AMFI

Hybrid funds offer exposure to multiple asset classes through a single scheme. But how have different hybrid fund categories performed? Here’s a look at the top and bottom performers based on 3-year SIP returns.

SIF AUM rose to ₹10,620 crore by March 2026, a more than five-fold increase in six months. With hybrid long-short strategies accounting for most SIF assets, experts say the category may suit affluent and experienced investors seeking greater flexibility and downside management.

Mid-cap funds have overtaken large-cap funds as the biggest SIP category, while small-cap, multi-cap and thematic funds have also gained share. Experts explain what is driving the shift, the risks investors should watch out for and how to review their portfolios.

Mutual fund distributors are evolving beyond helping investors select schemes. SEBI's Amarjeet Singh highlights their role in guiding investors through market volatility, expanding mutual fund access and adapting to new opportunities

Four equity fund categories — large-cap, dividend-yield, value, and ELSS — saw net outflows in July despite mostly positive returns. Experts explain the key reasons behind the trend and what investors should consider before making changes to their portfolios.

AMFI July 2026 data shows a sharp shift in investor inflows. Small-cap funds surged 39%, debt staged a recovery from outflows to inflows, while SIPs stayed above ₹31,000 crore. But rising mid-cap and small-cap valuations raise a fresh concern.

AMFI’s investor education initiative “Mutual Funds Sahi Hai” advised investors not to share sensitive information such as OTPs, passwords, and investment details with unauthorised distributors.

AMFI's latest market-cap review has reshuffled several stocks across the large, mid and small-cap categories. While companies such as BSE, BHEL and Vodafone Idea moved up, others including Hero MotoCorp and Dr. Reddy's Laboratories slipped to lower categories based on average market capitalisation.