Abhishek Kumar

Largecap IT finds no place in one-fourth of focused funds

Two schemes, including SBI Focused Fund, have no IT services exposure

Mutual funds' overseas equity holdings rose 37.5% in FY26: RBI data

Growth was largely driven by mark-to-market gains amid a rally in key global markets and rising investor interest in overseas schemes as domestic markets underperformed

Mid, smallcaps notch 5th straight monthly gain; benchmarks in red

IPOs deliver 2026-high deal count in August

Mutual funds add gold and silver ETFs to equity portfolio mix

Move aligns schemes with new norms, may not lead to immediate additions, say MF officials

Active MFs reduce bets to multi-year low as HDFC Bank shares slide

Market experts anticipate the stock could face further volatility till the announcement of his successor

Largecaps merit a relook after prolonged underperformance: Harsha Upadhyaya

Kotak MF's Harsha Upadhyaya favours banking, manufacturing and healthcare, while remaining cautious on IT and advising investors against aggressive mid- and small-cap bets

FPIs sell ₹5,040 crore worth of equities, highest since June 8

Friday's selling wiped out most of the net FPI inflows recorded in August, reducing net buying to ₹454 crore; DIIs purchased equities worth ₹5,184 crore

Balanced advantage funds' equity exposure reaches multi-year high

Fund managers lap up bluechip stocks amid a sharp decline in valuations

Smallcap funds ride MF retail wave, SIP assets up fivefold in five years

Smallcap is the only equity category where SIP-linked assets account for more than half of total AUM

Fund houses resume large-ticket gold ETF subscriptions as concerns ease

Tata MF, HDFC MF, Aditya Birla Sun Life MF and Axis MF have removed restrictions on direct gold ETF investments as supply and macroeconomic concerns ease

FPIs pile into financials, extend IT buying in first half of August

Financial services drew Rs 6,535 crore in FPI inflows between August 1 and 15, while IT stocks attracted another Rs 2,530 crore after strong buying in July

Small-ticket SIPs shrink as market volatility tests new investors

Folios with up to ₹1,000 monthly inflows fell 1.4 mn in FY26; larger accounts grew

Arbitrage funds' NAVs stabilise after closing auction volatility

Aug 3 spike largely reversed in next 3 sessions; movements now back in usual trajectory

Small, midcap valuations backed by strong earnings growth: Ramesh Mantri

"Sustained FII selling has hurt largecaps disproportionately because foreign investors typically have a higher allocation to these companies"

Biocon and PB Fintech top MFs' SMID 'buy' list in July, shows data

MF holding grows over 100x in Diamond Power Infrastructure

Nearly one in three MF equity folios now in smallcap, midcap funds

Folio additions by the two high-risk categories surge to 11-month high in July

CDs' share in debt fund portfolio surges ahead of govt securities

Bank certificates of deposit became the largest holding in debt mutual funds in FY26, overtaking government securities as taxation changes shifted investor preference towards shorter-duration schemes

Closing Auction System is transparent, says Sebi Chairman Pandey

The regulator is seeking stakeholder feedback on the new auction mechanism as fund houses flag closing-price uncertainty, settlement constraints and initial operational issues

Equity MF inflows down 15% in July despite record smallcap haul

Redemptions rise across most categories as market recovers

Street Signs: Dazed and confused; Milky Mist, Shiprocket GMP at 20%

Traders struggle with the new closing auction, IPOs enter a busy week and mutual fund equity inflows may have weakened despite July's market rally