Mutual Funds

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

As 2026 approaches, market experts say a disciplined year-end review of your mutual fund portfolio can make a real difference.

Choose them for their strong wealth creation potential and short lock-in period, especially if you remain on the old tax regime, but don't judge them on past-year returns alone

SBI Mutual Fund, the biggest fund house, has initiated the process for the appointment of merchant bankers and other service providers to facilitate an initial public offering (IPO). The boards of respective shareholders, like SBI and Amundi, and the board of SBI Funds Management Ltd (SBIFML) have approved a timeline of 12 months, SBI Chairman C S Setty told PTI in an interview. "We are very seriously working on that, and in this timeline we should hit the market...we have started the process of identifying the merchant bankers and other service providers," Setty, who is also chairman of SBIFML, said. SBIFML is a joint venture between State Bank of India and Paris-based Amundi, with 61.98 per cent and 36.40 per cent stake, respectively. The fund house managed assets of around Rs 12 lakh crore as of September 2025. The company's two promoters plan to sell a combined 10 per cent stake through the public offering. Last month, SBI approved the offloading of 3,20,60,000 equity shares,

Taxes on capital gains and dividends are paid at the fund level; investors do not pay

Yet India's household allocation remains far below US, UK, Canada

The retreat from direct equities contrasts with continued inflows from domestic institutional investors

New entrant Abakkus Mutual Fund will launch its first equity scheme, Abakkus FlexiCap Fund, on December 8, with Sanjay Doshi as fund manager and Sunil Singhania in an oversight role

Selective bets and steady portfolio training bulk up returns

Flexible equity schemes top assets and inflows as investors turn cautious in a patchy market

Sebi has shifted Reits into the equity category for MFs and SIFs from January 2026, limiting debt-fund exposure and paving the way for index inclusion from July 2026

Tracks index but flexes 5 tactical levers to seize alpha passive peers can't touch

KFin Technologies said it is fully equipped to identify and tag Chhoti SIP accounts, with around 150 recognised so far, addressing concerns about technical hurdles in the rollout of Rs 250 SIPs

Steady inflows drive jump, cementing MFs as the go-to route for equity market participation

Large-cap funds have shown steady performance, with recent results pointing to improving earnings momentum across leading companies. Experts say valuations look appealing for long-term investors

Sebi has pushed the deadline for public comments on its consultation paper to overhaul mutual fund regulations to November 24, after industry stakeholders sought more time to review proposed reforms

Split wide open as sector exposure swings from defensive 5% to bold 18%

SAMCO Small Cap Fund is benchmarked against the Nifty Small cap 250 Total Returns Index

Registrar and transfer agent CAMS has unveiled CAMS Lens, an AI-powered tool for real-time regulatory analysis, as part of its strategy to expand services to mutual funds and asset managers

Experts say investors should not exit smart-beta funds due to short-term underperformance as factor strategies are cyclical and tend to recover