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Mutual funds

Topic tag · tracked since 24 Sept · also mutual fund, mf, mfs, amc

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Today27 stories · 30 articles102 stories since 24 Sept

Net tone● −7% today−2% over the week

Market checkCapital Markets −0.73%Nifty Capital Markets on Fri, 25 Sept · Nifty +0.34%

Developing5 storylinesBiggest: SEBI’s revised portfolio management rules · 16 updates

Mutual funds in three lines

Written 2h ago from its latest stories

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

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Bar colour is the day’s tone · tracking began on 24 Sept

2024 Sept

3725 Sept

1726 Sept

1327 Sept

1528 Sept

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stories together this week · colour is their tone

Market valuations23 Mutual fund flows23 ETFs21 SEBI21 Small and midcaps15 Global markets9 PRIM8 NFOs6 Nifty and Sensex6 FII flows5

Stories

102 in all · newest first

Expansion● mixedMirae Asset MF launches Life Cycle Fund 2056: How the scheme will change its equity-debt mix over 30 yearsNFOs1 source
19m

● 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 India Banks1 source
1h

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 Fund Small and midcaps NFOs1 source
2h

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 midcaps Market valuations Tata Group1 source
2h

● 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 durationSEBI1 source
3h

Funding and debt● mixedRich turn to borrowing against private equity holdings as payouts slowWealthy individuals are borrowing against private equity holdings as payouts slowPrivate banks Startups and VC Nuvama Wealth Management1 source
3h

● 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 riskCarnelian Market valuations1 source
3h

● mixedInternational ETFs trading at a premium: What investors should check before buyingIndia-listed international ETFs can trade at premiums to their underlying assetsETFs Global markets Market valuations2 sources
1h

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 Treasuries US Fed Bond yields1 source
3h

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 managersPRIM SEBI1 source
3h

Market move▼ bearishBulls out of steam, it’s slow & steady on D-StreetForeign portfolio investors withdrew significant funds from Indian equitiesFII flows Mutual fund flows DII flows1 source
5h

● mixedHybrid funds are booming: Why some advisers prefer them while others remain cautiousSome advisers favour hybrid funds for tax efficiency and stabilityTaxes Insurance distribution1 source
6h

● mixedMutual fund returns: Why average return can mislead you about your actual wealthTwo funds both averaged 5%, but one left investors Rs.11,000 richer1 source
6h

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 unitsPRIM SEBI1 source
6h

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 Management SBI Global markets1 source
6h

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 flows Nifty and Sensex FII flows1 source
12h

● 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 yearManufacturing Market valuations1 source
13h

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 ETFsSEBI ETFs Gold1 source
13h

Policy● mixedSEBI PMS overhaul could turn advisers into portfolio managersA ₹25-lakh PRIM route gives wealth managers a way to manage mutual-fund portfoliosPRIM SEBI Stockbrokers1 source
16h

● mixedA data-driven analysis of mutual funds vs. PMSMutual funds returned 14.5% CAGR over 10 years, versus 14.0% for PMSMutual fund flows2 sources
17h

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 tax Income tax Real estate1 source
18h

● 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 flows Market valuations1 source
19h

● 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 valuations1 source
19h

▲ 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 lakhPRIM SEBI Dinesh Pant1 source
21h

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 weekNFOs1 source
22h

● mixedRs 2,500 salary to Rs 6 Cr, Rs 3 Cr without stocks or MFs, Rs 80 L income to nil: 3 money journeysTaxes Market valuations Global markets1 source
22h

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 yearsSBI Market valuations1 source
23h

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 flows ETFs Wall Street1 source
1d

● mixedThe quiet inflation fighters: How debt mutual funds protected purchasing powerDebt schemes have largely preserved purchasing power across market cyclesInflation Mutual fund flows1 source
2d

● 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 HoldingsAI Power sector ETFs1 source
2d

● 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 selectionETFs1 source
2d

Data● mixedMutual Funds returns1 source
2d

● 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 exchanges Small and midcaps1 source
2d

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 flows Nifty and Sensex Mutual fund flows2 sources
2d

● mixedThese 5 SIFs have delivered over 10% returns since their inception. Check inception date and performanceFive SIFs have delivered double-digit returns since inceptionMarket valuations1 source
2d

● mixedMultiple mutual funds, same stocks? Here’s how to check for portfolio overlapOverlapping holdings across mutual funds can reduce the diversification investors expect1 source
2d

● 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 midcaps1 source
2d

● mixedAveraging in stocks vs mutual funds: What you need to know before investingAveraging down can lower entry costs in quality investmentsMarket valuations Small and midcaps1 source
2d

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 lakhPRIM SEBI Market valuations1 source
2d

● mixedExplained: Which mutual fund ratios should investors check before investing?Risk ratios help investors assess mutual fund schemes beyond past returns1 source
2d

● mixedQuantum Flexi Cap Fund - Direct Plan - Growth1 source
2d

Market move▼ bearishRout in PB Fintech stock deals Rs 11,000 crore blow to mutual fundsPB Fintech Fintech and payments Mutual fund flows1 source
2d

● mixedIndia’s new wealth creators: Why diversification is changing investment strategiesNew wealth creators are exploring alternatives, global markets and more diversified portfoliosGlobal markets Market valuations1 source
2d

Deal● mixedNorthern Trust Joins ETF Conversion Boom With $33 Billion MoveETFs1 source
2d

● mixedGold ETF vs Gold FoF: How do they differ and which one costs more?Gold ETFs trade live on stock exchanges; Gold FoFs are bought and redeemed at end-of-day NAVGold ETFs Stock exchanges1 source
3d

● mixedDiversified equity mutual funds: Which top 5 schemes have outperformed their category over 3 years?Three-year returns do not show the full picture of diversified equity fund performance1 source
3d

Market move● mixedBSE cautions investors as international ETFs trade at steep premiums to NAVBSE cautioned investors that international ETFs are trading at steep premiums to NAVBSE ETFs Stock exchanges1 source
3d

● mixedActive vs passive small-cap mutual funds: How wide is one-year return gap? Don't assume index schemes always lagActive and passive small-cap funds use different investment approaches, even when linked to the same benchmarkSmall and midcaps1 source
3d

● mixedThese Gen Z-ers are choosing ETFs over sports bets. How younger investors told us they’re building wealth.Gen Z is entering markets unusually young, with easier access to investing than previous generationsETFs Stockbrokers Mutual fund flows1 source
3d

IPO● mixedAs savings shift to MFs, fund houses must step up to the challengeAMC IPO activity is gathering pace as investor interest in mutual funds growsMutual fund flows NFOs Stockbrokers1 source
3d

● mixedYour parents had FDs and pensions. You have SIPs and NPS. Who has the safer retirement?Insurance Life insurance ETFs1 source
3d

Policy● mixedSEBI's new PMS rules could redraw competition for affluent investorsSEBI1 source
3d

Policy● mixedRIAs, distributors assess Sebi's new MF-only PMS route under PRIM modelRIAs see performance visibility and client stickiness as advantages of the MF-only PMS routePRIM SEBI1 source
3d

Market move▼ bearishWhy investors need to be cautious after run-up in small-cap fundsSmall-cap valuations have become expensive in some pockets after a run-upSmall and midcaps Market valuations Mutual fund flows1 source
3d

Data● mixedGold imports plunge in India, but gold ETFs surge: What the demand shift means for investorsIndia’s gold imports fell sharply while investment demand through gold ETFs remained resilientGold ETFs Trade data1 source
3d

Market move● mixedInvestors see room to trim AI stocks after sharp rallyTrust Mutual Fund’s Mihir Vora and WhiteOak Capital’s Prashant Khemka remain positive on AI’s long-term impactAI Market valuations Global markets1 source
3d

● mixedET Alpha Wealth Summit 2.0: Structured debt and the search for higher yieldsHigh-net-worth investors are turning to structured debt for higher returns and risk strategiesBond yields1 source
3d

Funding and debt● mixedAditya Birla Sun Life MF reports conflicting updates on three international schemesOne report says fresh subscriptions were suspended from September 24, 2026Global markets2 sources
2d

Data● mixedEquity now makes up nearly two-thirds of women investors’ mutual fund assetsMutual fund flows1 source
3d

Broker call● mixedMarkets may consolidate for a year; current large-cap valuations reasonable: Bandhan AMC's Karthik KumarBandhan AMC’s Karthik Kumar said markets may consolidate for a year and large-cap valuations are reasonableMarket valuations Banks Insurance1 source
3d

Policy● mixedUPI MDR explained: Will mutual fund SIPs and lumpsum investments be affected?New 0.02% MDR applies to select one-time UPI paymentsUPI Fintech and payments1 source
3d

● mixedThree equity mutual funds deliver over 25% annualised returns in three yearsITI Small Cap Fund, Bandhan Small Cap Fund and UTI fund each gained over 25% annualisedSmall and midcaps Mutual fund flows2 sources
3d

Market move● mixedMulti-asset funds drew more money than small- or mid-cap funds in a year. Which schemes led returns?Mutual fund flows Small and midcaps1 source
3d

● mixed15 Mutual Funds With 10-Year Annualized Returns Above 18% (Sep-26 Update)1 source
3d

Policy● mixedMutual fund tax rules: How SIPs, switches and losses affect capital gainsEach SIP instalment is treated separately for capital gains tax purposesCapital gains tax Taxes Income tax1 source
3d

Market move● mixedSilver ETFs up 98% in a year, yet 56% of investor money is at a loss; here’s whySilver ETFs Mutual fund flows1 source
3d

Market move● mixedBitcoin ETFs have erased a $5.8 billion holeBitcoin ETFs shifted from $5.8 billion in year-to-date net outflows in July to $800 million in net inflowsBitcoin ETFs Crypto1 source
3d

● mixedTop 9 equity mutual funds deliver over 30% return on SIP investments in 1 year. Do you own any?Nine equity mutual funds returned over 30% on SIP investments in one year; eight were small-cap fundsSmall and midcaps1 source
3d

Policy● mixedSEBI’s PRIM framework expands professionally managed investment optionsPRIM allows access to professionally managed portfolios of mutual funds, ETFs and SIFsSEBI ETFs PRIM2 sources
3d

● mixedCanara Robeco AMC enters Asia and India Book of Records for largest mutual fund investor awareness campaignNivesh Bus Yatra earned entries in the Asia Book of Records and India Book of RecordsCanara Robeco Asset Management Mutual fund flows1 source
3d

Policy● mixedWho safeguards the gold and silver behind your ETF? SEBI approves tighter vault rulesSEBI ETFs Gold1 source
3d

● mixedWhen an ETF’s price loses touch with reality, what should investors do?ETFs Market valuations1 source
3d

Market move● mixedIndian markets may consolidate for 6 months amid macro risks: DSP Mutual Fund’s Vinit SambreVinit Sambre expects Indian equities to remain cautious amid macro pressuresNifty and Sensex Small and midcaps Market valuations1 source
3d

Policy● mixedSebi’s big PMS overhaul explained: What changes for investors and portfolio managers?SEBI Stockbrokers1 source
3d

Market move● mixedUS Market: Bond fund managers turn cautious as yields, AI debt raise risksBond fund managers overseeing nearly $700 billion are turning cautious as Treasury yields near 5%US Treasuries Bond yields Global bonds1 source
3d

● mixedBest short duration mutual funds to invest in September 2026Short-duration funds invest in debt instruments with maturities of one to three yearsSEBI G-secs1 source
3d

● mixedTata MF advances debt fund reopening date: Key scheme detailsTata Group Mutual fund flows1 source
3d

Policy● mixedDeath certificate in India: How to register a death, documents required, 1 Oct rule changesA death certificate is essential for settling insurance, mutual funds, investments, property and tax mattersInsurance Taxes Life insurance1 source
3d

Policy● mixedSebi approves new rules to widen investment avenuesSEBI board approved new regulations for portfolio managers to enable innovative investment avenuesSEBI1 source
3d

Policy● mixedThe stock token debate, and the gap nobody can close aloneThe debate centres on which tokenization model is legitimate, prompted by Robinhood’s AMC tokenCrypto regulation Crypto SEC1 source
3d

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