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. On paper, the quarter looked … Read more
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 year of dispersion. Category-level performance data … Read more
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 intent — a regulated, transparent middle … Read more
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, the description is beginning to … Read more
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, manufacturing, PSU, tourism, consumption, healthcare … Read more
Gold ETFs delivered strong double-digit returns while equity funds struggled through a volatile FY26. The comparison is real — but the takeaway is not what most investors think. For most of the past decade, the standard advice in Indian personal finance conversations has been to keep gold as a modest, boring diversifier and let equity … Read more
A ground-level look at the categories being launched across Indian AMCs this quarter, and what the composition of the pipeline says about the industry’s direction. For an industry that had built its launch calendar around a steady flow of thematic and sectoral equity schemes, 2026 has been a year of quiet reinvention. The overall … Read more
Launched to pull first-time investors from tier-3 towns into the mutual fund fold, the Rs 250 monthly SIP has quietly grown its base — but the average ticket size tells its own story. When SEBI cleared the way for the Rs 250 monthly systematic investment plan, branded Chhoti SIP, in early 2025, the pitch was … Read more
ETFs and Index Funds drove a 7.4% q-q surge in passive AUM while equity AUM shrank, says Nomura. Nippon and HDFC are leaning hardest into the shift — a structural read every investor should clock. While market headlines fixate on Flexi Cap and Small Cap flows, a quieter structural shift is reshaping India’s mutual fund … Read more
SIPs Hit Record Highs Even as Market Losses Drag Down AMC Profits India’s mutual fund industry demonstrated remarkable resilience in the March 2026 quarter, with systematic investment plan (SIP) flows surging to record highs even as a brutal market correction hammered asset management companies’ bottom lines. A fresh results preview by Nomura paints a picture … Read more