Mutual Fund

India's retail inflation climbed to 4.38% in June 2026, its highest level in 18 months, as a delayed monsoon sent vegetable prices soaring and global energy costs fed through to transport. The RBI held rates steady but raised its own inflation forecast — signalling more price pressure ahead.

SBI Funds Management's ₹11,693-crore IPO is the largest of 2026 and a textbook case of what an offer-for-sale actually means for a business versus its shareholders. On July 14, 2026, SBI Funds Management Limited, the company behind SBI Mutual Fund, India's largest asset manager by AUM, opens the country's biggest IPO so far this year. The headline number is ₹11,692.91 crore, priced in a band of ₹545 to ₹574 a share, with listing on the NSE and BSE around July 21.

Kerala's healthcare sector is witnessing a historic ownership shift as global private equity firms like KKR, Blackstone, and TPG invest over ₹50,000 crore in leading hospital chains. This data-backed analysis explores the major deals, why investors are targeting Kerala, the opportunities for healthcare expansion, and the growing concerns over affordability, consolidation, and the future of patient care.

Quick Scorecard: The Three Giants All three funds invest predominantly in the top 100 companies by market cap. But they differ significantly in benchmark, manager style, inception vintage, and how aggressively they pursue alpha. Here's the headline picture. Key observation: Nippon India delivers the highest 5-year returns (17.08%), significantly outpacing its benchmark (12.77%) and peers. ICICI Prudential leads in 10-year and since-inception returns among all three (14.14% ov

A close look at Parag Parikh Flexi Cap Fund, what it owns, how it thinks, and why it has built lasting wealth for patient investors. Here is something most investors do not realise. When you put money into Parag Parikh Flexi Cap Fund, you are not just buying Indian stocks. You are also quietly becoming part owner of Google, Amazon, Meta, and Microsoft. It is one of the very few Indian mutual funds that lets a regular investor invest in the world's biggest technology giants al

A closer look at Bandhan Small Cap Fund, how it has beaten its benchmark by a wide margin, and whether it deserves a place in your portfolio. If you had put ₹10,000 into the Bandhan Small Cap Fund the day it launched in February 2020, you would be sitting on ₹40,564 today. The same amount in the small-cap index would have grown to just ₹28,388. In a category where most funds either crash spectacularly or barely keep up with their benchmark, this kind of consistent outperforma

The Securities and Exchange Board of India (SEBI) is trying to make possible. In a recent proposal, the regulator has introduced the idea of mutual fund investments through prepaid gift instruments (PPIs), essentially turning mutual funds into something you can gift like a voucher.

Diving into the "why" behing the underperfomance

Balanced Advantage Funds dynamically adjust their exposure depending on market valuations, volatility, and macroeconomic conditions.

When the IT sector plunged nearly 20%, most technology mutual funds followed the fall. But three funds: Edelweiss, Invesco, and WhiteOak managed to stay surprisingly resilient. A closer look at their portfolios reveals what sets them apart.

A study on the Multi-factor funds in India.

A quick analysis on why Quant Small Cap Funds experienced a significance drop in it's rankings.

Smallcaps are heading into 2026 after a volatile but rewarding decade. But with over 25 funds in the category and each swinging harder than the benchmark it is not enough to look at short term returns or recent hype. So we filtered the entire smallcap universe based on two core metrics that genuinely matter: Return Consistency 3,5, 10 Year Returns vs Benchmark Risk Efficiency Sharpe Ratio plus Standard Deviation

Mutual funds are an excellent way to invest and build wealth over time. However, there are situations when you may want to transfer your mutual fund units, whether it's to a family member, a friend, or even after a life-changing event. In this blog post, we’ll explore how you can use a facility for mutual fund units held in a non-dematerialised format, an online-only facility to transfer or gift your mutual fund units. If you've ever wondered how to simplify your transfers,

Technology investments of ₹11,261 crore across 39 stocks demonstrated institutional commitment to India's digital transformation narrative. Despite US tariff concerns, fund managers viewed technology companies as long-term beneficiaries of global digitalization trends and India's competitive advantage in software services.

The first instinct for many investors is to hit the sell button, but history shows that panic selling is the costliest mistake. Corrections typically last three to six months, after which markets recover. The smarter approach is to align your strategy with your investor personality.

If you’ve been following mid-cap funds, you’d know the last one year has been anything but smooth. In fact, the benchmark for mid-cap stocks actually slipped by -4.32%, leaving many investors disappointed. But while the broader space struggled, the Invesco India Mid Cap Fund quietly pulled off something remarkable. It didn’t just survive the downturn; it thrived. Over the same one-year period, the fund delivered a strong 11.65% return, resulting in outperformance of more than

According to the chairman of AMFI, Less than 5% of India’s 1.4 billion population actively participates in mutual funds, that's less than 70 million people....a stark contrast with mature markets such as the United States, where mutual fund penetration exceeds 50%.

The buying activity was dominated by State Bank of India's record ₹10,520 crore purchase and on the sell side travel and hospitality stocks faced the largest redemptions. IndiGo Aviation's ₹2,378 crore sale and Eternal Limited's ₹1,602 crore divestment

HDFC Defence Fund’s latest factsheet, something stood out. Just a year ago, this fund was the poster child of thematic success posting nearly 129% 1-year returns! But alongside that was a beta close to 4 and a standard deviation of ~20%. In short: high reward, yes...but seriously high risk.