Cash holdings of equity mutual fund (MF) schemes moderated in September amid a slowdown in fresh inflows. Equity MF schemes held cash worth Rs 1.76 trillion at the end of September 2025 - about Rs 400 crore lower than the previous month, according to a report by Nuvama Alternative & Quantitative Research.
Mutual funds (MFs) - flush with cash amid record inflows in July - invested heavily in the Rs 25,000-crore qualified institutional placement (QIP) of India's largest lender State Bank of India (SBI). Fund managers acquired SBI shares worth Rs 10,200 crore last month, making the lender their biggest buy in July.
Shares of Oil marketing companies (OMCs) extended their gains for the fourth consecutive session on Thursday after crude oil prices plunged to six-month lows in the international markets, which boosted investor sentiments. Traders said the OMC stocks gained with crude oil prices hovering below $70 per barrel after OPEC-plus decision to increase output from April, a move which is expected to favour Indian refiners with added marketing margins on retail fuel.
Going 'long' is becoming an overcrowded trade on Dalal Street, and any negative trigger could lead to a sharp correction, warn experts. However, given the strong momentum, particularly in IT stocks, the downside could be protected in the immediate term. "With the Nifty50 surging to new life-time highs, the bulls remain in control. Further upsides are likely once the immediate resistance of 21,492 is taken out.
At a time when exchange-traded funds (ETFs) were unloading Jio Financial Services from their portfolios, some active fund managers were placing large bets on the demerged financial services arm of Reliance Industries Ltd (RIL), a report by Nuvama Alternative & Quantitative Research shows. Motilal Oswal Mutual Fund and Quant Mutual Fund were the top MF buyers of the stock in August. They bought around 60 million shares each, together investing around Rs 2,800 crore.
Corporate margins and profits in India remain vulnerable to changes in crude oil prices in the international market. Historical quarterly data from listed companies (excluding banks, finance and insurance, oil and gas, and power sectors) indicate an adverse correlation between corporate margins and crude oil prices.
Wadia Group-owned Go First Airways' (Go First) insolvency plea could trigger a 'momentum rally' in shares of rival airlines, Interglobe Aviation (parent company of IndiGo) and SpiceJet, as they look to gain bankrupt airline's market share, said analysts. On the bourses, shares of InterGlobe Aviation hit a 52-week high of Rs 2,235.95, surging 8 per cent on the BSE in Wednesday's intra-day trade, before settling 4.5 per cent higher at Rs 2,164 apiece. Those of SpiceJet and Jet Airways, meanwhile, rallied up to 6 per cent in the intra-day trade, and ended 1 per cent and 5 per cent higher, respectively, following the development, which was announced post market hours on Tuesday.
The third-quarter financials didn't excite market watchers. But equity investors can still make money if they invest in the right stocks.
Despite Covid downturn, CEO salaries went up by an average of 19% in FY21.
India's top listed companies reported their best-ever quarterly net profit of Rs 2.39 trillion in the September quarter of FY22, up 46.4 per cent year-on-year. The earnings were driven by a big surge in the profitability of banks, non-banking financial companies & insurance (BFSI), oil & gas, and metal & mining firms. The combined net profit of these three cyclical sectors were up 87 per cent YoY to a record high of Rs 1.53 trillion, up from Rs 82,000 crore a year ago and Rs 1.08 trillion in Q1FY22.
'When you have surplus cash flow and markets correct sharply, what options do you have other than buying good stocks?'
Out of the 24 IPOs, 20 companies had anchor investors, which collectively subscribed to 31 per cent of the total public issue amount.
As many as 104 listed companies have fewer independent directors than mandated by the regulations, according to the figures from Prime Database, reports Sachin P Mampatta.
Investment bankers said retail investors were pulling back, while institutions were being pickier
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
Move aimed at giving more headroom to foreign investors.
Indian companies are now more confident about the execution skills of local banks.
IndiGo is arguably more a financial services company than airline.
Given the school break, this is the peak travel season and companies catering to the 'friends and family' segment are expected to gain.
Ajit Mishra, vice president, Research, Religare Broking, answers your stock market queries.
Bank shares were the top gainers led by ICICI Bank.
Top gainers from the Sensex pack are Infosys, Cipla, NTPC, ITC and Lupin
There are several examples of one name standing in for many brands.
As corporate India prepares to put its house in order, the transition raises concerns
Investors remain cautious ahead of F&O expiry.
Ajit Mishra, Vice President, Research, Religare Broking, answers readers's queries on stocks they own or want to buy.
Despite having started at least a decade later than Jet Airways, IndiGo accounts for the lion's share in the domestic market
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