Topic
asset management
Finance Flat Nifty Hides Wide Two-Year Gap Between Top and Bottom Equity Fund Performers
Over the two years ended August 10, 2026, the Nifty 50 delivered annualised price returns of just 0.4 per cent (1.7 per cent total return), yet actively-managed equity funds ranged from a 10 per cent loss to a 20 per cent gain. A bl.portfolio analysis of 449 schemes found 52 per cent of funds beat their benchmarks, with outperformance concentrated in multi-cap, flexi-cap and small-cap categories and in larger fund houses.
Finance Equity MF inflows fall 15% in July as investors turn cautious, SIPs stay strong
Equity mutual fund inflows fell 15% month-on-month to Rs 24,697 crore in July, marking the 65th consecutive month of positive inflows, while SIPs stayed resilient at Rs 31,961 crore. Debt funds drove an industry-wide reversal to Rs 2.36 lakh crore net inflows, and AUM rose 4.3% to Rs 85.76 lakh crore.
Finance Supreme Court Upholds Sebi Action Against Kotak AMC, MD Nilesh Shah Over FMP Violations
The Supreme Court upheld Sebi's regulatory action against Kotak Mahindra Asset Management Company, its trustee company, and senior executives including MD Nilesh Shah for violations related to six Fixed Maturity Plan schemes. The court rejected the argument that investors profited, emphasizing that regulatory breaches cannot be excused. It imposed costs of Rs 30 lakh on Kotak AMC and Rs 20 lakh on Kotak Trustee Company.
DynAMO: Dynamic Asset Management Orchestration via Topological Multi-Agent Scheduling
A new research paper introduces DynAMO, a deployment-ready engine for LLM-powered agent orchestration in Industry 4.0. Using Plan-then-Execute architecture with sequential and parallel workflows, it achieves 1.6x median latency reduction, rising to 1.8x on parallelizable tasks. Structured context pruning cuts inference time 30%. Tests on AssetOpsBench show robust performance under fault injection.
Manufacturing PM Intervals: Fleet Cost Savings vs. Hidden Violation Costs in Preventive Maintenance
Fleets often extend preventive maintenance intervals to cut costs, but the savings can be offset by roadside violations and repairs. FMCSA data shows brake and hub seal failures cluster at extended intervals, costing carriers more in the long run.