Mutual Funds
Latest news, explainers and analysis on Mutual Funds. Tracking 71 stories on Arth Vani.
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Latest on Mutual Funds
Zerodha Fund House Operating Revenue Jumps 78.7% to ₹16.8 Cr; Losses Narrow
Zerodha Asset Management Pvt Ltd, which operates Zerodha Fund House, reported a substantial 78.7% increase in its operating revenue, reaching ₹16.8 crore. The company also managed to narrow its losses, signalling a positive financial trajectory for the relatively new asset management firm. This performance underscores Zerodha's growing footprint in India's competitive mutual fund sector.
BreakingStop Chasing the Next Winner: Why Multi-Asset Allocation Wins in Volatile Markets
Financial experts advise Indian retail investors to shift focus from predicting the next outperforming asset class to a disciplined multi-asset allocation strategy. By diversifying across equities, debt, and precious metals, investors can reduce portfolio volatility and navigate shifting market cycles more effectively.
BreakingTax-Loss Harvesting: How Booking Losses Can Cut Your Capital Gains Tax Bill
A US investor saved capital gains tax since 2022 by strategically booking a $90,000 loss during the market downturn. This tactic, known as tax-loss harvesting, is a legitimate strategy Indian investors can also use to reduce their tax liabilities on investments.
BreakingRetirees Can Generate ₹4 Lakh Monthly Income From ₹4.5 Crore Corpus Using Mutual Funds
Indian retirees with a ₹4.5 crore corpus can potentially generate a monthly income of ₹4 lakh without depleting their principal, by strategically investing in mutual funds. This approach, known as a bucket strategy, diversifies investments across liquid, debt, and equity funds to provide consistent income and tax efficiency.
Business Cycle Funds: A New Investment Avenue or Just Hype?
A new category of mutual funds, business cycle funds, is emerging, aiming to capitalize on economic ups and downs. Investors need to understand how these funds work and focus on selecting skilled fund managers rather than just the category itself.
Piyush Goyal Meets Nippon Life CEO to Discuss Scaling Retail Investments in India
Union Minister Piyush Goyal and Nippon Life India AMC CEO Sundeep Sikka discussed strategies to boost retail participation and attract global capital to Indian markets. The meeting underscores the government's focus on deepening financial inclusion and strengthening digital infrastructure.
BreakingOnly Two Dividend Yield Funds Exceeded 10% Returns in Past Year, Study Reveals
A recent analysis highlights that just two dividend yield mutual funds delivered returns over 10% in the last one year. This wide performance disparity within the category is primarily due to differences in equity allocation, portfolio choices, and expense ratios among funds.
NFOBreakingZerodha MF Launches New Fund for Short-Term Parking of Funds
Zerodha Fund House has introduced a new arbitrage fund, the Zerodha Active Income Fund. This fund aims to provide a low-volatility option for investors looking to manage surplus cash over short periods.
BreakingSEBI: ₹3,811 Crore Unclaimed in Mutual Funds in FY26 – How to Check & Recover
India's market regulator SEBI has revealed that a substantial ₹3,811 crore remained unclaimed in mutual fund schemes across the country by the end of Fiscal Year 2026. This significant amount includes both redemption proceeds and dividend payouts that investors have not yet collected. Retail investors can follow a clear process to trace any forgotten dues and recover their money.
L&T Innovation Fund to Boost Investments in Indian Deeptech Amid Rising Investor Interest
L&T Innovation Fund has announced its intent to increase investments in India's deep technology sector. This strategic move comes as investor interest in indigenous deeptech companies strengthens, supported by government initiatives aimed at promoting local technological advancements.
Quant & DSP Value Funds Lead Category with Strong Alpha; Only Two Funds Lag Benchmark
Only two value funds in India have shown negative alpha, meaning they underperformed their benchmark indices. Quant Value Fund and DSP Value Fund emerged as top performers, demonstrating the highest positive alpha and delivering superior returns within the category.
BreakingBank of India Small Cap Fund Tops 1-Year SIP Returns with 40%
Small-cap equity mutual funds have delivered stellar returns over the past year, with the Bank of India Small Cap Fund leading the pack with an annualised SIP return of 40.05%. Four out of the top five performing schemes were in the small-cap category, highlighting the segment's strong performance.
BreakingSmall-Cap Funds Lead FY27 Returns with 22% Average Gain
Small-cap mutual funds have outperformed other equity categories in the current financial year, averaging a 22.31% return between April 1 and July 31. This surge places them ahead of mid-cap, flexi-cap, and large-cap funds.
BreakingNominee Dies? Update Bank, MF Details Immediately to Prevent Future Claim Delays
If the nominee for your bank accounts or mutual fund investments passes away before you, it is crucial to update these details promptly. While your assets remain secure, neglecting to appoint a new nominee can create significant delays and additional paperwork for your legal heirs when they eventually need to claim these investments.
IPOBreakingVikas Khemani's Carnelian Gets SEBI Nod for Mutual Fund Business
Carnelian Asset Management & Advisors, founded by market veteran Vikas Khemani, has received approval from the Securities and Exchange Board of India (SEBI) to launch its mutual fund business. This expansion will allow the firm to offer a wider range of investment products.
Asian Tech Funds Surge as AI Supply Chain Boom Delivers Massive Returns
Asia-focused investment funds are outperforming global peers by betting on the hardware and infrastructure powering the artificial intelligence revolution. This trend highlights growing opportunities for Indian investors to diversify through international tech-focused schemes.
One Scheme, One Stock: Decoding the High-Conviction Bets of Mutual Fund Managers
Data from May 2026 reveals 28 stocks held exclusively by a single mutual fund scheme, indicating high-conviction strategies. Some of these niche picks have delivered returns as high as 62% this calendar year, highlighting the potential of concentrated bets.
Exclusive Bets: 6 Stocks Held by Only One Mutual Fund Scheme in May
Recent data reveals that several Indian stocks are currently held by just a single mutual fund scheme, signaling high-conviction 'exclusive' bets by fund managers. While overall performance varies, some of these niche picks have delivered returns of up to 62% in 2026 so far.
BreakingSister Regrets Mutual Fund Choice as Brother's Real Estate Soars After ₹2.16 Crore Inheritance Split
A 51-year-old woman is regretting her investment decision after splitting a ₹2.16 Crore inheritance with her brother. While her brother invested his share in real estate, which reportedly saw significant appreciation, she kept her ₹1.08 Crore portion invested in mutual funds.
BreakingAMFI Simplifies Mutual Fund Transfer Process for Nominees and Legal Heirs
The Association of Mutual Funds in India (AMFI) has introduced new guidelines to simplify the transmission of mutual fund units after an investor's death. The move aims to reduce paperwork and standardize the verification of names, addresses, and signatures across all fund houses.
Indian Retirees Eyeing Global Dividend ETFs for Higher Income
Retirees in India are increasingly looking beyond traditional domestic options to international dividend ETFs. These global funds offer potentially higher yields compared to some popular US-focused alternatives, providing a boost to retirement income.
BreakingFlexicap Funds May Outshine Largecaps: Edelweiss CIO Explains
Largecap funds might be losing their dominance as market dynamics shift, according to Edelweiss CIO Trideep Bhattacharya. He suggests flexicap and midcap funds offer better growth prospects for investors. Bhattacharya also shared his views on specific sectors like IT, financials, and emerging AI themes.
BlackRock Earnings Expected: What UBS Analysts Predict for Investors
Global investment giant BlackRock is set to release its earnings report soon. Analysts at UBS are optimistic, suggesting positive trends that could impact the broader investment landscape. Investors are keenly watching for insights into asset management performance and market outlook.
BreakingSBI Funds Management IPO: Grey Market Signals 13% Premium for ₹11,693 Crore Issue
SBI Funds Management is launching a massive ₹11,693 crore IPO, the largest of 2026 so far. Early grey market trends suggest a potential listing gain of 13% over the expected price band.
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.