Page 27 - Market Lens

Equity MF inflows rise 24% to ₹23,587 cr in June, ending five-month decline

Net equity MF inflows rose to Rs 23,587 crore in June as redemptions fell; SIPs hit record Rs 27,269 crore, pushing mutual fund industry AUM to Rs 74 trillion

BFSI, Auto, Telecom: What did foreign investors buy and sell in June 2025?

FIIs biggest investment was in the BFSI sector in June 2025, followed by Oil and Gas, and Automobile sectors

Promoter holdings private listed firms drops 600 bps to 37% since 2021

Promoter share in top 200 firms has fallen by 600 bps since 2021 as mutual funds absorb large stake sales, boosting India's MSCI weight and market resilience

Sebi intervention in F&O marks 20% decline in individual investors

The number of individual investors in the F&O segment has dropped by 20% to 6.7 million, with mounting losses and regulatory tightening contributing to the decline in participation

Single-digit earnings growth likely for India Inc in June quarter

Brokerages however expect a further slide in revenue growth due weak demand in key sectors such as Banks, IT Services, FMCG, Automobile, Oil & Gas and mining & metals

Indian Hotels, nine midcaps move to largecap basket in Amfi reshuffle

Amfi's July 2025 stock reclassification sees 10 midcaps, including Indian Hotels and Solar Industries, move to the largecap list based on six-month market cap average

Net losses of individual traders in F&O widened in FY25: Sebi study

Sebi's new study reveals a 41% rise in net losses of individual traders in the equity derivatives segment in FY25, with over 91% of traders making losses, despite regulatory measures.

Jane Street fallout: High-frequency trading, quant firms under lens

Sebi aims to stay proactive as firms expand in India

18 debt issuances, ₹1 trillion+, the fastest half-year sprint yet

Reits, Invits tapped debt every 10 days in record run

Markets set the hoofbeat: MFs run with the bulls to ₹72 trillion

Investor herd came charging back - AUM climbed 7% in Q1

Slowing growth and high valuations weigh on Trent stock performance

Trent shares fall 12% on weak Q1 growth; brokerages cite valuation mismatch, slowing momentum in fashion, and downgrade targets despite optimism on new verticals

Ownership shift in BSE-200: Promoters offload, domestic investors step up

Promoters sold ₹95,000 crore worth of stakes in June; major offloading was seen in Bharti Airtel, IndiGo, Vishal Mega Mart, Bajaj Finserv, and Hindustan Zinc

Navigating volatility: Why multi-asset funds offer stability and growth

Multi-asset funds: Investing in a diversified portfolio of asset classes with low to negative correlation helps reduce downside risk

Brokerages remain cautious on Asian Paints despite recent rally in stock

Shares of Asian Paints rose to a two-month high, but brokerages remain cautious amid regulatory scrutiny and growing competition in the premium segment

Market regulator Sebi nudges mutual funds to push bite-sized SIPs

According to sources, following a nudge from Sebi, the Association of Mutual Funds in India (Amfi) wrote to fund houses on June 27, seeking information on their plans to offer the ₹250 SIPs

Leverage trades via MTF gather steam as market momentum picks up pace

The rise in the usage of the margin trading facility comes as the Nifty index soared over 17 per cent from its April lows

DIIs pour record ₹3.5 trillion into Indian equities in H1 CY25

The benchmark Nifty50 index has risen by 5.92 per cent, while the 30-stock Sensex has advanced 5.01 per cent, so far in H1-CY25

Retail investors pump ₹5,607 cr in June after 3-month equity exit

In the previous three months, they had yanked out close to ₹20,000 crore. The retail buying comes as benchmark Nifty is poised to log its fourth straight month of gain