AXIS GROWTH OPPORTUNITIES FUND

Policy clarity and cost savings: Real estate set for stronger festive quarter, say experts

India’s real estate sector is set for a festive boost as GST cuts on cement, marble, granite, and other key inputs lower construction costs and improve affordability. Developers and experts say the reforms, coupled with stable interest rates and festive demand, will strengthen housing sales across metros and tier-2 cities.

Will Indian economy ride GST rate cut boost or capex push?

India's tax policy reset, featuring personal tax relief and GST simplification, sparks debate on the nation's growth trajectory. While some anticipate a consumption boost, particularly in discretionary sectors, others argue that investment in infrastructure will remain the primary driver. The government aims to encourage both consumption and private investment, noting a rise in private consumption's share of nominal GDP.

GST reforms a growth trigger, dips offer opportunity, says Rahul Shah

He noted that the downside in equities is likely to remain limited, with sentiment gradually improving across sectors. “The clear beneficiaries we saw in the initial round were consumer discretionary companies, FMCG, auto companies, and so on. My sense is we will continue to see more upside in the markets, and any decline in the near term would be a good opportunity to invest.”

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.

Aries Horoscope Today, 5th September 2025: Discipline strengthens growth and opportunities

Aries Daily Horoscope, 5th September 2025: With the Moon in the Capricorn sign, career matters and ambitions dominate your focus. The Sun and Mercury in the Leo sign highlight creativity, confidence, and leadership in personal or professional endeavours. Mars in Virgo strengthens your energy in routines, while Venus in Cancer encourages warmth and emotional security within relationships and family matters.

Timing markets is a fool's game, says Mark Mobius. Here's why the ‘Bald Eagle’ favours midcaps

Investor Mark Mobius calls market timing a “fool’s game” and stresses focusing on fundamentally strong midcap stocks. While India remains his top market, he highlights regulatory challenges, global trade uncertainties, and the need for readiness to seize the right investment opportunities.

5 equity mutual funds that gave up to 24% SIP returns in 10 years

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.

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.

Focus on value as GST, festive season and global risks shape markets; selective opportunities in logistics, pharma: Nilesh Shetty

India’s GDP growth and festive demand boost optimism, but Nilesh Shetty warns that valuations and global risks demand caution. He favours financials, IT, pharma, and logistics while trimming autos. Capital goods and staples look overpriced, while gold and silver remain secondary. Selectivity and long-term focus are key.

Best large cap mutual funds to invest in September 2025

According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.

Is it the right time to invest in gilt funds amid rising bond yields?

Recent bond yield spikes have created a tactical entry point for investors in gilt funds, which hold long-duration government securities. Experts believe the market is currently undervalued, presenting an opportunity for capital appreciation as yields potentially decline. However, analysts caution about risks like potential fiscal deficit increases and rising inflation, which could impact bond yields.

Equity mutual fund rally: 16 funds offer over 250% absolute returns in 5 years. Do you hold any in your portfolio?

Sixteen equity mutual funds delivered over 250% absolute returns in the last five years, led by small-cap and mid-cap funds. Quant Small Cap Fund topped with 349.11%, followed by Motilal Oswal Midcap Fund at 325.93%. Other high performers included multi-cap, contra, and ELSS funds, highlighting strong long-term equity gains.

Indian investors must look abroad for AI, semiconductors, EV themes: Vaibhav Shah of Mirae Asset

Vaibhav Shah of Mirae Asset Investment Managers (India) advocates for international diversification, citing limited domestic exposure to high-growth themes like AI and semiconductors. He highlights the potential for better risk-adjusted returns and currency diversification through global investments. The Mirae Asset Global Allocation Fund offers a strategic mix of developed and emerging market exposure, leveraging Mirae's global expertise.

Unlocking tactical opportunities in a dislocated bond market: Axis MF

Despite a supportive macroeconomic backdrop—rate cuts by the Reserve Bank of India (RBI), an upgrade in India’s sovereign credit rating, and subdued inflation—bond markets have been experiencing significant dislocation, according to the latest Acumen note by Axis Mutual Fund Research.

Can India turn Trump's 50% tariff shock into an opportunity for growth?

Donald Trump's tariffs on Indian goods present an opportunity. India can use this to transform its economy. The focus should be on reducing dependence on single markets. Reforms are needed to improve business ease. India must invest in education and infrastructure. Diversifying markets and supporting key industries is crucial. The country should prioritize strategic technologies and domestic supply chains.

Explained: What is investment style box in mutual funds and what it means for investors

The investment style box is a 3x3 grid developed by Morningstar that classifies mutual funds by market capitalisation and investment style. It helps investors assess strategy, diversification, and risk by showing whether a fund leans towards value, blend, or growth across large, mid, and small caps.

Axis Mutual Fund's Karthik Kumar: Momentum is my contrarian bet for next 12 months

Axis MF’s Karthik Kumar expects momentum to emerge as a contrarian theme in the next year despite recent underperformance. He remains optimistic on NBFCs, consumer discretionary, renewables, and defence, while advising investors to diversify across styles amid policy and tariff uncertainties.

GST cuts could start new consumption cycle; buy the dips in unfairly punished stocks: Daljeet Kohli

Despite market volatility, India's long-term growth remains strong, according to Daljeet Kohli of Roha Asset Managers. He suggests that proposed GST cuts could boost domestic demand, potentially sparking a fresh consumption cycle. Kohli also notes that market dips present opportunities for long-term investors, particularly in sectors like farming, agrochemicals, and pharmaceuticals.