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Mutual Funds

Mutual Funds News

Pooled investment vehicles that let investors access diversified portfolios professionally managed for a fee.

What is Mutual Funds?

A mutual fund collects money from many investors and invests it in a diversified portfolio of stocks, bonds, or other securities. Fund managers make investment decisions on behalf of investors. Investors buy "units" or "shares" priced at the fund's Net Asset Value (NAV), calculated daily. Major categories: equity funds, debt/bond funds, hybrid (mixed), index funds (passive), and target-date retirement funds.

Why it matters for investors

Mutual funds democratize professional investment management. Even small investors can own a diversified portfolio of 30+ stocks via a single purchase. In India, mutual funds are particularly popular via SIP (Systematic Investment Plans) โ€” automatic monthly contributions that benefit from rupee-cost averaging. Globally, the shift from active to low-cost index funds has reshaped the industry.

Frequently asked questions

Active vs. index mutual funds?

Active funds try to beat a benchmark (charge ~0.5-1.5%). Index funds passively track a benchmark (charge ~0.04-0.20%). Long-term, ~80% of active managers underperform their benchmark after fees.

What is a SIP?

Systematic Investment Plan โ€” an automatic monthly investment of a fixed amount into a mutual fund, popular in India. Benefits include rupee-cost averaging, discipline, and compounding. Try our SIP calculator at /tools/sip-calculator.

How are mutual funds taxed?

Varies by country. In India: equity funds held >1 year taxed at 12.5% on gains above โ‚น1.25 lakh; debt funds taxed at slab rate. In US: short-term capital gains at ordinary income rate; long-term at preferential rates.

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Germans Know Exactly How Long They Want to Live, but Trail British in Financial Longevity Planning

A survey reveals significant differences in financial preparedness for longevity between German and British populations.

Oct 31, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

South Korean Fund Market Shrinks 5% in Q3 as Equity Volatility Triggers Retail Redemptions

South Korea's fund market contracted by approximately 5% in Q3 2026 as equity market volatility triggered a wave of retail investor redemptions.

Oct 31, 2026

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom

St James's Place Funds Under Management Hit Record ยฃ242.4 Billion Despite Client Outflows

St James's Place Q3 funds under management hit a record ยฃ242.4 billion, up 14.2%, though rising client redemptions offset market-driven gains

Oct 29, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

KFin Technologies Q2 Revenue Rises 29.9% to โ‚น401.8 Crore, EBITDA Up 18.7% Despite Margin Compression

Oct 28, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

India Market Selloff: SIPs, FDs, or Buy-the-Dip โ€” Investors Weigh Options

Broad selling pressure hit Indian equities including mid-caps, small-caps, gold, and silver simultaneously

Oct 24, 2026

๐Ÿ‡จ๐Ÿ‡ฆ Canada

BlackRock Canada Announces October 2026 Cash Distributions for iShares ETFs on TSX

BlackRock Asset Management Canada announced October 2026 cash distributions for all iShares ETFs listed on the TSX and Cboe Canada paying on a monthly basis

Oct 21, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Hong Kong Pension System Ranked Second in Asia With Score 71.2 as Ageing Population Tests Retirement Adequacy

Hong Kong ranked second in Asia's pension system quality index with a score of 71.2 (up from 70.6), trailing only Singapore and placing 16th globally out of 55 systems

Oct 21, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Endowus CIO: Cash Is the Riskiest Retirement Asset as Singapore Faces Planning Gap

Endowus CIO Samuel Lee argues cash destroys retirement wealth in today's environment, as Singaporeans remain stuck in a planning gap despite strong financial data access.

Oct 19, 2026

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom

ClearBridge Small Cap Growth Underperforms Russell 2000 Growth in Q3 2026

ClearBridge Small Cap Growth Strategy declined and underperformed the Russell 2000 Growth Index in Q3 2026, highlighting sector headwinds and stock selection challenges.

Oct 19, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Top 10 PMS Funds Post Positive Returns in September Despite Market Crash; Cupid and Sterlite Among Top Picks

All 10 top-performing Indian PMS strategies delivered 3.55%-5.67% positive returns in September 2026 despite a market downturn, with Cupid Limited and Sterlite Technologies among the most common holdings.

Oct 19, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Indian Mutual Funds Post Varied Returns as Market Volatility Tests Categories

Indian mutual fund performance has diverged sharply across categories in 2026, with large-cap funds lagging while small and mid-cap strategies and sectoral themes have outperformed or underperformed based on market conditions.

Oct 18, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Emergency Fund Planning: Liquidity and Safety Principles for Volatile Markets

Sound emergency fund strategy anchors personal financial stability: keep three to six months of expenses in liquid, capital-protected instruments and separate it strictly from investment portfolios.

Oct 18, 2026

India

India Gold ETF Inflows Surge 71.4% Despite Price Decline as Retail Investors Seek Diversification

Gold ETF inflows in India surged 71.4% even as gold prices declined, reflecting growing retail investor appetite for digital gold exposure.

Oct 17, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

60% of Hong Kong HNW Investors Prefer Professional Portfolio Managers, HSBC Survey Finds

60% of affluent Hong Kong investors prefer delegating to financial professionals over self-directed trading, per HSBC June 2026 survey of 1,200+ investors.

Oct 16, 2026

๐Ÿ‡ญ๐Ÿ‡ฐ Hong Kong

Hong Kong Investors Lead Asia in Stock-Picking Ambition but Temper AI-Driven Return Hopes

Survey finds Hong Kong investors Asia's most active stock pickers but with most subdued return expectations, diverging from AI-optimistic regional peers.

Oct 16, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Warren Buffett's Effortless Market Crash Strategy: Why Long-Term Patience Beats Panic Selling

Warren Buffett's six-decade track record at Berkshire Hathaway rests on a simple crash-survival principle: stay invested and do nothing.

Oct 13, 2026

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom

UK ISA Millionaires Hit Record 7,730 as Stocks-and-Shares Accounts Surge 50%

UK stocks-and-shares ISA millionaires jumped over 50% to a record 7,730 in the 2023/24 tax year.

Oct 13, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

India Mutual Funds Record Rs 32,490 Crore SIP Inflows in September Even as Rs 1.33 Lakh Crore Exits

India's AMFI data shows equity mutual fund net inflows of Rs 38,307 crore in September (+31% MoM) and a record SIP contribution of Rs 32,490 crore, despite Rs 1.33 lakh crore in gross mutual fund outflows.

Oct 13, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Expert Warns Small-Cap Stocks Could Crash 50% as Valuations Stretch Beyond Fundamentals

Sameer Dalal of Natverlal & Sons Stockbrokers warns that small-cap stocks could see a 50% correction as 2026 mutual fund inflows have pushed valuations beyond fundamental support.

Oct 13, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

Glass-Box Systematic Active Equities Strategy Positions ASEAN as Key Portfolio Diversification Opportunity

A glass-box systematic active equities approach to ASEAN investing makes investment decision rules transparent and auditable versus opaque algorithmic models

Oct 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

India SIP Inflows Hit Record โ‚น32,490 Crore in September, 67th Consecutive Month of Equity Fund Inflows

India's SIP inflows hit a record โ‚น32,490 crore in September 2026, the 67th consecutive month of equity mutual fund inflows, even as markets sold off and AUM fell 5% to โ‚น82.64 lakh crore.

Oct 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

India Equity Mutual Fund Inflows Rise 31% in September to 5-Month High Despite Nifty Decline, Small-Cap Funds Hit Record

India equity mutual fund inflows jumped about 31% month-on-month in September to reach a 5-month high

Oct 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Indian Mutual Funds Set to Increase Government Bond Sales After RBI Rate Hike Steepens Tightening Expectations

Indian mutual funds are moving to sell more government bonds following the RBI's rate hike and steeper tightening cycle outlook

Oct 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Buffett's Bear Market Blueprint: Discipline Over Panic for Indian Equity Investors

Warren Buffett's bear-market principles โ€” discipline, patience, capital protection โ€” offer a timely guide for India's growing retail investor base.

Oct 10, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China Deploys ยฅ550B Local Debt Quota While CSRC Cuts Equity Fund Formation Threshold by 75%

China's Finance Ministry has deployed ยฅ550 billion of local government debt quota to boost county-level fiscal capacity and drive investment.

Oct 10, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

South Korean Household Stock and Fund Holdings Near 90% of Cash and Deposit Levels

South Korean household stock and fund balances reached nearly 90% of cash and deposit holdings, up sharply from 50% a year ago.

Oct 9, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

India's NPS Expands Beyond Pension Into Healthcare Finance and Emergency Liquidity for Retirees

NPS Swasthya is a new feature addressing healthcare financial needs during retirement, expanding NPS beyond its pension-only mandate

Oct 9, 2026

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom

UK Investors Flee Equities for Money Market Funds as Volatility and Geopolitical Risk Mount

UK investors rotated heavily into money market funds last month, withdrawing capital from equities amid sustained geopolitical and economic uncertainty

Oct 7, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Mutual Funds Bought These 10 Microcaps for 2 Straight Quarters; Stocks Surge Up to 70% in 3 Months

Oct 7, 2026

๐Ÿ‡ฉ๐Ÿ‡ช Germany

Beyond P/E: German Fund Managers Warn on KGV Traps in European Bargain Hunting

Four fund managers explain why P/E ratios can mislead investors seeking bargain stocks in European equities

Oct 7, 2026