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SIF AUM jumps 29% to Rs 17,858 crore in June; inflows surge 171% MoM
Specialised Investment Funds saw assets grow significantly in June 2026. Total inflows into these funds also experienced a substantial increase. Hybrid Long-Short Funds continued their dominance within the SIF segment. The broader mutual fund industry also reported healthy investor participation during the month. SIP contributions reached a record high, indicating sustained retail interest.
India's data center capacity may reach 9-12 GW by 2031, creating $100 billion opportunity: Deloitte
India's data center industry is expected to see strong investment as AI adoption increases demand for GPU-based infrastructure. Deloitte's Vivek Gupta said financing is unlikely to be a constraint, while Anjani Kumar expects AI workloads to account for a larger share of future capacity. The sector's expansion will also depend on renewable power, cooling technologies, skilled talent and supportive state policies, with GPU infrastructure requiring significantly higher investment than traditional data centers.
Realty stocks extend rally as easing Fed rate concerns boost sentiment
Real estate stocks witnessed broad-based buying on Friday, with the Nifty Realty index climbing 3.13% to 935.30 as improving global sentiment lifted the sector.
Rs 5 lakh crore wealth boost! Top 5 factors fuelling today's 800-point Sensex rally
Indian stock markets experienced significant gains on Friday, with Sensex and Nifty rising over one percent. Strong first-quarter earnings from TCS boosted investor sentiment, leading IT stocks higher. Positive global market trends and a decline in market volatility also contributed to the rally. Despite escalating Iran-US tensions, markets largely ignored the geopolitical developments. Analysts anticipate continued economic resilience and positive sector-specific responses moving forward.
TCS, Infosys crash up to 55%: Why India's largest mutual fund scheme is still buying
India's largest mutual fund scheme is buying more shares of TCS and Infosys. This buying occurs even as these IT stocks experience significant market value losses. The fund manager's conviction rests on current cash flows rather than future AI narratives. While AI disruption pressures revenue, it also creates new technology spending opportunities. The sector is no longer considered expensive, but earnings visibility remains a concern.
India's mutual fund industry just beat FIIs in a historic first. Here's what changed
India's mutual fund industry has overtaken foreign institutional investors in total assets under custody for the first time, marking a historic shift in market ownership. Strong SIP inflows and sustained domestic participation have driven the milestone, even as FII holdings declined amid continued selling and changing global investment trends.
Are bluechip stocks cheap and safe to invest in now? Radhika Gupta explains why the answer isn't so simple
Edelweiss Mutual Fund MD & CEO Radhika Gupta says investors should move beyond the belief that large-cap stocks are inherently safer, arguing India's evolving economy favours bottom-up investing across market caps. She remains optimistic about domestic inflows, advocates diversified portfolios with global exposure, and expects double-digit equity returns, while cautioning against relying on outdated market narratives.
Yotta raises $150 million at $3.9 billion valuation to fund AI infrastructure expansion
Yotta Data Services secured $150 million from investors for business expansion. The company plans to significantly increase its AI cloud capacity soon. This expansion aims to position Yotta among global AI compute leaders. They are also enhancing sovereign cloud and managed services offerings. Yotta seeks to establish India as an AI infrastructure producer.
Retail investors bet on these 10 small-cap stocks; they rally up to 185% in 3 months
Retail investors raised stakes in 195 Nifty Smallcap 500 stocks during the March 2026 quarter, with over 100 delivering 25-185% returns since April. Four stocks turned multibaggers, while Cemindia Projects, Apollo Micro Systems and Lloyds Engineering led the rally.
Weekly Market Wrap: NIFTY50, SENSEX rise 1%, NIFTY Smallcap 100 outshines; Eternal, Bajaj Finserv lead gains - Upstox
Weekly Market Wrap: NIFTY50, SENSEX rise 1%, NIFTY Smallcap 100 outshines; Eternal, Bajaj Finserv lead gainsUpstox
Industry body ASMA urges government to waive customs duty on primary aluminium, scrap
The Aluminium Secondary Manufacturers Association (ASMA) is urging the government to eliminate basic customs duties on primary aluminium and scrap. This move aims to lower raw material costs for the crucial MSME sector, boost downstream manufacturing, and enhance India's global competitiveness. Industry leaders believe this will unlock idle capacity and create more jobs, supporting the nation's manufacturing ambitions.
HCL Tech to Infosys, Tech Mahindra: IT stocks extend gains, Nifty IT up 3% today: Is worst over for the battered sector?
IT stocks gained on July 3, propelled by positive global tech trends and reduced fears of an interest rate hike. The Nifty IT index surged nearly 3%, recovering from recent declines, though it remains the worst-performing sector this year, down 30% in H1CY26.