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Why Bajaj Finserv AMC is bullish on banks, NBFCs and the Indian market
Nimesh Chandan, Chief Investment Officer at Bajaj Finserv AMC, said the recent correction has created opportunities in select gold financing companies. However, the fund house remains relatively cautious on jewellery stocks and is more constructive on gold financiers from a long-term perspective.
13 stocks held by 100+ MFs in May surged up to 85% in just over 5 months
Stocks with strong mutual fund backing delivered sharp gains in CY26, with 13 names rising 40% to 85% in just over five months. Data show 268 stocks held by over 100 schemes, signalling broad institutional conviction and reinforcing momentum in select high-performing counters across sectors.
Why is stock market rallying today? BSE Sensex rises over 1,500 points, Nifty50 back above 23,500 - top r - The Times of India
Why is stock market rallying today? BSE Sensex rises over 1,500 points, Nifty50 back above 23,500 - top rThe Times of IndiaClosing Bell: Nifty climbs past 23,600, Sensex rallies 1,700 pts on hopes of US-Iran peace dealMoneycontrol.comSensex jumps 800 points: 3 reasons why stock market is rising todayIndia Today
Gold loses shine? ₹725 crore exits Gold ETFs - Should mutual fund investors be worried?
Gold ETFs experienced a net outflow of ₹725 crore in May, marking the first month of redemptions after 13 months of inflows. Despite this, experts suggest the market sentiment towards gold remains intact, viewing the trend as a result of profit booking. Silver ETFs also faced continued outflows.
Firmer dollar, rate hikes, ETF outflows may weigh on gold prices: Analyst
A firmer dollar, rate hikes by central banks, ETF outflows, and elevated yields are likely to keep the yellow metal under pressure. China's demand is not too strong either

Banks Curb Hedge Fund Bets on SK Hynix, Samsung After Wild Moves
Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including SK Hynix Inc. and Samsung Electronics Co. after a blistering rally this year raised concerns of a potential pullback, according to people familiar with the matter.

A coffee producer and exporter is the newest purchase made by SBI Mutual Fund; Details here
Shares of Vintage Coffee and Beverages ended 2.7% higher on Thursday at ₹160.4. The stock has been an underperformer, having gained only 15% in the last five years. Over the last 12 months, the stock has risen 34%.
Nuvama Gets Market Regulator Nod for Mutual Funds | Honasa Consumer Targets Strong FY31 Growth Outlook | Top Buzzing Stocks Today - Equitymaster
Nuvama Gets Market Regulator Nod for Mutual Funds | Honasa Consumer Targets Strong FY31 Growth Outlook | Top Buzzing Stocks TodayEquitymaster
Nuvama Gets Market Regulator Nod for Mutual Funds | Honasa Consumer Targets Strong FY31 Growth Outlook | Top Buzzing Stocks Today - Equitymaster
Nuvama Gets Market Regulator Nod for Mutual Funds | Honasa Consumer Targets Strong FY31 Growth Outlook | Top Buzzing Stocks TodayEquitymaster
Stock market today: Which are top 10 gainers and losers on NSE & BSE on June 11? Check list - The Times of India
Stock market today: Which are top 10 gainers and losers on NSE & BSE on June 11? Check listThe Times of India
Unique Picks: 6 stocks held by a single MF scheme in May; surge up to 60% in CY26
An ETMarkets analysis identifies stocks held exclusively by a single mutual fund scheme as of May 2026. While returns remain mixed, select stocks have surged up to 62% in CY26. The study filters 189 stocks down to 28, highlighting concentrated bets by fund houses across market segments.
Unique Picks: 6 stocks held by a single MF scheme in May; surge up to 60% in CY26
An ETMarkets analysis identifies stocks held exclusively by a single mutual fund scheme as of May 2026. While returns remain mixed, select stocks have surged up to 62% in CY26. The study filters 189 stocks down to 28, highlighting concentrated bets by fund houses across market segments.