₹80 billion flowed into small-cap schemes in August while large-cap funds bled for a second month running. But inside those small-cap funds, cash levels have climbed to a 15-month high. Here is what that tells you about your own allocation. If you started a small-cap SIP any time inContinue Reading
With gold, equity, and debt each taking turns as the year’s best asset class, multi-asset allocation funds have quietly become one of the fastest-growing hybrid categories. The Indian mutual fund investor’s relationship with hybrid funds has always been complicated. Balanced advantage funds have had their moments, aggressive hybrid funds haveContinue Reading
After years of “new fund equals new opportunity” marketing, Indian retail is showing signs of learning that novelty does not equal alpha. Between April and June, Indian mutual fund houses launched over forty new fund offers across categories ranging from sectoral thematic to index products, multi-asset schemes, and SIF strategies.Continue Reading
With FY26 wrapped up and Q1 FY27 well underway, the category-level performance table tells a story of concentrated winners and a bumpy year for the crowd favourites. For an industry that has spent much of the past four years explaining how “average” equity fund returns look, FY26 was the yearContinue Reading
Positioned between mutual funds and PMS, the SIF category is being pitched to India’s growing affluent investor base. The Rs 10 lakh minimum is both its filter and its challenge. When SEBI cleared the Specialised Investment Fund framework in 2025, the industry response was cautious. Fund houses welcomed the intentContinue Reading
A deeper look at what actually distinguishes a well-designed new fund offer from a repackaged one, and why the Indian mutual fund investor is beginning to ask the right questions. The Indian mutual fund industry’s new fund offer machine has hit its slowest patch in nearly a year. Total assetsContinue Reading
With RBI holding the repo rate steady, geopolitics injecting inflation risk, and equity volatility unsettling portfolios, fixed income is being reassessed segment by segment. Debt mutual funds spent much of the last three years being described by advisors as the boring cousin of the equity family. In FY27’s opening weeks,Continue Reading
A close look at NFOs launched in 2026 shows fund houses are rethinking product strategy under a combination of regulatory pressure, investor scepticism, and a shifting equity backdrop. For much of 2023 and 2024, the Indian mutual fund NFO pipeline had one dominant flavour. Thematic and sectoral funds — defence,Continue Reading
India’s mutual fund industry has quietly become retail-led. Individual investors held 60.38 per cent of the industry’s Rs 81.6 lakh crore AUM in May, overtaking institutions by a decisive margin. The Indian mutual fund industry has crossed a threshold that would have looked improbable a decade ago. In May 2026,Continue Reading
A 40% dip in equity flows, the first Gold ETF outflow in 13 months, and a debt-heavy industry reversal — yet SIPs held above Rs 30,000 crore. The story is caution The Indian mutual fund industry entered the summer with its confidence tested. May’s data, released by the AssociationContinue Reading
