Market Lens

Arbitrage funds yet to warm up to Sebi's 1% leeway for CAS exposure

Sebi had eased rules for arbitrage funds in a bid to boost participation from the ₹3 trillion mutual fund category in the CAS

Fed hike impact: What 25 bps rate increase means for market & FII flows

In line with expectations, the Fed raised rates by 25 bps, with policy signalling that this cycle will continue.

Buzzing stocks: RIL, SBI Life, ICICI Lombard, Shree Cement hit 52-wk lows

ACC, Ambuja Cements, India Cements and Shree Cement from the cement sector hit their respective 52-week lows.

Elevated oil prices are the new normal; $120/bbl possible, say analysts

For the first time since the US-Iran war started in February 2026, S&P Global Energy does not project West Asian crude oil production to return to prewar levels by the end of 2027

Mid, smallcap rush lifts equity MF inflows to four-month high in August

NFO revival adds to inflows; largecap fund outflows sustain

Investors pump $18bn into gold ETFs in Aug.; Europe-listed funds lead: WGC

North American demand, according to the report, was relatively modest early in the month before accelerating sharply during the week of 17 August when funds added roughly $4 billion.

Net SIP inflows surge to record ₹2 trillion in FY26 despite closures

Despite higher SIP account closures amid market turbulence, net inflows accounted for 56 per cent of gross SIP investments of Rs 3.5 trillion in FY26

Demat additions surge to 3.3 mn as IPO boom draws retail investors

The IPOs are hitting the market when Nifty 50, the largecap index, is down 5 per cent, but the Midcap 100 has returned 10 per cent and Nifty Smallcap 100 is up almost 14 per cent

MFs place heavy bets on fresh offerings; ICICI Pru, SBI lead allocation

ICICI Prudential Mutual Fund leads the top-tier individual allocations in absolute money terms, committing ₹1,019.6 crore to Shadowfax Technologies.

Financial stocks attracted a third of FPI haul in August, shows data

Experts say the divergence suggests foreign rotated towards domestic consumption and financial themes while trimming exposure to commodity-linked and defensive sectors

Market pre-open rules change from today: Here's what is different

The new pre-open auction session from Monday is divided into three time slots for order entry, modification/cancellation and order matching/execution for determining the opening (equilibrium) price.

Rising bond yields make largecaps attractive; mid, smallcaps may lag

Nifty 50's equity risk premium looks attractive

Market rout brings dividend stocks in limelight: Time to switch?

Dividend stocks aren't immune to market-wide sell-offs, but their yields create a natural floor for the stock price. As the price drops, the yield rises, which naturally brings in value investors.

​US 10-year bond yield topping 5% a near-term risk for markets: Chris Wood

The rate on 10-year Japanese government notes, too, climbed higher to hit 3 per cent for the first time since 1996, while UK 30-year yields reached the highest since 1998.

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

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

₹1 trillion market-cap stock club swells 27% to 119 in FY27

Among the new additions, Laurus Labs saw its market-cap rise 92 per cent to ₹1.03 trillion from ₹53,546 crore as of March 30, 2026

Mid-, smallcaps' outperformance vs Nifty hits 2026 high; analysts weigh in

The Nifty Midcap and Smallcap indices outperformed the Nifty 50 index by 14 percentage points and 21 per centage points respectively at the peak levels in calendar year 2026, shows data.

Nifty August range second-narrowest in 3 years; here's what history shows

On average, Nifty's monthly trading band expanded to nearly 6%, and up to 12% in the following four months after a range contraction, according to NSE's 3-year monthly data.

Closing auction session volumes surge on NSE after MSCI rejig 

NSE's CAS turnover surged to Rs 39,718 crore, nearly 22 per cent of cash-market turnover, as MSCI rebalancing triggered sharp price swings in dozens of stocks

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