EQUITY FUNDS
JioBlackRock Mutual Fund to launch balanced advantage fund in September. Check dates and key details
JioBlackRock Mutual Fund will launch the JioBlackRock Balanced Advantage Fund in September, with the NFO open for subscription from September 11 to September 25. The fund will invest dynamically in equity and debt instruments. Here are the key details, including the NFO dates, asset allocation, benchmark, fund managers and risk level.
Consistent performers: 49 equity mutual funds deliver over 15% CAGR in 3 and 5 years
Around 49 equity mutual funds delivered over 15% CAGR in both the last three and five years, according to an ETMutualFunds analysis. HSBC Midcap Fund topped the three-year return chart, while Motilal Oswal Midcap Fund led over five years. The analysis excluded sectoral and thematic funds and covered regular growth options.
Jefferies initiates SBI Funds Management coverage with Buy; sees 26% upside
Jefferies initiated coverage on SBI Funds Management with a Buy rating and a Rs 710 price target, implying 26% upside. The brokerage expects operating profit to grow at a 15% CAGR through FY29, supported by rising mutual fund assets, SBI’s distribution network and operating leverage. Strong B30 presence and lower operating costs further support the asset manager’s growth
PPFAS Mutual Fund announces feature changes across 5 funds, including flexicap, largecap
PPFAS Mutual Fund has announced feature and nomenclature changes across its schemes, including its flexi-cap, large-cap, ELSS, arbitrage and conservative hybrid funds. The changes, effective August 26, revise investment allocations and scheme nomenclature across the fund house’s offerings.
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Raksha Bandhan 2026: Thinking of gifting cash to your sister? A mutual fund SIP could help build long-term wealth
This Raksha Bandhan 2026, consider the thoughtful gift of a mutual fund SIP to nurture long-term wealth. This investment approach fosters consistent saving, allowing your funds to compound impressively over time. A small monthly contribution can accumulate into a substantial amount in fifteen years. Selection of the appropriate fund type should reflect your sibling's financial goals and current investments.
Why WhiteOak CIO Ramesh Mantri prefers REITs, InvITs over high dividend yield stocks
While yield will be the primary driver of returns for this Fund, capital appreciation is also expected to play a significant role. REITs and InvITs are required to distribute at least 90% of their net distributable cash flows to unitholders, so a large slice of the portfolio's return is contractual, rent- or toll-linked income rather than sentiment-driven.
FPIs raise India bets in August, DIIs continue buying amid caution
After a robust July, foreign portfolio investors increased their equity acquisitions in August, marking a moderate uptick. Domestic institutional investors also continued their purchasing activities, though at a more measured pace. This buying spree aligned with a surge in IPO and OFS issuances within Indian markets. Interestingly, foreign investment trends shifted away from South Korea while Taiwan benefited from inflows.
Priority Jewels IPO: Co raises Rs 27 crore from Whiteoak Capital and others in anchor round
Priority Jewels secured Rs 27.45 crore from anchor investors before its upcoming public offering. The company's initial public offering will open for subscription on August 28, 2026. This maiden public offer aims to raise funds for working capital and general corporate needs.
NFO Alert: Zerodha Fund House announces launch of Zerodha Life Cycle Fund 2031
Zerodha Fund House launched the Zerodha Life Cycle Fund 2031, a five-year target-date fund NFO open until September 10. The fund automatically shifts from higher equity exposure to conservative assets as maturity approaches. It invests across equity, government securities, commodities and arbitrage, with a Rs 100 minimum investment and no lock-in.
12 equity mutual funds turned Rs 10,000 SIP into over Rs 11 crore since their inception. Do you own any?
Around 12 equity mutual funds turned a Rs 10,000 monthly SIP into more than Rs 11 crore since their respective inceptions, an ETMutualFunds analysis showed. Among around 305 equity funds analysed, 110 turned the same monthly SIP into more than Rs 1 crore, with Nippon India Growth Mid Cap Fund topping the list at Rs 29.32 crore.
India equity outlook cut again as foreign funds seek value elsewhere in Asia
Forecasts suggest that by mid-2027, Indian equity markets may be trading lower compared to the beginning of 2026. This trend is driven by foreign investors shifting their focus to more promising Asian markets that offer better value and opportunities in AI. Although overseas investors have sold off considerable amounts of Indian stocks this year, domestic investors continue to back the market with systematic investment strategies.
Wealth managers turn to hybrid SIFs for higher, tax-efficient returns
Specialised investment funds are changing wealth manager portfolio structures. Hybrid SIF strategies are increasingly included in allocations. These funds offer tax efficiency and differentiated investment approaches. Wealth managers suggest these funds complement core portfolios for investors. SIFs provide flexibility through various investment strategies.
Gaja listing marks PE industry's institutionalisation: Gopal Jain
Gaja Alternative Asset Management's listing marks a significant step for the industry. The company is the first pure-play PE asset manager to list domestically. This listing allows retail investors indirect access to private equity investments. Gaja Alternative has committed capital of ₹3,200 crore as of March 31, 2026. The company raised ₹550 crore through its initial public offering.
NFO Alert: ICICI Prudential Mutual Fund to launch 3 life cycle funds
ICICI Prudential Mutual Fund has launched three open-ended life cycle funds with five-, 10- and 15-year horizons. The schemes use a glide-path strategy, starting with higher equity exposure that gradually shifts towards debt as maturity approaches. The NFOs — Life Cycle Fund 2031, 2036 and 2041 — are open for subscription and will close on September 9.
Altiva Equity Long Short Fund to launch on September 10; Radhika Gupta explains its large-cap alpha strategy
Edelweiss Mutual Fund is set to unveil its third Specialised Investment Fund strategy, which targets large-cap equities alongside income-focused derivatives. This innovative approach is designed to deliver steady alpha for investors looking to enhance their core portfolios. By integrating large-cap exposure with income-generating elements, this fund aims to meet diverse investment needs. Subscriptions for this fund kick off on September tenth.
₹79 lakh more at retirement? How a small monthly VPF contribution can boost your retirement corpus
Voluntary Provident Fund offers a stable retirement savings avenue for salaried employees. Additional VPF contributions can significantly grow a retirement corpus over time. However, VPF funds are not easily accessible, unlike regular savings accounts. Investors should prioritize emergency funds and clear expensive debt before contributing. VPF serves as a locked-in retirement asset within the broader EPF structure.
Over Rs 1 crore invested in mutual funds, NPS, PPF and FDs: Should this PSU banker increase equity exposure with 18 years to retirement?
A 42-year-old PSU bank chief manager, who recently welcomed twins, sought a review of his family’s financial portfolio. With around 18 years to retirement, the couple has investments across mutual funds, fixed deposits, NPS and PPF, along with home and car loans. The key priorities are building a retirement corpus, funding their children’s education and marriage, and ensuring adequate financial protection.
ETMarkets NRI Talk | 50-60% in equities? R Sivakumar Axis MF CIO’s Rs 1 crore NRI portfolio playbook
R Sivakumar, CIO, Axis Mutual Fund, believes the starting point should be a diversified asset-allocation framework rather than market views alone.
ETMarkets NRI Talk | Why private credit, REITs and PMS are entering the NRI investment conversation, explains Sumegh Bhatia
Private credit, REITs, InvITs and PMS are gaining interest for their potential to provide differentiated return streams, contractual cash flows and exposure to India’s growth story.
Investors’ equity rush helps SIP assets triple in five years
Mutual fund SIP investments have seen significant growth over five years. The number of unique mutual fund investors increased substantially during this period. SIP assets under management more than tripled, reaching ₹14.83 lakh crore. Equity funds continue to dominate SIP investments, holding an 87% share. Other categories like hybrid and passive funds also experienced notable increases.
Magnum SIF by SBI Mutual Fund garners over Rs 1,100 crore in Equity Ex-Top 100 Long Short Fund NFO
SBI Mutual Fund’s Magnum Equity Ex-Top 100 Long Short Fund mobilised Rs 1,154 crore, the highest NFO collection in the Equity SIF category, highlighting rising investor interest in differentiated strategies.
US equity funds see strong inflows this week amid bond pressure, draw $11.72 billion from investors
US investors bought equities for a second week, encouraged by corporate earnings and easing inflation. However, a bond market selloff and rising oil prices created market pressures. Investors added over eleven billion dollars to US equity funds, showing continued optimism. Bond funds saw significant inflows, while money market funds experienced outflows.
Equity and passive funds gain prominence as investor allocation shifts over 5 years: ICRA Analytics
Over the past five years, mutual fund assets under management have experienced remarkable growth, primarily fueled by the popularity of equity and passive funds. The surge in passive fund folios, which saw an increase of more than five times, highlights a growing preference among investors for low-cost investment options. In contrast, debt fund folios grew only marginally, emphasizing a significant shift in investor focus towards equity and passive investment strategies.
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