Page 5 - Mutual Funds

BFSI summit: Top mutual fund CIOs advise caution amid global uncertainty

Industry leaders said high liquidity and limited supply in certain segments, especially mid- and small-caps, have made deployment challenging and pushed valuations higher

Vested Finance opens global mutual fund access to retail investors

To allow investments in schemes based in US, other markets under LRS

Market maturity fuelled India's IPO boom, say investment bankers

The depth of domestic capital pool has reduced India's reliance on foreign institutional investors, enhancing market stability, a sentiment echoed by most panellists at Business Standard BFSI Summit

Sebi's cost-cap plan threatens to erode mutual fund, broker earnings

Shares of these, along with wealth and MF distribution stocks, slump up to 8%

GIFT Nifty contracts hit record open interest; Advent sells 2% in ABCL

GIFT Nifty hits record $21.23 billion open interest; Advent sells 2% in Aditya Birla Capital for ₹1,628 crore; Sebi plans simpler, more transparent mutual fund fee structure

Mutual funds resume lumpsum investments in silver ETF fund-of-funds

Fund houses including Tata, HDFC, Kotak and Aditya Birla Sun Life lift curbs on silver ETF FoFs as supply pressures ease and premiums stabilise

Sebi mulls uniform process for opening MF folios, first investments

Under the new proposal, first-time investments in newly created MF folios can only be made after KYC verification is completed by the KYC Registration Agency (KRA)

Tax tweak may tilt Infosys buyback in favour of retail, mutual funds

Tech major to repurchase 100 mn shares at Rs 1,800 - 18% above current price

Fund review: DSP Large & Mid Cap Fund

Fund review: DSP Large & Mid Cap Fund

Debt MFs see outflow of ₹1 trn in Sep on withdrawals from liquid funds

Fixed-income mutual funds witnessed a massive net outflow of Rs 1.02 lakh crore in September following modest redemptions of Rs 7,980 crore in the preceding month, primarily driven by large institutional withdrawals from liquid and money market funds. Out of 16 debt categories, 12 of them witnessed net outflows during the month under review. The major quantum of net outflows was witnessed by categories such as liquid, money market and ultra short duration funds. According to data with the Association of Mutual Funds in India (Amfi), debt mutual funds (MFs) witnessed an outflow of Rs 1.02 lakh crore in September, way higher than a net outflow of Rs 7,980 crore in the preceding month. In July, debt MFs saw a significant inflow of Rs 1.07 lakh crore. Nehal Meshram, Senior Analyst Manager Research, Morningstar Investment Research India, said the higher outflow in September was primarily led by "large institutional withdrawals from liquid and money market funds, reflecting quarter-end

Mutual funds seek Sebi nod for global expansion, wider business play

Industry wants flexibility to expand globally, enter allied segments like wealth mgmt, advisory

Infra, EV, rare earths to gain from govt push in Samvat 2082: Deepak Shenoy

Global trade dynamics are shifting. India may have to make some concessions in agriculture but will likely gain in manufacturing and defense, Shenoy said

Value funds help balance growth portfolios; invest with 5-year view

Those unable to withstand periods of underperformance may avoid these funds

Trustees must act fearlessly, build guardrails for MF industry: Sebi chief

Tuhin Kanta Pandey urges mutual fund trustees to set up early warning systems, strengthen oversight, and avoid passive compliance to protect investors

Equity MF inflows ease 9% in Sept; gold, silver ETFs draw record sums

Equity fund flows moderate amid higher redemptions, while SIPs hit record highs and flexicap funds continue to see strong investor interest

Equity mutual fund inflows decline 9% to ₹30,421 crore in September

Inflows in equity mutual funds dropped by 9 per cent to Rs 30,421 crore in September, data released by the Association of Mutual Funds in India (AMFI) showed on Friday. This also marks the second consecutive monthly decline in inflows. Despite the decline, this marks the 55th consecutive month of net inflows into the equity segment. According to the data, equity-oriented mutual funds witnessed an inflow of Rs 30,421 crore in September, a sharp decline from Rs 33,430 crore in August and Rs 42,702 crore in July. Within equity fund categories, the highest contribution came from Flexi Cap Funds at Rs 7,029 crore, followed by Mid Cap Funds with Rs 5,085 crore and Small Cap at Rs 4,363 crore. Besides, Large Cap Funds attracted Rs 2,319 crore. On the other hand, the debt category witnessed a massive withdrawal of Rs 1.02 lakh crore during the month under review compared to Rs 7,980 crore in the preceding month. Overall, the mutual fund industry experienced an outflow of Rs 43,146 crore i

Kotak MF halts lumpsum, switch-in investments in silver ETF Fund of Fund

The existing SIP (Systematic Investment Plan) and STP (Systematic Transfer Plan) in Kotak Silver ETF Fund of Fund will however remain active

ICICI Prudential MF becomes second to cross ₹10 trillion AUM mark

The fund house, a joint venture between ICICI Bank and Prudential PLC, achieved the milestone in the September quarter, reflecting strong investor confidence

Rs 4 trillion and rising: MFs on course for record equity purchase in 2025

Mutual funds' equity investments top Rs 4 trillion so far in 2025 and may breach Rs 5 trillion by year-end, offsetting foreign selling and steadying markets

Passive mutual funds gain traction; AUM rises to ₹12.2 trn in 2025

Passive mutual funds are gaining traction with the industry's assets under management rising to Rs 12.2 lakh crore in 2025, a jump of over six-fold in six years from Rs 1.91 lakh crore in 2019, according to a survey released by Motilal Oswal Mutual Fund on Monday. In just over two years since March 2023, the asset base has grown 1.7 times. The survey, which captured insights through the lens of over 3,000 investors and more than 120 distributors, including MF distributors, registered investment advisers and wealth managers across India, found that 76 per cent of respondent mutual fund investors are aware of Index Funds or ETFs in 2025. Moreover, 68 per cent of investors surveyed have invested in at least one passive fund in 2025, up from 61 per cent adoption in 2023. However, even with this adoption growth, one-third of investors remain outside, citing higher confidence in active funds or unfamiliarity with passive products. According to the third edition of Motilal Oswal Mutual ..