Topic
mutual funds
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.
Asset Allocation and Diversification: Managing Mutual Fund Risk
Santosh Agarwal, CEO of Paisabazaar, outlines two core strategies for managing mutual fund risk: asset allocation based on financial goals and risk tolerance, and diversification across and within asset classes. The guidance highlights how equity, fixed income and gold behave differently under market conditions, and how age and investment horizon should shape allocation decisions.
Equity Mutual Fund Inflows Plunge 42% to Rs 24,697 Crore in July, Amfi Data Shows
Equity mutual fund inflows fell 42% year-on-year to Rs 24,697 crore in July, marking the 65th consecutive month of positive inflows. SIP contributions rose to Rs 31,961 crore, while debt schemes reversed June outflows, driving industry net inflow to about Rs 2.4 lakh crore, Amfi data showed.
Finance India Equity Mutual Fund Inflows Fall 14.8% to ₹24,697 Crore in July as SIPs Edge Up
Equity mutual fund inflows in India fell 14.8% to ₹24,697 crore in July from ₹28,973 crore in June, while SIP contributions rose marginally to ₹31,961 crore. Debt funds attracted ₹1,87,511 crore, reversing prior outflows, with liquid funds leading at over ₹1,19,000 crore. Small-cap funds saw the highest equity inflows at over ₹7,700 crore.
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.
India Equity Mutual Fund Net Inflows Jump 26% in June, SIP Flows Hit Three-Month High
Net inflows into equity mutual funds in India surged 26% in June to nearly Rs 29,000 crore, with SIP gross flows hitting a three-month high of Rs 31,800 crore. Mid-cap and small-cap funds saw strong inflows, while debt categories recorded net outflows of Rs 1.1 lakh crore due to quarter-end corporate tax payments. Industry AUM rose marginally to Rs 82.2 lakh crore.
Sebi Proposes Common Ad Code, Allows Celebrity Brand Endorsements for Mutual Funds
India's markets regulator Sebi has proposed a common advertisement code for all regulated entities, allowing individual mutual funds to use celebrity endorsements at the brand level. The new framework also shifts from pre-approval to post-reporting and introduces a unified technology-enabled platform for compliance.
Why Indians Aren't Giving Up on SIPs Despite Muted Market Returns: JP Morgan
Monthly SIP inflows in India rose 48% year-on-year to Rs 310 billion in May 2026, according to a JP Morgan report, even as the Nifty 50 delivered a two-year CAGR of just 0.8% and foreign investors sold $36 billion of equities. SIPs now contribute 77% of total equity and balanced fund net inflows, reflecting a structural shift in retail investing habits supported by tax and policy incentives.
India Mutual Fund Equity Inflows Plunge 40% in May as US-Iran War Sparks Panic; SIPs Hold Above Rs 30,000 Crore
Net equity inflows into Indian mutual funds plunged to Rs 22,908 crore in May 2026, a 12-month low and a 40% drop from April, as the US-Iran war fueled market volatility. Lumpsum investments suffered, but SIP contributions held above Rs 30,000 crore for the third consecutive month. Debt mutual funds saw massive outflows of Rs 96,949 crore, while gold ETFs recorded their first monthly outflow in 13 months.
India equity fund inflows hit 12-month low as West Asia risks rattle markets
Net inflows into Indian equity mutual funds declined to Rs 22,908 crore in May, down 40% from April and the lowest in 12 months, according to AMFI. Geopolitical tensions in West Asia and rising crude oil prices weighed on investor sentiment. Monthly SIP contributions remained steady at Rs 30,954 crore, providing stability despite broader market volatility.
Mutual Funds Limit Gold ETF Investments Amid Policy Shift
Major mutual fund houses in India, including HDFC MF, ICICI Prudential MF, and Nippon India MF, are restricting large inflows into gold ETFs and FoFs. This move aligns with the government's increased import duty on gold to 15% and aims to discourage gold purchases.