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
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
One theme that is currently doing well in India is the consumption theme. Both rural and urban consumption is picking up steam as the the vast, growing middle class wants and buys the good life whether it is cars, bikes, white goods, soaps, travel, beverages, tractors, food, and much more. For companies operating in the … Read more