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) — 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 — 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 ₹1.25 lakh; debt funds taxed at slab rate. In US: short-term capital gains at ordinary income rate; long-term at preferential rates.

🇮🇳 India

India Mutual Funds Hit All-Time High AUM of ₹85.75 Lakh Crore in July 2026 With 4.30% Net Inflow Growth

India mutual fund AUM hits all-time high of ₹85.75 lakh crore in July 2026 as net inflows expand 4.30% MoM. SIP-driven domestic demand floor transforms Indian equity market microstructure.

Aug 14, 2026

🇨🇦 Canada

Middlefield Closes Discovery 2026 Short Duration LP Fund at $14.1M in Total Proceeds

Middlefield closed its 74th resource fund — Discovery 2026 Short Duration LP — at $14.1 million in total proceeds, with a second closing planned and a maximum fund size of $35 million

Aug 13, 2026

🇧🇷 Brazil

US Small Caps Return 22.8% YTD but Valuations Remain Undemanding — Opportunity Intact

US small-cap stocks (S&P 600) have returned 22.8% year-to-date, outpacing the S&P 500's large-cap gains

Aug 13, 2026

🇸🇬 Singapore

Al Gore: Reports of ESG Retreat Are Greatly Exaggerated as Sustainable Investing Trends Accelerate

Al Gore argues that the perceived retreat from sustainable investing is a myth, with actual capital flows accelerating toward ESG assets.

Aug 10, 2026

🇸🇬 Singapore

Mass Affluent Trap: Singapore Investors Lose to Inflation Without Active Portfolio Strategy

Singapore's mass affluent investors — too wealthy for retail banking products but below private banking thresholds — face structural disadvantage in wealth preservation

Aug 10, 2026

🇰🇷 South Korea

South Korea's ISA Reform in Full Reversal After Investor Backlash, President Orders Review

President Lee ordered a full review of Korea's ISA reform and stock price suppression prevention bill four days after announcement

Aug 10, 2026

🇧🇷 Brazil

VHT vs XLV: Choosing Between Vanguard and State Street for US Healthcare ETF Exposure

Comparison of Vanguard VHT and State Street XLV healthcare ETFs: VHT's ~400 holdings offer biotech small-cap upside while XLV's 65 large-caps provide liquidity and defensive stability.

Aug 9, 2026

🇰🇷 South Korea

Korean ISA Reform in Limbo as President Lee Orders Review, Triggering Bipartisan Criticism

President Lee's review order on Korea's ISA reform triggered bipartisan political backlash and creates near-term uncertainty for Korean retail investment flows.

Aug 8, 2026

🇰🇷 South Korea

Korea Dispatch: Auto Parts Idle 20%, Pension Market to Double, Real Estate Shifts Post-Tax Reform

Korean auto parts hubs face 20% idle capacity from Chinese automated competition while the pension market is projected to double to 1,000 trillion KRW under fund-type system reform.

Aug 8, 2026

🇯🇵 Japan

AlphaCore Seeds New Jersey Hub With $700M RIA Acquisition Amid Wealth Management Consolidation Wave

AlphaCore acquired a $700 million RIA to establish a New Jersey hub, continuing the rapid consolidation trend in US wealth management.

Aug 8, 2026

🇮🇳 India

India SIF Surge Reshapes HNI Investing, Squeezing Category III AIFs and PMS Managers

India's Specialized Investment Funds launched with favorable tax structures are capturing high-net-worth market share rapidly

Aug 5, 2026

🇨🇦 Canada

$23 Billion Wasatch Global Investors Goes Live on AI-Native Ridgeline Investment Management Platform

Wasatch Global Investors, a $23 billion US asset manager, is now live on Ridgeline's AI-native investment management platform

Aug 5, 2026

🇮🇳 India

HDFC Mid Cap Fund Crosses ₹1 Trillion AUM — Size Milestone or Signal to Watch Closely?

HDFC Mid Cap Opportunities Fund crossed the ₹1 trillion AUM milestone, joining India's elite fund tier

Aug 3, 2026

🇮🇳 India

India Microcap Frenzy: 10 Stocks Surge Up to 170% in Six Months, 5 Turn Multibaggers

India's Nifty Microcap segment outperformed the broader market with 10 stocks surging up to 170% in six months and 5 turning multibaggers, signaling late-cycle retail rotation into high-beta small names.

Aug 1, 2026

🇨🇦 Canada

CPP Disability and Annuity End at 65: Canada'\''s Retirement Income Cliff and the TFSA-RRSP Switch

A Canadian retiree with CPP disability and annuity income ending at 65 faces an income cliff with $10,000 in savings, prompting debate on TFSA and RRSP restructuring strategies.

Aug 1, 2026

🇯🇵 Japan

Japan Nikkei 100,000 Era: Why Inflation and AI Are Forcing a Rethink of Household Investment Strategy

Japanese financial media is debating survival strategies for a potential Nikkei 100,000 milestone, arguing that the Showa lifetime employment model is broken and households must build multiple income streams and active asset defence in the inflation-AI era.

Jul 31, 2026

🇰🇷 South Korea

Mirae Asset Pension AUM Crosses 80 Trillion KRW With 430,000 New H1 2026 Investors

Mirae Asset pension assets under management exceed 80T KRW as 430,000 new investors joined H1 2026; retirement pension at 51.5T KRW

Jul 30, 2026

🇬🇧 United Kingdom

Schroders Profits Nearly Double as AUM Hits Record £868bn Ahead of Nuveen Acquisition

Schroders H1 2026 profits nearly doubled while AUM surged 12% to a record £867.8bn; Nuveen acquisition adds corporate event

Jul 30, 2026

🇮🇳 India

Mutual Funds Bought 13 Smallcap Stocks Consistently for Four Quarters, Many Delivered 50-111% Returns

Domestic mutual funds maintained consistent buying positions in 13 specific Indian smallcap stocks across four consecutive quarters, with several positions delivering returns between 50% and 111%

Jul 29, 2026

🌐 Global

Man Group AUM Hits All-Time High in H1 2026 on Long-Only Strategy Surge

Man Group assets hit an all-time high in H1 2026 as clients poured capital into long-only investment strategies

Jul 28, 2026

🇮🇳 India

Sebi Levies ₹7.5 Crore Fine on Former Axis Mutual Fund Dealer for Front-Running in Continued Enforcement Campaign

India's market regulator Sebi fined a former Axis Mutual Fund dealer ₹7.5 crore for front-running mutual fund transactions in a fresh enforcement action

Jul 26, 2026

🇺🇸 United States

UTI Asset Management and Motilal Oswal Financial Services Deliver Strong Q1 FY27 on India's SIP-Driven AUM Growth

UTI Asset Management and Motilal Oswal Financial Services both reported Q1 FY27 earnings highlights showing strong AUM and fee income growth

Jul 26, 2026

🇨🇦 Canada

Ninepoint Partners Announces July 2026 ETF Cash Distributions for Canadian Investors

Ninepoint Partners announces July 2026 cash distributions for its ETF and ETF series securities with record date July 24

Jul 25, 2026

🇸🇬 Singapore

iFast Q2 Net Profit Rises 35% to S$29.8M; Board Raises Dividend to S$0.03 Per Share

iFast Corporation reported Q2 net profit of S$29.8 million, up 35% YoY; directors raised the dividend to S$0.03 per share from S$0.02.

Jul 25, 2026

🇮🇳 India

IEX and Motilal Oswal Report Strong Q1 FY27 Results as India Financial Sector Earnings Impress

Indian Energy Exchange reported Q1 FY27 profit rise of 11.6% and revenue growth above 11%, with EBITDA margins expanding to 83%

Jul 25, 2026

🇰🇷 South Korea

HLB Chairman Buys Affiliate Shares 50 Times in 2026 as KB Asset Launches Strategic Industry Fund

HLB Group chairman has purchased affiliate shares 50 times in 2026 signaling confidence amid a biotech setback, while KB Asset Management launched a new advanced strategic industries fund.

Jul 23, 2026

India Markets

Canara Robecco AMC Surges 17% in Record Single-Day Gain After Strong Q1 FY27

Canara Robecco AMC shares surged 17% in a record single-day gain after Q1 FY27 results reflected robust AUM growth and fee income driven by India's sustained SIP inflow momentum.

Jul 23, 2026

🇸🇬 Singapore

Pension Funds Scramble to Price Climate Tipping Point Risk as JPMorgan Warns of Highly Consequential Scenarios

Pension funds are struggling to model climate tipping-point risk after JPMorgan warned that any single tipping point breach would be highly consequential for long-duration asset portfolios.

Jul 20, 2026

🇮🇳 India

SBI Funds Management IPO GMP at Rs 91, 41x Subscribed; Alpine Texworld IPO Near Flat at Rs 1 GMP

SBI Funds Management IPO closed with a grey market premium of Rs 91 and was subscribed 41.66 times, signaling strong institutional and retail demand

Jul 19, 2026

🇮🇳 India

HDFC Mutual Fund's Rs 9.63 Lakh Crore AUM Concentrated in HDFC Bank, RIL, Eternal as Top Holdings

HDFC Mutual Fund, India's third-largest by AUM at Rs 9.63 lakh crore, held HDFC Bank, RIL, and Eternal as its largest stock positions in June 2026

Jul 19, 2026