Equity Linked Savings Schemes (ELSS) are seeing consistent outflows in FY26 as more Indian taxpayers adopt the new tax regime. With Section 80C tax benefits removed in the new structure, the 3-year lock-in feature of ELSS has lost its pr...
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Parag Parikh Flexi Cap and HDFC Flexi Cap funds have both surpassed Rs 1 lakh crore in assets. These two giants now command nearly half of India's largest equity mutual fund category. Investors are closely comparing their distinct styles...
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HDFC, ICICI, and other fund houses have restricted large lump-sum investments in Gold ETFs and FoFs. This move aims to manage high inflows amidst macroeconomic concerns regarding gold imports and currency stability. Retail investors trad...
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A recent assessment of long-term mutual fund performance highlights several schemes that have consistently delivered returns above their benchmarks over one to ten-year periods. While these funds have shown resilience across market cycle...
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Specialised Investment Funds (SIFs) in India saw their assets grow to ₹13,814 crore in May 2026, driven largely by hybrid long-short strategies. These sophisticated products, which often require higher minimum investments, are attracting...
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Comparing a Rs 7 lakh lump sum investment in equity and hybrid funds over 10 years shows a potential wealth difference of approximately Rs 3.6 lakh. While equity funds historically offer higher growth potential, they come with higher mar...
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Several infrastructure-focused mutual funds have delivered annualized SIP returns of over 21% in the last decade, outperforming many category averages. While this growth reflects a strong capital investment cycle, these are thematic, hig...
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While total equity mutual fund inflows dropped 40% in May 2026, mid and small-cap funds remained popular, attracting over Rs 9,300 crore. This shift reflects a specific investor appetite for smaller companies despite broader market volat...
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Despite a 40% drop in overall equity fund inflows in May 2026, Systematic Investment Plan (SIP) contributions remained steady above Rs 30,000 crore. However, a high SIP stoppage ratio—where nearly as many plans were closed as opened—sugg...
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Reaching a Rs 1 crore financial goal via mutual funds can be done through a Rs 10,000 monthly SIP or a Rs 10 lakh lump sum. While both paths take roughly 20-21 years at a 12% return, they serve different investor needs. SIPs offer discip...
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Retail investors maintained their commitment to Systematic Investment Plans (SIPs) in May, with inflows topping ₹30,000 crore for the third straight month. Despite a slight dip from April, the steady flow highlights a shift toward discip...
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In May 2026, Indian investors added over ₹30,954 crore through Systematic Investment Plans (SIPs). While new registrations outpaced cancellations for the first time in three months, the 'stoppage ratio' remains high at 95.46%. This trend...
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Debt mutual funds reported a net outflow of ₹96,949 crore in May 2026, a sharp reversal from April's strong inflows. While the headline number appears large, market data suggests this is driven by institutional treasury cycles and tax pa...
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Equity mutual fund inflows cooled to Rs 22,908 crore in May, a 40% drop from April. Meanwhile, debt funds saw a massive outflow of Rs 96,949 crore, likely driven by institutional treasury needs. While retail demand remains, the sharp mov...
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Axis Mutual Fund and Aditya Birla Sun Life Mutual Fund have introduced limits on large lump-sum investments into their gold schemes. This move, which follows similar steps by other major fund houses, aims to manage the operational challe...
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ICICI Prudential Mutual Fund has introduced a new Exchange Traded Fund (ETF) that tracks the Nifty Smallcap 250 Index. Open for subscription until June 16, the fund offers exposure to smaller Indian companies. While this segment has hist...
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Many investors wonder if daily SIPs generate higher returns than monthly ones. Analysis suggests the difference is negligible. For most Indian investors, monthly SIPs aligned with salary cycles promote better discipline, which remains th...
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The market regulator SEBI is considering applying its 50% portfolio overlap rule to passive schemes, including index funds and ETFs. This move aims to reduce product clutter and limit the rapid launch of similar passive products by asset...
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HDFC AMC MD and CEO Navneet Munot has reaffirmed that India's domestic investment momentum is holding steady. With monthly SIP inflows consistently exceeding ₹30,000 crore, the mutual fund industry continues to see deep retail participat...
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Bond yields have softened recently due to RBI’s liquidity support, helping debt fund returns. However, rising crude oil prices and global uncertainty remain risks. Experts are advising a cautious, gradual approach to increasing duration,...
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