Abhishek Kumar

Led by ICICI Pru, top four AMCs add over Rs 6 trillion to combined AUM

BFSI stocks offer strong fundamentals and attractive valuations, says WhiteOak's Ramesh Mantri, as growth improves and equities look set for a 2025 comeback

Mutual funds pumped a record ₹4.9 trillion into equities in 2025, driven by strong SIP inflows and retail participation despite volatile markets

Nifty eyes 26,500 amid consolidation, with 26,150-26,100 seen as key support, while IPO activity stays muted and retail MF holdings hit a new high

Rise in debt, commodity ETF inflows offset lower lumpsum inflows into equity schemes

Industry adds 5.8 million investors this year compared to 10.6 million in 2024

Select debt mutual fund categories such as medium duration and floater funds have delivered over 8 per cent returns in the past year, supported by rate cuts and falling yields

Steady SIP flows and rising retail participation anchor mutual fund growth in 2025, even as market sentiment tempers lumpsum investments and global risks cloud the outlook

Flexicap funds and precious-metal ETFs dominated new investor accounts in 2025, as retail money sought diversification, lower-risk equity exposure and performance-linked returns

A resurgent gold rally has lifted multi-asset funds back into contention, widening their return edge over key equity categories despite lower risk exposure

Systematic investment plans emerged as investors' preferred route in a volatile equity market, helping offset a sharp decline in one-time mutual fund investments during 2025

Flexicap funds top equity MF inflows in 2025, emerging as investors' preferred choice amid volatile markets and becoming the largest equity category by assets

Although quant and factor strategies are expanding rapidly, investor participation held back by their complexity and inconsistent returns

Rally in gold and silver, choppy equity mkts nudge investors to multi-asset, debt-linked products. Is this tactical hop to what's hot or start of more balanced folios in Indian households?

Improving earnings visibility and fairer valuations could set the stage for a stronger 2026 for Indian equities, with financials and consumer discretionary stocks leading gains

A report by Nuvama Alternative and Quantitative Research estimates the largecap cutoff to surge 15 per cent to ₹1.05 trillion compared to the current threshold of ₹91,572 crore

Sell shares worth nearly ₹8.5K cr so far as markets remain choppy

Amfi's January stock universe reclassification may lift the largecap cut-off to Rs 1.05 trillion and the midcap threshold to Rs 34,800 crore, driven by new listings and higher valuations

Mutual funds launched 222 NFOs and raised ₹63,631 crore in 2025 (as of November), down sharply from 2024, as active equity demand softened amid volatile markets

These funds now account for 17.4% of industry AUM, up from 16.6% in December 2024