroad, this fund house is betting on global diversification
The fund house currently manages three international feeder funds—the PGIM India Global Equity Opportunities Fund of Fund (FoF), the PGIM India Emerging Markets Equity FoF, and the PGIM India Global Select Real Estate Securities FoF.
BUSINESS
Samir Arora’s Flagship Helios Flexi Cap fund doubled AUM in a year: These are the high conviction bets
In September 2025, the fund increased holdings in HDFC Bank and Adani Ports while reducing exposure to Ola Electric. Cash and equivalents fell from 1.57% in August to 1.14% in September, indicating higher equity deployment.
BUSINESS
Equity MF flows moderate in September, SIPs hit record Rs 29,361 crore: Key takeaways
During September, AMFI data shows, equity mutual funds attracted net inflows of Rs 30,422 crore in September 2025, marking a 9% decline from Rs 33,430 crore in August.
BUSINESS
SIP inflows hit record Rs 29,361 crore in September; stoppage ratio rises to 76.3%
While SIP inflows reached an all-time high during September, according to AMFI data, 57.73 lakh new SIP accounts were registered, while 44.03 lakh SIPs matured or were discontinued, resulting in a SIP stoppage ratio of 76.3%, up from 74% in August.
BUSINESS
DSP Mutual Fund takes on impulsive investing with new awareness campaign to advise caution
DSP MF's Parekh said it is the industry’s responsibility to shape investors, not just acquire them. “We’ve focused too much on what drives quick acquisition and too little on what builds lasting investor behaviour."
BUSINESS
Canara Robeco AMC IPO: How it compares with listed peers
Backed by a strong equity tilt, deep penetration into smaller cities, and steadily improving cost metrics, Canara Robeco AMC enters the market with valuations below larger peers.
MARKETS
SEBI preparing action plan on quantum readiness of its regulated ecosystem: Tuhin Kanta Pandey
SEBI chief noted that the next phase of India’s market development will depend on a balanced partnership between technological innovation and regulatory foresight
BUSINESS
Can't have a technology neutral approach. We should adopt and embrace tech: SEBI Chairperson
Technology neutrality is actually not viable. Beyond a point, once a critical mass evolves, it’s very difficult to maintain neutrality, says Tuhin Kanta Pandey
BUSINESS
AI can deliver hyper-personalised, regionalised educational content for investors: Jio BlackRock’s Sid Swaminathan
Talking about the role technology can play on concerns over mis-selling in newer products like Systematic Investment Facilities (SIFs) and Micro SIPs, Swaminathan said technology can be leveraged for both real-time surveillance and investor-level personalisation.
BUSINESS
Will focus on active, retail equity assets; cost-to-income headroom available: Canara Robeco CEO Rajnish Narula
Canara Robeco AMC plans to leverage Canara Bank’s branch network and double down on alpha-generating categories to build long-term investor stickiness.
BUSINESS
More than two-third of mutual fund investors now have at least one passive fund, shows Motilal Oswal survey
Cost efficiency has been a key factor for investors to opt for passive products. The mutual fund survey showed that around 54% of investors cited low expense ratios as the main motivation, followed by diversification and simplicity.
BUSINESS
Canara Robeco aiming for investor-friendly pricing in upcoming IPO: CEO Rajnish Narula
Canara Robeco’s leadership added that around 91 percent of its assets under management come from retail investors making it imperative that small investors benefit from the IPO’s success.
BUSINESS
Edelweiss’ Altiva Hybrid Long-Short NFO aims to offer mutual fund investors AIF-like bets with tax advantage
The product aims to bridge the gap between conventional hybrid funds and Category III AIFs, offering access to special situation and derivative strategies through the mutual fund route.
BUSINESS
More than half of the investors look to 'finfluencers' for advice, shows Sebi survey
Personal networks remain the most influential. About 59% of investors consult friends, family, and colleagues before making decisions, while online communities such as Telegram, WhatsApp, Reddit, and Facebook groups also play a role, cited by 34% of respondents.
BUSINESS
Mutual funds beat stocks in popularity, Sebi survey shows
Backed by strong campaigns and digital onboarding, mutual funds have raced ahead of stocks in investor recall—even though equities have traded in India for over a century
BUSINESS
Sebi court bars Ketan Parekh from foreign travel, says he may misuse the permission
Parekh had cited family reasons in his plea, including attending a relative’s wedding, but Sebi he has in the past "used the travel permission as a cloak to disguised ongoing illegal activity".
BUSINESS
SIFs face a bottleneck: Too few hands to sell India’s newest funds
With fewer than 1,500 licensed distributors, AMCs launching Specialised Investment Funds risk running into a capacity wall. But they are scaling training, and counting on rich customers coming directly.
BUSINESS
How markets will assess RBI MPC's decision: Six factors to watch for equity investors
A note by Nuvama said the RBI may first evaluate the impact of GST rationalisation on consumption before considering a rate cut, while JM Financial said the MPC’s commentary will be critical, regardless of whether it maintains the current stance or signals future easing.
BUSINESS
Sandeep Tandon’s Quant MF raging ahead with long–short SIFs launches — 2 live, 3 more coming
Having launched long–short flexicap equity and hybrid long–short strategies, Quant aims to redefine mutual fund investing with a suite of alpha-driven portfolios under its SIF platform
BUSINESS
Mutual funds stay loaded up on Indian pharma - even as Trump turns up the heat
Domestic fund managers are doubling down on pharma heavyweights, betting resilience and global scale will trump trade war tremors.
BUSINESS
FIR filed against Marcellus Investment Managers' CFO for alleged misappropriation of funds
The FIR adds that Gupta allegedly admitted to diverting funds worth Rs 1.18 crore to settle personal credit card bills and other private expenses.
