Mutual Funds and ETFs Articles

Key Takeaways The RBI raised the repo rate by 25 basis points to 5.50% in October and shifted to a calibrated tightening stance. Several fixed-income managers are favouring shorter maturities as rising yields increase volatility in long

Key Takeaways: The Nifty Smallcap 250 TRI gained 15.95% between February and September 2026. The Nifty 50 TRI declined 8.08% over the same period, leaving a performance gap of more than 24 percentage points. Historical data sinc

Key Takeaways: Mutual fund SIP contributions totalled approximately ₹2.84 lakh crore between January and September 2026. September SIP contributions reached ₹32,490 crore, up from ₹29,361 crore in September 2025. Foreign i

Key Takeaways Motilal Oswal-managed mutual funds increased their Ola Electric holding to 29.03 crore shares by September 2026. Their disclosed stake rose to 6.27% from 2.40% in September 2025. Motilal Oswal group entities also applied for �

Key Takeaways SBI Funds Management’s consolidated Q2 profit declined 6% year-on-year to ₹701.2 crore. Revenue increased 8.9% to ₹1,192.7 crore from ₹1,095.1 crore a year earlier. Sequentially, net profit fell 20.3%, while revenue in

Key Takeaways India’s mutual fund industry added 4.4 million net new investors between January and September 2026. The number of unique mutual fund investors reached 63.3 million at the end of September. New investor additions have modera

Key Takeaways Average net equity exposure across 34 balanced advantage and dynamic asset allocation funds rose by 12.33 percentage points. Thirty of the 34 schemes in the study increased their net equity allocation between September 2024 and

Key Takeaways Motilal Oswal Large and Midcap Fund Direct Growth recorded an exact-date NAV of ₹37.2405 on 23 October 2026. The verified Direct Plan record showed a three-year annualised return of 19.25%. The latest available s

Key Takeaways Kotak Multi Cap Fund Direct Growth recorded a NAV of ₹19.92 on 23 October 2026 after declining 1.83% over the valuation day. Its one-, three- and five-year returns stood at -5.84%, 14.65% annualised and 14.81% annualised

Key Takeaways Edelweiss Mid Cap Fund Direct Growth recorded a NAV of ₹116.16 on 23 October 2026 after declining 2.00% during the valuation day. Historical returns were -3.68% over one year, 18.17% annualised over three years and 15.42

Key Takeaways SBI Gold Fund Direct Growth recorded a NAV of ₹42.75 on 23 October 2026, declining 1.36% over the valuation day. The scheme's historical returns stood at 13.87% over one year, 31.01% annualised over three years and 23.02

Key Takeaways SBI Aggressive Hybrid Fund Direct Growth recorded a NAV of ₹331.7540 on 23 October 2026, declining 0.97% over the valuation day. The Direct Plan's three-year annualised return stood at 10.87%, while the latest reported a