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Mutual funds
Today26 stories · 29 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
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
● mixedHybrid funds are booming: Why some advisers prefer them while others remain cautiousSome advisers favour hybrid funds for tax efficiency and stabilityTaxesInsurance distribution
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