Mutual Funds
Latest news, explainers and analysis on Mutual Funds. Tracking 98 stories on Arth Vani.
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Latest on Mutual Funds
BreakingEquity Mutual Funds See 31% Inflow Surge in September
Equity mutual funds attracted ₹31,600 crore in September, a 31% jump from August, driven by strong investor interest in small-cap schemes which hit an all-time high. This marks a significant rebound after a dip in August.
BreakingNifty 50 Fell 7.1% in a Year: Why Diversifying Beyond Indian Equities Matters
With the Nifty 50 index falling by 7.1% over the past year, many Indian mutual fund investors are seeing their portfolios in the red. This downturn highlights the critical importance of diversifying investments beyond a narrow focus on Indian equities to include other asset classes like US equities, gold, and debt instruments.
Mutual Funds and Advisers Cautious on Bond Duration After RBI Rate Hike
Following a recent interest rate hike by the Reserve Bank of India, mutual funds and financial advisers are adopting a 'wait-and-watch' strategy regarding bond duration. This cautious approach reflects uncertainty in the fixed-income market and aims to protect investors from potential adverse movements.
IPOBreakingHow Mutual Funds Navigate IPO Shares: Pre- and Post-Listing Strategies
Mutual fund managers employ distinct strategies for investing in Initial Public Offerings (IPOs), both before and after a company lists on the stock exchange. Understanding these approaches is crucial for investors considering IPO-focused or niche mutual fund schemes.
BreakingMarket Corrections Impact Largecap Mutual Fund Long-Term Performance Perception
Recent market downturns are affecting the perceived long-term returns of largecap mutual funds, a category typically known for stability. This development highlights how short-term volatility can influence the overall investment outlook for retail investors, even in established equity schemes.
BreakingEquity Mutual Funds Dip in September 2026: Comparing Long-Term Returns Across Categories
Despite a broad decline across large, mid, small, and flexi-cap funds in September 2026, long-term performance remains robust. Investors should look at 3, 5, and 10-year trajectories to understand how different equity categories handle market volatility.
Legacy Fund Houses Outperform Newer AMCs in Most Mutual Fund Categories: Mint Analysis
A recent analysis by Mint revealed that established 'legacy' mutual fund houses in India have generally outperformed newer asset management companies. The study, which covered six distinct mutual fund categories, found that older fund houses demonstrated superior performance in four of these categories, highlighting their resilience amidst market volatility.
BreakingSIPs Deliver Consistent Returns as Most Mutual Fund Categories Outperform Benchmarks
Systematic Investment Plans (SIPs) are proving to be a reliable investment strategy for Indian retail investors, with most mutual fund categories consistently beating their respective benchmark indices. This trend highlights the effectiveness of disciplined investing and rupee-cost averaging in achieving steady gains over time.
Tata Debt Fund NAV Delay Reported on AMFI Website, Investors Advised to Verify
A delay in the Net Asset Value (NAV) update for a Tata debt fund has been reported on the AMFI website. Investors holding units in Tata debt funds are advised to directly contact Tata Asset Management or check official AMFI channels for accurate and current information.
BreakingLife-Cycle Mutual Funds vs. DIY: What's Best for Your Long-Term Investment Goals?
Life-cycle mutual funds automatically adjust your asset allocation over time as a financial goal approaches, offering a hands-free approach to investing. In contrast, a DIY portfolio gives investors complete control to manually manage their money across equity, debt, and other asset classes like gold ETFs. Experts weigh in on which strategy might be more suitable for long-term financial goals, potentially spanning 30 years or more.
BreakingGold ETFs vs. Gold FoFs: Understanding Key Differences for Indian Investors
Gold Exchange Traded Funds (ETFs) trade continuously on stock exchanges, requiring a demat account and brokerage. In contrast, Gold Funds of Funds (FoFs) are purchased and redeemed via mutual fund platforms at the day's closing NAV, offering a simpler entry point for investors.
BreakingGold ETFs vs. Gold FoFs: Understanding Key Differences and Costs for Indian Investors
Gold ETFs trade live on stock exchanges throughout the day, requiring a demat account and incurring brokerage fees. In contrast, Gold Funds of Funds (FoFs) are purchased and redeemed via mutual fund platforms based on their end-of-day Net Asset Value (NAV). Generally, Gold FoFs tend to have higher overall costs due to their dual-layered structure.
Bank of India Value Fund: Understanding This Investment Option for Long-Term Growth
The Bank of India Value Fund Regular Plan is a mutual fund designed for investors seeking long-term capital appreciation by investing in undervalued companies. This article outlines the core philosophy of value investing and what retail investors should consider when evaluating such funds. Specific performance data and portfolio details are not available in the provided source material.
BreakingSEBI Approves New Asset Class: Invest in High-Risk Strategies with ₹25 Lakh
SEBI has introduced a new 'Investment Strategy' asset class bridging the gap between Mutual Funds and Portfolio Management Services (PMS). Retail investors can now access sophisticated investment strategies with a minimum ticket size of ₹25 lakh.
NFOBreakingCarnelian Small Cap Fund NFO Opens October 26: Key Details
Carnelian Asset Management is launching its new Small Cap Fund, with the NFO opening on October 26 and closing on November 9. The fund aims to invest in companies with high growth potential, focusing on a blend of value and growth opportunities.
BreakingMotilal Oswal Digital India Fund NAV Surges 10% in 5 Days: What Investors Should Know
The Motilal Oswal Digital India Fund has recorded a sharp 10% jump in its Net Asset Value (NAV) within just five trading sessions. This rally highlights a significant recovery in the technology sector and specific digital-first stocks within the fund's portfolio.
New LaunchBreakingAxis Mutual Fund Introduces 483-Day Fixed Term Plan Series 47
Axis Mutual Fund has launched its Fixed Term Plan Series 47, a close-ended debt scheme with a tenure of 483 days. This new offering comes with an Income Distribution cum Capital Withdrawal (IDCW) option, catering to investors seeking defined maturity and potential for stable income.
Indian Retail Investors' Share in Mutual Funds Shrinks for Second Year; HNIs Ramp Up Bets
For the second consecutive year, the share of retail investors in India's mutual fund market has reportedly declined. In contrast, High Net-worth Individuals (HNIs) are observed to be increasing their investments within the same period, signaling a notable shift in the investor landscape.
New LaunchPrincipal Launches Equity Income ETF, Challenges JEPI
Principal Asset Management has launched a new actively managed equity exchange-traded fund (ETF) in the US, aiming to generate income and capital appreciation. The fund enters a competitive space dominated by established players like JPMorgan's JEPI.
Balanced Hybrid Funds Attract More Inflows Than Aggressive Hybrids in August 2026
Balanced hybrid mutual funds saw higher net inflows in August 2026 compared to aggressive hybrid funds, despite aggressive funds delivering better returns. This trend suggests a preference among Indian retail investors for stability and lower risk in their hybrid fund choices.
Invesco India Banking and PSU Debt Fund Regular-Growth NAV Stands at ₹ 2,406.36
The Invesco India Banking and PSU Debt Fund, under its Regular-Growth plan, currently reports a Net Asset Value (NAV) of ₹ 2,406.36. This debt fund category primarily invests in instruments issued by banks and Public Sector Undertakings (PSUs).
Nippon Life India AMC to Host Analyst Meet on September 21
Nippon Life India Asset Management Limited (NAM India) has announced it will hold an analyst and investor meet on September 21, 2023. The company will provide updates on its business performance and strategic initiatives.
BreakingIndian Women's SIP Investments Surge Nearly Four-Fold in Five Years
Systematic Investment Plan (SIP) investments by Indian women have seen a remarkable increase, growing nearly four-fold over the past five years. This significant rise highlights a growing trend of financial independence and active participation by women in wealth creation through mutual funds.
IPOBreakingMotilal Oswal Digital India Fund Jumps 5.19% Following ESDS Software Listing
The Motilal Oswal Digital India Fund recorded a significant 5.19% surge in its Net Asset Value (NAV) following the successful stock market debut of ESDS Software Solution. This growth highlights the impact of strategic pre-IPO investments on thematic technology funds in India.
Mutual fund data is sourced from AMFI and shown for information only — funds are subject to market risks. Read all scheme-related documents carefully. Some listings may be sponsored. Not investment advice.