Page 5 - Mutual Funds

Mutual funds' equity bets hit record ₹1 trillion amid March rout

Mutual funds invest over Rs 1 trillion in equities in March, cushioning record FPI outflows and taking advantage of sharp market correction

Retirement funds: Invest if you are prone to panic-selling amid volatility

Sophisticated investors who manage diversified portfolios and don't wish to outsource asset allocation may avoid them

TVS Venu group to acquire PGIM'S asset management business in India

TVS Venu Group signs definitive agreements to acquire PGIM India's asset management business from Prudential Financial, subject to regulatory approvals and closing conditions

Franklin Templeton MF launches Sapphire Equity Long-Short SIF strategy

Franklin Templeton MF launches its first specialised investment fund, Sapphire Equity Long-Short SIF, using a quantitative strategy with selective shorting to manage downside risks

Active funds still have an alpha edge, majority win on risk-adjusted basis

Active smallcap schemes had the highest median alpha of over 2 per cent. The rest of the categories exhibited between 0.8 per cent and 1.3 per cent alpha on a median basis

Navi MF looks beyond passives, eyes active frontier to drive growth

Fund house plans to expand active equity offerings with focus on high active share as it seeks to diversify beyond passive funds and tap broader investor demand

Fintech Bachatt raises $12 million in Series A round led by Accel

Startup plans to scale its savings platform and build AI-led wealth and credit solutions targeting India's 300 million merchants and self-employed segment

Reit mutual funds to be reality soon as NSE rolls out dedicated index

Fund houses eye passive schemes tracking Nifty REITs & Realty Index

MF launches taper off in March in the midst of West Asia flare-up

Only nine equity schemes launched in March as geopolitical uncertainty and market volatility prompt fund houses to delay new offerings despite strong pipeline

Sebi mulls allowing gift cards, prepaid instruments to invest in MFs

Markets regulator Sebi on Tuesday proposed introducing gift cards or gift prepaid payment instruments (PPIs) for investments in mutual funds to improve financial inclusion through onboarding of new investors in the space. Under the proposal, the purchaser of Gift PPI can gift the prepaid payment instrument to a recipient, who can then use the instrument to subscribe to mutual fund units, Sebi said in its consultation paper. These PPIs will be funded only through electronic bank transfer or UPI from an Indian bank account with a validity period of one year from date of issuance. Sebi suggested a cap of Rs 50,000 per investor per financial year for investments made through gift PPIs. "The RTAs, on behalf of AMCs will track how much each investor has invested per AMC per financial year through Gift PPI, e-wallets and cash. If the transaction resulting from a Gift PPI redemption crosses Rs 50,000, the RTA will reject the transaction, and the PPI face value will be refunded to the issue

HDFC Bank sell-off wipes out ₹50,000 crore from mutual fund assets

HDFC Bank's sharp fall has eroded Rs 50,000 crore from mutual fund portfolios, with high exposure across schemes limiting fund managers' ability to deploy fresh capital

Consumption funds: Hold if you can withstand volatility, invest for 5 yrs

New investors should stick to diversified equity funds; if they invest, they should take limited exposure in satellite portfolio

HDFC Flexi Cap Fund: Focus on high-return sectors boosts gains further

HDFC Flexi Cap Fund delivers strong long-term returns, outperforming benchmark and peers, with rising AUM and a diversified, large-cap-heavy portfolio strategy

Indian asset managers dump government bonds at record pace on oil shock

Mutual funds have net sold government bonds worth 356 billion rupees ($3.82 billion) so far this month, a record for any month, clearing house data showed

HDFC Bank share price crash: These mutual funds may see the biggest hit

HDFC Bank share price plunged 8.6 per cent intraday, hitting a 52-week low. Here's how the fall impacts mutual funds, top MFs with highest exposure, and which funds increased or cut exposure in Q3FY26

Equity mutual fund investors hold steady despite market correction

Equity mutual fund investors remain resilient amid market volatility, with AUM trends indicating sustained inflows and steady participation despite correction in equities

Market correction: Build watchlist, buy quality stocks at target prices

Do not exit in panic or buy falling stocks without reassessing fundamentals; instead, build a watchlist and invest gradually with a disciplined, long-term approach

MFs invested big in private lenders in February, pared holdings in SBI

HDFC Bank, ICICI Bank and Kotak Mahindra Bank attract strong inflows from mutual funds in February, while fund houses trim exposure to SBI and other large-cap stocks

Correction in banking, financial funds: Exit if unable to handle volatility

Stay invested only if you have strong conviction, understand the sector, and can time your entry and exit

Sebi tightens rules on intraday MF borrowings; Innovision IPO sees 30% bids

Sebi has tightened rules on intraday borrowing by mutual funds from April 2026, while the Innovision IPO struggles for demand and Raajmarg InvIT sees strong investor interest