Mutual funds increased exposure to select banking stocks in April while trimming holdings in IT, metals and industrial companies after recent market movements
Gold and silver ETFs jumped up to 7% after the government raised import duties on precious metals, triggering a sharp repricing in India's domestic bullion market
Existing equity schemes attracted record inflows in March and April 2026 as investors used market corrections to increase allocations despite weak NFO mobilisation
Active equity funds lost share in mutual fund AUM for the first time since Covid as investors shifted towards passive, hybrid and precious metal-backed products
More than 30 stocks are expected to shift across largecap, midcap and smallcap categories in Amfi's upcoming half-yearly market-capitalisation reclassification
Near-term earnings may face pressure from geopolitical tensions, but improved valuations and strong fundamentals keep India's long-term market outlook intact