Among its 27 recommendations for the Union Budget is this: It has suggested that equity investments held for more than one year and up to three years should be taxed at 12.5 per cent on gains exceeding 2 lakh in a financial year.
Major fund houses report a sharp rise in online transactions, driven by changing investor habits, distributor behaviour, and fast-growing fintech platforms.
Mutual fund investment through systematic investment plans (SIPs) has surged to an all-time high of Rs 3.34 lakh crore in 2025, driven by growing investor appetite for disciplined, long-term wealth creation.
Loan against fixed deposit is cheaper and comes with fewer charges.
Equity mutual funds attracted Rs 29,911 crore in November, marking a 21 per cent increase from the preceding month, according to data released by industry body Amfi on Thursday. This rise in inflows comes after three consecutive months of decline, signalling an improvement in investor sentiment.
'The day is not too far when the share of MFs alone will be greater than that of foreign institutional investors.'
'Sebi's move to cap brokerage charges will help investors by lowering the overall cost of investments.'
In November, six primary market issuances accounted for more than 13,000 crore of net equity investments by MFs.
Mutual fund industry extended its bull run in 2025, adding a staggering Rs 14 lakh crore to its asset base and pushing total AUM to a record Rs 81 lakh crore by November, powered by surge in retail participation and record SIP inflows. Venkat Chalasani, chief executive officer of AMFI, told PTI that the industry's outlook remains positive, with steady SIP inflows continuing to offset foreign portfolio investor outflows and strengthening market resilience.
The continued MF buying has pushed the equity holding of MFs to over Rs 50 trillion for the first time.
'Long-term investors seeking sustainable gains from resilient, fundamentally strong companies may go for these funds.'
Your AMC shuts shop. Panic? Wait. What happens next isn't what most fear.
Their assets under management (AUM) rose from Rs 1.04 trillion (January 31, 2025) to Rs 1.75 trillion (January 31, 2026), an increase of 68.3 per cent.
Jio BlackRock Asset Management Pvt Ltd, a 50:50 joint venture between Jio Financial Services Ltd (JFSL) and US-based BlackRock, has received regulatory approval from the capital market regulator Sebi to commence operations as an investment manager for its mutual fund business. The Securities and Exchange Board of India (Sebi), vide letter dated May 26, 2025, has granted the certificate of registration to 'Jio BlackRock Mutual Fund' and approval to Jio BlackRock Asset Management Private Limited to act as the Asset Management Company for Jio BlackRock Mutual Fund, JFSL said in a regulatory filing.
When the market is down, you can buy more units, which offers you the rupee cost averaging. But the question here is, with so many options available in the market, which one should you choose? Keep reading to get the answer.
Investors with a 6 to 12 month horizon may consider them. They should align their holding period with the fund's maturity profile and prefer schemes with a lower expense ratio.
The factor fund launch spree by mutual funds (MFs) is moving from the passive to the active space. Two new fund offerings (NFOs) - ICICI Pru Active Momentum Fund and Bandhan Multi-Factor Fund - are currently open for subscription. Sundaram MF's multi-factor fund NFO closed this Wednesday.
Issuers have allotted nearly four times as much to mutual funds (MFs) as they have to insurance companies in recent quarters. MFs invested Rs 21,976 crore as anchor investors in initial public offerings (IPOs) on a trailing four-quarter basis, according to data from Prime Database.
JioBlackRock Asset Management Pvt Ltd, a 50:50 joint venture between Jio Financial Services Limited (JFSL) and BlackRock, on Monday announced closure of its maiden New Fund Offer (NFO), recording a total investment of Rs 17,800 crore ($2.1 billion).
Regardless of market levels, invest in stocks and equity mutual funds in a staggered manner.
rediffGURU Vivek Lala answers your income tax and personal finance queries.
'The rise in SIP contributions has created a pool of long-term MF assets that can be pledged for loans.'
The net inflow into equity mutual funds surged 24 per cent to Rs 23,587 crore in June, reversing the declining trend of the last five months, driven by strong equity market performance across segments, data released by the Association of Mutual Funds in India (AMFI) showed on Wednesday. Also, the latest fund infusion by investors marks the 52nd consecutive month of net inflows into the segment.
Largecap, flexicap, and balanced advantage funds together recorded a net inflow of Rs 9,363 crore in August, representing a 70% increase from the previous month's total.
Nikunj Saraf, Vice President Choice Wealth, answers your queries.
Let reason, not emotion, guide your decisions.
Capital markets regulator Sebi has permitted mutual funds to again invest in foreign stocks within the aggregate mandated limit of $7 billion for the industry. This came in the wake of a major correction in global markets that brought down the valuation of international stocks. In January, Sebi had asked mutual fund houses to stop taking fresh subscriptions in schemes investing in overseas stocks. The directive to stop subscription was mainly on account of the mutual fund industry crossing the mandated limit of $7 billion for overseas investments.
AUM heavyweights SBI, HDFC and ICICI Pru flex muscle, adding Rs 2 trillion+ each.
Net inflows into equity mutual fund (MF) schemes scaled a record high in July as the market correction and a raft of new fund offerings (NFOs) lifted lump-sum collections. Active equity schemes raked in a net Rs 42,702 crore in July, going past the previous high of Rs 41,156 crore in December 2024. Systematic investment plan (SIP) inflows continued to scale new highs, rising over 4 per cent month-on-month (M-o-M) to Rs 28,464 crore.
Investor confidence in value mutual funds remains robust, with the category witnessing an inflow of Rs 1,556 crore in January, indicating a shift in their focus towards fundamentally strong yet undervalued stocks.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
Knowing these will save you from taking undue risks, losses and also create wealth in the long run, says Dwaipayan Bose.
The number of companies had touched a low of 792 in July 2020 amid heightened uncertainty because of COVID-19.
'Growth for some companies has been hard to come by and this is a smart way to get there.'
Sebi is working with other regulators to expand the CAS framework.
The performance of banking and information technology (IT) stocks has had a significant impact on the composition of diversified mutual fund (MF) portfolios. Over the past two months, these sectors have become increasingly dominant, now constituting nearly 30 per cent of the total allocation in many diversified MF portfolios.
With domestic markets turning choppy, investors are increasingly scouting for opportunities overseas to diversify portfolios and hedge against a weakening rupee.
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
'New investors should enter gradually and stay cautious.' 'Silver is a structural multi-year story, but timing matters in a high-volatility metal.'