Mutual funds strategically manage their cash holdings based on market conditions, liquidity needs, and investor inflows and outflows. By January 2025, 5 major mutual funds held over ₹15,000 crore in cash within their portfolios. While the overall cash allocation increased from 5.17% in December to 5.32% in January, the absolute cash holdings saw a marginal …
In January 2025, Gold Exchange-Traded Funds (ETFs) played a pivotal role in revitalising passive funds, leading to a significant surge in inflows. This growth not only contributed to a sharp increase in Assets Under Management (AUM) but also resulted in a notable rise in folio growth. As investors sought safer havens amid market volatility, Gold ETFs emerged …
Exchange Traded Funds (ETFs) have become a preferred investment choice for many Indian investors, with ETFs in India managing over ₹5 lakh crore in assets as of 2024. The SBI Nifty 50 ETF alone holds ₹1.89 lakh crore, making it the largest ETF in the country. While most popular ETFs track the Nifty 50 or …
Bandhan Mutual Fund has introduced the Bandhan CRISIL-IBX Financial Services 3-6 Months Debt Index Fund, an open-ended index fund that tracks the CRISIL-IBX Financial Services 3-6 Months Debt Index. The fund aims to deliver returns in line with the benchmark by investing in short-term financial instruments while keeping interest rates and credit risk relatively low. …
ICICI Prudential Mutual Fund has filed a draft for the ICICI Prudential Active Momentum Fund, an open-ended equity scheme that follows a momentum-based investing strategy. The fund aims to invest in equity and equity-related instruments of companies exhibiting momentum factors. Investment Allocation The scheme’s allocation will be: 80-100% in equity and equity-related instruments reflecting momentum …
The Nifty Total Market Index Funds offer investors a broad-based approach to the Indian stock market by tracking the Nifty Total Market Index, which represents 750 stocks across large-cap, mid-cap, small-cap, and microcap segments through a single index. This index includes all stocks from the Nifty 500 Index and the Nifty Microcap 250 Index, with …
India’s mutual fund industry saw robust inflows in January 2025, with assets under management (AUM) reaching ₹67.25 lakh crore. The month experienced significant inflows across various market caps, with midcap funds attracting ₹5,148 crore and small-cap funds drawing ₹5,721 crore, highlighting investor confidence in these segments. SIP Contribution in January 2025 SIPs, which are automated …
The Indian stock market will see a large number of shares becoming available for trade as lock-in periods for 62 companies end between February 12 and April 10. As per Nuvama Alternative & Quantitative Research, the total value of these unlocked shares is estimated to be more than ₹50,000 crore. While this may add to …
Small-cap mutual funds have garnered significant attention for their ability to generate high returns by investing in companies with strong growth potential. Despite market fluctuations, these funds have continued to attract investors looking to capitalise on emerging opportunities within the small-cap space. According to the Association of Mutual Funds in India (AMFI), inflows into small-cap …
In a significant move to safeguard investor interests and enhance transparency in the mutual fund ecosystem, the Securities and Exchange Board of India (SEBI) has introduced the Mutual Fund Investment Tracing and Retrieval Assistant (MITRA). This new platform is designed to help investors trace and recover their inactive and unclaimed mutual fund folios. The Growing …
