Page 3 - Mutual Fund

Retail investors cling to risky mutual funds even as HNIs pare exposure

In the September 2024-June 2025 period, while retail investors continued with their high-risk bets, HNI portfolios veered towards safer options in the MF space

Earnings recovery can revive value funds, invest with 5-year horizon

Allocation to these funds is essential for style diversity within portfolio

MF AUM has potential to reach 50% of GDP in 20 years, says Amfi CEO

Chalasani believes the industry body has played a pivotal role in popularising MFs and ensuring transparency and high governance standards at AMCs

DIY investors lose edge in direct mutual fund market, shows data

Guided assets grow faster than self-managed ones

Mutual fund overseas assets fall 5.6% to $8.3 billion in FY25, says RBI

Indian mutual funds' overseas assets dropped 5.6 per cent to USD 8.3 billion in FY25, the Reserve Bank of India (RBI) said on Monday. At the end of FY24, Indian mutual funds held assets of over USD 8.81 billion in foreign assets, as per the central bank's annual survey of foreign assets and liabilities of mutual funds. "Overseas assets of MFs declined 5.6 per cent and stood at USD 8.3 billion in March 2025, due to lower holdings of foreign equity securities," the RBI said. There was a 3.9 per cent drop in equity securities held abroad by MFs at market value in the US at Rs 44,500 crore, while the same in Ireland and Taiwan also witnessed declines. Over 95 per cent of the overseas equity investment of the MFs were concentrated in the US, Luxembourg, and Ireland, the RBI said. It can be noted that FY25 witnessed volatilities in the global markets because of continuing geopolitical tensions amid tensions between Ukraine-Russia and in Israel, while change of guard in the US and the ne

FIIs vs DIIs: Reversing roles in India's equity market after 25 years

With enough firepower to counter FIIs, DIIs have made India's equity market more resilient, but what's driving the shift?

Sebi scraps transaction charges for MF distributors, effective immediately

Markets regulator Sebi has abolished transaction charges paid to mutual fund distributors, bringing an immediate end to the provision that allowed asset management companies (AMCs) to pay such charges for investments above a certain threshold. The regulator said the decision came after a public consultation was carried out in May 2023 and an industry consultation in June this year. Under the earlier framework, Sebi said distributors were eligible for such charges if they brought in a minimum subscription amount of Rs 10,000. "...Sebi Master Circular for Mutual Funds dated June 27, 2024, allows AMCs to pay to the distributor transaction charges, subject to a minimum subscription amount of Rs 10,000 brought in by such distributors," the regulator said in a circular on Friday. Based on the feedback, Sebi observed that distributors, as agents of AMCs, are entitled to be remunerated by the AMCs, the "charges or commission, as prescribed under rules, shall be done away with". Accordingl

Capitalmind gets Zerodha's Rainmatter backing after MF debut success

Capitalmind secures Series-A funding from Zerodha's Rainmatter after raising ₹45 crore in its mutual fund NFO. The Flexi Cap Fund reopens as Capitalmind targets retail and HNI investor segments

Fund of funds launch spree moves to hybrid, diversified equity space

5 all-in-one FoFs to plate up equity and debt, some with lower volatility baked in

Debt fund near ₹20 trillion milestone as flows revive and AUM durge

Debt fund AUM grew at the same pace as equity funds over this one year

Sebi considering uniformity in valuation of gold, silver held by AMCs

Markets regulator Sebi is considering a review of the valuation methodology for physical gold and silver held by mutual funds through exchange-traded funds (ETFs) to ensure greater consistency and better alignment with prevailing domestic market prices. In this regard, Sebi has proposed that AMCs should use spot prices published by domestic commodity exchanges to value gold and silver, replacing the current practice of using LBMA prices, according to its consultation paper on Wednesday. It is also looking to identify a uniform domestic benchmark and make the detailed polling mechanism for spot price determination publicly available. Currently, gold held by any gold ETF scheme is required to be valued at the AM fixing price of the London Bullion Market Association (LBMA) in US dollars per troy ounce for gold having a fineness of 995.0 parts per thousand. Similarly, silver held by a silver ETF scheme is valued at the AM fixing price of the LBMA in US dollars per troy ounce for silver

Retail losses in derivatives is a macroeconomic concern: Ashish Gupta

Sebi's measures are necessary to align the derivatives market with its underlying cash market, as the current disconnect is unsustainable

Equity cult in Bihar: State now has 10th highest investor base, shows data

This is the sharpest surge recorded across states during this period, and reflects a compound annual growth rate (CAGR) of 48.8 per cent

SBI MF enters SIF space with new offerings under 'Magnum' brand name: Dy MD

SBI MF enters the specialised investment fund segment under the Magnum brand with equity and hybrid offerings, joining other major AMCs in launching high-ticket SIF products

As MFs gear up to launch SIFs, distribution takes the centre stage

Fund houses initiate discussions, roll out training programs for distributors

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

MF funding to NBFCs hits record Rs 2.77 trillion in May 2025: CareEdge

Mutual fund exposure to NBFCs rose 32.5% YoY to record Rs 2.77 trillion in May 2025, driven by CPs and corporate debt, while bank credit to NBFCs fell 0.3%

MF distribution industry moving towards consolidation: Misbah Baxamusa

In today's dynamic, tech-driven environment, smaller distributors need robust digital infrastructure and operational support to stay competitive, says Baxamusa

Funds flexing 60/40 playbook becoming investor favourites in India

The growing demand for hybrid funds may indicate the huge popularity of equity investments is starting to wane in the world's most populous economy

Mutual fund assets surge to nearly one-third of the bank deposits

The MF assets under management (AUM) at Rs 72.2 trillion is almost a third of the total bank deposits of Rs 232 trillion in May 2025