Page 4 - Mutual Fund

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

Jio BlackRock Mutual Fund launches investment management platform 'Aladdin'

Jio BlackRock Mutual Fund, which last month got asset management licence from market regulator SEBI, on Monday introduced Aladdin, BlackRock's unique investment analytics and risk management platform. Jio BlackRock Asset Management Pvt Ltd is a 50:50 joint venture between Jio Financial Services Ltd (JFSL) and US-based BlackRock. "Investing should be simple. And it should work for you. That's the belief that brought Jio Financial Services and BlackRock together. We've blended Jio's digital first approach with BlackRock's global investment expertise? to build solutions around what Indian investors truly need," the mutual fund company said in a post on X. And for the first time ever Aladdin, BlackRock's unique investment analytics and risk management platform, is now available in India, it said. "This is just the beginning. We are here to redefine investing by making it accessible and affordable for you. We are Jio BlackRock Mutual Fund," it said. The Securities and Exchange Board of

In a first, HDFC Mutual Fund hybrid fund's AUM tops Rs 1 trillion

HDFC BAF becomes the first hybrid MF to cross ₹1 trillion in AUM, driven by a model-based strategy, steady performance and leadership in balanced advantage category

Mutual fund cash exposure declines for the first time in six months

Equity MF inflows fell for the fifth consecutive month to ₹19,013 crore-the lowest in 13 months

Motilal Oswal MF launches BSE 1000 Index Fund: Here's all you need to know

Motilal Oswal BSE 1000 Index Fund aims to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE 1000 Index

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

Many investors are sitting on notional losses, says Nikhil Rungta of LIC MF

The recent moderation in SIP flows is largely a function of short-term sentiment, particularly in response to sharp corrections in small- and mid-cap segments, Rungta said

Mutual fund assets surge 23% to hit record Rs 65.74 trillion in FY25

Mutual fund assets surged 23 per cent or over Rs 12 lakh crore year-on-year to reach a record of Rs 65.74 lakh crore in FY25, propelled by robust net inflows and mark-to-market gains amid buoyant equity and debt markets. In comparison, the assets under management of the industry stood at Rs 53.40 lakh crore in March 2024. "The asset base expanded partly owing to mark-to-market (MTM) gains, spurred by equity markets clocking positive returns, as reflected in the Nifty 50 TRI and Sensex TRI rising 6 per cent and 5.9 per cent, respectively. Debt markets also contributed positively through MTM gains, supported by favourable yield movements," according to the Association of Mutual Funds in India's (Amfi) annual report released on Monday. Also, the increase in AUM was attributed to net inflows summing up to Rs 8.15 lakh crore during fiscal 2025. The sharp surge in asset base was also reflected in the growing numbers of investors, mutual funds, with the number of folios reaching an all-ti

Benefits of investing in Daily SIPs: You can start with as little as Rs 100

Daily SIP is a plan where you invest a fixed and small amount in mutual funds every trading day

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

Angel One AMC launches two new passive funds: Here's all you need to know

The investment objective of the Angel One Nifty 50 Index Fund is to replicate the Nifty 50 Index to provide returns before expenses that track the total return of the Nifty 50 Index

Expense ratio: Shun active funds with high costs, inconsistent performance

A higher expense means a larger portion of the return goes to the asset management company

UTI Mutual Fund launches Multi Cap Fund: Here's all you need to know

The scheme aims to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies across the market capitalization spectrum

Aditya Birla Sun Life AMC Q4 results: Profit grows 9% to Rs 228 cr

The company's board of directors in its meeting recommended a dividend of Rs 24 per equity share for FY25

No 'investible ideas'? DSP Mutual Fund raises cash amid pricey valuations

The dicey environment has pushed Abhishek Singh, who oversees over $2 billion of assets at DSP Mutual Fund, to increase cash holdings in a large cap fund to nearly 13 per cent as of March-end

Motilal Oswal Mutual Fund buys additional shares of Coforge worth Rs 231 cr

Motilal Oswal Mutual Fund (MF) on Thursday acquired additional shares of IT firm Coforge worth Rs 231 crore through an open market transaction. According to the bulk deal data available on the NSE, Motilal Oswal MF purchased 3.5 lakh shares or 0.52 per cent stake in Greater Noida-based Coforge. The shares were acquired at an average price of Rs 6,605.13 apiece, taking the transaction value to Rs 231.18 crore. After the latest transaction, Motilal Oswal MF's equity stake in Coforge rose to 8.58 per cent from 8.06 per cent. Details of the seller(s) of Coforge's shares could not be ascertained on the National Stock Exchange (NSE). The scrip of Coforge on Thursday climbed 3.78 per cent to close at Rs 6,650 per piece on the NSE. On Thursday, Coforge said its wholly-owned subsidiary Coforge Technologies Australia has completed the acquisition of TMLabs from its shareholders in accordance with the share sale agreement.

Sebi plans overhaul of mutual fund classification, ease restrictive clauses

Amid concerns over the proliferation of thematic MF schemes, Sebi aims to address the lack of differentiation within the 36 prescribed categories

Equity or debt-oriented? Let risk profile and time horizon decide for MAAFs

Amid market turbulence, investors seeking stability with reasonable returns may multi-asset allocation funds