Mutual Funds and ETFs Articles

Key Takeaways Parag Parikh Flexi Cap Fund Direct Growth recorded a NAV of ₹87.66 on 8 October 2026, declining 1.33% over the valuation day. The one-year return stood at -4.68%, compared with three- and five-year annualised returns of 12.27%

Key Takeaways Franklin India Small Cap Fund has crossed ₹14,000 crore in assets under management, according to data reported on 6 October 2026. A historical calculation showed that a ₹10,000 monthly SIP over 20 years had accumulated

Key Takeaways: A small-cap mutual fund performance study reported five schemes with annualised returns above 22% over the selected three-year period. Bank of India Small Cap Fund and Bandhan Small Cap Fund were among the schemes identif

Key Takeaways: Three passive mutual fund NFOs associated with JioBlackRock, Kotak and HDFC were reported as scheduled for the first full week of October 2026. Passive schemes generally seek to track a specified index or underlying asset

Key Takeaways: Market-capitalisation changes could lead to the reclassification of selected listed companies in AMFI's next stock categorisation exercise. Reports published in early October identified NSE and Siemens Energy India among

Key Takeaways ICICI Prudential Asset Management Company was reported to have acquired an interest in a commercial office property in Bengaluru. The transaction was reported at ₹626 crore and involved a 56% interest in an office tower.

Key Takeaways PGIM India Global Select Real Estate Securities Fund of Fund is scheduled to reopen for fresh subscriptions from 8 October 2026. Fresh purchases, additional purchases and switch-in transactions are included in the reopenin

Key Takeaways The Reserve Bank of India increased the policy repo rate by 25 basis points to 5.50% on 7 October 2026. Rising bond yields can reduce the market value of existing fixed-rate securities, affecting debt mutual fund NAVs.&nbs

Key Takeaways JioBlackRock Mutual Fund filed a draft scheme document with SEBI for the proposed JioBlackRock Gold ETF. The scheme proposes to allocate 95–100% of its assets to gold and gold-related instruments. The draft document specifie

Key Takeaways Carnelian Mutual Fund has appointed Rajkumar Dhiman as its chief executive officer. The appointment was reported on 7 October 2026 as the asset management business prepared to expand its mutual fund operations. Liquid and smal

Key Takeaways The mutual fund industry's average quarterly assets under management increased to ₹87.2 lakh crore during July–September 2026. Average AUM stood at ₹83.1 lakh crore in the preceding quarter, indicating growth of approximat

Key Takeaways: Canara Robeco Small Cap Fund Direct Growth recorded a NAV of ₹44.63 on 7 October 2026, gaining 0.07%. Historical returns stood at 4.15% over one year, with three- and five-year CAGRs of 11.66% and 13.63%. The la