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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.

US market outlook stable; India to gain from supply chain shift: Oppenheimer Asset Management
John Stoltzfus, MD and Chief Investment Strategist, Oppenheimer Asset Management, said that over the medium term, diversification of global supply chains and sectoral strengths in technology, healthcare, and manufacturing are expected to support growth across regions, including a potential recovery in India’s relative performance.
ICICI Prudential AMC shares slip over 3% after Q4 results. Check details
ICICI Prudential Asset Management Company share price dropped 3.4% after it reported steady March quarter earnings, supported by strong revenue growth and improved operating performance. While quarterly profit moderated sequentially, annual earnings remained robust. Expanding assets under management and a growing investor base highlight sustained business momentum and reinforce the company’s strong position in the domestic mutual fund industry.

Here's what Indian Mutual Funds bought and sold during the March market correction
According to Nuvama Alternative & Quantitative Research, cash and cash equivalents fell to ₹2.11 lakh crore in March from ₹2.40 lakh crore in February, reflecting a cash deployment of ₹29,300 crore during the month of March. Here's a look at what India's top fund houses bet on in the month gone by.

TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. 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.
Unique Picks: 8 stocks held by a single MF scheme in March; fall up to 35% in CY26
A set of 8 uniquely held stocks—each owned by just one mutual fund scheme—saw sharp declines of up to 35% in CY26, highlighting concentrated portfolio risks.
Meet broad-based rules while serving AIFs, Sebi clarifies
In a push to tighten regulations, Sebi has laid down fresh guidelines for asset management companies overseeing alternative investment funds. Each scheme is now required to include at least 20 investors, ensuring that no individual investor exceeds a 25% stake in the fund's total corpus.
India's equity mutual fund inflows hit 8-month high in March as investors buy the dip - Reuters
India's equity mutual fund inflows hit 8-month high in March as investors buy the dipReuters
Kotak Mutual Fund launches Multi Asset Active Fund of Fund
The scheme will invest 10-80 per cent of the corpus into equity and hybrid schemes, 10-60 per cent into debt funds, and 10-30 per cent into commodity ETFs

A $40 billion fund manager advises investors to deploy money in the market
The market correction has made valuations reasonable in many sectors, according to Shreyash Devalkar, Head of Equity, Axis Mutual Fund.
Prince Pipes & Fittings completes acquisition of assets of manufacturing unit in Bhuj, Gujarat
Prince Pipes & Fittings had earlier announced the Asset Purchase Agreement for a manufacturing facility in Bhuj, Gujarat on 20 March 2024, structured in two phases.

Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. 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.