Investment / The Economic Times
President Trump announced a deal where the U.S. would acquire a 10% stake in Intel, following a meeting with CEO Lip-Bu Tan. This move comes after Trump demanded Tan's resignation over ties to Chinese firms, resulting in a $10 billion investment. The federal backing aims to revive Intel's struggling foundry business amidst turnaround efforts.
Sebi chairman Tuhin Kanta Pandey on Friday cautioned the mutual fund industry that beyond market-linked investment risks, operational risks such as fraudulent redemptions by impersonators pose a growing threat to investor confidence.
Rate-sensitive stocks rallied on Friday after U.S. Federal Reserve Chair Jerome Powell hinted that an interest-rate cut could be on the table in September, citing a shifting balance of risks.
Marking its 30th Foundation Day, AMFI announced initiatives to deepen financial literacy, expand investor education through campaigns, trains, and partnerships, strengthen Indias retirement ecosystem, train one lakh postmen, and nurture youth financial awareness via nationwide essay competitions.
Nodding toward significant changes in the economic landscape over the last five years, Federal Reserve Chair Jerome Powell on Friday announced an updated operating framework for the U.S. central bank that reflects the return of higher inflation pressures and reduced prospect of near zero short-term interest rates.
Seven top flexi cap mutual funds, including Parag Parikh, HDFC, UTI, PGIM India, Aditya Birla Sun Life, SBI, and Canara Robeco, have been shortlisted based on rolling returns, consistency, and risk. Investors with a 57 year horizon can consider these schemes to build wealth over the long term.
Six mutual fund NFOs are open for subscription, including two FoFs, two domestic FoFs, one ETF, and one index fund. Investors can choose from options like gold, multi-asset, and index strategies, with closing dates between August 25 and September 4.
In July 2025, B30 locations contributed 18% of mutual fund assets, rising 3% MoM and 21% YoY. These investors prefer equities (76.55%) over debt. Retail investment dominates B30, with 26.92% direct, while institutional assets concentrate in T30 cities. HNIs favor direct investments, accounting for 28.61% of their holdings.
As numerous new schemes emerge, 35 equity mutual funds in India have marked 25 years. These include ELSS, large and mid-cap, large-cap, flexi-cap, mid-cap, value, contra, multi-cap, and small-cap funds. SBI Long Term Equity Fund, launched in 1993, delivered a 16.36% CAGR, while HDFC ELSS Tax Saver posted the highest at 23.24% since 1996.
Indian stock markets experienced a downturn on Friday, halting a six-day rally. The Sensex and Nifty both declined, influenced by investor caution ahead of Jerome Powell's Jackson Hole speech and concerns over impending U.S. tariffs on Indian goods. Profit-taking after the recent surge and continued selling pressure from foreign institutional investors also contributed to the market's decline.
Finfluencer Avadhut Sathe, known for his unconventional trading lessons, has come under SEBIs scanner after a search-and-seizure operation at his Karjat academy on August 20, as part of the regulators crackdown on unlicensed financial influencers.
Six equity mutual funds posted the highest up capture ratios above 135 in three years, led by Bandhan Small Cap, Invesco mid- and small-cap schemes, JM Value, Bank of India Flexi Cap, and Motilal Oswal ELSS. Others recorded ratios between 12.45134.95.
Consumption-themed mutual funds have shown strong returns, averaging 12.28% in the last six months, with some funds reaching 18%. Proposed GST rate cuts are expected to further boost demand across sectors like FMCG and consumer durables. However, experts advise a balanced approach, suggesting diversified equity funds may offer better long-term exposure compared to these narrow thematic plays.
Mutual fund advisors say banking & PSU debt schemes are relatively safe because these schemes invest only in bonds and papers of banks and public sector companies. Since most of these entities are government-backed, they dont have the credit risk.
Asian equities showed mixed performance as US stocks and bonds declined, driven by reduced expectations for imminent Federal Reserve rate cuts. Attention is now focused on Jerome Powell's upcoming speech at the Jackson Hole symposium, with markets anticipating potential signals on future policy shifts. Meanwhile, the Justice Department is considering investigating Fed Governor Lisa Cook.
Aikyam Capital has launched the Aikyam India Discovery Fund (AIDF), a GIFT City-domiciled, USD-denominated Category III AIF offering tax-efficient access to Indias equity markets. Targeting NRIs and global investors, AIDF invests in top mutual funds and ETFs with dynamic allocation, delivering transparency, governance, and long-term exposure to Indias growth story.
Mid cap funds delivered up to 28% annualised returns in three years, with Motilal Oswal, Invesco India, HDFC, Nippon India, and Kotak Nifty Midcap 50 ETF leading performance, per ETWealth.
Indias mutual fund industry AAUM grew 19.01% YoY in July 2025, with Mizoram and Nagaland showing the fastest growth. Maharashtra led overall contribution, while equity-oriented schemes dominated at 54.56%, highlighting sustained investor preference for growth-focused funds across states.
SBI Mutual Fund has launched the SBI Dynamic Asset Allocation Active FoF, an open-ended fund-of-fund scheme investing in actively managed equity and debt mutual funds. The NFO runs from August 25 to September 8, with a minimum investment of Rs 5,000. The fund, managed by Nidhi Chawla (equity) and Ardhendu Bhattacharya (debt), offers diversified, risk-managed exposure and SIP options.
Over the past decade, several equity mutual funds have rewarded SIP investors with strong annualised returns. Quant Small Cap Fund leads with 24.5%, followed by Nippon India, Motilal Oswal, Invesco India and Nippon Growth midcap funds.
Eight equity mutual funds, led by Quant Small Cap, delivered over 20% CAGR in both five and seven years. Others like Motilal Oswal and Nippon India also featured prominently in ETMutualFunds analysis.
European equities were little changed on Thursday as investors awaited updates from the Federal Reserve's Jackson Hole symposium for clues on the path of monetary policy.
AMFI is collaborating with India Post to train one lakh postmen as mutual fund distributors, aiming to double the investor base. The initiative will initially focus on Bihar, Andhra Pradesh, Odisha, and Meghalaya, targeting 20,000 new distributors in the first year. This expansion seeks to increase mutual fund penetration in smaller towns and rural areas, leveraging India Post's extensive network.
A surge in derivatives trading, which has also been driven by retail investors, has prompted the Securities and Exchange Board of India to limit the number of contract expiries and increase lot sizes to make such trades more expensive.
Swiggy's shares jumped 5.5% following optimistic forecasts for its food delivery and quick commerce sectors. DAM Capital projects a 28% revenue CAGR and profitability by FY28, driven by Instamart's growth. Market share recovery and inclusion in the MSCI Global Standard Index further boosted investor confidence in Swiggy's potential.
In July, SBI Mutual Fund strategically adjusted its portfolio, increasing its stake in Suzlon Energy and Swiggy significantly. Conversely, the fund house reduced its holdings in HDFC Bank and Eternal. Notably, Vodafone Idea saw a substantial increase in shares, while Ashok Leyland experienced a major offloading. The fund house also made new entries and a complete exit from Raymond Realty.
ARC Insulation & Insulators IPO opened today, aiming to raise 41.19 crore. Anondita Medicare, Classic Electrodes, and Shivashrit Foods IPOs are set to open on Friday. Grey market premiums suggest ARC Insulation may list around 146, Anondita Medicare around 173, Classic Electrodes around 109, and Shivashrit Foods around 150.
Indian investors seeking dividends have a final chance to buy shares. Friday is the record date for eligibility. Godfrey Phillips India leads with a Rs 60 per share dividend. IRCTC, LIC Housing Finance, and Lodha Developers also announced payouts. Numerous other companies across sectors declared dividends. This includes ABM Knowledgeware, AGI Greenpac, and Jindal Stainless.
Bemco Hydraulics, known for its impressive 1672% returns, is set to reward investors with a 1:1 bonus issue and a 10:1 stock split. August 22 is the record date, requiring investors to purchase shares today to qualify. This dual action significantly increases the number of shares held, enhancing liquidity and making the stock more accessible to retail investors.
5 equity MFs delivered over 20% returns in six months, led by Invesco, Canara Robeco, Motilal Oswal, and Mirae. However, experts caution against short-term performance-based investment decisions.
In July, six AMCs saw inflows above 10,000 crore from top 30 cities, led by ICICI Prudential, HDFC, and SBI. Kotak, Nippon India, and Tata also reported strong gains in AAUM, while others saw smaller inflows; Bank of India MF recorded an outflow.
Indias mutual fund industry saw record inflows in July 2025, rising 264% MoM to Rs 1.79 lakh crore. Equity funds grew 81%, debt inflows strengthened, SIPs hit Rs 28,464 crore, and AUM touched Rs 75.36 lakh crore.
Mutual funds sold nearly 20 lakh BSE shares in July, leading to Rs 400 crore outflows, after SEBI expanded its probe into Jane Streets alleged index manipulation. Several funds cut exposure, while a few retained BSE as top holdings.
European equities slipped on Wednesday, retreating from a five-month closing high in the previous session, after tech stocks tracked dour performances of their Wall Street peers and as the defence sector faced pressure for a second day.
Axis Mutual Fund, one of Indias leading asset management companies, has announced the launch of the Axis Nifty500 Quality 50 Index Fund, an open-ended index fund tracking the Nifty500 Quality 50 TRI.
In July, four major mutual funds fully exited 11 stocks, including names like MCX, LTIMindtree, HUL, and Coal India, as part of active portfolio management to optimize returns.
Angel One Asset Management Company introduces Angel One Gold ETF and Angel One Gold ETF FOF. Subscriptions are open from August 20 to September 2 for the ETF. The FOF remains open until September 3. Investment starts at Rs 1,000 for ETF and Rs 250 for FOF. These schemes offer easy ways to invest in gold.
Quant Mutual Fund strategically adjusted its portfolio in July, increasing stakes in HDFC Bank and 24 other stocks, including Adani Enterprises and REC. Simultaneously, it reduced holdings in Jio Financial Services and 25 stocks like Reliance Industries. The fund house introduced 18 new stocks, such as State Bank of India, while exiting 15, including SBI Cards.