BUSINESS
Tough times for equity MFs as only 26% funds manage to beat benchmarks in January; share plunges from 61% in December
“FII outflows have pressured stock prices, making it difficult for markets to sustain rallies. Until FII selling slows, markets may continue to face resistance despite local buying,” said Sreshta
BUSINESS
Mutual fund ownership in NSE-listed firms hits record high; FPIs' share plunges to 13-year low
India Ownership Report by NSE reveals mutual funds now own 12.2 percent stake in Nifty 50 firms, 10.5 percent in Nifty 500, and 10 percent in the overall universe of NSE-listed companies.
BUSINESS
NSDL, CDSL join hands with Sebi for a Unified Investor Platform, Madhabi Puri says investing getting democratized
The platform will consolidate fragmented financial data into a single, accessible space, and promises to revolutionize how investors manage their portfolios.
BUSINESS
'Butterfly' Effect: Investors shy away from ETFs in volatile times, share in total AUM hit for seventh month
Some experts have attributed this dip to ‘butterfly investors’, referring to retail participants who move funds swiftly between different categories of schemes, based on momentum, in an attempt to maximise gains.
BUSINESS
Arbitrage funds catch investor fancy as flows hit Rs 4,300 crore in January
Arbitrage funds are more tax-efficient than fixed-income investments wherein tax rates are typically higher, particularly for those in higher tax brackets.
BUSINESS
India-focused ‘active’ offshore funds see inflows amid uncertainty and earnings slowdown
Total actively managed offshore funds accounted for $74.7 billion in December 2024, up from $72.5 billion in June
BUSINESS
SBI MF launches Rs 250 SIPs under 'JanNivesh' scheme, SEBI chief Buch says 'one of my fondest dreams...'
The scheme is set to provide affordable investment opportunities to a larger part of the society.
BUSINESS
SIP stoppage ratio jumps in January; are investors turning cautious on SIPs?
Data for the month of January shows that the stoppage ratio surged to nearly 109 percent, a significant jump from 82.73 percent in December and 60.72 percent in September last year.
BUSINESS
Walking the talk: ICICI Pru MF least exposed to small, midcaps among top five fund houses
Data from Morningstar shows that SMID stocks accounted for a little over 21 percent of ICICI Prudential AMC’s total assets under management (AUM) in pure equity schemes as on December 31, 2024.
BUSINESS
Smallcaps pull more retail money in January, gold ETFs shine bright, shows AMFI data: Top highlights
In January, inflows into smallcap funds rose by 22.6 percent MoM to Rs 5,720.87 crore. Mid-cap funds saw a marginal rise to Rs 5,147.87 crore, while largecap funds continue to find more takers.
BUSINESS
Investing in mutual funds through an SIP? Here are some key do's and don'ts
According to monthly data from the Association of Mutual Funds, SIP contributions surged to an all-time high of Rs 26,459 crore in December 2024 from Rs 25,320 crore in November 2024. Equity mutual fund inflows also grew by 14.3 percent in December 2024 to Rs 41,136 crore. In November 2024, the flows were Rs 35,927.3.
BUSINESS
Here are the sectors and stocks in focus amidst RBI rate cut hopes
With the recent liquidity injection by the Reserve Bank of India (RBI) and rising market optimism, a decision by the RBI to cut interest rates could result in positive sentiment across sectors.
BUSINESS
More than 50% of BSE MidCap index firms see retail stake increase in Q3
Some of the well-known names that saw the retail stake go up were: IDFC First Bank, Aarti Industries, Aditya Birla Fashion, Bandhan Bank, L&T Finance, l&T Technology, IREDA, Mahindra and Mahindra Financial Services, MRF Ltd.
BUSINESS
Know Your Stock: Walchandnagar, one of Ashish Kacholia's pick, is up 52% in a year, but is there a bull case?
In Q2FY25, Walchandnagar's revenue was at Rs 73.44 crore, around 16.5% than a year ago, with a PBT loss of Rs 11.03 crore in Q2FY25. Veteran investor Ashish Kacholia currently owns around 2.6% in the company, though he may have partially diluted his stake.
BUSINESS
Capex concerns: Execution will be key for capital goods, infra firms; long-term story remains intact, say market experts
The government’s pivot from a capex-led approach to a consumption-driven one has left market analysts divided, with some disappointment over the lack of significant capital expenditure growth.
BUSINESS
Seven key sectors that will be in spotlight post Budget 2025
The announcements in affordable housing segment to some extent will benefit the real-estate ancillaries rather than direct real estate players, said Siddarth Bhamre, Head - Institutional Research at Asit C Mehta.
BUSINESS
Budget 2025: Fiscal prudence, capex, taxation and consumption announcements high on FII radar
FIIs have been on a selling spree in the recent past, with the January 2025 net sales pegged at $7.67 billion. FII equity assets under management (AUM) also fell to an eight-month low of $786 billion as of January 15.
BUSINESS
Experts continue to see long-term opportunities for key investment sectors beyond Budget 2025
The post-budget period is expected to witness continued focus on these structural growth areas, even as challenges like capex shortfalls, market volatility, and geopolitical risks will continue.
BUSINESS
NTPC group eyes continued capacity expansion with approval for thermal and increased renewable energy focus
The total capacity under construction for NTPC Group is now over 30 GW, the management said.
BUSINESS
Rs 250 SIP: Mutual fund distributors flag cost challenges even with incentives, subsidies
On Wednesday, SEBI released a consultation paper, proposing a Rs 250 SIP aimed at promoting financial inclusion and systematic saving
BUSINESS
MC Market Poll: Experts predict Nifty to end 2025 between 25,000-27,000; view current valuations as "reasonable"
India's benchmark indices, Sensex and Nifty, closed 2024 with gains of 8.17 percent and 8.8 percent, respectively, marking the ninth straight year of positive returns. Since January 1, the Nifty has fallen around 3 percent and is currently hovering around 23,000 levels.
BUSINESS
'A stock picker's paradise': Why HDFC AMC's Navneet Munot is bullish on India
Munot noted that India had an advantage of a young demographic
BUSINESS
Merchant bankers and mutual funds must have synergy as the capital market expands: Sebi's Manoj Kumar
"Unless a good quality paper comes into the market, it is very difficult for mutual funds to channel the money. So, from that perspective, there is a huge synergy between the two segments," Kumar said.
BUSINESS
Rural could be a key beneficiary of Budget 2025; right time to invest despite long periods of underperformance, says ICICI Pru MF’s Priyanka Khandelwal
As rural incomes rise, savings and consumption should increase, reversing the underperformance of the past decade. This makes it an opportune time to focus on the rural theme, says Khandelwal.
