Samir Arora highlights that foreign institutional investors rarely profit from Indian IPOs due to allocation limits, currency conversion losses, funding costs, and volatile rupee, despite massive oversubscriptions.

Chris Wood cautioned that the US stock markets AI-driven rally may be nearing its peak, comparing current exuberance to the Nasdaq boom of 2000. With margin debt up 33% year-on-year and valuations at record highs, GREED & fear has decided to remove Nvidia from its global equity portfolio after a 595% gain, replacing it with Greeces Gek Terna.

Radhika Gupta, MD & CEO of Edelweiss MF, highlights the new Multi Asset Omni FoF as a simple, powerful construct offering diversified exposure across equities, gold, silver, and debt. Launched in September 2025, the fund targets long-term capital appreciation for investors.

In FY26 so far, several microcap and small-cap stocks have delivered exceptional gains, with Banco Products, Gabriel India, and Lumax Auto Technologies leading the rally. A total of ten stocks have surged between 92% and 133%, highlighting strong momentum and robust performance in select sectors despite broader market conditions.

Systematic Investment Plan (SIP) inflows into mutual funds saw a healthy 4% rise in September, reaching Rs 29,361 crore. However, equity mutual funds experienced a second consecutive month of decline, with inflows dropping 9% to Rs 30,422 crore. Midcap and smallcap funds remained popular, attracting substantial investments.

Equity mutual fund inflows dropped for the second month in September, reaching Rs 30,422 crore. Midcap funds led investor interest with Rs 5,085 crore, followed by smallcap funds at Rs 4,362 crore. ELSS and dividend yield funds saw outflows. Multicap and large & midcap funds experienced increased inflows. Sectoral and thematic funds saw a significant decline in monthly inflows.

ETMutualFunds lists top mid-cap funds based on rolling returns, consistency, downside risk, and asset size. Funds include Axis, PGIM, Invesco, Kotak, and Tata; suited for high-risk, long-term investors.

Invesco Mutual Fund has temporarily suspended subscriptions to its three international funds, effective October 9, as informed to unitholders via a notice-cum-addendum. The affected schemes include Invesco Global Equity Income Fund of Fund, Invesco Pan European Equity Fund of Fund, and Invesco Global Consumer Trends Fund of Fund. Existing SIPs, STPs, and redemptions remain unaffected until further notice.

HDFC Defence Fund boosted its holdings in Mazagon Dock and five other defence-related stocks in September, while also introducing Eicher Motors as a new addition. The fund significantly increased its stake in Bharat Forge and reduced exposure in several other companies, including a complete exit from Larsen & Toubro.

SEC allows IPOs during government shutdown by permitting automatic effectiveness of registration statements. Companies can set pricing 20 days prior, easing market restrictions and supporting Wall Street listings despite political gridlock.

Tax saving mutual funds or ELSSs invest in stocks. Therefore, they have a very high risk. You should be aware of this aspect, especially if you are a first-time investor in equity mutual funds. Compared to your usual investments like Public Provident Fund or National Savings Certificate, etc, ELSSs do not offer guaranteed returns. You may even suffer losses in a bad market.

Kotak Mutual Fund has temporarily suspended lumpsum and switch-in subscriptions in its Silver ETF Fund of Fund, effective October 10. The move comes as domestic silver trades at a steep premium due to acute scarcity in Indias physical market. Existing SIPs and STPs remain active, and subscriptions will resume once premiums normalize to acceptable levels.

Kotak Mutual Fund has stopped new lump sum investments in its Silver ETF Fund of Fund. This is because domestic silver prices are much higher than international rates. The fund house wants to protect investors from buying silver at these inflated prices. The shortage in domestic silver supply is expected to continue until late 2025.

The steep rally in Wall Street stocks is sparking worries among investors of a bubble forming, which could lead to a significant correction.

Aggressive hybrid mutual funds have outperformed in the last six months, delivering up to 20% returns. HSBC Aggressive Hybrid Fund led the pack, followed by ICICI Prudential, Kotak, SBI Magnum, and Bandhan Hybrid Funds.

Silver has historically acted as a hedge during crises, outperforming Nifty50 in several periods. Its global relevance rises due to affordability, investment demand, industrial use, jewellery resurgence, and supply-demand imbalances.

Systematic withdrawal plans (SWPs) from multi-asset funds are becoming popular among conservative investors for offering steady income with lower volatility, diversified exposure, and better capital preservation than pure equity fund SWPs.

Helio Mid Cap Fund adjusted its portfolio in September. The fund reduced its stake in Ola Electric Mobility. It increased holdings in nearly 44 other companies. Four new stocks were added to the fund's investments. The fund's assets under management also saw an increase during the month.

ETMutualFunds shortlisted top smallcap funds based on returns, consistency, risk, outperformance, and size. Axis, SBI, Kotak, and Nippon India Small Cap Funds showed strong three-year returns, with varied recent performance. Suitable for aggressive, long-term investors.

Nippon India Growth Mid Cap Fund has delivered a 22.33% CAGR since 1995, turning Rs 1 lakh into Rs 4 crore, driven by disciplined growth investing and diversified mid-cap portfolio strategy.

DSM Fresh Foods, Zappfreshs parent, debuted on BSE SME at Rs 120, a 20% premium over IPO. Strong subscription from NIIs and QIBs highlights robust investor interest in Indias meat delivery sector.

HSBC has committed $1 billion to fund Indian startups through its innovation banking platform, offering working capital and term loans. This expansion, following the UK Silicon Valley Bank acquisition, marks India as the 13th market with a dedicated startup program.

Radhika Gupta, CEO of Edelweiss Mutual Fund, explains that the industrys first goldsilver FoF, launched three years ago, was built on a simple 50:50 allocation. Gold provides stability akin to large-cap stocks, while silver adds growth potential like midcaps. The strategy reflects the fund houses belief in the undervaluation of both metals and the power of simplicity in investing.

DSP World Mining Overseas Equity Omni FoF topped September 2025 with a 13.15% return, driven by its heavy exposure to gold and copper mining companies. The fund benefited from the commodities upcycle, particularly precious metals, despite unrated status by major agencies. Experts suggest emerging markets offer better diversification than developed ones.

Tejas Networks shares: Tejas Networks unveiled its indigenously developed 64T64R Massive MIMO Radio, Ojas64, at the India Mobile Congress 2025 in New Delhi on October 8. The next-generation 5G radio offers 320W output power, multi-gigabit speeds, and enhanced spectral efficiency, while also lowering carbon emissions marking a major milestone in the companys 5G infrastructure capabilities.