Mutual Funds

SBI Mutual Fund, which aims to mobilise close to Rs 10,000 crore via its upcoming IPO, on Monday said it will focus on expanding its institutional fund management business. SBI Mutual Fund provides Portfolio Management Services (PMS) and Alternate Investment Fund (AIF) under the institutional fund management business. "Beyond mutual funds which are bread and butter, we would like to grow substantially into PMS and expand international investment...with Amundi, we will penetrate markets across the world...So, PMS, international and alternates will be our priority in addition to mutual funds," SBI Mutual Fund MD and CEO Debasish Mishra said here. On AIF, he said, the company is going to build more capability and is contemplating a special situation fund. The company is also looking at the private equity space, he said, adding, so you will see a lot of products on the AIF side. SBI Funds Management, which is set to launch its nearly Rs 9,800 crore initial public offering (IPO) on ...

The State Bank of India will sell a 1.42 per cent stake in SBI Funds Management for ₹1,655 crore through a pre-IPO placement ahead of the AMC's ₹11,693 crore IPO

Midcap and smallcap funds have done better in recent times

Check both equity and debt portfolios before investing

The fund has been managed by Rahul Goswami since October 2023, Chandni Gupta since April 2024 and Rohan Maru since October 2024

Mutual funds raised their share of IPO investments to a multi-year high during the Iran conflict, reflecting growing institutional participation in India's primary market

Domestic institutional investors, led by mutual funds and SIPs, have emerged as a key stabilising force for Indian capital markets amid global volatility and FPI outflows, says SEBI

Rishi Kohli, chief investment officer at Jio BlackRock AMC, said the company intends to introduce at least one more SIF in the equity long-short category within the next year

The asset manager attributed the milestone to consistent fund performance, wider distribution and sustained retail participation through systematic investment plans across market cycles

Such schemes garner ₹7,600 cr inflows in a year

Keep the core allocation in short- to medium-duration funds; match fund maturity with financial goals

Foreign investors remain overwhelmingly concentrated in India's largest companies, while domestic fund flows are increasingly directed towards midcap and smallcap stocks

Set to launch multi-asset fund next week

SIP-linked assets now account for over 40 per cent of active equity mutual fund AUM, supported by resilient retail participation despite a recent moderation in monthly inflows

After a sharp rebound in recent months, smallcap funds are back in favour. Experts weigh the opportunities, risks and suitability for different investors

Small- and mid-cap fund SIP returns have rebounded sharply, raising hopes of renewed retail investor interest after a moderation in key MF growth indicators

Regulator proposes a Common Advertisement Code across intermediaries and may permit celebrity endorsements at the entity level with prior approval

Amfi's upcoming half-yearly reclassification may see over 30 stocks change categories, with BSE and eight other midcaps likely to move into the largecap basket

Check the maturity date, glide path, costs, tax treatment and exit load before investing

The new funds automatically shift asset allocation towards lower-risk investments as the target year approaches