Page 3 - Latest Updates on Mutual Fund
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")
SBI MF enters SIF space with new offerings under 'Magnum' brand name: Dy MD
SBI MF enters the specialised investment fund segment under the Magnum brand with equity and hybrid offerings, joining other major AMCs in launching high-ticket SIF products
 "SBI MF enters SIF space with new offerings under 'Magnum' brand name: Dy MD")
As MFs gear up to launch SIFs, distribution takes the centre stage
Fund houses initiate discussions, roll out training programs for distributors
 "As MFs gear up to launch SIFs, distribution takes the centre stage")
Market regulator Sebi nudges mutual funds to push bite-sized SIPs
According to sources, following a nudge from Sebi, the Association of Mutual Funds in India (Amfi) wrote to fund houses on June 27, seeking information on their plans to offer the ₹250 SIPs
 "Market regulator Sebi nudges mutual funds to push bite-sized SIPs")
MF funding to NBFCs hits record Rs 2.77 trillion in May 2025: CareEdge
Mutual fund exposure to NBFCs rose 32.5% YoY to record Rs 2.77 trillion in May 2025, driven by CPs and corporate debt, while bank credit to NBFCs fell 0.3%
 "MF funding to NBFCs hits record Rs 2.77 trillion in May 2025: CareEdge")
MF distribution industry moving towards consolidation: Misbah Baxamusa
In today's dynamic, tech-driven environment, smaller distributors need robust digital infrastructure and operational support to stay competitive, says Baxamusa
 "MF distribution industry moving towards consolidation: Misbah Baxamusa")
Funds flexing 60/40 playbook becoming investor favourites in India
The growing demand for hybrid funds may indicate the huge popularity of equity investments is starting to wane in the world's most populous economy
 "Funds flexing 60/40 playbook becoming investor favourites in India")
Mutual fund assets surge to nearly one-third of the bank deposits
The MF assets under management (AUM) at Rs 72.2 trillion is almost a third of the total bank deposits of Rs 232 trillion in May 2025
 "Mutual fund assets surge to nearly one-third of the bank deposits")
Jio BlackRock Mutual Fund launches investment management platform 'Aladdin'
And for the first time ever Aladdin, BlackRock's unique investment analytics and risk management platform, is now available in India, the company said
 "Jio BlackRock Mutual Fund launches investment management platform 'Aladdin'")