INDIA
Case for smaller retail quota in large IPOs? Data shows sub-Rs 5,000 crore IPOs fared better for investors
The initial public offerings (IPOs) with issue size above Rs 5,000 crore have largely delivered subdued returns, both on listing day and during subsequent trading. In contrast, smaller IPOs have exhibited consistent outperformance.
INDIA
Market activity slows sharply in July amid weak sentiment, regulatory curbs
Cash market turnover slips 16 percent in July to Rs 1.02 lakh crore, steepest monthly fall since Oct 2023, show BSE-NSE data.
MARKETS
Sensex, Nifty worst performers among major global indices since December; tariff concerns, domestic headwinds play spoilsport
Between December 17 last year and now, India’s benchmark indices, Sensex and Nifty, have each declined by nearly 4 percent, making them the worst-performers among major global indices.
MUTUAL-FUNDS
DIIs keep the faith as equity inflows cross Rs 4 lakh crore so far this year, second-highest since 2007
So far in 2025, DII investments have already reached their second-highest annual inflow since 2007, with mutual funds alone having invested over Rs 3 lakh crore into equities.
WORLD
India’s m-cap sees sharpest drop in five months, ranks fifth-worst globally in July
Global markets saw broad gains. China, the world’s second-largest market by capitalisation, led with a 6 percent rise in July, followed by Hong Kong and US.
MARKETS
Sunil Singhania-owned Abakkus trims stakes in Jubilant Pharmova, Ion Exchange: Check the top ten holdings
As of the June 2025 quarter, Singhania's Abakkus Fund holds 19 stocks with a combined market value of Rs 2,690 crore, up from Rs 2,510 crore in the previous quarter, when the portfolio comprised over 22 stocks.
INDIA
Madhusudan Kela family name disappears from Waaree Energies, Samhi Hotels, Prataap Snacks in Q1
The stake in Samhi Hotels was valued at around Rs 83 crore, while the holding in Waaree Energies was worth around Rs 1,050 crore
BUSINESS
IPO, QIP, and SME fundraising touch Rs 1.30 lakh crore in first seven months of 2025
Public market fundraising holds firm despite volatility; 193 IPOs, QIPs, and SME issues raise Rs 1.30 lakh crore in 2025 so far
INDIA
Ashish Dhawan added four new names to his stock portfolio, raised stake in Religare and Equitas SFB
As of the June 2025 quarter, Dhawan held 15 stocks with a total portfolio value of Rs 3,282 crore—an increase of 8.2 percent from Rs 3,033 crore in the March quarter, when his portfolio comprised 14 stocks.
INDIA
Ace investor Ashish Kacholia's 81-stock portfolio grows 12 percent in June quarter: Key changes and one addition
Ashish Kacholia marginally increased his stake in four existing holdings - Apcotex Industries, Agarwal Industrial Corporation, Tanfac Industries, and Aeroflex Industries - during the June quarter.
INDIA
Mukul Agrawal enters 7 new stocks including J&K Bank, Tatva Chintan; trims Sula, InfoBeans
Among Mukul Agrawal’s top bets, BSE leads with 48 lakh shares worth Rs 1,150 crore, followed by Neuland Labs (4 lakh shares, Rs 530 crore) and Radico Khaitan (14 lakh shares, Rs 370 crore).
BUSINESS
NSDL IPO: Price band set at Rs 760-800 per share, 22% discount to grey market valuation
NSDL’s IPO will open for subscription on July 30 and close on August 1, with anchor investor participation beginning on July 29. The issue which is a pure offer for sale aims to raise around Rs 4,011 crore.
BUSINESS
Bollywood royalty Bachchan and SRK, ace investor Ashish Kacholia made no gains in Sri Lotus Developers IPO. Should you invest?
Shah Rukh Khan, Amitabh Bachchan are Ashish Kacholia among the prominent pre-IPO investors, whose holdings have remained flat over the past eight months.
INDIA
Retail investor participation in NSE surges ahead of IPO in Q1
The number of retail investors holding NSE shares valued up to Rs 2 lakh surged more than fourfold to 1.46 lakh in Q1 FY25, up from 33,896 in the previous quarter.
INDIA
FIIs trim stakes in six Adani Group firms in Q1; sell-off totals Rs 4,640 crore
Foreign institutional investors (FIIs) were observed trimming their holdings in several Adani Group companies during the June 2025 quarter
BUSINESS
MC CEO Pay Report: Pawan Munjal, Rajeev Jain took home over Rs 100 crore each in FY25
Among the 26 companies of Nifty 50 index that have disclosed executive compensation so far, 10 companies reported hikes exceeding 10 percent with 11 witnessing single-digit increases and the balance five seeing a decline.
BUSINESS
New CEOs are driving stock surge across India Inc with a 75 percent success rate
CEO changes have emerged as a strong catalyst for shareholder returns across India Inc. An analysis of BSE 500 companies shows that out of 40 firms with top-level transitions in the last five years, 30 delivered strong post-transition returns—highlighting growing investor faith in new leadership.
INDIA
QIP fundraising hits five-year peak in July so far, SBI leads with landmark Rs 25,000 crore issue
So far in 2025, a total of 30 companies have raised nearly Rs 60,000 crore via QIPs, building on the strong momentum from 2024, when 95 firms collectively raised more than Rs 1.37 lakh crore.
BUSINESS
MFs invest over Rs 2,688 crore across five IPOs in June
Mutual funds showed selective enthusiasm in June IPOs, backing five key offerings with sizeable anchor investments while avoiding three public issues entirely.
BUSINESS
Seven IPOs worth Rs 10,000 crore set to launch before July-end
The IPOs in the pipeline include Brigade Hotel Ventures, Indiqube Spaces Ltd, Sri Lotus Developers & Realty, GNG Electronics, Property Share Investment Trust, NSDL, and Hero Fincorp Ltd.
INDIA
MFs pump over Rs 2,800 crore into Adani group stocks in June
Adani Ports and SEZ and Adani Energy Solutions emerged as the top two picks during the month, attracting investments of Rs 900 crore and Rs 800 crore, respectively
BUSINESS
MFs step up buying spree, fuel block deals and IPO momentum
Mutual Funds invested over Rs 39,000 crore in equities during the month, nearly matching the total block deal value of Rs 41,000 crore, as per ACE Equities
BUSINESS
SIP AUM crosses Rs 15 trillion in June, logs fastest Rs 5-trillion jump
The journey of SIP AUM began with its first trillion in early 2016. It took over five years to cross Rs 5 trillion in July 2021. The subsequent rise to Rs 10 trillion took nearly 31 months, achieved in January 2024. However, the next leap—from Rs 10 trillion to Rs 15 trillion—occurred in just 17 months, marking the fastest Rs 5 trillion increase to date.
BUSINESS
Groww, Zerodha together lose 11 lakh active investors in the first half of 2025
The overall impact on broking business is expected to be minuscule, as the decline in the user base of Groww, Zerodha, and Angel One was only around 5 percent of their active investors
