Top 10 mutual funds by assets under management in October. Parag Parikh Flexi Cap Fund stands first
India’s largest mutual funds by AUM highlight strong investor preference for flexi-cap, balanced advantage, mid-cap and hybrid categories, with Parag Parikh Flexi Cap, HDFC BAF and HDFC Flexi Cap leading the pack, followed by major offerings from SBI, ICICI Prudential, Kotak and Nippon India.
Mutual funds lift investments in IT stocks in October, rebounding from a 67-month low
Mutual funds slightly increased IT sector exposure to 7.6% in October, reversing a multi-year low. The Motilal Oswal report shows rising interest in Technology, NBFCs, PSU banks and telecom, while autos, utilities and cement saw reduced weightings. Several fund houses now hold over 8.4% IT allocation, with Mirae Asset schemes topping recent performance charts.
Debt mutual funds receive inflows of Rs 1.59 crore in October. Are investors shifting back to safer assets?
Debt mutual funds experienced a strong rebound in October, attracting Rs 1.59 lakh crore. This surge was primarily fueled by institutional investors reallocating funds after quarter-end adjustments. Liquid and overnight funds saw the largest inflows, indicating a shift towards safer, short-term investment options. This marks a positive turn after two months of outflows, signaling renewed […]
Food delivery set for 20–22% GOV growth; Eternal & Swiggy top bets
India’s food delivery and quick commerce sectors are heading into a renewed competitive phase as firms boost promotions and spending. Despite rising discounting, stronger unit economics, disciplined expansion, higher throughput, and improving profitability support a stable medium-term growth outlook.
Kotak Mutual Fund’s Arjun Khanna on the multi-year investment case for rural India
Kotak Rural Opportunities Fund aims to capture India’s accelerating rural transformation by investing in sectors benefiting from rising rural incomes, premiumisation, financial inclusion, infrastructure expansion and cyclical demand recovery, using a GARP-based approach to filter quality, growth and reasonable valuations.
REITs, fractional ownership best for first-time property investors, says Mananki Parulekar of Claravest
As market volatility rises, experts say first-time investors are shifting toward REITs and fractional ownership for affordable, low-risk real estate exposure, with recommended allocations of 10–20% and growing appeal across metros and tier-2 cities.
US stocks end mixed; traders look to Nvidia report
Wall Street stocks closed mixed as investors awaited Nvidia’s earnings and worried about potential delays in Federal Reserve interest rate cuts. Concerns over inflation and the valuation of AI stocks contributed to market fluctuations. The probability of a December rate cut has fallen below 50%.
Data ‘fog’ has some investors feeling for the exits as AI stock valuation fears flare
Investors face market jitters following the US government shutdown, with economic data gaps casting doubt on Federal Reserve rate cuts. Soaring AI stock valuations are also under pressure, leading to a sell-off. Markets remain uncertain as crucial economic indicators are delayed, prompting a cautious outlook for interest rate decisions.
European shares fall as US rate cut expectations wane; UK fiscal worries resurface
European stock markets closed lower on Friday. This followed cautious remarks from U.S. Federal Reserve officials. Investors had hoped for an interest rate cut. Technology stocks faced selling pressure. However, the STOXX 600 index achieved its best weekly gain since September. Richemont and Siemens Energy saw gains. UK’s FTSE 100 also declined.
Global equities index falls, bond yields rise on fading rate cut hopes
Global stock markets fell on Friday. Wall Street ended the week with little change. U.S. Treasury yields rose. Federal Reserve officials signaled no December interest rate cut. This impacted investor sentiment. Asian and European markets closed lower. U.S. markets saw some recovery. Oil prices increased due to supply concerns. Gold prices declined.