Page 12 - Abhishek Kumar

FoF expense structure not consistent across schemes, says DSP MF

DSP Mutual Fund warns that expense ratios of some fund of funds schemes may not reflect the total cost due to hidden charges in underlying funds, urging transparent disclosure

Global shifts may have limited impact on India bonds: Rahul Goswami

Indian bond yields have mostly remained immune to global headwinds so far

Most top performing active MFs have value, momentum bias, says study

PhonePe Wealth report shows that value and momentum equity mutual funds dominated five-year rolling return performance across flexicap and diversified categories

Investments into equity MFs seen gathering pace in May, shows data

In May, MFs' net equity buying nearly trebled compared to April. MFs together bought ₹49,108 crore worth of shares in May, the highest in four months

Mutual funds plan to enter SIF space with equity and hybrid offerings

The first SIF launches are expected next month, with at least two asset management companies (AMCs) - Quant and Edelweiss - having secured SIF licences

SIP AUM surges to a record high even as account count shrinks, shows data

Streamline their portfolio, cut flab, build muscle - ₹13.9 trillion strong

Market correction, volatility slow mutual funds investor additions

Industry adds 0.3 million new investors in April, lowest in 22 months

Jio BlackRock AMC gets Sebi approval, names Sid Swaminathan as CEO

Jio BlackRock AMC receives Sebi's final approval to start mutual fund business and appoints Sid Swaminathan as MD & CEO, aiming for innovation and inclusivity

South Africa's Sanlam invests ₹105 cr in Shriram AMC for 23% stake

Sanlam becomes co-promoter of Shriram AMC with ₹105 crore for 23% stake, raising total promoter holding to over 71%; Shriram AMC shares rise 10% on the news

Mutual funds storm the 10% citadel, now claim market's third crown

Riding a swell of SIP inflows, they redraw investor playbook

Tax change, gold rally power FoF AUM past Rs 1 trillion in April

Fund of funds cross ₹1 trillion AUM in April 2025 for the first time, driven by tax reforms, gold's stellar returns, and launch of several new mutual fund offerings

Defence stock rally spells relief for dedicated mutual fund schemes

A sharp rebound in defence stocks has helped sector-focused mutual fund schemes recover steep losses, offering relief to investors who entered after the 2024 peak

Mutual fund investors holding onto their SIPs for longer, shows data

SIP assets held for over five years are rising across regular and direct plans as investors adopt long-term strategies and stay invested despite market volatility

Equity volatility, liquid funds drive 2x growth in ETF volumes in FY25

ETFs tracking NSE indices recorded Rs 3.8 trillion in trades in FY25, more than double the FY24 figure, as equity swings, regulatory shifts and liquidity needs boost activity

BSE's Asia Index expands offerings with four new factor-based indices

New indices - including momentum, quality and value - will be rebalanced quarterly, marking a key differentiator from existing offerings by NSE Indices

Cash holdings with equity mutual fund schemes soar for a 5th month

cash levels in April surged to 7.2%, the highest since May 2021

Flexicap funds gain favour as investors exit smallcaps amid correction

Category logs highest net inflows for four consecutive months, adds most number of folios in March, April

PPFAS punches above its weight to have first active fund at Rs 1 trillion

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

Top five fund houses drove 58% of folio growth in FY25: Amfi data

Nippon, HDFC, Motilal Oswal, ICICI Prudential, and SBI led folio growth with 31.6 million new accounts in FY25, backed by equity fund performance and new offerings

Equity MF inflows down 3% at ₹24,269 cr in Apr amid geopolitical tensions

Equity MF inflows dip for fourth month to ₹24,269 crore as lumpsum slows while SIPs touch record ₹26,632 crore and AUM crosses ₹70 trillion driven by debt inflows