Mutual Funds

Balanced advantage funds' equity exposure reaches multi-year high

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

CAS to be beneficial for ETFs, index funds, says DSP MF's Ghelani

The passive fund could account for 30 per cent of the total mutual fund industry, said Anil Ghelani, Head of Passive Investments & Products, DSP Mutual Fund

Index funds gain ground as ETFs lose share of India's passive fund market

Index funds' AUM grows at a 5-year CAGR of 74.1%

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

Amfi announces initiatives to deepen mutual fund penetration

Amfi will conduct workshops and awareness programmes targeting women, first-time investors and underserved communities, while training 10,000 mutual fund distributors

₹1,322 cr outflows in largecap funds: What does this mean for investors?

The outflow came even as the Nifty 50 rose 2 per cent in July, supported by a sharp rally in information technology stocks, which recorded their best monthly gain in six years

Explained: ₹3,811 cr unclaimed in MFs; here's how to check and claim money

The money can be traced and claimed through official platforms by following a few steps

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

FII ownership falls to 17-year low as domestic investors strengthen grip

FPI ownership in NSE-listed companies fell to 15.1 per cent, while domestic mutual funds raised their stake for the 12th straight quarter to a record 11.6 per cent

Arbitrage funds' NAVs stabilise after closing auction volatility

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

Portfolio rejig: Here's what top 3 mutual fund houses bought & sold in July

The top AMCs, SBI Mutual Fund, ICICI Prudential Mutual Fund and HDFC Mutual Fund, saw an increase of 2.3 per cent, 3.1 per cent and 3.5 per cent, respectively in the equity value of their funds.

Regular to direct plan switch: Is a tax levy justified for investors?

Making switches between regular and direct tax-neutral will not cause any revenue loss. The capital gain is not being forgiven or exempted

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

Earnings & fundamentals are beginning to matter again: Vaibhav Chugh, Abakkus MF

The biggest opportunity for a fund house to differentiate itself lies in the strength of its investment philosophy, people, and processes, Chugh said.

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

Balanced hybrid MFs suit moderate-risk investors with five-year horizon

Balanced hybrid funds maintain 40-60 per cent allocations to both equity and debt, offering moderate-risk investors diversification and rule-based rebalancing

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

Redemptions rise across most categories as market recovers

The money never really left the bank: Bill for repricing has now arrived

Mutual funds did not drain India's deposits. Banks repriced their own liabilities - and the bill has now arrived

MF schemes with 10%+ gains fall by 3/4th in FY26; is easy money era over?

Sebi's annual report for financial year 2025-26 (FY26) shows that 198 schemes delivered 10 per cent-plus gains in the last fiscal year, as against 304 in FY25 and a whopping 822 in FY24.

Motilal Oswal AMC surpasses ₹2 trillion assets under management in August

Motilal Oswal Asset Management Company on Monday announced that its total Assets Under Management (AUM) across its Mutual Fund, Alternative Investment Fund (AIF), and Portfolio Management Services (PMS) businesses crossed Rs 2 lakh crore in August. During FY2026, Motilal Oswal AMC expanded its product suite by launching 18 passive mutual funds and 5 active mutual funds. It added 56.08 lakh SIPs (Systematic Investment Plans) during FY2026 and recorded a SIP inflow of Rs 16,479 crore. "We have remained committed to building high growth in earnings focused portfolios, following our QGLP investment philosophy, with a long-term perspective backed by disciplined risk management," Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company, said in a statement.