Page 2 - Latest Updates on Mutual Fund
Once hybrid orphan, Reits now wear equity colours in mutual fund space
Cross no man's land with fund allocation hinging on liquidity and benchmarks
 "Once hybrid orphan, Reits now wear equity colours in mutual fund space")
Sebi revives B-30 incentives for mutual funds with ₹2,000 payout cap
Sebi allows mutual funds to pay incentives to distributors for new investors from beyond top 30 cities and first-time women investors, capped at Rs 2,000
 "Sebi revives B-30 incentives for mutual funds with ₹2,000 payout cap")
Sebi move to classify Reits as equity draws strong industry support
Sebi's equity classification for Reits and expanded definition of strategic investor expected to deepen the market, boost liquidity, and widen participation
Multi-asset funds march to the hybrid throne; gold their banner
Inflows signal a changing guard from BAFs, though analysts caution investors against recency bias
 "Multi-asset funds march to the hybrid throne; gold their banner")
Mutual fund commission roulette spins big: ₹21,000 crore in FY25
Distributors strike it rich as client funds land on winning number
 "Mutual fund commission roulette spins big: ₹21,000 crore in FY25")
WestBridge Capital picks 15% stake in Edelweiss AMC for ₹450 crore
Global investment firm WestBridge Capital is acquiring a 15% stake in Edelweiss Asset Management for Rs 450 crore, valuing the firm at Rs 3,000 crore, Edelweiss Financial Services announced
 "WestBridge Capital picks 15% stake in Edelweiss AMC for ₹450 crore")
Sebi chairman urges caution over micro-cap stocks, calls for transparency
Sebi Chairman Tuhin Kanta Pandey urges mutual funds to exercise caution when investing in micro-cap stocks and bespoke deals, highlighting risks beyond investment
 "Sebi chairman urges caution over micro-cap stocks, calls for transparency")
Retail investors cling to risky mutual funds even as HNIs pare exposure
In the September 2024-June 2025 period, while retail investors continued with their high-risk bets, HNI portfolios veered towards safer options in the MF space
Earnings recovery can revive value funds, invest with 5-year horizon
Allocation to these funds is essential for style diversity within portfolio
 "Earnings recovery can revive value funds, invest with 5-year horizon")
MF AUM has potential to reach 50% of GDP in 20 years, says Amfi CEO
Chalasani believes the industry body has played a pivotal role in popularising MFs and ensuring transparency and high governance standards at AMCs
 "MF AUM has potential to reach 50% of GDP in 20 years, says Amfi CEO")
DIY investors lose edge in direct mutual fund market, shows data
Guided assets grow faster than self-managed ones
 "DIY investors lose edge in direct mutual fund market, shows data")
Mutual fund overseas assets fall 5.6% to $8.3 billion in FY25, says RBI
At the end of FY24, Indian mutual funds held assets of over $ 8.81 billion in foreign assets, as per the central bank's annual survey of foreign assets and liabilities of mutual funds
 "Mutual fund overseas assets fall 5.6% to $8.3 billion in FY25, says RBI")
FIIs vs DIIs: Reversing roles in India's equity market after 25 years
With enough firepower to counter FIIs, DIIs have made India's equity market more resilient, but what's driving the shift?
 "FIIs vs DIIs: Reversing roles in India's equity market after 25 years")
Sebi scraps transaction charges for MF distributors, effective immediately
The regulator said the decision came after a public consultation was carried out in May 2023 and an industry consultation in June this year
 "Sebi scraps transaction charges for MF distributors, effective immediately")
Capitalmind gets Zerodha's Rainmatter backing after MF debut success
Capitalmind secures Series-A funding from Zerodha's Rainmatter after raising ₹45 crore in its mutual fund NFO. The Flexi Cap Fund reopens as Capitalmind targets retail and HNI investor segments
 "Capitalmind gets Zerodha's Rainmatter backing after MF debut success")
Fund of funds launch spree moves to hybrid, diversified equity space
5 all-in-one FoFs to plate up equity and debt, some with lower volatility baked in
 "Fund of funds launch spree moves to hybrid, diversified equity space")
Debt fund near ₹20 trillion milestone as flows revive and AUM durge
Debt fund AUM grew at the same pace as equity funds over this one year
 "Debt fund near ₹20 trillion milestone as flows revive and AUM durge")
Sebi considering uniformity in valuation of gold, silver held by AMCs
In this regard, Sebi has proposed that AMCs should use spot prices published by domestic commodity exchanges to value gold and silver
 "Sebi considering uniformity in valuation of gold, silver held by AMCs")
Retail losses in derivatives is a macroeconomic concern: Ashish Gupta
Sebi's measures are necessary to align the derivatives market with its underlying cash market, as the current disconnect is unsustainable
 "Retail losses in derivatives is a macroeconomic concern: Ashish Gupta")
Equity cult in Bihar: State now has 10th highest investor base, shows data
This is the sharpest surge recorded across states during this period, and reflects a compound annual growth rate (CAGR) of 48.8 per cent
 "Equity cult in Bihar: State now has 10th highest investor base, shows data")
