Mutual Funds

Markets

Sebi plans KYC overhaul to ease client onboarding

Intermediaries must update client KYC records based on information received from KRAs, instead of repeating checks each time a client interacts with a new intermediary, Sebi has proposed.

2 min read16 Jan 2026
Markets

Sebi steps up checks on portfolio overlap in mutual fund schemes

Sebi is checking the extent of portfolio overlap with existing strategies of the fund house applying for an NFO.

3 min read15 Jan 2026
Companies

State Street to buy 23% stake in Groww Mutual Fund for ₹580 crore

State Street's deal includes secondary share purchases worth ₹381 crore and a subscription to primary capital worth ₹199 crore. The deal will dilute Billionbrains's stake by up to 23%, while State Street’s voting power will be capped at 4.99%.

2 min read14 Jan 2026
Money

Thematic funds disappointed investors in 2025: Should you bet on them this year? Experts weigh in

Experts believe that investing in thematic funds should be part of a broader investment philosophy, rather than being purely driven by short-term returns.

3 min read13 Jan 2026
Money

Can conservative investors still earn real returns in a falling rate cycle?

With interest rates falling and debt returns shrinking post tax, equity savings funds offer conservative investors a tax-efficient middle ground—if chosen carefully and held long enough.

3 min read13 Jan 2026
Money

Understanding retail direct gilt account and how it compares with FDs and debt funds

Unlike debt mutual funds, where portfolio churn and mark-to-market movements affect returns, RDG allows investors to hold securities till maturity and receive the contracted cash flows—provided they do not exit early.

4 min read12 Jan 2026
Newsletters

When yesterday's returns fool today's investors

If you invest in a mutual fund with only a short rear-view mirror, you are bound to make mistakes. You need to ensure that funds can perform consistently over longer periods and are not merely riding a particular investment style

4 min read10 Jan 2026
Money

Equity mutual fund inflows declined 6% in December, AMFI data shows

Equity mutual fund inflows fell 6.21% to ₹28,054.06 crore in December 2025, with total AUM declining to ₹79.98 lakh crore.

2 min read9 Jan 2026
Money

Mutual funds: How common is it to stop the SIP and when should you do it?

Wealth advisors generally refrain from telling investors to pause their SIPs but there could be some special scenarios wherein it is recommended

2 min read9 Jan 2026
Markets

Multi-asset allocation funds in focus amid stellar returns from gold, silver

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across various asset classes, reducing risk while providing robust returns.

1 min read8 Jan 2026