Equity MF Inflows Hit Four-Month High in August, Rise 18.8% on Month

BasisPoint Insight

September 10, 2026 at 7:23 AM IST

SEBI Needs a Stronger Framework for Measuring Regulatory Performance

SEBI’s next test is not more regulation, but better accountability. India needs clear performance metrics, independent review and outcome-led supervision.

Indra Chourasia

September 9, 2026 at 7:17 AM IST

istock.com

Large-Cap MF Schemes Show Outflow for First Time Since December 2023; Equity Flows Fall 15%

BasisPoint Insight

August 11, 2026 at 10:08 AM IST

The Hidden Reason SEBI Split India's Market Close

SEBI’s closing auction makes benchmark prices cleaner and settlement sharper, even as three different closing times risk making the market less intuitive for small investors.

Krishnadevan V

July 30, 2026 at 4:16 AM IST

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Mutual Funds

Top Court Underscores First Principles for MFs in Kotak Fiduciary Breach Case

Supreme Court says fund managers can’t bend SEBI rules even to “save” investors, putting mandate, process and trustee duty at the centre of mutual funds.

Krishnadevan V

July 15, 2026 at 8:04 AM IST

istock.com

The Magellan Paradox Comes to India

SIPs are a powerful investing tool. But when human psychology, regulatory constraints and market structure collide, disciplined investing can become far less rewarding than the advertisements promise.

R. Gurumurthy

July 7, 2026 at 11:01 AM IST

istock.com

Equity Mutual Fund Inflows 12-month Low in May; Mid- and Small-Cap Funds Stay Strong

BasisPoint Insight

June 10, 2026 at 8:52 AM IST

Equity MF Inflows, SIP Contributions Ease in April; Debt Funds See Sharp Rebound

Equity mutual fund inflows and SIP contributions moderated in April, while debt funds saw a sharp reversal from March outflows, helping overall mutual fund inflows return to positive territory.

BasisPoint Insight

May 11, 2026 at 12:48 PM IST

Gold in Equity Funds Risks Expanding India’s Import Burden

Allowing equity mutual funds to invest in gold may aid diversification, yet in an import-dependent economy, it could quietly expand demand and pressure the external balance.

R. Gurumurthy

March 4, 2026 at 11:22 AM IST

SEBI Overhauls Mutual Fund Categories, Ends Solution-Oriented Plans

BasisPoint Insight

February 27, 2026 at 12:39 AM IST

Jimmy vikas/cc

The Asset That India’s Markets Left Behind

India raced ahead with demat accounts and SIPs but skipped the emotional ballast. SEBI data shows why awareness surged while conviction lagged.

Krishnadevan V

January 23, 2026 at 5:03 AM IST

iStock.com

SEBI's Index Proposal Tackles Governance, Leaves Competition Unaddressed

SEBI’s index regulation tackles transparency in a ₹12-trillion passive market, but leaves untouched the oligopoly quietly steering India’s largest pool of investor capital.

Krishnadevan V

January 21, 2026 at 1:43 PM IST

Jimmy vikas/cc

Budget 2026

AMFI Pushes Separate ELSS Tax Breaks and Long-Term Equity Relief

AMFI has urged the government to introduce a separate tax deduction for ELSS under the new regime and rationalise long-term capital gains taxation on equities, arguing the measures would deepen retail participation and encourage longer-term household savings.

BasisPoint Insight

January 20, 2026 at 12:47 PM IST

Mutual Funds Sahi Hai Campaign

Week in Numbers: Tracking India’s Economic Pulse

High-frequency indicators in December pointed to some improvement in urban demand, even as rural demand continued to outpace it.

Datametricx

January 10, 2026 at 12:46 PM IST

Istock.com

The Real Story Behind India’s Gold Rush: Signals, Not Contradictions

Gold demand surged despite calm macros for reasons rooted in psychology, not fear. India’s financial actions reflect diverse motives that leaders must learn to read. People aren’t irrational. Our narratives about them are lazy.

Kirti Tarang Pande

November 27, 2025 at 6:20 AM IST

iStock.com/rvimages

Week in Numbers: Tracking India’s Economic Pulse

Retail inflation fell to a record low in October, but a December rate cut still hangs in the balance.

Datametricx

November 15, 2025 at 1:07 PM IST

Equity Mutual Fund Inflows Fall for Third Straight Month in October

BasisPoint Insight

November 11, 2025 at 8:26 AM IST

Where Have All the Bankers Gone? India’s De-Risked Banking Paradox

In saving its banks from collapse, India has saved them from competition. In shielding them from loss, it may have shielded them from relevance.

R. Gurumurthy

November 4, 2025 at 6:34 AM IST

iStock.com/lakshmiprasad S

Interview

Calm Hands Steer India Through Policy Storms

Dr. Michael Patra’s new book reveals the inner theatre of India’s central banking—from crisis firefighting to quiet reforms.

Kalyan Ram

October 27, 2025 at 4:56 AM IST

Week in Numbers – Tracking India’s Economic Pulse

With retail inflation trending below projections, GST rate cuts, potential Fed easing, and US tariffs weighing on India’s growth, the window for an RBI rate cut in December may be opening.

Datametricx

September 15, 2025 at 4:27 AM IST

iStock.com

How SEBI Will Make Sure You Know Exactly What You Buy

SEBI’s draft circular enforces true-to-label naming, caps portfolio overlaps and mandates lock-ins, simplifying fund choices and boosting clarity.

Krishnadevan V

July 23, 2025 at 6:07 AM IST

iStock.com

Hybrid, Arbitrage Funds See Higher Inflows; Equity MF Inflows Up 24% in June

Hybrid funds lead June MF inflows at ₹232 Billion; equity inflows jump 24% to ₹236 billion as investors balance risk amid market volatility

BasisPoint Insight

July 9, 2025 at 8:37 AM IST

Mutual Funds Sahi Hai Campaign

SIP Inflows Hit Record ₹266.32 Billion In April; Equity Fund Flows Decline For Fourth Month

BasisPoint Insight

May 9, 2025 at 3:46 PM IST

Equity Mutual Fund Inflows Hit 12-Month Low Amid Waning Retail Momentum

Thematic mutual fund bets decline, debt schemes bleed ₹2 trillion, and SIPs hit 4-month low in March as market volatility sustains.

BasisPoint Insight

April 11, 2025 at 11:54 AM IST

SEBI's Curbs Keep Indian Investors Out Of Global Markets, Limiting Returns

SEBI’s overseas investment limits trap Indian investors, exposing them to volatility when FIIs exit and denying them access to global growth.

Krishnadevan V

March 19, 2025 at 3:38 AM IST

Jimmy vikas/cc

Equity MF Inflows Slip In February As Market Jitters Persist

SIPs held steady even as net equity fund inflows fell by over a quarter as markets slumped

Muralidhar Swaminathan

March 12, 2025 at 3:23 PM IST

A Volatile Path To A Post-Meltdown Rebound

A rebound in the Indian equity market is certain, but the road to recovery is unlikely to be steady amid deeper macroeconomic pressures.

Dhananjay Sinha

March 5, 2025 at 7:05 PM IST

Regulation

Mutual Fund CEO’s Shah Rukh Khan-Nifty Analogy Misses The Plot

Mutual fund CEOs need to offer investors clarity, not catchy metaphors. Markets aren't Bollywood — there are no guaranteed comebacks.

Krishnadevan V

March 2, 2025 at 2:49 PM IST

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MFs Must Not Risk Communication Gap With Investors

Mutual fund distributors’ outsized influence risks prioritising sales over investor interests. AMCs must bridge this gap and reinforce fiduciary responsibility through engagement and transparency.

Krishnadevan V

February 18, 2025 at 6:29 AM IST

A Speech That Opened Pandora’s Box: Small S(l)ip?

A distributor’s perspective on the controversy sparked by Sankaran Naren’s remarks on SIPs in mid- and small-cap funds. Did the fund manager overstep, or was it a much-needed caution?

Sridhar Sattiraju

February 18, 2025 at 6:27 AM IST

The Morning Edge

A newsletter designed to prepare you for the day, offers a concise summary of overnight developments and key events that could influence your day

Richard Fargose

February 18, 2025 at 2:12 AM IST

Fund Managers Have Task Cut Out As Inflows Into Small, Mid-Caps Schemes Continue

Equity MF inflows stay intact in January, but profit taking and shift to large cap funds expected

Muralidhar Swaminathan

February 12, 2025 at 1:23 PM IST

Regulation

The Bureau