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 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

🇮🇳 India

25 Years of Indian Market History Reveals Optimal Asset Allocation During Corrections, From Ketan Parekh to Covid

Livemint analysis covering 25 years of Indian market history shows equity-only portfolios suffer deepest drawdowns during crises

Jul 19, 2026

🌐 Global

Indian Mutual Funds Buy ₹46.6 Billion of Adani Enterprises as Governance Concerns Ease

Local Indian mutual funds purchased ₹46.60 billion of Adani Enterprises shares last month, signaling fading governance risk concerns and a potential re-rating of the conglomerate.

Jul 16, 2026

🇨🇦 Canada

Starlight Capital Proposes Merger of Global Balanced Fund, Ending Its Standalone Operations

Starlight Capital announced a proposed merger for the Starlight Global Balanced Fund, which will be terminated and absorbed into an acquiring fund.

Jul 15, 2026

🇮🇳 India

Twelve Mutual Fund Favourites Surge 50-105% in 2026 as Institutional Conviction Drives Indian Rally

Twelve stocks held by over 100 mutual fund schemes each have gained 50-105% year-to-date in CY26

Jul 15, 2026

🇬🇧 United Kingdom

UK Launches Biggest Pension Reforms in a Generation With Performance Comparison Tools

UK savers will be able to compare pension scheme performance under the government's 'biggest pension reforms in a generation'

Jul 15, 2026

🇸🇬 Singapore

Trump's $1,000 Baby Investment Accounts Offer a Model Other Nations Should Consider

The US is funding $1,000 investment accounts for all children born during Trump's second term

Jul 15, 2026

Icici Prudential Amc

ICICI Prudential AMC Reports Earnings Miss as Volatile Markets Weigh on AUM Growth and Fee Income

ICICI Prudential Asset Management Company reported quarterly earnings below analyst expectations as market volatility and equity outflows compressed assets under management growth and management fee revenue in a challenging macro environment.

Jul 15, 2026

🇩🇪 Germany

Invesco Europe Chief: Large Fund Providers Can Cut Fees Further While Charging Separately for AI Queries

Invesco's European chief says large fund providers can still reduce fees further, citing AI and scale as twin pressure vectors on margins

Jun 30, 2026

🇺🇸 United States

IMF Research Challenges 60/40 Portfolio: Bonds May Not Protect Against the Next Market Crash

New IMF research challenges the conventional 60/40 portfolio wisdom by suggesting bonds may not reliably protect against equity market crashes, particularly in high-rate environments like 2022.

Jun 29, 2026

🇦🇺 Australia

ASIC Warns of '\''Deeply Concerning'\'' Oversight Gaps Across $300B in Australian Superannuation

ASIC has flagged deeply concerning oversight gaps across $300 billion in member-directed superannuation, warning trustees are failing to monitor for high fees on behalf of retirement savers.

Jun 28, 2026

🇦🇺 Australia

Fundsmith Equity Fund's Deteriorating Returns Prompt Long-Term Holder Reassessment

Fundsmith Equity Fund returns have shifted from strong outperformance to underperformance, prompting long-term holders to reassess whether the quality-growth thesis is impaired or cyclically pressured by higher rates.

Jun 27, 2026

🇨🇦 Canada

Two Canadian Stocks With Strong Fundamentals Identified as 2026 Surge Candidates

Two Canadian stocks are highlighted for solid fundamentals, healthy financial growth, and above-average upside prospects as 2026 surge candidates.

Jun 25, 2026

🇩🇪 Germany

Vanguard Analysis: Even Investors Who Always Buy Before Market Crashes Gain 340%

A Vanguard analysis shows an investor who always invested a lump sum just before every market crash still achieved 340% returns through long-term holding.

Jun 25, 2026