KOTAK EQUITY OPPORTUNITIES FUND
Madhu Lunawat led The Wealth Company Mutual Fund launches its maiden flexi cap fund
The Wealth Company Mutual Fund, part of Pantomath Group, has launched its maiden Flexi Cap Fund, opening September 24. The fund aims for long-term wealth creation through dynamic allocation across market caps, PE-style diligence, and institutional-quality research. It will be benchmarked against Nifty 500 TRI.
Is cash in mutual fund portfolio a safety net or a performance risk?
Mutual funds often hold cash, impacting performance. Experts say high cash levels can hinder returns in rising markets but offer opportunities during downturns. Data from July 2025 shows increased cash allocation after market dips. Active and passive funds differ in cash management. Investors should be wary of funds consistently holding high cash, as it may limit growth potential.
Best large & mid cap funds to invest in September 2025
According to mutual fund advisors, these schemes will evolve over a long period. There will be schemes that will be inclined towards large cap stocks and some schemes will be leaning toward mid cap stocks. This will make it easier for investors to choose the schemes based on their risk tolerance.
Dividend stock investing: How ICICI Prudential MF's Mittul Kalawadia balances growth with yields
ICICI Prudential AMC's dividend yield strategy, led by Mittul Kalawadia, balances yield sustainability with growth potential across market caps. The fund dynamically adjusts sector exposure based on business cycles and valuations, focusing on long-term wealth creation. This approach has delivered strong returns, making it a core component for investors seeking diversified equity allocation.
Why your returns from your mutual fund investment are different from the MF’s returns shown in the factsheet, on online platforms
Saurabh Sharma's anxiety over mutual fund NAV dips and mismatched returns highlights a common investor concern. Understanding the difference between standardised fund performance and individual investment returns is crucial. Investors should evaluate fund performance against its peers over longer periods to determine if staying invested is beneficial, rather than focusing on short-term volatility.
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Know Your Fund Manager | Sorbh Gupta, Head- Equity, Bajaj Finserv AMC
I was born in Binnaguri, near Darjeeling in West Bengal, where my father worked as a tea estate manager. I spent my childhood in Darjeeling and completed my primary education at a convent boarding school there.
6 equity mutual funds offer over 30% CAGR on lumpsum investments in 5 years
Six equity mutual funds—five small caps and one mid cap—delivered over 30% CAGR on five-year lumpsum investments, with Quant Small Cap Fund leading at 34.98%. Most other funds posted double-digit returns, highlighting strong long-term growth, while performance varies based on fund type, AMC, and market conditions.
Best small cap mutual funds to invest in September 2025
According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks. Small companies go through many ups and downs - more than the established companies in the large and mid cap segments.
L Catterton's India fund raises $200 million in first close
L Catterton's India-dedicated consumer fund, in partnership with Sanjiv Mehta, has achieved its first close at $200 million, aiming for a total of $400 million with a $200 million greenshoe. The fund will concentrate on providing growth capital to mid-market consumer companies, securing commitments from IFC and Kotak Private clients.
Bandhan AMC receives SEBI approval to launch Specialised Investment Funds, unveils Arudha SIF platform
Bandhan Mutual Fund has received SEBI approval to launch Specialised Investment Funds (SIF) under the Arudha SIF platform. The initiative enables innovative equity, debt, and hybrid strategies for sophisticated investors, expanding options beyond mutual funds. Bandhan AMC aims to meet evolving investor needs with differentiated risk-return offerings and broaden wealth creation avenues.
GST 2.0: How mutual fund experts decode government’s rationalisation move
The 56th GST Council meeting, led by Union Finance Minister Nirmala Sitharaman in New Delhi on September 3, set the stage for a major revamp of India’s indirect tax framework.
Every mutual fund SIP gave double-digit XIRR in 10 years. Did you stay that long?
Every mutual fund SIP has delivered double-digit XIRR in the last 10 years, an analysis by ETMutualFunds showed. Nearly 157 equity funds have completed 10 years of existence in the industry, of which 11 have over 20% XIRR in the said period.
Ek teer kai nishaan: Nilesh Shah of Kotak Mutual Fund on how GST 2.0 is step in right direction
Nilesh Shah, MD of Kotak Mutual Fund, praised the government’s GST reforms as ek teer kai nishaan, citing benefits like reduced inflation, higher growth, stronger consumer sentiment, and improved ease of doing business. He highlighted urgency in implementation, fiscal manageability, and the need to address fraud, speculation, and global tariff impacts.
Best mid cap mutual funds to invest in September 2025
As per Sebi norms, the mid cap mutual funds are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely.
Top equity mutual funds that delivered highest returns so far in 2025
Equity mutual funds gave returns up to 26% this year. Around 482 equity mutual funds marked their presence. Nippon India Taiwan Equity Fund topped with 25.59% return. Aditya Birla SL Intl. Equity Fund delivered 25.44%. HDFC Transportation and Logistics Fund gave 18.90%. Shriram Multi Sector Rotation Fund lost the most, around 24.96%. Samco Flexi Cap Fund lost 17.
It's raining commissions for mutual fund distributors. See who earned the highest
Mutual fund distributors in India experienced a lucrative FY2025, with commissions surging 40% to ₹21,000 crore. NJ Indiainvest and Prudent Corporate Advisory led the pack, securing ₹2,610 crore and ₹1,060 crore in commissions, respectively. This growth was fueled by a surge in new fund offerings (NFOs), which raised a record ₹89,800 crore.
NFO Alert: JioBlackRock Mutual Fund to launch JioBlackRock Flexi Cap Fund
JioBlackRock Mutual Fund is set to introduce the JioBlackRock Flexi Cap Fund. The NFO will be available from September 23 to October 7. This open-ended scheme invests across various market cap stocks. It will be benchmarked against the Nifty 500 Index. The fund utilizes Systematic Active Equity, BlackRock’s AI-powered investment approach. Minimum investment is Rupees 500.
NFO Insight: Invest in Tata, Birla, Ambani stocks with just one mutual fund
Baroda BNP Paribas Mutual Fund introduces a new fund offer, the Business Conglomerates Fund, allowing investors to tap into India's prominent business groups like Tata, Birla, and Ambani. The fund aims to capitalize on value creation through demergers and restructurings, offering diversified exposure across multiple sectors.
Radhakishan Damani, Ramesh Damani, Madhu Kela, Zerodha, Groww line up to invest crores in NCDEX
NCDEX raised Rs 770 crore from star investors like Radhakishan Damani, Madhusudhan Kela, Sunil Singhania, Groww, and Zerodha after Sebi’s nod for equities. It plans to launch equity trading in 2026, competing with NSE and BSE.
Quant Mutual Fund appoints Ex-SBI chairman Rajnish Kumar to lead board
Quant Mutual Fund appointed Rajnish Kumar, former SBI Chairman, and Nishith Mehta as leaders of its AMC Board, strengthening governance and strategic oversight. The fund house plans to launch India’s first Specialized Investment Fund (SIF), starting with the QSIF Equity Long-Short Fund in September, offering alternate long-short investment strategies and risk mitigation.
Quant Mutual Fund tilts portfolio towards largecaps, auto and FMCG; increases silver in multi‑asset fund
Quant Mutual Fund is focusing on large-cap stocks. It is increasing investments in auto and FMCG sectors. The fund house is also raising silver exposure in its multi-asset fund. Sandeep Tandon led Quant Mutual Fund is positive on infrastructure, hotels, pharma, consumption and telecom sectors. SEBI has approved Quant Mutual Fund's Specialized Investment Fund.
NCDEX raises $88 million ahead of equity foray: CEO
India's National Commodity and Derivatives Exchange (NCDEX) has raised $87.99 million from global trading firms and domestic brokers as it plans to launch equity offerings within the next twelve months, its chief executive said.
MF Commission payouts surge 40% YoY to Rs 21,000 crore in FY25; NJ India, Prudent gain most: Kotak Institutional Equities
In FY2025, India’s mutual fund commission pool rose 40% to Rs 21,000 crore, benefiting independent distributors over banks. NFOs fueled strong earnings, while direct equity share modestly grew. Despite regulatory evolution and competition, India remains a commission-driven market, with potential long-term shifts toward advisory-led, fee-capped, or disclosure-focused models.
Top 10 mutual funds to invest in September 2025
We have chosen two schemes from five different equity mutual fund categories - aggressive hybrid, large cap, mid cap, small cap and flexi cap schemes – which we believe should be enough for regular mutual fund investors. There are caveats: read till the end to ensure you are picking up the best scheme for you.
NFO Update: Union Mutual Fund launches Union Diversified Equity All Cap Active FoF
Union Mutual Fund launched Union Diversified Equity All Cap Active FoF, an open-ended fund investing across large, mid, and small-cap equity schemes. Using an Anchor–Explorer strategy, it aims for long-term capital appreciation, simplifies allocation and market timing, offers SIP and lumpsum options, and benchmarks against the BSE 500 Index.
Valuequest, 360 One and Kotak AIF invest in GK Energy's pre-IPO round of Rs 100 crore
GK Energy is India’s largest pure-play EPC provider for solar-powered agricultural water pump systems under the PM-KUSUM scheme. Backed by CRISIL data, it leads installations nationwide. Offering end-to-end services from design to commissioning, GK Energy helps farmers access affordable, clean irrigation energy while advancing government renewable energy goals.
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