Market Lens

Midcap indices have limited utility for historical comparison: Kotak report

"Several stocks from a "popular" sector can enter the index simultaneously, while sectors that are out of favour may become under-represented," the report said.

Updated On: 22 Sep 2026 | 11:00 AM IST

Rural MF investor growth stalls as weak equity market returns take toll

Semi-urban and rural areas added just 1.3 million MF investors in FY26, down from 6.1 million in FY25, while additions in Tier II cities more than doubled

Updated On: 22 Sep 2026 | 8:20 AM IST

Why NSE's mega ₹22,562 crore IPO met a rather small retail appetite

Market data showed NSE's grey-market premium weakening sharply during the IPO period. The premium had fallen to around 2 per cent from a peak of about 20 per cent during the bidding.

Updated On: 22 Sep 2026 | 7:26 AM IST

When will FIIs return to the Indian stock market? Bernstein answers

Another issue Bernstein highlighted was the nature of India's large-cap companies, which it believes represents a 'bygone economic era'.

Updated On: 21 Sep 2026 | 10:15 AM IST

4 MF categories attract half the SIP inflows in Aug, smallcap schemes lead

Small-cap funds led SIP collections at ₹5,012 crore, followed by mid-cap and flexi-cap schemes, as four equity categories together garnered ₹16,096 crore

Updated On: 21 Sep 2026 | 7:23 AM IST

Arbitrage funds yet to warm up to Sebi's 1% leeway for CAS exposure

Sebi had eased rules for arbitrage funds in a bid to boost participation from the ₹3 trillion mutual fund category in the CAS

Updated On: 17 Sep 2026 | 3:25 PM IST

Fed hike impact: What 25 bps rate increase means for market & FII flows

In line with expectations, the Fed raised rates by 25 bps, with policy signalling that this cycle will continue.

Updated On: 17 Sep 2026 | 1:14 PM IST

Buzzing stocks: RIL, SBI Life, ICICI Lombard, Shree Cement hit 52-wk lows

ACC, Ambuja Cements, India Cements and Shree Cement from the cement sector hit their respective 52-week lows.

Updated On: 15 Sep 2026 | 1:14 PM IST

Elevated oil prices are the new normal; $120/bbl possible, say analysts

For the first time since the US-Iran war started in February 2026, S&P Global Energy does not project West Asian crude oil production to return to prewar levels by the end of 2027

Updated On: 11 Sep 2026 | 2:05 PM IST

Mid, smallcap rush lifts equity MF inflows to four-month high in August

NFO revival adds to inflows; largecap fund outflows sustain

Updated On: 11 Sep 2026 | 7:23 AM IST

Investors pump $18bn into gold ETFs in Aug.; Europe-listed funds lead: WGC

North American demand, according to the report, was relatively modest early in the month before accelerating sharply during the week of 17 August when funds added roughly $4 billion.

Updated On: 10 Sep 2026 | 10:41 AM IST

Net SIP inflows surge to record ₹2 trillion in FY26 despite closures

Despite higher SIP account closures amid market turbulence, net inflows accounted for 56 per cent of gross SIP investments of Rs 3.5 trillion in FY26

Updated On: 10 Sep 2026 | 7:41 AM IST

Demat additions surge to 3.3 mn as IPO boom draws retail investors

The IPOs are hitting the market when Nifty 50, the largecap index, is down 5 per cent, but the Midcap 100 has returned 10 per cent and Nifty Smallcap 100 is up almost 14 per cent

Updated On: 09 Sep 2026 | 7:24 AM IST

MFs place heavy bets on fresh offerings; ICICI Pru, SBI lead allocation

ICICI Prudential Mutual Fund leads the top-tier individual allocations in absolute money terms, committing ₹1,019.6 crore to Shadowfax Technologies.

Updated On: 08 Sep 2026 | 8:34 AM IST

Financial stocks attracted a third of FPI haul in August, shows data

Experts say the divergence suggests foreign rotated towards domestic consumption and financial themes while trimming exposure to commodity-linked and defensive sectors

Updated On: 08 Sep 2026 | 8:33 AM IST

Market pre-open rules change from today: Here's what is different

The new pre-open auction session from Monday is divided into three time slots for order entry, modification/cancellation and order matching/execution for determining the opening (equilibrium) price.

Updated On: 07 Sep 2026 | 9:05 AM IST

Rising bond yields make largecaps attractive; mid, smallcaps may lag

Nifty 50's equity risk premium looks attractive

Updated On: 03 Sep 2026 | 7:33 AM IST

Market rout brings dividend stocks in limelight: Time to switch?

Dividend stocks aren't immune to market-wide sell-offs, but their yields create a natural floor for the stock price. As the price drops, the yield rises, which naturally brings in value investors.

Updated On: 03 Sep 2026 | 7:12 AM IST

​US 10-year bond yield topping 5% a near-term risk for markets: Chris Wood

The rate on 10-year Japanese government notes, too, climbed higher to hit 3 per cent for the first time since 1996, while UK 30-year yields reached the highest since 1998.

Updated On: 02 Sep 2026 | 11:55 AM IST

Largecap IT finds no place in one-fourth of focused funds

Two schemes, including SBI Focused Fund, have no IT services exposure

Updated On: 02 Sep 2026 | 7:21 AM IST