Page 9 - Mutual Funds

SIPs in equity mutual funds deliver steady gains despite market wobbles

Majority of diversified equity schemes deliver over 5% SIP return in 1 year even as market falters

FPIs still drive stock prices despite holdings at decade-low levels

Companies with rising FPI stakes in June 2025 quarter delivered 21.73% returns on average, outpacing mutual funds, LIC, and other investor cohorts

Active vs passive funds: Choose passive for core, active for satellite

Active funds can outperform, but also carry the risk of underperformance

Round trip to nowhere: Markets break a sweat, but not new ground

Markets moved. Wealth didn't. One year later, it's deja vu for investors

ED arrests ex-Axis MF manager in ₹2 trillion front-running scam probe

Viresh Joshi, a former chief trader and fund manager of Axis Mutual Fund, has been arrested under the anti-money laundering law in a case linked to alleged cheating of investors to the tune of Rs 2 lakh crore by 'front-running' in trade activities, the Enforcement Directorate (ED) said on Sunday. A special Prevention of Money Laundering Act (PMLA) court has sent Joshi, who was taken into custody on Saturday, to ED custody till August 8, the agency said. Front-running refers to an unethical and illegal practice in the securities market in which brokers or traders execute orders for their own benefit using advance knowledge of pending client orders. This malpractice compromises market integrity and disadvantages other investors. The federal probe agency launched searches in the case on August 1, covering multiple premises in Delhi, Mumbai, Gurugram, Ludhiana, Ahmedabad, Bhavnagar, Bhuj and Kolkata. The ED has been investigating the matter under the civil provisions of the Foreign ...

Nippon India mutual fund opens Leh branch to boost border inclusion

In a bid to deepen financial inclusion, Nippon Life India Asset Management Ltd has opened a branch in Leh and is looking to expand its presence in border areas, its CEO Sundeep Sikka said. With this, Nippon Life India Asset Management (NAM India) -- promoted by Japan's Nippon Life Insurance Company -- becomes the only asset management company in the country to establish a physical presence in such a high-altitude region. This marks NAM India's 167th branch and its presence in 266 pin codes across the country. Explaining the reason for opening the branch, Sikka said Ladakh, a Union Territory known for its breathtaking landscapes, has seen a surge in tourism and economic activity in recent years. However, the region's financial landscape remains relatively underdeveloped, with limited access to a diverse range of investment products. The average assets under management (AAUM) in Jammu & Kashmir and Ladakh stood at Rs 10,844 crore as of June 2025, accounting for less than 0.14 per ...

Choice AMC gets nod for MF foray; brokers call for F&O universe expansion

Brokers lobby group Association of National Exchanges Members of India (Anmi) on Friday called for an expansion of the stock universe eligible for futures and options (F&O) to deepen the cash market

Choice AMC gets Sebi nod to launch mutual fund operations with ETFs

Financial services company Choice International on Friday said its arm Choice AMC has received final approval from Sebi to commence operations as an Asset Management Company (AMC), marking its foray into the mutual fund business. The regulatory clearance enables the Mumbai-headquartered Choice group to formally roll out its mutual fund operations, expand its offerings across the financial services spectrum, the company said in a statement. Choice will now initiate operations of its AMC, with a strategic and phased rollout beginning with passive investment products such as index funds and exchange traded funds (ETFs), it added. "This approval marks a significant milestone in the expansion of our financial services portfolio and reinforces our long-term commitment to delivering comprehensive and accessible investment solutions. "The mutual fund platform will initially focus on passive products, in line with our objective to build a stable, scalable, and professionally managed asset .

360 ONE Asset launches Multi Asset Allocation Fund: Who should invest?

360 One Multi Asset Allocation Fund is an open-ended scheme investing in a diversified portfolio of equities, debt, and commodities

Choppy mkts dent equity MF inflows; investor count up only 5.2% in H1

MF investor growth dropped to 5.2% in H1 2025 from 12% a year ago as volatility hit lumpsum inflows, while SIPs and existing investor participation remained strong

Bajaj Finserv AMC launches Equity Savings Fund; check key details here

Bajaj Finserv Equity Savings Fund will maintain an overall equity allocation of at least 65 per cent, including arbitrage, allowing it to qualify for equity-oriented taxation

4-in-1 Investment: Zerodha's New FoF offers gold, equity, G-Secs in 1 fund

The minimum amount for application is just ₹100 and in multiples of 100 during the NFO, making it easy and accessible for investors.

Nippon AMC Q1 profit up 19%; BoI Mutual Fund launches midcap fund

Zerodha Fund House on Monday announced the launch of Zerodha Multi Asset Passive Fund of Fund

Transparency, investor safety boost MF appeal as retirement vehicle: Icra

Research firm ICRA Analytics on Monday said that enhanced transparency and investor protection regulations have helped boost investor confidence in mutual funds (MFs) as a retirement vehicle. The assets under management (AUM) of retirement MFs have increased 226.25 per cent in the last five years to touch Rs 31,973 crore in June 2025, up from Rs 9,800 crore in June 2020. The firm said that increasing awareness about the importance of financial planning among people and the need to build a corpus for retirement is raising the importance of retirement MFs. According to ICRA Analytics, such retirement MFs have exposure to both debt and equity, that focus on wealth appreciation and preservation, assuring income stability. Total number of folios under such schemes increased 18.21 per cent at 30.09 lakh in June 2025, up from 25.46 lakh in June 2020, the report said. Ashwini Kumar, senior VP and head (market data) said that equity MFs have captured significant inflows due to optimism abou

NFO Alert! Zerodha MF launches Multi Asset Passive FoF: Should you invest?

Zerodha Multi Asset Passive FoF is an open-ended fund of fund scheme investing in units of equity, debt index funds/ETFs and commodity ETFs

Multi-factor funds: Opt for quant model-run fund to eliminate manager risk

Be mindful that these funds do not have a track record, and changing market conditions can render a model obsolete

Planning to redeem MFs? AY 2025-26 tax rules may hit your returns

Debt, equity, gold or international funds: Know the new tax rules for AY 2025-26 and how timing your redemptions can save you money, says experts

Mutual fund industry showcases resilience, growth: ICRA Analytics

The mutual fund industry has showcased resilience and growth potential with strong momentum in systematic investment plans (SIP) and inflows across diverse categories, a report, issued by research firm ICRA Analytics, said on Wednesday. The research report, citing the data of the Association of Mutual Funds of India (AMFI), said total assets under management (AUM) at the end of June touched Rs 74.41 lakh crore, supported by bullish equity markets and sustained retail interest. June marked a strong month for the industry with high inflows and robust investor participation across equity, hybrid and SIP categories, it said. Equity-oriented schemes continued to attract significant investor interest, with total net inflows touching Rs 23,587 crore in June. Debt funds saw moderate outflows in June, compared to May. Net outflow of debt schemes during June stood at Rs 1,711 crore, the report said. Hybrid funds witnessed high inflows at Rs 23,223 crore as investors favoured a balance ...

Motilal Oswal MF launches Special Opportunities Fund; check key details

Motilal Oswal Special Oppotunities Fund aims to generate long-term capital by investing in opportunities presented by special situations

NSDL's listing deadline extended; Wealth Company MF to unveil 4 schemes

Manufacturer of gold jewellery Shanti Gold International on Tuesday fixed a price band of ₹189-199 per equity share for its upcoming ₹ 360 crore initial public offering (IPO)