#mutual-funds
BharatFinTrack 0.4.8
Downloading and analyzing financial data, including indices, stocks, bonds, and mutual funds, from India, that is Bharat.
Over 550 mn UPI users, 69 mn MF investors and 50 mn stock buyers — why are millions still not investing? Report decodes
India's digital financial ecosystem has seen rapid payment growth, but investment in mutual funds and equities remains low. An EY report reveals a gap in participation despite over 550 million UPI users. Details here.
Multi-asset allocation mutual funds: Nippon India, HDFC feature among SIP top performers and laggards
Systematic investment plans (SIPs) across major equity fund categories have delivered returns over the past two years even as most benchmark indices struggled during the period. Here are the top three performers and three laggards, as reported by ETBureau. To…
International mutual funds: Check fresh SIP and lump sum investment options; one PGIM scheme to reopen on October 8
International mutual funds are again seeing investment restrictions change within days. While lump-sum investment options remain limited, some funds continue to accept SIPs, subject to specific conditions. Here’s what has changed and why these funds keep open…
Active mutual fund keep beating passive peers, but edge narrows over time
Similarly in the first year, active small-cap funds generated returns of 3.6 per cent, while passive funds failed to deliver any gains registered a decline of 0.2 per cent
Invesco India Mid Cap and Union Small Cap among 5 equity funds that deliver upto 25% SIP returns in 10 years
Five equity mutual funds have offered upto 25% annualised return on SIP investments in 10 years, as reported by ETWealth. (As of August 26, 2026) Gain of monthly mutual fund SIP investments
Debt mutual fund flows turn negative at Rs 8,127 crore in August. What drove the outflows?
Debt funds saw an outflow of Rs 8,127 crore in August compared to an inflow of Rs 1.87 lakh crore in July. In August 2025, the category saw an outflow of Rs 7,979 crore. Here is detailed breakdown of monthly inflows and outflows from debt mutual fund categori…
Holy trinity! Promoters, FIIs and mutual funds raised stakes in these 9 stocks; 3 turned multibaggers
A collective surge in investment from promoters, foreign institutional investors (FIIs), and mutual funds has been observed in nine Indian stocks. Among these, Cupid topped the list with an impressive 732% return over the past year, followed by noteworthy per…
Morgan Advanced Materials exits Foseco India
Domestic and foreign institutional investors, including mutual funds and global financial firms, bought the shares at the same transaction price.
SEBI's MF-only PMS proposal puts focus on value beyond fund management
SEBI's MF-only PMS proposal aims to enhance value through discretionary management while addressing client suitability and disclosure concerns.
Helios Flexicap Fund adds Titan , Coal India , Honasa Consumer ; exits Kotak Mahindra Bank , Bajaj Auto in June
Performance - linked mutual fund fee framework in place , but industry yet to adopt it : SEBI Executive Director Manoj Kumar
MF favourites: 12 smallcap stocks surge up to 240% in CY26; 3 turn multibaggers
In CY26 so far, several smallcap stocks have delivered strong returns, but picking winners in this space is far from easy given their inherent volatility. One useful lens often tracked by investors is mutual fund (MF) ownership. The idea is simple: mutual fun…
India mutual fund boom faces its biggest test : Can investors stay patient with near zero returns ?
NFO Alert : Zerodha Fund House launches 2 target - date Life Cycle funds
Nearly 70 % of new large - cap money is going into passive funds : Pratik Oswal of Motial Oswal AMC
Parag Parikh , HDFC Flexi Cap lead inflow slowdown in May as equity inflows cool
Invest in mutual funds daily with just ₹10: Axis Mutual Fund launches ‘Rozana SIP’
Axis Mutual Fund has launched the ‘Rozana SIP’ facility, which enables investing with just ₹10 per scheme per day through its website. This initiative offers a low-ticket-size approach and helps build an everyday investing habit through daily contributions.
SGBs vs mutual funds: The tax difference could mean lakhs more in your pocket
Sovereign Gold Bonds and mutual funds are both popular investment choices in India, but their tax treatment is completely different, and most investors do not know the gap until it is too late. The right choice, held the right way, can legally save you a sign…
Fintech WeRize raises $28 million led by Sony Innovation Fund
Bengaluru-based fintech WeRize has secured $28 million in a funding round led by Sony Innovation Fund. The capital will bolster its AI and technology capabilities, expanding its product offerings to include mutual funds, bonds, credit cards, and housing loans…
Fintech WeRize raises $7 million led by Sony Innovation Fund
Bengaluru-based fintech WeRize has secured $7 million in a funding round led by Sony Innovation Fund. The capital will bolster its AI and technology capabilities, expanding its product offerings to include mutual funds, bonds, credit cards, and housing loans.…
Types of Mutual Funds in India Explained Simply
Mutual funds, SIFs and PMS: Comparing risk, flexibility and investment limits
SIFs sit between Mutual Funds and PMS, offering flexible, advanced strategies with moderate entry levels and regulation. Investors should understand the differences and consult a financial advisor before investing. So that sensible and professionally guided i…
Global diversification: These mutual funds have the highest exposure to international stocks
What if you could indirectly invest in global giants like Nvidia, Apple, and TSMC through the same SIP route you use for equity mutual funds? Let's find out the top 5 domestic equity funds in India that invest a significant portion of their portfolio in forei…
These 5 midcap mutual funds deliver over 20% return in 3 years. Do you own any?
Five mid cap funds have offered over 20% annualized return in the last three years. Here is a detailed breakup, as reported by ETWealth. 3 year top performers
11 equity mutual funds offer over 10% in May. Have you invested in any for your portfolio?
Around 11 equity mutual funds delivered over 10% returns in May, led by international and technology-focused funds such as Mirae Asset AI ETF FoF, Nippon India Taiwan Equity Fund and Edelweiss US Tech Fund.
Bank time deposits , debt MFs act as complementary investment avenues : RBI report
Bank time deposits, debt MFs act as complementary investment avenues: RBI report
“This structural segmentation minimises direct competition between the two instruments, fostering concurrent allocation rather than substitution,” per the analysis
Editorial. Fund of options
Third-party MF payments fine, not salary deductions
What should you check while investing in sectoral and thematic funds? Key risks to look out for
Unlike diversified equity funds, these schemes have a concentrated portfolio, making it important for investors to thoroughly analyze risk factors before investing.