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Many new investors entered the market post-COVID. While individual stock picking aims for higher returns, it's challenging. Index funds provide a simpler, diversified, and low-cost alternative. They offer market-level performance and operational ease. Passive fund assets have seen significant growth, highlighting their rising popularity among investors seeking steady wealth creation.

ICICI Prudential Large Cap Fund has delivered impressive returns. A Rs 10 lakh lumpsum investment made at inception in May 2008 has grown to Rs 1.15 crore. The fund has achieved a CAGR of 15% since its launch. Over the last five years, it provided a CAGR of 19.97%.

An investor aims for Rs 1 crore in ten years with a Rs 20,000 monthly SIP and a 10% annual increase. An expert review indicates this may fall short. To achieve the target, the monthly SIP needs to be Rs 30,000. The investor's current portfolio is well-diversified across various fund categories.

The scorecard showcased that consistent performance is not confined to a single style or segment, with steady funds emerging across market caps and strategies

The analysis shortlists leading flexi cap funds using rolling returns, consistency, downside risk, outperformance and asset size. Several funds show improving quartile rankings. Flexi cap schemes suit moderate investors with a five- to seven-year horizon seeking long-term wealth creation.

DSP Mutual Fund has launched four new passive schemes, including two index funds and two ETFs, focusing on the Nifty Midcap 150 and Nifty Smallcap 250 indices. These offerings provide investors with low-cost, rules-based access to the dynamic mid- and small-cap segments of the Indian equity market. The new fund offers are open for subscription until December 8.

Several mutual fund categories, including gold, value, midcap, smallcap and sector-focused schemes, have delivered strong SIP performance over recent periods. The list highlights funds that showed steady wealth creation while reinforcing that past returns should not guide final investment choices

Indias mutual fund industry is witnessing strong growth as assets swell, SIP activity climbs, equity inflows stay resilient and investor participation expands across regions, supported by rising interest beyond major cities and steady long-term market confidence.

In Nifty-50 companies too, shareholder resolutions where more than 20% of Institutional Shareholders voted against decreased to 9% of total resolutions (or 54 in number) as compared to 11% of total (or 64 resolutions) in the same period last year, according to Pranav Haldea, Managing Director, PRIME Database Group.

Tata Asset Management has launched the Titanium Specialised Investment Fund (SIF), a hybrid long-short strategy designed for investors with higher risk tolerance. The fund dynamically combines equity, debt, and derivative exposures to navigate various market phases, aiming for better risk-adjusted outcomes. It offers a unique mix to participate in market upswings while cushioning downside risks.

Parag Parikh Financial Advisory Services is eyeing a 2030 IPO, as employee stock options conclude around 2029-2030. Chairman Neil Parikh indicated this timeline, citing potential tax benefits for employees. The fund house also plans a new large-cap fund in January 2026 and is exploring NPS and specialized investment funds.

With the Nifty just shy of its all-time high, mutual fund investors are debating whether to continue SIPs, invest lumpsum, or book profits. Experts advise sticking to SIPs, using lumpsum only during meaningful corrections, and rebalancing portfolios that have turned equity-heavy. They caution against profit-booking unless a financial goal is approaching within three years, stressing long-term investing over market timing.

A leader in fixed income management oversees a vast debt portfolio. Their investment philosophy prioritizes safety, liquidity, and returns. This approach involves rigorous credit assessment and active duration management. The strategy combines long-term views with tactical adjustments. Continuous monitoring of global and economic factors guides decisions. The focus remains on delivering sustained outperformance for investors.

Gilt funds are not recommended to regular debt investors because they are risky and volatile. Gilt funds suffer the most when the rates go up. The bond prices and yields move in opposite directions. When the rates go up, bond prices come down. This drags down the NAVs of schemes.

Equity mutual funds fell over 7% during the week of November 1721, with international schemes dominating the losers chart.

Multiple investment segments have delivered over 17% returns over the past decade.

PPFAS Mutual Fund unveiled details of its upcoming Parag Parikh Large Cap Fund at its 12th Unitholders Meet, ahead of an expected January 2026 NFO. The rules-driven fund will be built around the Nifty 100 with capped weights, broad diversification and a low expense ratio. Leaders outlined its five key features and the conditions that justify launching the new scheme.

Top 10 states was recorded at Rs 79.79 lakh crore as on October 2025.

ETMutualFunds has handpicked the top mid-cap mutual funds by analysing their mean rolling returns.

A 33-year-old government teacher, Saurabh Yadav, is strategically investing in SIPs and NPS to build a Rs 15 crore corpus over 30 years. His well-diversified portfolio, with a moderate to high-risk allocation, is praised by experts. Regular reviews and controlled smallcap exposure are key to achieving his long-term wealth goal.

ETMutualFunds breaks down key details of The Wealth Company Multi Asset Allocation Fund NFO, covering its strategy, asset mix, fund managers, flexibility across equity, debt and commodities, and suitability for diversified investing

Mutual funds launch new funds to complete their bouquet of offerings. Here's a detailed breakdown of NFOs live now (Source: ACE MF).

ETMutualFunds has shortlisted four top smallcap funds for November 2025 based on rolling returns, consistency, downside risk and long-term performance.

Over the past three years, the top-performing largecap mutual funds have delivered strong annualised returns of up to 28%, led by BHARAT 22 ETF and ICICI Prudential BHARAT 22 FOF. However, several funds lagged behind, including offerings from Nippon India, Axis, LIC, Tata and Sundaram.

Around 17 equity mutual funds have delivered over 20% returns in the last nine months, with midcap funds dominating the top performers. Mirae Asset Midcap Fund and Invesco India Midcap Fund led the pack with returns exceeding 24%. The remaining 264 funds saw returns ranging from 2.01% to 19.90%.

Sundaram Focused Fund has turned a Rs 10,000 monthly SIP into Rs 1.12 crore over two decades, showcasing strong long-term compounding. While its inception returns are impressive, recent performance has lagged behind its benchmark and category average. Experts advise caution due to concentrated portfolios, suggesting focused funds are best for investors with high risk tolerance.

Considering near-term or three-year-plus goals? Corporate bond funds, investing in top-rated companies, offer relative safety. While interest rate hikes remain a concern, these funds provide a stable option.

These five equity mutual funds have delivered 2125% annualised SIP returns over the past decade, with smallcap and midcap categories dominating the charts.

Axis MF has launched the Axis Multi-Asset Active FoF, offering a single-window solution combining equity, debt, gold, and silver through a model-driven allocation framework. The fund aims for long-term capital appreciation with dynamic rebalancing, efficient taxation, and diversified exposure, targeting investors seeking smoother returns and lower volatility over a two-year horizon.

Assets of the largest India-focused offshore funds and ETFs rose modestly over six months, with most major funds seeing inflows. iShares MSCI India products remained dominant, while midcap and diversified strategies also expanded their asset base

According to financial expert Pankaj Mathpal, MD, Optima Money Managers, Ajays portfolio is well-diversified but leans heavily toward aggressive categories like small-cap and mid-cap funds

The forgotten Tata stock has inflicted a mounting Rs 25,000 crore loss on investors as prolonged underperformance, weak sentiment, and fading confidence deepen concerns. With no clear catalyst for a turnaround, shareholders remain uncertain about recovery prospects, questioning whether the stock can reclaim value or continue its downward drift.

Canara HSBC Life Insurance introduces the NextGen Consumption Fund. This new fund allows customers to invest in India's growing consumption driven by millennials and Gen Z. It focuses on companies benefiting from changing lifestyles and digital adoption. The fund targets sectors like e-commerce, fintech, and retail. It aims to capture the multi-trillion dollar consumption growth expected from India's young population.

Baroda BNP Paribas Asset Management has launched India's first fund offering direct access to the US small-cap market via its GIFT City branch. The Baroda BNP Paribas GIFT US Small Cap Fund allows Indian investors to diversify into US equities, overcoming SEBI's overseas investment cap. This regulated, dollar-denominated fund invests in the well-performing BNP Paribas US Small Cap Fund.

In October, mutual funds fully exited seven stocks, including Mangalore Chemicals, Dhani Services, and 5Paisa Capital, selling shares worth up to Rs 308 crore, as per Prime Database.

PPFAS is launching two new funds from GIFT City. These passive funds, Parag Parikh IFSC S&P 500 FOF and Parag Parikh IFSC Nasdaq 100 FOF, will invest directly in S&P 500 and Nasdaq 100 ETFs. Indian investors can now get exposure to these global indices without foreign brokerage accounts.

Gold and silver ETFs have seen sharp declines, losing up to 9% in a month. Experts advise holding current investments and using SIPs for averaging. While equity dips are buying opportunities, gold and silver behave differently. Investors should adopt a wait-and-watch approach unless using them as debt substitutes for the long term.

Banking & PSU debt funds offer a relatively safe investment avenue for a few years, primarily investing in government-backed entities to minimize credit risk. While interest rate fluctuations pose a risk, these schemes are generally better positioned due to shorter-duration investments.

This additional expense, introduced to offset the impact of crediting exit loads back to schemes, was first set at 20 bps in 2012 and later reduced to 5 bps in 2018. The additional expense of 5 bps that mutual fund schemes were allowed to charge was transitory in nature, Sebi noted

A financial expert guides late-40s investors on planning for childrens education and weddings over 15 years, highlighting inflation impact, equity mutual fund suitability, expected returns, and diversified portfolio strategy

Several major AMCs, including SBI, ICICI Prudential, HDFC, Nippon India, and JioBlackRock, recorded strong AAUM inflows in October, while six mutual funds experienced monthly outflows.

The fund house with Rs 1.38 lakh crore AUM shared top holdings, led by HDFC Bank and ICICI Bank, with most weights slightly changing while Infosys and Swiggy remained unchanged overall.

Four major mutual fund houses HDFC MF, SBI MF, Nippon India MF and Quant MF fully exited seven midcap stocks in October, including IREDA, Tata Elxsi, Aurobindo Pharma, JSW Infra, Biocon and Oil India.

In October, the Capitalmind Flexi Cap Fund strategically reshaped its portfolio by divesting from Cartrade Tech, HCL Technologies, and Hitachi Energy India, while welcoming new additions like Bharat Electronics, City Union Bank, and Force Motors. The fund adjusted its stakes, increasing exposure in 22 stocks and reducing it in 2, resulting in a total AUM of Rs 185.87 crore.

The Wealth Company Mutual Fund has launched a new multi-asset allocation fund, aiming to navigate market volatility by dynamically investing across equity, debt, and commodities. Experts highlight its hybrid-like structure and flexibility in commodity allocation as key differentiators, offering potential for better risk-adjusted returns.

Conservative hybrid mutual funds are the entry to the world of hybrid funds. These schemes invest mostly in debt and a small percent in equity. As per the Sebi norms, conservative hybrid schemes must invest 75-90% in debt instruments and 10-25% in stocks.