Page 5 - Mutual Funds

Fund Pick: DSP ELSS Tax Saver, a lock-in that paid investors back

ELSS curbed churn, lifting long-term and SIP returns above category averages

Digital push, regulatory tailwinds spark rush for mutual fund licences

Industry is drawing a fresh wave of entrants even as scale, profitability remain key challenges

Dividend yield funds suit moderate-risk investors seeking lower volatility

These schemes invest in high-dividend stocks to cushion downside volatility, but they can underperform growth-oriented equity funds during strong bull market phases

Longer-horizon debt funds lose return edge over shorter-duration peers

As the surge in g-sec yields remains a drag on long-duration and g-sec scheme performance

Mirae Asset MF launches BSE India Defence ETF, FoF: Should you invest?

Mirae Asset BSE India Defence ETF is suitable for investors seeking returns that align with the performance and investment in securities constituting the BSE India Defence Total Return Index

Two-thirds of domestic households aware of securities products: Sebi survey

Urban households reported 74 per cent awareness, compared with 56 per cent in rural areas

Budget 2026-27: Mutual fund industry seeks capital gains relief

Urges Centre to roll back recent tax changes on debt schemes

Retail investors getting modest returns from equity holdings: Report

Holdings have delivered barely positive returns amid a prolonged market correction, says KIE study

Smallcap mutual funds looking to distance from stocks beyond top 1,000

Their exposure just 2% of scheme corpus, finds study

Domestic mutual funds turn homeward in December, pare global exposure

Domestic mutual funds shifted focus to India-facing growth stocks in December, increasing bets on financials, consumption and aviation while trimming global-facing names

Market regulator Sebi may soon revise MF categorisation framework

Sebi is set to roll out its first major review of mutual fund categorisation since 2017, aiming to curb portfolio overlap and bring long-term stability to the ₹80-trillion industry

Growth momentum in direct mutual funds sustains even as markets wobble

Individual investors' AUM in direct plan soars 43% in 2025, far outpacing 11% growth in regular plan

HDFC AMC Q3 results: Net profit rises 20% to ₹641 crore on higher AUM

HDFC Asset Management Company reported a 20 per cent year-on-year rise in net profit for the December quarter, aided by higher assets under management and steady growth in equity-oriented funds

Multi-asset funds' growth momentum sustains in 2025, shows data

Riding the gold and silver rally, multi-asset funds delivered strong returns in 2025, emerging as a core portfolio choice for Indian investors

Equity MF inflows fell 6% in December as encashing hit 17-month high

Net inflows in active equity funds down 10% in 2025 amid heightened market volatility

SIF launches set to pick up as fund houses line up debut schemes

Bandhan MF latest to launch SIF, ICICI Pru, 360 ONE gear up for entry

Sebi extends MF distributor incentive rollout deadline to March 1

Markets regulator Sebi on Wednesday extended the timeline till March 1 for the implementation of an additional incentives structure for mutual fund distributors for onboarding new individual investors from B-30 cities and new women investors from any city. Earlier, the new incentive structure, aimed at promoting wider outreach and awareness, was scheduled to be effective from February 1, 2026. According to the classification used in the mutual fund industry, B-30 refers to places beyond the top 30 cities. Based on the feedback received from the industry, citing operational difficulties in putting in place the requisite systems and processes for smooth implementation of the additional incentive structure, Sebi has decided to extend the implementation timeline. Accordingly, the new provisions will now come into effect from March 1, 2026, Sebi said in its circular. Under the new framework, asset management companies (AMCs) will pay these distributors 1 per cent of the first lump-sum

Value funds' outlook: Broad-based earnings recovery could boost performance

A shift in sector leadership could also favour these funds

Over 80% of mutual funds erode 25% of regular-plan investor wealth: Report

Ten-year data shows commissions matter more than most investors realise

Mutual fund AUM surges 18% in 2025, slowest in 3 years: Amfi data

Led by ICICI Pru, top four AMCs add over Rs 6 trillion to combined AUM