The mutual fund industry’s net investment into the Indian equity market fell sharply to ₹13,458.85 crore in March 2025, according to the latest data released by the Securities and Exchange Board of India (SEBI). This marked the lowest level of monthly deployment since July 2023, when the figure stood at ₹7,707 crore. This drop follows …
A mutual fund delivering over 20% return in a single month may sound implausible, especially in a diversified market. Yet, the HDFC Defence Fund, a sectoral fund focused on defence and allied sectors, managed to achieve this rare feat in March 2025 by clocking an impressive 22.1% return. Let’s break down the key details behind this exceptional performance—purely …
Tata Income Plus Arbitrage Active Fund of Fund (FOF) and Bajaj Finserv Nifty 50 Index Fund have filed their draft documents with SEBI. Below is a summary of features from both schemes. Tata Income Plus Arbitrage Active FOF Tata Mutual Fund has filed for an open-ended Fund of Fund scheme under the active hybrid category. The …
In a significant move towards improving financial reach across India, India Post has collaborated with Nippon India Mutual Fund to offer door-to-door KYC (Know Your Customer) verification. This step is part of the Jan Nivesh initiative, aimed at bringing mutual fund investment opportunities closer to people living in rural and hard-to-reach areas. “India Post’s presence …
Planning for retirement is essential to ensure a steady income after leaving the workforce. While many people know about Systematic Investment Plans (SIPs), fewer are aware of Systematic Withdrawal Plans (SWPs). SWP is a great option for senior citizens who need regular income post-retirement. It allows investors to withdraw a fixed amount from their mutual …
Starting April 9, 2025, HSBC Mutual Fund and Franklin Templeton Mutual Fund have announced restrictions on fresh inflows in specific debt-oriented schemes. The restrictions apply to new investments, switches, and registration of systematic plans. HSBC Mutual Fund: Two Schemes Affected HSBC Mutual Fund has restricted fresh subscriptions in the following schemes: HSBC Credit Risk Fund …
Edelweiss Mutual Fund has increased the daily subscription limit for seven of its international mutual fund schemes. The change will come into effect from April 17, 2025, and will apply across various transaction modes such as lump sum investments, SIPs, STPs, and switch-ins. Revised Investment Cap The daily investment limit has been increased from ₹1 …
Equity mutual fund inflows registered a sharp decline in March 2025, falling to ₹25,082 crore from ₹29,303 crore in February – a drop of 14.4%, according to the latest AMFI data. The fall suggests investor hesitation amidst market uncertainty, fueled by global macroeconomic concerns and domestic headwinds. Sectoral and Thematic Funds Witness 97% Drop in …
Mutual funds have been a preferred investment choice for many investors looking for diversified exposure to the market. Here is an overview of five SBI mutual funds that have delivered up to 30% annualised returns over the past 3 years. List of SBI Mutual Funds with Up to 30% Annualised Returns Fund Name Sub Category AUM (₹ …
Mahindra Manulife Mutual Fund has announced income distribution under the Income Distribution cum Capital Withdrawal (IDCW) option for several of its schemes. The record date for this distribution is set for March 13, 2025. Investors holding units as of this date will be eligible to receive the declared payout per unit. Payout Details Across Schemes …
