First Correction Blues: How Young SIP Investors Are Navigating The Downswing

For a cohort that started investing in the euphoric years after 2020, the last eighteen months have been an unfamiliar experience. The data suggests some are learning; others are pausing. For a generation of first-time investors who opened their first mutual fund account somewhere between mid-2020 and early 2024, investing had looked deceptively simple. Start … Read more

The AMC Stocks Quietly Winning Market Share

ICICI Prudential AMC and Nippon Life are pulling flow share well ahead of their AUM footprint, while SBI and UTI cede ground — Nomura’s March preview offers a clear scorecard on which listed asset managers are accreting future earnings power For investors tracking India’s listed asset managers, March 2026 flow data flagged a clear winner … Read more

Q4FY26 Earnings Preview: Growth Is Quietly Reviving, Even as a West Asia War Rewrites the Margin Math

GST cuts, record gold prices and a steel-price rebound are pulling autos, banks, metals and retail back into growth. But IDBI Capital and Anand Rathi both flag the same catch — a Gulf conflict whose hit to input costs, freight and currency lands mostly next quarter. Growth, it seems, is coming back. IDBI Capital framed … Read more

Where India’s Smart Money Is Flowing in March

March 2026 mutual fund inflows see flexi-caps funds as the talk of the town March 2026 mutual fund flow data offers retail investors a useful tell on where conviction is building — and which categories are winning new money. Nomura’s April 5 preview pegs industry net equity inflows at ₹43,600 crore, up 16% month-on-month, with … Read more

The Quiet Rise of Passive: Why Index Funds Are Eating the Active Manager’s Lunch

Passive AUM has grown at nearly twice the pace of active equity funds over the last three years. Under SEBI’s new expense regime, the gap could widen further. A structural shift is underway in Indian mutual funds. Large-cap active managers have found it increasingly difficult to beat the benchmark, and retail investors are voting with … Read more

India’s Mutual Fund Flows Hold Firm Even as Markets Wobble

SIP contributions hit a record high, passive AUM crosses Rs 15 trillion and retail investors stay put through the worst equity correction in years. Antique Stock Broking says the industry’s structural growth story is intact. India’s mutual fund industry has done held together while everything around it has not. Equity markets are down over 13% … Read more

The New Face of the Indian Mutual Fund Investor: Younger, More Female, Further From the Metros

Retail AUM has crossed Rs 47 lakh crore and the folio count is growing at 15 per cent year-on-year. The engine behind the numbers is not the old metro-male investor. It is a quieter, broader base finally showing up. The headline numbers from AMFI’s February release are impressive on their own. Retail mutual fund folios … Read more

Aditya Birla Sun Life Retirement Fund gives new hope to investors

Aditya Birla Sun Life AMC Limited, a subsidiary of Aditya Birla Capital Limited, and investment manager to Aditya Birla Sun Life Mutual Fund (“ABSLMF”), has launched the Aditya Birla Sun Life Retirement Fund. It is an open- ended retirement solution oriented scheme for investors. The fund has a lock-in period of minimum five years or … Read more

SEBI to allow mutual funds and PMS to trade in commodity markets.

The Security Exchange Board of India (SEBI) have permitted mutual funds and portfolio services (PMS) for trading at commodity market. The board be meeting in the second week of March. SEBI has already made provisions for its entry as a new participant. It is reported that SEBI has tweaked its regulations so that warehouse receipts … Read more

Bharat 22 ETF additional offer to open soon

The Additional Offering Period (AOP) of ICICI Prudential Mutual Fund managed BHARAT 22 ETF has just been announced. This AOP is a part of the Government of India’s disinvestment initiative announced earlier by the Department of Investment and Public Asset Management (DIPAM), Ministry of Finance, using the ETF route. ICICI Prudential AMC proposes to raise … Read more