FUND MANAGER

'SIPs are meaningless without our Armed Forces': Fund manager urges Indians to contribute to India govt's National Defence Fund amid Operation Sindoor

Gurmeet Chadha, a wealth advisory firm's managing partner, is advocating for contributions to the National Defence Fund (NDF) amidst escalating India-Pakistan tensions. Established in 1962, the NDF supports armed forces welfare through voluntary donations, offering tax exemptions. Recent successful operations, like Operation Sindoor, highlight the importance of high-quality military resources.

NFO Insight: Can this multi asset allocation fund save your portfolio in this volatile market?

Canara Robeco Mutual Fund has launched the Canara Robeco Multi Asset Allocation Fund, an open-ended scheme investing across equity, debt, gold, and silver. Experts suggest multi-asset funds offer diversification and cushion against market volatility, though some advise caution due to lack of control over asset allocation.

IL&FS Mutual Fund pays Rs 262 cr to debt infra investors; Rs 1,900 cr total payout in last 6 yrs

IL&FS Mutual Fund has redeemed Rs 262 crore to investors in its infrastructure debt fund, bringing the total payout to Rs 1,900 crore over six years. The IL&FS Infrastructure Debt Fund Series 3B redeemed on May 7, delivering an 8% annual return to investors. The government took control of IL&FS Group in October 2018 to restore financial stability.

Porter joins unicorn club with $200 million funding round; valuation hits $1.2 billion

The funding round for the on-demand logistics platform marked the exit of its early investors -- Peak XV Partners fully sold off its position, while Kae Capital and Lightrock have partially offloaded their stakes. Existing investor Vitruvian Partners also participated in the round. The $1.2 billion valuation is more than double the last $500 million post-money valuation of 2021, when it raised $101 million in a round led by Tiger Global.

NFO Alert: Canara Robeco Mutual Fund launches multi asset allocation fund

Canara Robeco has launched a Multi Asset Allocation Fund investing across equity, debt, and gold/silver ETFs to balance returns and risk. The fund aims for long-term growth through dynamic asset allocation and opens for subscription from May 9.

These 8 cities have over Rs 1 lakh crore mutual fund AUM in March

MF Tracker: Can this large & mid cap scheme add spunk to your portfolio in this market?

Motilal Oswal Large & Midcap Fund has demonstrated strong long-term performance, securing the highest five-year CAGR among equity mutual funds. Despite recent underperformance due to stock-specific corrections, the fund's growth-oriented investment style and high active share position it well for long-term investors. Experts recommend a staggered investment approach, emphasizing a 5+ year horizon to fully capitalize on its stock-picking strategy.

Parag Parikh Flexicap Fund crosses Rs 1 lakh crore AUM: Neil Parikh

Parag Parikh Flexi Cap Fund (formerly Parag Parikh Long Term Equity Fund) is an open-ended equity scheme that dynamically invests across large-cap, mid-cap, and small-cap stocks.

An SME busted for fund misuse puts 20 more IPOs managed by the same lead manager under scanner

Securities and Exchange Board of India is investigating misuse of Initial Public Offering funds in Small and Medium Enterprises. This follows action against Synoptics Technologies and First Overseas Capital. Sebi barred Synoptics and promoters from the market for siphoning funds. The regulator will review 20 other SME IPOs managed by First Overseas Capital.

Best small cap mutual funds to invest in May 2025

Investing in small cap mutual funds is not a child’s play. You will have to find successful fund managers who specialise in small cap stocks. You should also pay attention to how the schemes fared during the market downturn.

What are Specialised Investment Funds and how will they impact investors?

An SIF is a new investment product introduced by the regulator. Over the years a gap was felt between mutual funds and portfolio management schemes (PMS). While PMS products are flexible, their ticket size is high. Mutual funds enjoy lower flexibility and cater to investors looking to put in as little as Rs 100 with no upper limit.

George Heber Joseph joins Blackstone–backed ASK Investment Managers as CIO and CEO (Equity)

ASK Investment Managers has appointed George Heber Joseph as CIO and CEO (Equity) to lead its equity platform, including PMS, AIFs, and upcoming mutual funds. With decades of market experience, George will drive innovation, expand product offerings, and strengthen ASK’s position across investor segments with a fundamentals-driven, data-backed investment approach.

Bandhan AMC commences GIFT City operations, launches three India focused funds

Bandhan AMC has launched operations at GIFT City, offering international investors access to three India-focused feeder funds: Large & Mid-Cap, Small Cap, and Government Securities. These funds provide exposure to India’s equity and debt markets through a tax-efficient route.

Baroda BNP Gilt Fund turns 23; AUM tops Rs 1,500 crore with 4X growth for investors

Baroda BNP Paribas Gilt Fund celebrates 23 years, surpassing Rs 1,500 crore in AUM. The fund has delivered strong returns, transforming an initial investment of Rs 10,000 into Rs 41,919.60 since inception. Managed by Gurvinder Singh Wasan and Prashant Pimple, the fund strategically invests in government securities and SDLs, aiming to capitalise on potential RBI rate cuts.

NFO Update: Tata Asset Management launches Income Plus Arbitrage Active FoF

The Tata Income Plus Arbitrage Active FoF is tailored for investors with a two-year horizon, aiming for stable, accrual-based, and tax-efficient returns. The fund invests up to 65% in Tata Corporate Bond Fund and at least 35% in Tata Arbitrage Fund

NFO Alert: Angel One Mutual Fund launches two Nifty 50-based passive funds

Angel One Asset Management Company has introduced the Angel One Nifty 50 Index Fund and ETF, both tracking the Nifty 50 Index. These funds offer investors exposure to India's top 50 large-cap companies across key sectors. The NFOs offer several investor-friendly features, such as zero entry and exit loads, and a minimum investment amount of Rs 1,000, with additional investments allowed in multiples of Re 1.

52% equity mutual funds outperform against their benchmarks in 3 years

Around 52% of equity mutual funds surpassed their benchmarks in the last three years, according to an ETMutualFunds analysis. Contra funds demonstrated the highest outperformance, while mid-cap funds showed the lowest. Notably, large funds like Parag Parikh Flexi Cap Fund and Nippon India Small Cap Fund also outperformed their benchmarks during this period.

HDFC Flexi Cap Fund review: Mutual fund has improved consistency in outcome and risk profile in recent years

We examine the key fundamentals of HDFC Flexi Cap Fund, its portfolio and performance to help you make an informed investment decision.

Favourable change in taxation, regulatory push for Fund of Funds: Should you invest in FoFs now?

A favourable shift in the tax regime and regulatory push set the stage for new solutions in the FoF avatar.

Why SIF launch can be UPI moment for mutual fund industry

SEBI’s approval of Specialised Investment Funds (SIFs) marks a turning point for India’s mutual fund industry. For the first time, fund managers can take long, short, or market-neutral positions, enabling investors to benefit from both rising and falling markets. With MF-like taxation, lower entry barriers, and strategic flexibility, SIFs could be a game-changer—ushering in a new era of innovation.

Can middle class depend on salaried employment? Saurabh Mukherjea gives 10 commandments of entrepreneurship

PMS fund manager Saurabh Mukherjea argues that India's middle class must shift its mindset to succeed in a changing economy where stable jobs are fading. In a recent note, he outlines the "Ten Commandments of Indian Entrepreneurship," a practical framework rooted in local business realities—emphasising risk-taking, patience, continuous learning, and relationship-building over traditional career paths.

KKR looks to deploy $116 billion cash in choppy market after profit boost

Investment firm KKR reports a profit increase. This is despite market fluctuations. The company plans to use its capital for new opportunities. KKR is focusing on retail investors. They launched new funds with lower fees. These funds will allow access to public and private credit. KKR aims to expand into private equity and real estate.

ETMarkets Smart Talk: Gold’s rally to persist short-term, but maintain only 3-5% allocation, says Manish Jain

The last couple of months have been quite interesting, if I may use that term. On one hand we have the economy on the recovery path, we have witnessed a couple of rate cuts from the Reserve Bank of India (RBI) and personal income tax rate cuts, on the other hand the global scenario continues to remain uncertain.