LAMF allows investors to access liquidity while staying invested.
Indian mutual fund holdings in overseas equity securities increased by 37.5 per cent year-on-year to approximately '93,602 crore by March-end, according to RBI data. This growth is attributed to mark-to-market gains from a global market rally and heightened investor interest, with the US remaining the primary destination for these investments.
Equity mutual fund schemes in India attracted a net inflow of Rs 29,329 crore in August, marking the highest in four months, primarily fuelled by strong investor interest in mid-cap and small-cap funds.
Most actively-managed equity mutual fund schemes outperformed their benchmarks despite volatility across domestic equity markets during the past year.
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.
India's mutual fund industry has significantly increased its share of public trading in the stock market, widening its lead over the Life Insurance Corporation of India (LIC) for the fifth consecutive year. While LIC's share of free-float listed shares has fallen to 7.42% as of March 2026, the mutual fund industry's share has surged to 22.92% from 7.06% in 2012.
Direct plans of mutual fund schemes added nearly 21 million individual investor folios in FY26 (as of February), surpassing regular plans' 15 million net additions, marking only the second time direct plans have outpaced regular plans in annual folio growth, despite turbulent equity markets.
Major fund houses report a sharp rise in online transactions, driven by changing investor habits, distributor behaviour, and fast-growing fintech platforms.
Equity-oriented mutual fund schemes in India experienced a 5 per cent decline in net inflows in April, reaching Rs 38,440 crore, while monthly Systematic Investment Plan (SIP) contributions also saw a decrease.
Indian mutual funds have significantly reduced their exposure to the information technology (IT) sector, with holdings now at an eight-year low of 6.7% in April 2026, driven by weak earnings growth, global demand slowdown, and concerns over AI-led disruption.
Markets regulator Sebi on Tuesday proposed introducing gift cards or gift prepaid payment instruments (PPIs) for investments in mutual funds to improve financial inclusion through onboarding of new investors in the space.
Hybrid mutual fund schemes attracted significant inflows of Rs 1.55 lakh crore in FY26, a 29 per cent increase, as investors increasingly opted for diversified investment strategies to navigate volatile market conditions and geopolitical tensions.
Flexi-cap mutual fund schemes have attracted nearly Rs 50,000 crore in net inflows during January-July 2026, a 27 per cent increase year-on-year, as investors increasingly favour dynamic equity strategies.
Loan against fixed deposit is cheaper and comes with fewer charges.
IT services stocks have had tough two years, with prices coming under pressure from 2025 and the sell-off extending through the first half of 2026.
'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.'
"When you have more liquidity than good investment opportunities, there is no reason for MFs to sell a winning trade."
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.
Your AMC shuts shop. Panic? Wait. What happens next isn't what most fear.
Smallcap funds have emerged as the primary beneficiaries of the systematic investment plan (SIP) wave in Indian mutual funds over the past five years, with their SIP assets surging to approximately 1.83 trillion by March 2026, a fivefold increase.
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.
Liquidity stress in smallcap funds has fallen to its lowest level since February 2024, with the average time to liquidate 50% of portfolios dropping to 27 days in June from a peak of 44.2 days in January 2026, driven by a sharp recovery in smallcap stocks and increased trading volumes.
From why FIIs will return to India with 'bagfuls' to what to do if markets crash 20%, from finding the next multi-bagger to whether the battered IT sector can bounce back -- Trust MF CIO Mihir Vora's calm answers will surprise you.
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.
'Since the category has a limited track record, assess the fund manager's experience across equity and debt market cycles rather than relying only on past returns.'
In November, six primary market issuances accounted for more than 13,000 crore of net equity investments by MFs.
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.
Smallcap funds topped the net inflow chart for the second consecutive month, as investors poured record Rs 7,973 crore into one of the best-performing MF categories.
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.
The good news is that you don't need to spend hours manually comparing every scheme. In this article, we have explained how you can shortlist a winning fund in a few minutes by evaluating some crucial parameters.
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.
Net SIP inflow is calculated by subtracting redemptions from gross SIP investments.
Smallcap funds give investors access to businesses that can grow much faster than the broader economy.
If India does get $100 billion a year in FDI, it would be a game-changer in every possible way. FPIs would come rushing back, AI or no AI, points out Debashis Basu.
The initial public offer (IPO) of SBI Funds Management Ltd was fully subscribed on the second day of bidding, receiving bids for 1.17 times the shares on offer, with strong interest from non-institutional investors and anchor investors.
The merged InsuranceDekho-RenewBuy entity aims to significantly expand its distribution network across India, offering insurance, mutual funds, and loans, with a strong focus on 'Bharat' (rural India), according to CEO Ankit Agarwal.
'The rise in SIP contributions has created a pool of long-term MF assets that can be pledged for loans.'
SBI Funds Management, India's largest asset management company, has set its IPO price band between 545 and Rs 574 per share, valuing the company at 1.2 trillion. The management explained the 'moderate' valuation aims to instil investor confidence amidst market uncertainty, while also highlighting plans for AI integration, expansion into GIFT City, and new alternative investment funds.
