The Indian mutual fund industry is captivating retail investors like never before. In the last fiscal year alone, there has been an extraordinary surge in Assets Under Management (AUM), witnessing an impressive increase of Rs 14 lakh crore, pushing the total AUM to a record-breaking Rs 53.40 lakh crore at the end of March 2024.

The recent fluctuations in the market, spurred in part by SEBI's remarks on the broader market's exuberance and subsequent stress test of mid-cap and small-cap funds,

The upcoming mutual fund inflow numbers for March 2024, expected in the second week of April, might show an interesting picture. This is because a few weeks ago, Madhabi Puri Buch, the chairperson of Sebi, expressed concerns about the high valuations of small and mid-cap stocks that many retail investors like.

In the past week, mid-cap and small-cap dedicated funds have experienced underperformance compared to large-cap funds, marking a notable shift after a prolonged period. In the last one-year, broader indices-based funds have hugely outperformed large-cap funds.

As we celebrate our 38th anniversary, we not only reflect on our journey but also marvel at the remarkable evolution of the Indian mutual fund industry that has unfolded alongside us.

In the 1980s, the introduction of the 401(k) plan in the US marked a significant milestone for the equity market, propelling it to new heights throughout the decade and into the 1990s.

The leading equity indices underwent a notable downturn last week, largely due to a substantial 15 per cent decline in HDFC Bank following its earnings announcement

While last year's stellar performance in equity mutual funds, particularly mid and small-cap funds, may spark excitement, it's crucial to approach 2024 with a proactive and balanced mindset. The start of a new year isn't just about resolutions; it's an opportunity to rebalance your mutual fund portfolio for a better investment experience.

As we close the year 2023, it's evident that the industry is poised for a monumental milestone. The imminent crossing of the ₹50 lakh crore mark in Asset Under Management (AUM) in 2023 signals a remarkable trajectory, notably highlighting the industry's exponential growth.

After a busy November, the month of December is proving quite interesting for equity investors.

The month of November was abuzz with several companies going public via initial public offering (IPO). But what caught our attention in this humming was the interest shown by fund houses to grab a pie in these newly listed companies. 

In September 2015, the US Environmental Protection Agency exposed Volkswagen for installing software in their diesel-powered cars, enabling them to deceive EPA emissions tests.