Mutual Fund Sector

Fund managers at the Business Standard BFSI Insight Summit flagged AI stock valuation risks and urged investors to focus on disciplined asset allocation, long-term fundamentals amid market volatility

Plans to add more branches as it looks to expand investor pool, says new CBO

Flows via systematic investment plans, the preferred route ‌for retail investors, marked a 1.1% increase in contributions to ₹32,297 crore ($3.39 billion) last month

Direct-plan retail AUM rose from ₹1.6 trillion in March 2021 to almost ₹7 trillion in March 2026, according to AMFI data

The outflow came even as the Nifty 50 rose 2 per cent in July, supported by a sharp rally in information technology stocks, which recorded their best monthly gain in six years

Redemptions rise across most categories as market recovers

AlphaGrep Investment Management is set to enter the mutual fund industry with the launch of its first scheme next month and is targeting assets under management (AUM) of Rs 25,000-30,000 crore over the next three to five years, a top company official said. The move comes after the company received approval from the Securities and Exchange Board of India (Sebi) to commence mutual fund operations. The company's maiden new fund offer (NFO) -- a multi-asset allocation fund -- will open for subscription on July 6 and close on July 20. The scheme will invest in equity and equity-related instruments, debt and money market instruments, as well as gold, silver and other permitted commodity exchange-traded funds (ETFs). "We are targeting an AUM of Rs 25,000-30,000 crore in the next three to five years," AlphaGrep Investment Management Chief Executive Officer Bhautik Ambani told PTI. He said the asset management company will focus on quantitative equity and hybrid strategies driven by advance

Hybrid mutual fund schemes attracted inflows of Rs 1.55 lakh crore in 2025-26, a 29 per cent increase over the preceding fiscal year, as investors increasingly turned to diversified investment strategies amid volatile market conditions. The category witnessed strong traction despite heightened geopolitical tensions, including the conflict in West Asia, as investors sought balanced investment solutions that could cushion market volatility. "Hybrid funds saw strong traction in FY26 as investors looked for balanced investment solutions during volatile times. Multi asset allocation funds, in particular, gained popularity due to their ability to deliver relatively stable performance across market cycles," Radhika Gupta, MD and CEO of Edelweiss Mutual Fund, told PTI. According to data from the Association of Mutual Funds in India (AMFI), the number of hybrid fund folios rose to 1.9 crore in March 2026 from 1.56 crore a year earlier, adding 34 lakh investor accounts. Assets under manageme

New investors should stick to diversified equity funds; if they invest, they should take limited exposure in satellite portfolio

Equity mutual funds attracted net inflows of Rs 25,978 crore in February, marking a 8 per cent rise from the previous month amid the India-US trade deal, according to data released by industry body Amfi on Tuesday. This lifted the industry's Assets Under Management (AUM) to Rs 82 lakh crore in February from Rs 81 lakh crore in January. This positive inflow in equities could be driven by the India-US trade deal, Venkat N Chalasani, CEO of Amfi said. "There could be some volatility in this month due to escalating Middle East conflict involving the US, Israel, and Iran but India's growth story will continue in the long-term," he added. Going by the data, equity inflows rose to Rs 25,978 crore in February, higher than the Rs 24,028 crore seen in the preceding month. Within equity schemes, flexi cap funds attracted the highest net inflow of Rs 6,924.65 crore, followed by mid-cap funds at Rs 4,003 crore and small-cap funds at Rs 3,881 crore. Sectoral and thematic funds also saw inflo

Overhaul of mutual fund categories introduces tighter thematic rules to improve transparency and align Indian investment products with global goal-based standards

Earlier this year, India's securities regulator introduced SIFs, which allow managers to short stocks, use derivatives and pursue absolute-return strategies once reserved for hedge funds

Financial services company Nuvama Wealth Management Ltd has secured approval from markets regulator Sebi to set up its proposed mutual fund business. In a stock exchange filing, Nuvama Wealth Management informed that "Sebi vide a letter dated October 1, 2025, has granted approval to the company to act as the sponsor and set up the proposed Nuvama Mutual Fund". This will enable Nuvama Wealth Management to launch schemes under mutual fund including Specialized Investment Fund category. The final approval for registration of mutual fund will be granted by Sebi subject to fulfilment of certain requirements by the company. In January, the company had informed stock exchanges regarding the application to be made to Securities and Exchange Board of India (Sebi) seeking approval to act as the sponsor for Nuvama Mutual Fund.

Mutual funds increased exposure to Eternal in August as the stock surged over 60 per cent in six months, crossing Rs 3 trillion in market cap, with Blinkit leading growth

Sebi's measures are necessary to align the derivatives market with its underlying cash market, as the current disconnect is unsustainable

After two years of strong gains, pharma fund returns slip in 2025 amid US tariff uncertainty and sector volatility, though structural tailwinds keep long-term view intact

At least seven AMCs planning entry into this new product segment this year

From peak of 17.7%, it dips to 16.6% while active schemes advance

These midcap stocks that have earned an upgrade include CG Power, Rail Vikas Nigam, ICICI Prudential Life Insurance, Polycab India, Indus Towers, Cummins India and Info Edge

Active equity schemes held nearly Rs 1.7 trillion in cash at the end of October