LARGECAP FUNDS
Tech leads D-Street bound, FPI play in focus
On Friday, Indian equities bounced back, driven predominantly by a surge in technology stocks. Investors showed renewed interest in undervalued IT shares, aided by a decline in crude oil prices. After a prolonged period of selling, foreign investors reversed their trend, becoming net buyers in July and August. Broader market indices also benefited from this trend, as mid and small-cap stocks appreciated.
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.
Bitcoin falls 30% as Google, gold and defence stocks outperform since 2020: Report
Google emerged as the best-performing asset in a Taurex study, gaining nearly 291% between 2020 and August 2026, while Bitcoin fell 30%. BAE Systems, gold, Apple and Microsoft also delivered gains of more than 100%. Defence stocks featured prominently among the top performers, benefiting from higher military spending, geopolitical tensions and increased global security expenditure.
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.
4 smallcaps with up to 332% PAT growth just surged 170%: Can the outperformance continue?
Smallcap stocks led Nifty-500 earnings growth in 1QFY27, with the Nifty Smallcap-250 reporting 35% YoY growth. While strong earnings, domestic inflows and themes such as power continue to support the rally, elevated valuations and narrowing market breadth highlight the need for selective investing.
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.
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ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam Sharma
Sharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
PPFAS GIFT reduces minimum investment in its two outbound passive funds to $500
PPFAS GIFT has cut the minimum investment in its S&P 500 and Nasdaq 100 outbound passive funds from $5,000 to $500, effective August 25. The move aims to broaden access to global diversification for eligible Indian investors through GIFT City, offering index-linked exposure to leading US companies without requiring foreign brokerage accounts.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India's recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap stocks are showing wider engagement even as they lag in market performance. While the NSE 500 reflects enhanced market breadth, individual stock gains are waning, presenting investors with a challenging environment requiring careful selection amidst higher valuations.
Portfolios need better solutions to existing problems, not more products says Radhika Gupta
Radhika Gupta advises investors to view Specialised Investment Funds (SIFs) as solutions to specific portfolio needs rather than additional products. She highlights Hybrid Long Short for yield, Ex Top 100 for alpha and Equity Long Short for efficient equity exposure. Edelweiss MF’s upcoming Altiva SIF aims to generate more consistent large-cap alpha.
Smallcap funds stand out with 55% SIP penetration, AUM surges 5x in 5 years: Crisil-AMFI report
Smallcap funds led SIP penetration at 55% in March 2026, while SIP AUM surged over fivefold to Rs 1.83 lakh crore in five years, AMFI-Crisil data showed.
JioBlackRock Mutual Fund announces feature changes across 6 funds, including flexi cap, large cap
JioBlackRock Mutual Fund will revise six schemes from August 26 to align with SEBI norms. Changes include broader gold and silver ETF exposure, revised asset allocations, updated maturity definitions, and renaming of two debt funds to reflect their duration strategies.
Capitalmind Flexi Cap Fund exits Vedanta and 10 others; adds 9 stocks
Deepak Shenoy-backed Capitalmind Flexi Cap Fund exited 11 stocks, including Vedanta and Vedanta Oil and Gas, and added nine stocks, including Radico Khaitan, in July. The fund also increased exposure to 17 stocks while reducing its stake in two stocks during the month.
INDO-MIM, Ather Energy and TCS among stocks bought and sold by mutual funds in July
Mutual funds bought Rs 15,900 crore of stocks in July while FIIs sold Rs 11,000 crore. Axis Bank, INDO-MIM and Kotak Mahindra Bank saw major buying, while ICICI Bank, Eternal and Reliance Industries faced selling. Buying remained strong across large, mid and smallcap segments, reflecting active portfolio repositioning by fund managers.
Have over Rs 1 crore cash to invest? Expert suggests portfolio for retirement, children’s goals
An investment advisor recommends a tailored strategy for a surplus of Rs 1.31 crore, focusing on balancing risk and stability for retirement aspirations. This plan involves a staggered investment approach via a systematic transfer plan (STP) spanning four to seven years. The proposed portfolio diversifies into equity, hybrid funds, arbitrage, and gold investments, aiming for capital growth while safeguarding assets as retirement approaches.
Will largecaps outshine smallcaps on Dalal Street? Here’s what analysts say
As investors navigate Dalal Street, there’s a growing sentiment that large-cap stocks might soon reclaim leadership. Despite slight gains in the Nifty 50 index, small-cap segments have showcased remarkable dynamism. Recent mutual fund data indicates an ongoing fascination with high-risk small and mid-cap schemes. Interestingly, large-cap funds faced their first monthly outflow in two and a half years.
Retail investors make Rs 18,000 crore bold contra bet on 6 falling bluechip stocks. Will it pay off?
In a bold move, retail investors invested a whopping Rs 18,000 crore in six blue-chip stocks that were on a downward trend. They scooped up shares of Infosys, Reliance Industries, TCS, Wipro, HCL Technologies, and ITC during the June quarter. While retail players flocked to these tech stocks, institutional investors were offloading their shares.
Gold, silver ETF inflows plunge in July. Is it time to book profits or stay invested?
In July, there was a notable drop in inflows for gold and silver ETFs, despite high prices for precious metals. Analysts attribute this downturn to profit-taking following a robust rally. Nevertheless, ongoing positive inflows suggest that investor interest in gold remains strong. It is recommended that investors reassess their portfolios and adjust new investments accordingly.
Tablespace technologies files draft papers with Sebi to raise funds through IPO
Tablespace Technologies has filed its DRHP with SEBI for an IPO comprising a fresh issue of up to ₹800 crore and an OFS. The managed workspace provider plans to repay borrowings, pursue acquisitions and fund corporate needs.
Smallcap, midcap mutual funds see rise in inflows; largecap funds witness first outflow in 30 months
Equity mutual fund inflows declined 15% month-on-month to Rs 24,697 crore in July, but smallcap funds attracted a record Rs 7,767 crore, followed by midcaps at Rs 6,192 crore. Largecap funds recorded their first outflow in 30 months at Rs 1,321 crore, highlighting continued investor preference for growth-oriented segments.
Equity mutual fund inflows fall 15% to Rs 24,697 crore in July; smallcaps lead inflows
Equity mutual fund inflows fell 15% month-on-month to Rs 24,697 crore in July, with small-cap funds attracting a record Rs 7,767 crore. Debt funds saw a sharp turnaround, recording Rs 1.87 lakh crore in inflows after two months of outflows. Hybrid fund inflows declined 11%, while passive fund inflows fell 25% during the month.
Sunil Singhania-backed Abakkus Small Cap Fund adds Indo-MIM and 2 others, exits Bank of Baroda and Cyient DLM
Sunil Singhania-backed Abakkus Small Cap Fund added Indo-MIM, Mrs Bectors Food Specialities and BEML to its portfolio in July while exiting Bank of Baroda and Cyient DLM. The fund also increased its exposure to HDFC Bank and 55 other stocks, according to its latest monthly portfolio disclosure.
India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buy
We believe the market is in the early stages of a broader rally. Recent resilience suggests a durable bottom is forming, supported by two key drivers: a broad-based earnings recovery across sectors and the return of FPI inflows (Rs 202bn in Jul-26), which should sustain market momentum.
9 microcap multibaggers: How India's stock market minnows beat every major index in six months
India's smallest listed stocks delivered the strongest market run in six months. The Nifty Microcap 250 index rose eleven percent, beating other size indices. Sterlite Technologies led gains with a four hundred twenty-four percent return. Fund managers expect earnings growth in smaller companies to improve soon. However, microcap stocks carry risks of sharp corrections and liquidity issues.
US equity funds see inflows as AI optimism revives demand for tech stocks
US equity funds attracted significant investor inflows, reversing prior withdrawals. Renewed confidence in artificial intelligence and strong tech earnings boosted investor sentiment. Largecap funds received the largest share of these substantial new investments. Meanwhile, demand for US bond funds moderated, showing slower inflows. Money market funds continued to experience investor withdrawals for a third week.
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