Mutual Funds Articles

Like developed markets, the importance of passive funds is increasing in India. In the last 5 years, the ratio of passive (ETFs and index funds) and active equity AUM grew from 31% in 2020 to 37% in 2025. While institutional investors prefer Exchange Traded Funds (ETFs), index funds are increasingly growing in popularity...

UTI Flexi Cap Fund has been in existence for over 33 years now. This diversified equity fund, formerly known as UTI Equity Fund, invests across market capitalization segments. The fund has a strong track record of wealth creation and alpha generation. If you had invested Rs 1 lakh in the fund at the time of its...

Nippon India Growth Midcap Fund has completed 30 years since its launch in 1995. A long-time favourite of retail investors, the wealth creation track record of this fund is legendary. If you had invested Rs 1 lakh in the fund at the time of its launch, your investment would have multiplied 400X to a little...

The equity market is in a consolidation phase after the Government's GST reform and Fed Rate cut helped stocks to counter the tariff headwinds. However, weak global cues, strengthening US Dollar, and concerns about valuations have led to profit booking. With India underperforming in the emerging markets pack, foreign...

The market is going through an interesting phase. The equity market has rebounded from volatility triggered by the imposition of high tariffs on Indian exports to the United States. Lower GST rates, which will come into effect later this month can boost consumption growth especially in sectors like consumer durables, automobiles...

The equity market turned volatile after the Trump Administration imposed 50% tariffs on Indian exports to the United States. Though tariff worries dragged the market down, we did not witness a big drawdown as some were fearing. In the last few days, the market has made a smart recovery due to GST rate rationalization, which will...

Volatility returned to market after Trump Administration imposed 50% tariff on India's exports. Talks between President Trump and President Putin on the Ukraine War remained inconclusive. There is uncertainty about the impact of tariffs on India's exports, even as the Government is trying to negotiate bilateral trade agreements...

Nippon India Mutual Fund has launched a thematic NFO based on manufacturing Theme (Nippon India Nifty India Manufacturing ETF and Nippon India Nifty India Manufacturing Index Fund). The ETF and Index Fund will track and replicate the Nifty manufacturing index. The NFOs have opened for subscription on 6th August 2025 and...

Arbitrage funds have been in focus in recent times. In the last 3 years, the yield gap between arbitrage funds and savings bank account have widened. Furthermore, the yield / return gap between arbitrage funds and liquid funds have narrowed (see the chart below). On a post-tax basis, arbitrage funds enjoy the advantage...

Nippon India MF has launched a New Fund Offer (NFO), Nippon India MNC Fund. The fund will invest in multinational companies i.e., companies which have business and operations in multiple countries. In current market conditions with geopolitical uncertainties, MNCs with strong global brands, bigger market access...