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Gold prices soar 50% since last Akshaya Tritiya: 5 key reasons behind the surge and what investors should do now
The gold rally has intensified over the last year, with prices surging more than 50% since last Akshaya Tritiya, driven by geopolitical tensions, inflation fears, ETF inflows, and currency weakness. These developments call for prudence in future gold-related investments.
PPFAS Portfolio Churn: Rajeev Thakkar-led fund house laps up large-cap banks, sells these two RIL group stocks in March
PPFAS Mutual Fund increased its holdings in HDFC Bank amid market volatility, while offloading Reliance Group stocks worth ₹730 crore. Check key portfolio changes in March.

Dipan Mehta advises caution amid global risks; sees opportunity in Ambuja Cements
Dipan Mehta of Elixir Equities remains cautious on equities despite a recent recovery, citing risks from West Asia tensions, crude oil prices, inflation, and monsoon uncertainty. He expects the full impact to reflect in the June quarter and advises waiting for earnings clarity. He remains positive on cement, especially Ambuja Cements. Among capital market plays, he prefers MCX due to strong volumes in gold and crude, and also likes wealth firms such as Anand Rathi Wealth, 360 ONE WAM, and Nuvama for their stable annuity revenues. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Mutual fund bulls vs FII bears: The Rs 38,000 crore battle for 5 popular bank stocks
Domestic mutual funds bought banking stocks worth Rs 38,000 crore in March, countering heavy FII selling of Rs 60,655 crore during the Iran war selloff. Major accumulation was seen in HDFC Bank, ICICI Bank, SBI, Kotak Mahindra Bank, and Axis Bank. HDFC Bank emerged as the top pick across leading mutual fund houses, according to Prime Database estimates.
The Hosteller raises Rs 150 crore led by PROMAFT Partners in Series B funding
The Hosteller has raised ₹150 crore in a Series B funding round led by PROMAFT Partners and V3 Ventures, with participation from ITI Growth Opportunities Fund, Merisis Wealth Trust and family offices. The company said the round is the largest institutional fundraise by a backpacker hostel chain in India.

Saudi Wealth Fund Sets New Strategy to Build Global Champions
Saudi Arabia’s sovereign wealth fund will step up efforts to boost returns and build portfolio companies into global champions as the kingdom contends with the economic costs of the Iran war.

Why your portfolio needs more than just India and gold
India offers thousands of mutual funds, but portfolios remain concentrated; true diversification needs global exposure, multiple asset classes, and low-correlation strategies beyond domestic equities.
Nippon India Mutual Fund Increases Stake in Syngene International to 7.12% - scanx.trade
Nippon India Mutual Fund Increases Stake in Syngene International to 7.12%scanx.trade
PCPI | PIMCO Inflation Plus Active Exchange-Traded Fund ETF - Investing.com India
PCPI | PIMCO Inflation Plus Active Exchange-Traded Fund ETFInvesting.com India

Retail flows stay resilient as MF AUM falls 10.1% MoM in March: Motilal Oswal
Equity mutual fund inflows hit a 17 month high in March 2026 despite a 10.1 percent drop in total AUM as markets corrected, SIP contributions and retail participation stayed strong
12 stocks held by 100+ MFs surge up to 55% in just over 3 months
As of March 2026, data shows that 259 stocks were held by more than 100 mutual fund schemes, highlighting broad-based institutional interest. ETMarkets’ analysis reveals that 50 of these stocks have delivered gains of more than 10% since the start of CY26.

HSBC MF CIO avoids aggressive bets, sees value in banks, selective small caps
HSBC Mutual Fund’s CIO said, portfolio strategy is focused on restructuring rather than holding cash, with preference shifting towards private banks and selective opportunities emerging in small-cap stocks.