Market pulse › Mutual funds
Mutual funds
Today26 stories · 28 articles
Net tone● −7% today
Market checkCapital Markets −0.73%
Developing5 storylines
Mutual funds in three lines
- WhiteOak Capital launched a Fund of Funds focused on small-cap mutual funds
- Tata MF’s Chandraprakash Padiyar said stock selection is critical as earnings and valuation gaps widen
- SEBI defines medium-duration funds as investing in instruments with a 3–4 year Macaulay duration
2024 Sept
3725 Sept
1726 Sept
1327 Sept
1428 Sept
● mixed7 aggressive hybrid funds delivered 12%+ 5-year SIP returns; Bank of India led with 16.5%Seven aggressive hybrid funds delivered 12% or more in five-year SIP returnsBank of IndiaBanks
IPO● mixedNFO Insight: WOC Diversified Equity Small Cap Active FoF NFO opens for subscription. How is it different from a smallcap fund?WhiteOak Capital Mutual Fund launched a Fund of Funds focused on small-cap mutual fundsWhiteOak Capital Mutual FundSmall and midcapsNFOs
Broker call● mixedStock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarTata MF’s Chandraprakash Padiyar said stock selection is critical as earnings and valuation gaps widenSmall and midcapsMarket valuationsTata Group
● mixedBest medium duration mutual funds to invest in September 2026SEBI defines medium-duration funds as investing in debt and money-market instruments with a 3–4 year Macaulay durationSEBI
Funding and debt● mixedRich turn to borrowing against private equity holdings as payouts slowWealthy individuals are borrowing against private equity holdings as payouts slowPrivate banksStartups and VCNuvama Wealth Management
● mixedETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani called de-rating the “other side of alpha” and an underappreciated investment riskCarnelianMarket valuations
● mixedInternational ETFs trading at a premium: What investors should check before buyingIndia-listed international ETFs can trade at premiums to their underlying assetsETFsGlobal marketsMarket valuations
Broker call▼ bearishETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equitiesUS bonds are again offering attractive yieldsUS TreasuriesUS FedBond yields
Policy● mixedETMarkets PMS Talk | From mutual funds to PMS: Brijesh Ved on where PRIM fits in India's evolving wealth landscapeSEBI’s proposed PRIM framework could redefine investor expectations of portfolio managersPRIMSEBI
Market move▼ bearishBulls out of steam, it’s slow & steady on D-StreetForeign portfolio investors withdrew significant funds from Indian equitiesFII flowsMutual fund flowsDII flows
● mixedHybrid funds are booming: Why some advisers prefer them while others remain cautiousSome advisers favour hybrid funds for tax efficiency and stabilityTaxesInsurance distribution
Policy● mixedSebi's PRIM route: Portfolio managers can invest ₹25 lakh-plus client money in mutual fundsSEBI launched PRIM, a route for portfolio managers to invest client money in mutual fund unitsPRIMSEBI
● mixedMutual fund returns: Why average return can mislead you about your actual wealthTwo funds both averaged 5%, but one left investors Rs.11,000 richer
Expansion● mixedDubai is an important market for us, says SBI Funds’ MD & CEO Debasish MishraSBI Funds Management is expanding into overseas hubs such as Dubai and deeper Indian marketsSBI Funds ManagementSBIGlobal markets
Market move▼ bearishStreet signs: Slump in domestic flows adds to largecap woes, and moreActive largecap funds saw outflows as Nifty 50 approached oversold territoryMutual fund flowsNifty and SensexFII flows
● mixedManufacturing mutual funds: Top scheme delivered over 23% in 1 year—did this stellar return come with higher risk?Top manufacturing mutual fund schemes delivered over 23% in one yearManufacturingMarket valuations
Policy● mixedYour gold or silver ETF holds physical bullion: Here's what SEBI's new vault rules mean for investorsSEBI approved a common vault-manager framework for bullion backing gold and silver ETFsSEBIETFsGold
Policy● mixedSEBI PMS overhaul could turn advisers into portfolio managersA ₹25-lakh PRIM route gives wealth managers a way to manage mutual-fund portfoliosPRIMSEBIStockbrokers
● mixedA data-driven analysis of mutual funds vs. PMSMutual funds returned 14.5% CAGR over 10 years, versus 14.0% for PMSMutual fund flows
Policy● mixedSold house, land, shares or mutual funds? Know 9 reinvestment options to claim capital gains tax exemptionThe Income-tax Act provides nine exemptions for capital gains from asset salesCapital gains taxIncome taxReal estate
● mixedInvested in a top-performing mutual fund? Why strong returns may not translate into similar gains for youInvestment and withdrawal timing can create a significant gap between mutual fund returns and what investors earnMutual fund flowsMarket valuations
● mixedYour SIP Has Underperformed For Three Years: What Should You Check Before Stopping It?Periodically review your portfolio to check whether returns align with expectationsMarket valuations
▲ bullishETMarkets Smart Talk | 2-3 crore wealth creators could enter PMS: Sandeep Jethwani on PRIM and India’s wealth boomSEBI’s PRIM framework lowers the PMS entry limit to ₹25 lakhPRIMSEBIDinesh Pant
Funding and debt● mixedNew fund offers: 6 mutual funds and 1 SIF will open for subscription this week. Check dates and detailsSix mutual funds and one Specialized Investment Fund open for subscription this weekNFOs
● mixedRs 2,500 salary to Rs 6 Cr, Rs 3 Cr without stocks or MFs, Rs 80 L income to nil: 3 money journeysTaxesMarket valuationsGlobal markets
Market move● mixedSBI Flexicap among 5 flexi-cap mutual funds that delivered single-digit returns in 3 years. Check detailsFive flexi-cap funds delivered single-digit returns over three yearsSBIMarket valuations
Market move▼ bearishEquity mutual funds lose up to 13% in a week; sectoral and thematic funds lead the decline. Check top 10 losersEquity mutual funds fell by up to 13% last weekMutual fund flowsETFsWall Street
● mixedThe quiet inflation fighters: How debt mutual funds protected purchasing powerDebt schemes have largely preserved purchasing power across market cyclesInflationMutual fund flows
● mixedWestwood Holdings CEO Brian Casey on Y'all Street and an ETF tracking the AI power ecosystemBrian Casey is CEO of Dallas-based asset manager Westwood HoldingsAIPower sectorETFs
● mixedWhat is Passive Investing? How’s it different from putting your money through active investments? ExplainedPassive funds track market indices, reducing the need for individual stock selectionETFs
Data● mixedMutual Funds returns
● mixedMoving from SIPs to direct stock trading? Key skills you need firstDirect stock investing offers higher potential returns but requires disciplined research and risk toleranceStock exchangesSmall and midcaps
Market move▲ bullishFIIs and mutual funds raised stakes in 10 stocks during June quarterInstitutional investors raised holdings in several Nifty 500 stocks in the June 2026 quarterFII flowsNifty and SensexMutual fund flows
● mixedThese 5 SIFs have delivered over 10% returns since their inception. Check inception date and performanceFive SIFs have delivered double-digit returns since inceptionMarket valuations
● mixedMultiple mutual funds, same stocks? Here’s how to check for portfolio overlapOverlapping holdings across mutual funds can reduce the diversification investors expect
● mixedMutual fund SIPs did better than lumpsum across 5 equity categories in 2 years. Check detailsSIPs outperformed lump-sum investments across five equity fund categories over two yearsSmall and midcaps
● mixedAveraging in stocks vs mutual funds: What you need to know before investingAveraging down can lower entry costs in quality investmentsMarket valuationsSmall and midcaps
Policy▲ bullishSEBI’s new PMS framework could potentially double industry size over time: APMI Chairman Vikas KhemaniRevised PMS framework lowers the entry threshold to ₹25 lakhPRIMSEBIMarket valuations
● mixedExplained: Which mutual fund ratios should investors check before investing?Risk ratios help investors assess mutual fund schemes beyond past returns