MORNINGSTAR INDIA
FPIs withdraw Rs 12,257 cr in first week of Sep on strong dollar, US tariff concerns
Foreign investors pulled out Rs 12,257 crore (USD 1.4 billion) from Indian equities in the first week of September, weighed down by a stronger dollar, US tariff concerns, and persistent geopolitical tensions.
The Golden Thumb Rule | For Gen Z investors, time in the market beats timing the market, says Kaustubh Belapurkar
Gen Z's pursuit of quick gains in mutual funds clashes with the reality of wealth creation, which demands patience and time in the market. Kaustubh Belapurkar advises investors to focus on diversification, understand metrics like capture ratios, and resist the urge to frequently switch funds. Staying invested in well-managed strategies, even through market cycles, is crucial for long-term success.
UTI Mutual Fund appoints Vetri Subramaniam as new MD and CEO
UTI Mutual Fund has named its CIO, Vetri Subramaniam, as the new MD and CEO, effective February 1, 2026, succeeding Imtaiyazur Rahman. Subramaniam's promotion occurs during a period of rapid growth and increasing competition in the mutual fund industry. He will face challenges in managing talent and maintaining margins amidst new players.
MF Tracker: Bandhan Large & Mid Cap Fund turns Rs 10,000 SIP into over Rs 1.15 crore in 20 years
The Bandhan Large & Mid Cap Fund, with a growth-oriented investment style across large, mid, and small caps, has delivered strong returns and favorable risk metrics over three years. Experts highlight large & mid cap funds’ blend of stability and growth, making them ideal for volatile markets. Investors should consider their risk profile and goals before investing.
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MF Tracker: Can this 3-year midcap topper keep its edge amid market volatility?
Invesco India Midcap Fund has shown top returns in the midcap category over three years. The fund has consistently outperformed its category average across various timeframes. Aditya Khemani highlights stock selection and risk management as key to the fund's performance. Experts suggest SIPs for midcap investments due to market volatility.
Consumption theme based mutual funds offer up to 18% return in 6 months. Will GST reforms be a game-changer?
Consumption-themed mutual funds have shown strong returns, averaging 12.28% in the last six months, with some funds reaching 18%. Proposed GST rate cuts are expected to further boost demand across sectors like FMCG and consumer durables. However, experts advise a balanced approach, suggesting diversified equity funds may offer better long-term exposure compared to these narrow thematic plays.
FPIs dump Indian equities worth Rs 21,000 cr in first half of Aug
Foreign investors offloaded nearly Rs 21,000 crore in Indian equities in the first half of August, bringing the year's total outflow to Rs 1.16 lakh crore. Trade tensions, weak earnings, and a weakening rupee contributed to this trend. However, a potential credit rating upgrade and easing US-Russia tensions could improve FPI sentiment.
After 18 years, S&P rates India higher — for resilience
It comes as a huge shot in the arm as New Delhi hunts for destinations to divert exports to weather the impact of US tariffs. S&P said the “effect of US tariffs on the Indian economy will be manageable,” given the country’s relatively less reliance on trade. About 60% of India’s economic growth stems from domestic consumption, it noted.
Gold ETF inflows decline by 40% to Rs 1,256 crore in July. Here's why
Gold ETF inflows fell nearly 40% to Rs 1,256 crore in July from Rs 2,080 crore in June, though they remain positive for the third consecutive month. Experts cite profit-taking, portfolio rotation, attractive debt yields, and elevated gold prices as key reasons behind the slowdown.
Debt funds witness best month of FY25 as investors return to safety and yield
Debt mutual funds saw a sharp rebound in July 2025 with Rs 1.06 lakh crore inflows, the highest this fiscal, after two months of outflows. Money market and liquid funds led the surge, aided by institutional allocations and new fund launches, while longer-duration and credit risk categories lagged.
FPIs withdraw close to Rs 18,000 cr from equities in Aug on trade tension, disappointing earnings
Foreign investors have pulled out nearly Rs 18,000 crore from Indian equities so far this month, weighed down by escalating US-India trade tensions, disappointing first-quarter corporate earnings, and a weakening Indian rupee.
Trump tariff bite unlikely to spoil Apple harvest in India as desi iPhone plan holds firm: Report
Apple's suppliers are likely proceeding with plans to mass-produce the next iPhone in India, anticipating an exemption from the potential 50% tariff announced by US President Donald Trump. This move comes as Apple diversifies its supply chain amid US-China tensions. Production is slated to begin soon, though uncertainties remain regarding Trump's trade policies.
MF Tracker: HDFC Flexi Cap Fund turns Rs 10,000 SIP to nearly Rs 21.50 crore in 31 years
HDFC Flexi Cap Fund shows impressive growth. A monthly SIP of Rs 10,000 since 1995 grew to Rs 21.50 crore. The fund outperformed its benchmark in multiple time frames. Experts suggest flexi cap funds are strategic in volatile markets. SIPs are recommended for long-term investors. The fund is overweight on banks and automobile sectors.
Nifty slips into consolidation: What is the right strategy for mutual fund investors now?
Market experts suggest continuing or increasing SIPs during market volatility. Stagger lump-sum investments via STPs. SIPs offer market exposure without timing worries. Dips are advantageous for rupee cost averaging. Portfolio allocation should align with risk appetite and financial goals. Consider large-cap, flexi-cap, and hybrid funds. Banking and financial service funds are attractive. Exercise caution with sectoral, mid, and small-cap funds.
MF Tracker: UTI Mid Cap Fund turns Rs 10,000 SIP to nearly Rs 1.62 crore in 2 decades
UTI Mid Cap Fund, celebrating 20 years, has demonstrated significant returns, turning a monthly SIP of Rs 10,000 into Rs 1.62 crore. Despite underperforming its benchmark and category average in recent years, the fund's long-term SIP success highlights the potential of disciplined investing in mid-cap companies.
MF Tracker: Will Invesco India PSU Equity Fund shine again after topping 3-year charts?
Invesco India PSU Equity Fund has shown impressive long-term returns, outperforming its category average over various periods, although slightly lagging in recent years. Experts suggest a strategic allocation to PSU funds, advising investors to consider a SIP approach to navigate volatility and manage return expectations, given the sector's cyclical nature and policy sensitivity.
Govt strengthened engagement with rating agencies: Finance Ministry
Despite holding the lowest investment-grade ratings from S&P, Fitch, and Moody's, India's economic outlook is strengthening through sound macroeconomic fundamentals, infrastructure development, and financial sector reforms, Parliament was informed. These efforts aim to positively impact India's credit profile and long-term economic stability.
Gold ETFs: 600% surge in monthly inflows to Rs 2,080 crore. Are you late to the party?
Gold ETFs experienced a significant surge in inflows, reaching Rs 2,080 crore in June, driven by geopolitical uncertainties, inflation concerns, and anticipated interest rate cuts. Experts suggest a balanced portfolio with limited gold exposure, favoring equity mutual funds for better returns. While gold serves as a safe-haven asset, it's considered less dependable for long-term wealth creation compared to equity.
Mid, smallcap mutual funds see surge in inflows. Is investor confidence making a comeback?
Equity mutual funds witnessed a significant surge in net inflows, rising by 24% to ₹23,587 crore in June, driven by strong demand in flexi-cap, small-cap, and mid-cap categories. This increase reflects growing investor confidence in India's long-term growth potential despite global uncertainties. Midcap and smallcap funds delivered average returns of 4.74% and 4.
Gold ETFs turned Rs 10,000 monthly SIP into nearly Rs 10 lakh in 5 years. Have you missed the gold rush?
Gold ETFs have delivered impressive returns over the past five years. A monthly SIP of Rs 10,000 in some funds grew to almost Rs 10 lakh. LIC MF Gold ETF and UTI Gold ETF showed strong performance. Gold ETFs saw inflows in May, indicating renewed investor interest. Experts suggest this is due to stable gold prices and global uncertainties.
Morningstar announces winners for investing excellence India. Check toppers in various categories
Morningstar has announced the winners of the 2024 Morningstar Awards for Investing Excellence in India. These awards are considered as a recognition of funds and asset managers that have served investors well over the long term, according to a press release by Morningstar.
FPIs take out over Rs 4,000 cr from equities in July so far; pace of selling slows
Himanshu Srivastava, Associate Director - Manager Research, Morningstar India, however, believes that the decline in the pace of net withdrawal by FPIs does not signify a change in trend as there has not been any significant improvement in the underlying drivers.
Sharekhan collaborates with Morningstar India to include ESG Ratings in research reports
The rating, according to Sharekhan, will allow investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers.
‘Trying to time buy and sell decision in actively-managed funds is futile’
Trying to find the best time to buy or sell an actively-managed fund is most likely futile. Most of the time, even outperforming funds basically track or trail the index, reveals a report by Morningstar India.
Morningstar India Manager Research director's fitness mantra to stay fit at home: Virtual cycling
Kaustubh Belapurkar meditates to destress and keep a calm mind.
Banking space undervalued at the moment: Suruchi Jain, Morningstar India
ICICI Bank has traded below our current fair value estimate of 1100 on the stock and it is modestly undervalued, says Suruchi Jain.
Returns from gold ETFs near post-crisis highs
Gold ETFs, which have become hugely popular among investors, have gained over 32% so far in 2011 (till August 24).
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