Page 17 - Mutual Funds

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

Expense ratios: a quiet wealth killer which eats up your mutual fund gains

Experts caution that this fees can have a significant impact on long-term returns, especially when compounded over decades

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

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

Street Signs: Markets teeter on edge, Nuvama's unintended fall, and more

Shares of Nuvama Wealth Management, majority-owned by private equity (PE) firm PAG, fell over 10 per cent on Friday

NFO alert! JM Financial MF launches Large & Midcap Fund; check details here

JM Large & Midcap Fund aims to generate long-term capital growth through investments in high-quality growth stocks

Invesco launches Income Plus Arbitrage Active Fund of Fund; check details

Invesco India Income Plus Arbitrage Active Fund of Fund is an open-ended fund of fund scheme investing in units of actively managed debt-oriented schemes and equity arbitrage schemes

Embassy REIT raises ₹1,550 crore through NCDs and term loan facilities

Embassy REIT secures ₹1,550 crore through a mix of NCDs and a term loan, achieving an annual interest saving of 113 basis points through refinancing of existing debt

List of companies with high MF ownership swells, midcaps lead the large

Funds owned over 20% in 18 midcap firms in March, doubling in three years

Fund Pick: Aditya Birla Sun Life outrunning rate hounds tactically

Nimble duration calls gave fund agility to sidestep rate shocks and seize yield pockets

NFO alert! Mahindra Manulife launches BFSI focused fund; check details here

Mahindra Manulife Mutual Fund has launched Mahindra Manulife Banking and Financial Services Fund. The NFO, which opened today, will remain available till July 11, 2025

Sebi extends investor-protection rule to passive mutual fund breaches

Timelines for portfolio rebalancing in schemes will now be applicable to all types of passive breaches across actively managed schemes

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 schemes renamed to align with the Sebi category norms

With Sebi's June deadline nearing, fund houses rename equity schemes to reflect category names and avoid investor confusion; more changes may follow

MF industry shows exuberance, but financials lag macroeconomic tailwinds

Over the past one, three, and five years, many Indian equity mutual funds have underperformed their benchmark indices

Run SIP with long horizon, avoid lump sum bets amid high valuations

Despite stretched valuations and market volatility, smallcap funds saw strong inflows in May as investors bank on long-term potential and return to SIPs for stability

Balanced Advantage Funds: Ensure fund's strategy matches your risk appetite

Conservative investors should prefer a valuation-based approach, while those with a higher risk appetite should go for a fund focused on momentum

Nippon India MF, BlackRock, others buy 10% stake in Sai Life for ₹1,505 cr

Nippon India Mutual Fund, BlackRock, Societe Generale, Morgan Stanley and others on Friday collectively bought a 10 per cent stake in Sai Life Sciences from US-based asset manager TPG for Rs 1,505 crore through open market transactions. Besides, Axis Mutual Fund (MF), Aditya Birla Sun Life MF, Invesco MF, Norway's Government Pension Fund Global, German multinational Allianz's arm Pimco, Axis Max Life Insurance, HDFC MF, Ghisallo Master Fund LP, UTI MF, DSP MF were among the buyers of Sai Life Sciences shares. These entities picked up more than 2.08 crore equity shares or 10 per cent stake in Hyderabad-based Sai Life Sciences, as per the block deal data on the BSE. The transaction, valued at around Rs 1,504.75 crore, was executed at an average price of Rs 722 apiece. Meanwhile, Nippon India MF picked up 49.86 lakh shares or 2.39 per cent holding in Sai Life Sciences. After the stake buy, Nippon India MF's stake in the company rose to 4.88 per cent from 2.48 per cent. Meanwhile, glo

Sebi allows IAs, RAs to use MFs, overnight funds to meet deposit norms

Markets regulator Sebi has allowed Investment Advisers (IAs) and Research Analysts (RAs) to use liquid mutual funds and overnight funds as an additional option to the bank fixed deposit to meet their deposit requirements. This would provide IAs and RAs an additional option, along with bank fixed deposits, to comply with regulatory requirements and help in promoting ease of doing business. Under the current rule, IAs and RAs are required to maintain a deposit with a scheduled bank. Such a deposit is required to be lien-marked to the Administration and Supervisory Body (ASB) for IAs and RAs. IAs and RAs, through their associations, have represented that they are facing certain operational difficulties in opening the FD accounts, such as non-uniform interpretation of third-party FD procedures across different bank branches and lien marking of the same in favour of ASB. They suggested that as an alternative to FD, units of a liquid mutual fund lien marked in favour of ASB may also be ..

MFs' mcap baskets set for reshuffle; Largecap, midcap cut offs to decline

The changes, especially in the largecap space, is expected to be the highest in recent years, given the volatility in 2025 so far

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