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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.

India

BSE, Angel One Among 12 Stocks Picked by 15-Plus Mutual Funds in May 2026, Surging Up to 60%

BSE, Angel One and Adani Energy Solutions were among 12 stocks added by 15 or more mutual fund schemes in May 2026, with many having surged up to 60% this year, signaling strong institutional conviction.

Jun 17, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

South Korea Launches Second 600 Billion KRW National Growth Fund in Q3 After First Sold Out in 5 Days

South Korea's Financial Services Commission will launch a second National Growth Fund worth 600 billion KRW in Q3 2026

Jun 15, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

Vanguard VOO Passes $1 Trillion AUM as Passive Investors Buy Near Market All-Time Highs

VOO crossed $1 trillion AUM as massive passive inflows continue near US market all-time highs, reinforcing mega-cap dominance in the index.

Jun 15, 2026

๐Ÿ‡จ๐Ÿ‡ฆ Canada

Canadian Investors Get Multiple SpaceX Fund Options as RBC iShares and LongPoint Rush to Market

Investment firms including RBC iShares are launching new products to give Canadian investors direct access to SpaceX post-IPO.

Jun 13, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

13 MF-Backed India Stocks Surge 40-85% in Five Months โ€” 268 Names Hold 100+ Fund Scheme Ownership

13 Indian stocks owned by 100+ mutual fund schemes each surged 40-85% in five months of 2026, powered by SIP inflows of โ‚น21,000 crore/month creating structural institutional demand.

Jun 13, 2026

๐Ÿ‡ฆ๐Ÿ‡บ Australia

Australian Brokers Flag ASX Buy Opportunities for June as Financial Year End Approaches

Morgans Financial has named three ASX-listed shares as its top buy recommendations for June 2026, with multiple brokers reporting bullish outlooks

Jun 13, 2026

๐Ÿ‡ง๐Ÿ‡ท Brazil

nuam Transfers Chile Stock Indexes to MSCI in Historic Three-Country Andean Exchange Merger

Chile's two main stock indexes will transfer to MSCI as part of nuam's merger of the Santiago, Bogotรก, and Lima stock exchanges

Jun 12, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Six Stocks Held by a Single MF Scheme in May Surge Up to 62% in 2026 as Concentrated Bets Pay Off

An ETMarkets analysis identifies six stocks held exclusively by a single mutual fund scheme in May 2026, with select names surging up to 62% in CY26 year-to-date.

Jun 12, 2026

๐Ÿ‡ง๐Ÿ‡ท Brazil

Brazil Federal Police Raids Pernambuco Pension Fund in Master Bank Bond Investment Probe

Brazil Federal Police executed search-and-seizure operations against a Pernambuco state pension fund investigating violations of security, liquidity, and transparency criteria in Master bank bond investments.

Jun 11, 2026

๐Ÿ‡ฆ๐Ÿ‡ช UAE / MENA

Saudi Arabia's Fund Industry AUM Surges 18% to $319.7B on Real Estate and Money Market Growth

Saudi Arabia's total assets under management rose 18% to $319.7 billion (SAR 1.2 trillion) at end-2025, per the CMA's annual report

Jun 9, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Tata Mutual Fund Caps Gold ETF Inflows as FY26 Demand Surges 364% Year-on-Year

Gold ETF inflows jumped 364% year-on-year in FY26, prompting Tata Mutual Fund to tighten investment limits amid record retail demand.

Jun 8, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

China's $5.9 Trillion Mutual Fund Industry Faces New Mandate Adherence Rules to Curb Risky Strategies

Jun 4, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Anand Rathi Wealth's Apparent 50% 'Crash' Is a 1:1 Bonus Share Adjustment, Not a Real Loss

Anand Rathi Wealth shares appeared to fall 50-51% as the stock went ex-bonus for its 1:1 bonus issue โ€” but the decline is purely a mechanical price adjustment; total market cap and investor wealth are unchanged.

Jun 4, 2026

๐Ÿ‡ฏ๐Ÿ‡ต Japan

WisdomTree CEO: Private Asset ETFs Are Asset Management's Next Frontier

WisdomTree CEO Jonathan Steinberg said private market asset ETFs are the next major evolution in asset management, potentially democratising private equity and private credit access for retail investors previously locked out of these asset classes.

Jun 4, 2026

๐Ÿ‡จ๐Ÿ‡ณ China

Hong Kong Surpasses Switzerland as World's Top Cross-Border Wealth Hub With $2.95T AUM

Hong Kong's cross-border wealth management AUM reached $2.95 trillion in 2026, a 10.7% annual gain that surpasses Switzerland for the first time, according to BCG's 2026 Global Wealth Report.

Jun 3, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

NH Investment Securities Raises โ‚ฉ400 Billion to Scale IMA Business and Corporate Banking Capabilities

NH Investment Securities approved a โ‚ฉ400B rights offering to parent NH Agricultural Finance Holdings, targeting IMA expansion, corporate banking, and venture capital โ€” its stated core new business priorities.

Jun 3, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

SEBI Approves State Street Global Advisors' Stake Acquisition in Groww AMC

India's SEBI has approved State Street Global Advisors' proposed acquisition of a stake in Groww Asset Management Company.

Jun 2, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

SEBI Clears State Street Global Advisors'\'' Strategic Stake in Groww AMC

SEBI approved State Street Global Advisors to acquire 4.85% voting rights and 22.94% economic interest in Groww AMC, marking a major US institutional entry into India'\''s booming asset management sector.

Jun 2, 2026

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom

UK Retirement Savings Gap Widens as Nearly Half of Young Adults Delay Pension Contributions

Nearly half of UK millennials are delaying retirement savings due to prioritising current consumption or housing costs.

Jun 1, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

3 ETFs to Buy in June for Reduced Volatility: Schwab Dividend ETF Leads Defensive List

Analysts highlight three ETFs for June including Schwab U.S. Dividend Equity ETF holding 100 top dividend stocks, targeting reduced volatility for defensive retail positioning

May 31, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

South Korea Prepares Second Growth Fund Tranche After First Sells Out in Five Days

South Korea's FSC confirms second National Participation Growth Fund tranche is in preparation after inaugural round sold out in five days

May 31, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Axis Mutual Fund Says Buy India Bonds Not Panic as Duration Opportunity Emerges at Yield Inflection Point

Axis Mutual Fund recommends a neutral-to-slightly-long duration stance on Indian bonds over the next three months, arguing the yield rise represents a buying opportunity not a continuation signal.

May 31, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

Korea NPS Posts 4.42% Q1 Return With AUM Topping 1,500 Trillion KRW as Domestic Stocks Surge 21.67%

Korea's National Pension Service posted a 4.42% Q1 2026 return with AUM surpassing 1,500 trillion KRW, driven by domestic equities up 21.67% โ€” outpacing Norway's GPFG and Netherlands' ABP.

May 30, 2026

๐Ÿ‡ธ๐Ÿ‡ฌ Singapore

China Private Fund AUM Hits Record 928.7B Yuan in April as Quant Managers Lead Surge

China's private fund industry reached a new record with 2,348 funds holding 928.7 billion yuan in combined assets registered in April, led by quantitative investment managers.

May 30, 2026

๐Ÿ‡ง๐Ÿ‡ท Brazil

Howard Marks' $223 Billion Framework: Why Preparation Beats Prediction in Today's Volatile Markets

Oaktree Capital's Howard Marks, managing $223 billion in assets, has reiterated his core investment principle: preparation over prediction is the foundation of risk-adjusted returns

May 30, 2026

๐Ÿ‡ฎ๐Ÿ‡ณ India

Indian MF Ownership Hits Record High as FPI Share Drops to 17-Year Low on SIP Surge

Mutual fund ownership of D-Street companies reached a record high extending an 11-consecutive-quarter streak as SIP flows continue to displace FPI capital.

May 28, 2026

๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom

Invesco Charter Fund Returns -6.61% in Q1 2026, Lagging Benchmark on Weak Stock Selection

Invesco Charter Fund returned negative 6.61% in Q1 2026, underperforming its benchmark due to weak stock selection

May 28, 2026

๐Ÿ‡ฐ๐Ÿ‡ท South Korea

Korea's National Growth Fund Sells Out in Hours; BOK Rate Hold Expected at 2.5%

Korea's National Growth Fund sold 87.1% of its โ‚ฉ6,000B 2026 target on day one; BOK rate hold at 2.5% unanimous consensus for May 28 MPC.

May 25, 2026

๐ŸŒ Global

UBS Outlines Where to Invest as Global Equities Touch All-Time Highs

UBS has issued guidance for investors navigating equity markets that have reached record valuation levels globally.

May 24, 2026

๐Ÿ‡บ๐Ÿ‡ธ United States

What Happens to Your 401(k) in a Stock Market Crash โ€” and How to Protect It

If the stock market crashes, 401(k) accounts lose value in the short term but historically recover fully over market cycles, provided holders avoid panic selling at lows

May 24, 2026