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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 could come back into focus as AI spending growth moderates: Allspring
Prashant Paroda, Portfolio Manager-Emerging Markets at Allspring Global Investments explains why the fund has selectively added infrastructure stocks in India, maintained its exposure to financials, and is staying cautious on IT services until earnings visibility and management commentary improve.

India Retains IMF Tag As Fastest-Growing Major Economy, Set To Outpace China, US By Wide Margin
India's economy is projected to expand at more than double the pace of China and nearly three times that of the United States in FY26, as the country's growth engine withstands the twin shocks of the Middle East war and the global technology cycle, the International Monetary Fund said.
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.
Demat account additions pick up on D-Street rebound
India added over 2.5 million demat accounts in June, the highest since February. This growth occurred as key market indices Nifty 50 and Sensex advanced significantly. Improved market sentiment followed the easing of geopolitical concerns and potential IPO announcements. Broader market participation and digital onboarding are attracting new retail investors. Future demat account growth will depend on Indian market performance and investor confidence.
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.

Top Gainers & Losers on 7 July: Trent, Kalyan Jewellers, Cochin Shipyard, Tejas Networks, BSE among top losers
The Indian stock market's bull run ended on July 7 as benchmark indices fell due to profit booking, particularly in auto and metal sectors, despite gains in IT stocks. The Nifty 50 settled 0.25% lower, while Sensex dropped 387 points, breaking their winning streak.
Info Edge shares surge 11% after Q1FY27 billings rise 14% YoY
Info Edge shares rose sharply after the company reported a 14.4% year-on-year rise in Q1FY27 standalone billings, led by strong growth in its recruitment and real estate businesses. Investor sentiment was also supported by the Coding Ninjas acquisition and additional commitment to its startup investment fund.
Dixon Tech, Coforge, 8 other stocks among Motilal’s non-Nifty ideas ahead of Q1 results
Motilal Oswal has identified ten non-Nifty stocks for investors ahead of quarterly earnings. The brokerage anticipates healthy revenue growth across various market capitalizations. TVS Motor and Dixon Technologies are among the top picks with significant upside potential. Radico Khaitan and Indian Hotels Company also show promising revenue growth prospects. Coforge and Kirloskar Oil Engines are also highlighted for their future performance.
11 largecap stocks with upside potential of up to 50%. Do you own any?
Indian investors are eyeing significant gains as analyst forecasts highlight 11 largecap BSE stocks poised for 25% to 50% growth in the next year. Companies like Swiggy, ICICI Prudential Life, and HDFC Life Insurance are among those with strong 'Buy' ratings and substantial projected upside.
India's banks are handing out more loans, but deposits aren't keeping up
Indian banks witnessed a surge in lending during the April-June quarter, outpacing deposit growth and widening the funding gap. This trend, driven by robust demand from corporate and retail sectors, has pushed the loan-to-deposit ratio to a decade-high, raising concerns about funding sustainability. While some lenders saw deposits decline, others maintained a balance, reflecting varied strategies amidst intense competition.