Mutual Fund Industry

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

Sebi has renamed expense ratio limits as the base expense ratio and moved statutory levies outside the cap, while approving a rewrite of MF regulations to tighten transparency and governance

Samir Arora says India's policy stability, improving earnings and rising domestic flows leave no structural reason for global investors to stay underweight

The Series B round led by Bertelsmann India Investments will help expand Wealthy's AI platform and support MFDs who still rely heavily on manual processes

State Bank of India and joint venture partner Amundi will sell 10% stake in SBI Funds Management through an IPO in 2026, expected to raise Rs 11,000-13,000 crore

Tuhin Kanta Pandey urges mutual fund trustees to set up early warning systems, strengthen oversight, and avoid passive compliance to protect investors

Canara Robeco AMC IPO: Canara Bank will reduce its holding in the asset management firm by 13 per cent, offloading 25.92 million shares, while ORIX will sell 23.93 million shares

The scheme also has the mandate to invest up to 10 per cent in real estate investment trusts and infrastructure investment trusts and up to 25 per cent in unhedged derivatives

However, long duration bonds, MFs now attractive for investors, say experts

MF distributors flag concerns over client mapping and data security in NSE's upgraded platform, but the exchange says extensive testing was done and transactions remain seamless

This phase has also been marked by growing adoption of systematic investment plans for MF investing, ensuring a consistent flow of investments into the industry

Inflow into equity mutual funds surged 81 per cent to Rs 42,702 crore in July, fuelled by contributions from thematic and flexi cap funds, data released by the Association of Mutual Funds in India (AMFI) showed on Monday. Also, the latest fund infusion by investors marks the 53rd consecutive month of net inflows into the segment. According to the data, equity-oriented mutual funds witnessed an inflow of Rs 42,702 crore in July, a sharp increase from Rs 23,587 crore inflow seen in the preceding month. Within equity fund categories, Thematic Funds recorded the highest inflows in July, attracting Rs 9,426 crore, followed by Flexi Cap Funds (Rs 7,654 crore). In addition, Small Cap Funds (Rs 6,484 crore) and Mid Cap Funds (Rs 5,182 crore), Large & Mid Cap Fund (Rs 5,035 crore) registered robust inflows. Besides, Large Cap Funds saw net inflows of Rs 2,125 crore. Overall, the mutual fund industry experienced an infusion of Rs 1.8 lakh crore in July, higher than Rs 49,000 crore in June ..

Steady capital flows prevent ruptures on volatile fault lines

It didn't chase the market: it studied it, outpaced it, and quietly scaled up

Mutual funds are expanding from passive to active factor-based offerings, launching momentum and multi-factor funds as quant strategies gain industry-wide traction

A multifactor funds aim to reduce this risk, smooth out returns over time, and offer a more balanced investment approach

The average retail investor who was rewarded handsomely given the surge in the markets in the last few years, Kotak Institutional Equities believes, have turned more cautious now.

Built on value and guided by restraint, this fund let performance do the talking

Inflow in equity mutual funds dipped 3.24 per cent to Rs 24,269 crore in April amid continued market volatility against the backdrop of escalating tensions between India and Pakistan following the Pahalgam terrorist attack. This was the fourth consecutive month of decline in inflow in equity funds. Also, the latest fund infusion by investors marks the 50th consecutive month of net inflows into the segment. Apart from equity, debt funds registered an inflow of Rs 2.19 lakh crore in the month under review after seeing a withdrawal of Rs 2.02 lakh crore in March. Overall, the mutual fund industry experienced an infusion of Rs 2.77 lakh crore in April as compared to an outflow of Rs 1.64 lakh crore in the preceding month. The inflow has lifted the industry's asset under management to a record Rs 70 lakh crore as of April from Rs 65.74 lakh crore at March-end, data released by Association of Mutual Funds in India (Amfi) on Friday showed. According to the data, equity-oriented mutual fun

Equity MFs see higher inflows in April after a brief lull, driven by Rs 16,050 crore in secondary market buying and stable SIP flows, despite weak fund returns