Page 3 - Mutual Funds

CIOs signal earnings-led market ahead, urge realistic return expectations

India's top fund managers expect the domestic equity market to move into a steadier, earnings-driven phase after a prolonged period of sharp rallies followed by 13-14 months of consolidation

Digital push, new investors to shape next phase of MF growth: Experts

India's MF industry believes it is still only at foothills of its potential. The next phase will be driven by the rise of digital platforms and improved discipline in SIPs, said five industry leaders

Quant-based funds emerge as new battleground for mutual fund investors

Although quant and factor strategies are expanding rapidly, investor participation held back by their complexity and inconsistent returns

Direct equity investors take money off table in 2025, a first since Covid

Sell shares worth nearly ₹8.5K cr so far as markets remain choppy

MF universe rejig: Large, midcap cutoffs likely to hit new highs in Jan

Amfi's January stock universe reclassification may lift the largecap cut-off to Rs 1.05 trillion and the midcap threshold to Rs 34,800 crore, driven by new listings and higher valuations

Mutual funds' NFO collection shrinks in 2025 as equity appetite cools

Mutual funds launched 222 NFOs and raised ₹63,631 crore in 2025 (as of November), down sharply from 2024, as active equity demand softened amid volatile markets

US-focused funds' outlook in 2026: Expect consolidation, moderate returns

US-focused mutual funds surged in 2025 on an AI-led rally. In 2026, expect consolidation and moderate returns; rebalance mega-cap tech exposure and invest in phases

Ease of investing: Sebi's interventions will bring greater transparency

Sebi has also lowered the limits on the (BER) across categories, which will reduce costs slightly for investors

Sebi cuts mutual fund fees: How 10-15 bps can add Rs 5 lakh to wealth

A small cut in fund expenses can quietly compound into meaningful long-term gains for investors

Wide-ranging reforms: Sebi overhauls MF cost framework, stockbroking rules

Sebi has renamed expense ratio limits as the base expense ratio and moved statutory levies outside the cap, while approving a rewrite of MF regulations to tighten transparency and governance

Sebi board likely to review MF fee structure, stock broker rules

Simplification in IPO documents, incentives for debt issuances also on agenda

Investment Strategy: Is your mutual fund portfolio drifting? How to fix it before 2026 |Share market

As 2026 approaches, market experts say a disciplined year-end review of your mutual fund portfolio can make a real difference.

Year-end fund review: Is underperformance cyclical or fundamental?

Temporary underperformance could be due to the fund manager's investment style not being favoured by the market currently; wait out such phases

Equity mutual funds rebound, inflows rise 21% to ₹29,911 cr in Nov

Equity mutual funds attracted Rs 29,911 crore in November, marking a 21 per cent increase from the preceding month, according to data released by industry body Amfi on Thursday. This rise in inflows comes after three consecutive months of decline, signalling an improvement in investor sentiment. The positive momentum in equity flows also boosted the broader industry's asset base with total assets under management (AUM) rising to Rs 80.80 lakh crore, up from Rs 79.87 lakh crore in October. Retail participation through Systematic Investment Plans (SIPs) showed a slight softening. SIP inflows edged down to Rs 29,445 crore, compared with Rs 29,631 crore in the previous month. According to the data, net flows in equity mutual funds rose to Rs 29,911 crore in November, up from Rs 24,690 crore in October. The net inflow in equities stood at Rs 30,421 crore in September and Rs 33,430 crore in August. Most sub-categories saw positive traction, except for dividend yield and ELSS funds dur

Don't be fazed by one-year return; ELSS long-term record is robust

Choose them for their strong wealth creation potential and short lock-in period, especially if you remain on the old tax regime, but don't judge them on past-year returns alone

SBI Mutual Fund initiates process of appointing merchant bankers for IPO

SBI Mutual Fund, the biggest fund house, has initiated the process for the appointment of merchant bankers and other service providers to facilitate an initial public offering (IPO). The boards of respective shareholders, like SBI and Amundi, and the board of SBI Funds Management Ltd (SBIFML) have approved a timeline of 12 months, SBI Chairman C S Setty told PTI in an interview. "We are very seriously working on that, and in this timeline we should hit the market...we have started the process of identifying the merchant bankers and other service providers," Setty, who is also chairman of SBIFML, said. SBIFML is a joint venture between State Bank of India and Paris-based Amundi, with 61.98 per cent and 36.40 per cent stake, respectively. The fund house managed assets of around Rs 12 lakh crore as of September 2025. The company's two promoters plan to sell a combined 10 per cent stake through the public offering. Last month, SBI approved the offloading of 3,20,60,000 equity shares,

Unclaimed assets worth ₹2,000 cr provided to rightful owners in Oct, Nov

The government has launched a nationwide campaign 'Your Money, Your Right' to facilitate the settlement of unclaimed financial assets, and Rs 2,000 crore have been claimed by their rightful owners in October and November this year. The government launched the campaign on October 4 to facilitate the settlement of unclaimed financial assets, including bank deposits, insurance, dividends, shares, mutual funds and pensions, to their legitimate claimants. From October to December 5, 2025, camps have been held in 477 districts with participation of public representatives, district administration, and officials from financial institutions, Minister of State for Finance Pankaj Chaudhary said in a written reply to the Rajya Sabha. To maximise outreach during the campaign, standard operating procedures (SOPs), frequently asked questions (FAQs), and awareness material in major regional languages, along with short video messages, have been widely disseminated. District-level camps are organised

Overseas investments via GIFT City funds: Strong rules, simpler taxes

Taxes on capital gains and dividends are paid at the fund level; investors do not pay

Mutual funds and equities fastest-growing asset classes, says report

Yet India's household allocation remains far below US, UK, Canada

Earnings growth likely to boost equity returns in 2026: Kotak MF

Calls upon investors to moderate return expectations, follow asset allocation