PORTFOLIO TRACKING
Gold, Bitcoin or Stocks: Who’s winning the 2026 race for returns?
Gold, Indian equities and bitcoin have delivered sharply different returns in 2026. Bitcoin has led the recent rally, gaining 27% over both the past week and month, but remains down 8% year-to-date. Gold has emerged as a stronger performer, while Indian equities have lagged across the period.
MF Tracker: ITI Small Cap Fund delivers 25% returns, tops 3-year chart. Should you book profits now?
ITI Small Cap Fund topped the three-year return chart with a 25.19% return, outperforming its benchmark and category average. While strong stock selection drove much of the outperformance, experts caution investors against extrapolating recent gains. With small-cap valuations appearing broadly fair, investors should focus on portfolio allocation, risk appetite, investment horizon and rebalancing rather than booking profits solely based on past
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.
Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta Bhandwaldar
We are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy prices on the Indian market. From the corporate earnings perspective we are fairly constructive. After 1.5 years of earnings downcycle, the earnings cycle has been reviving from 2HFY26.
ETMarkets Management Talk| EPL’s growth story enters next gear: High-teens guidance, 20% margins and Indovida merger, explains CEO Hemant Bakshi
Strong momentum in Beauty & Cosmetics, a recovery in Oral Care and the ramp-up of its Thailand operations are expected to support growth, while investments made ahead of the curve could drive operating leverage and help sustain underlying EBITDA margins around 20%.
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.
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Market Trading Guide: Siemens among 2 stock recommendations for Tuesday
Indian equities remained weak amid soft Asian markets, with large caps and PSU banks under pressure as bond yields rose. Metals outperformed. Analysts recommended Siemens and Engineers India, citing strong breakouts, positive momentum and potential upside despite geopolitical risks.
The long and winding R&D: While India tracks where publicly funded research money goes, it should track what it creates
India's research funding system suffers a staggering ₹3,000 crore in losses each year due to overlapping grants. Implementing a unified tracking system is crucial for monitoring all publicly funded research outputs. By utilising persistent identifiers and a robust digital framework, we can create an accessible record of research results, thus enhancing verification, discovery, and reuse while maximising the value of public investments.
CoinDCX expands SIP offering with daily investments and XIRR tracking from Rs 100
CoinDCX has introduced Daily SIP, enabling investors to start crypto investments for as little as Rs 100. This innovative feature promotes a steady approach to accumulating assets over time. With the introduction of the XIRR metric, users can now monitor their annualized returns easily. This enhancement is designed to make long-term crypto investing accessible, offering users increased flexibility and clarity to support disciplined investment strategies.
Frequent traveller? Know about status matching and how to use existing loyalty programmes to get another
A status match essentially allows one loyalty programme to recognise your credentials from another. Instead of spending 50 nights at a hotel chain or flying dozens of sectors with an airline to reach elite status, you show that another company already considers you a valuable customer. The new programme may then grant you equivalent status, usually for a limited period.
NFO Insight: Invesco India Pharma and Healthcare Fund opens for subscription. Right time to invest in pharma funds?
Invesco India has unveiled an innovative pharma and healthcare fund tailored for investors seeking opportunities in India's burgeoning healthcare landscape. This fund focuses on leveraging advancements in healthcare while being mindful of current sector valuations and possible US tariff repercussions. While experts advise caution, the sector's robust long-term growth potential invites investors to consider this thematic approach as a complementary investment strategy.
From -2% to 24% in a year: What makes momentum fund returns vary so sharply
Momentum funds have produced inconsistent returns during quieter market phases, particularly index-based funds that have encountered significant hurdles. The contrasting results are driven by diverse strategies at play. Investors are encouraged to look past the momentum label and focus on the underlying investment principles. A long-term outlook and strategic allocation are essential for successful momentum investing.
Sector-focussed funds look to ride deeptech wave, expand horizons
Sector-focussed venture capital funds are widening their investment horizons as more founders build in deeptech areas such as robotics, spacetech, advanced manufacturing and semiconductors. Investors say the shift reflects stronger deal flow and greater confidence in deeptech’s defensibility and exit potential. Government-backed capital is also adding momentum to the sector.
Gaja Alternative Asset Management allotment expected today; GMP at 11% — Here’s how to check status online
Gaja Alternative Asset Management IPO allotment is expected today, August 24, after its Rs 550 crore issue was subscribed 31.33 times. QIBs led demand at 43.58 times, while NIIs subscribed 62.35 times. With GMP at Rs 17, or 11%, investors await allotment status before the proposed August 26 listing on NSE and BSE.
Sebi turns down Adani-linked FPIs' settlement applications
The regulator communicated its decision to the FPIs' representatives last week, the people said, reviving a case that dates back to October 2020, when Sebi's surveillance systems first flagged the unusual concentration of their holdings. Sebi's investigation had flagged 13 FPIs. They subsequently sought to settle the case.
BSE’s Nifty 50 entry shows how the index can move markets, not just mirror them
BSE’s upcoming inclusion in the Nifty 50 highlights how index changes can influence stock prices beyond simply reflecting investor preferences. BSE will replace Wipro from September 30, triggering an estimated $741 million in buying by Nifty 50 index funds and ETFs, while Wipro could see about $246 million in outflows.
FPIs invest Rs 23,544 crore in Indian equities in Aug on earnings revival, rupee stability
FPIs had withdrawn Rs 49,340 crore in June, Rs 32,963 crore in May, Rs 60,847 crore in April and a massive Rs 1.17 lakh crore in March. Prior to this selling streak, they had invested Rs 22,615 crore in February, according to CDSL data.
ETMarkets Management Talk | CleanMax’s next growth phase: 1.5 GW capacity addition target, Rs 3,000 crore EBITDA by FY28, says Kuldeep Jain
CleanMax targets 1.5 GW capacity additions in FY27 and over Rs 3,000 crore EBITDA by FY28. Growth is driven by data centres, AI, Make in India and manufacturing demand. An AA credit rating and planned Rs 2,500 crore bond issue will strengthen funding access as the company scales its renewable portfolio.
Delayed, Not Denied: India’s BGAI entry waits on market access
India’s potential inclusion in the Bloomberg Global Aggregate Bond Index remains delayed, not denied, with operational accessibility the key hurdle. Inclusion could attract $15–25 billion in foreign inflows, diversify India’s bond investor base, ease borrowing pressures, and strengthen its global investment appeal. A phased inclusion remains likely, supporting India’s long-term bond-market integration.
Aditya Infotech rebounds on fundraise plans; analysts see up to 20% upside
The shares of Aditya Infotech have made a notable recovery after a recent equity raise focused on enhancing capacity. However, the company is grappling with high electronic component prices that are squeezing profits. On a positive note, the introduction of new STQC norms is expanding the market opportunities for Indian manufacturers.
Gaja Alternative Asset Management IPO Day 3: Issue subscribed nearly 2.5 times; GMP at 11%
Gaja Alternative IPO GMP: Gaja Alternative Asset Management's IPO saw strong investor demand, with subscriptions exceeding expectations. The issue was subscribed 31.33 times, indicating significant investor interest. Grey market premiums suggest potential for moderate listing gains on debut. The company plans to use proceeds for fund commitments and loan repayment. Share allotment is expected on August 24, with listing on August 26, 2026.
Tata Mutual Fund resumes subscription for large investors in gold ETF, removes lumpsum limits for Gold ETF FOF
Tata Mutual Fund has resumed subscriptions to Tata Gold ETF for large investors committing Rs 25 crore or more and removed investment limits on lump-sum investments and switch-ins to Tata Gold ETF FOF. The revised norms, effective August 21, follow the normalisation of market conditions and will remain in force prospectively until further notice, the fund house said.
MCX shares jump 8% in 3 days as gold, silver futures rise. What lies ahead for investors?
MCX shares rose in three sessions to Rs 3,211, tracking a third straight session of gains in gold and silver prices amid a weaker US dollar and easing concerns over long-term yields. The stock has gained 15% in a month, 45% so far this year and 101% over the past year, while delivering a staggering 932% return in three years and 970% in five years.
D-Street set for positive start as GIFT Nifty signals gains
Domestic equities rebounded on Thursday, with the Nifty gaining 0.6 percent. Analysts expect Indian equities to remain sideways with a marginal recovery bias. Broader market action and sector-specific opportunities are likely to remain in focus. Foreign portfolio investors net sold shares worth Rs 583 crore. Domestic institutional investors were net buyers at Rs 3,538 crore.
Gaja Alternative Asset Management IPO Day 2: GMP at 14%, Subscribed 86%: Should you subscribe?
The Rs 550 crore Gaja Alternative Asset Management IPO entered Day 2 with an 86% subscription rate and a 14% grey market premium. Brokerage Anand Rathi Research assigned a Subscribe - Long Term rating, citing the firm's strong profitability and long-standing track record.
BSE looks to launch MSCI-linked futures and options in India
BSE has partnered with MSCI to explore futures and options contracts linked to MSCI indexes in India, subject to regulatory approvals. The move could broaden BSE’s derivatives offerings, strengthen index-based investing and provide investors additional tools to hedge India exposure.
ITC Hotels evaluates Dubai, other overseas markets for luxury hotel expansion
ITC Hotels is evaluating multiple management contract opportunities in Dubai and other “proximal” international markets as it looks to expand its global footprint. The company plans to reach 250 operational hotels with 22,000 keys by 2031, while increasing its owned portfolio and expanding beyond major metros.
Gaja Alternative Asset Management IPO Day 1: Issue subscribed over 30%, GMP at 19%. Should you apply?
Gaja Alternative Asset Management has launched its IPO, offering shares priced between Rs 152 and Rs 160, with a total issue size of Rs 550 crore. Subscription is open until August 21, 2026. The funds raised will be used to enhance investment strategies, bolstered by a notable 28% income growth and a 32% increase in profit after tax for FY26.
Bonds face a bigger threat than the Fed as global rates climb
As central banks worldwide, notably in Japan, Canada, and the euro zone, signal plans for sharper interest rate increases than the US, global markets prepare for potential volatility. This transition puts traditional bond safety under strain while anticipating a ripple effect on stock valuations and currency fluctuations. Investors are left grappling with the challenges posed by rising inflation and growing geopolitical uncertainty, making this a precarious investment climate.
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