Market News

Vinit Sambre positive on insurance, private banks; favors IT firms on skilling and capital disciplin

Vinit Sambre, Head of Equities, DSP Mutual Fund, which manages funds worth $24.30 billion for the period of October-December 2025, said recent market volatility has brought valuations to more reasonable levels, with macro indicators like credit growth and auto sales still improving. He expects growth to recover after near-term disruptions and sees opportunities emerging in IT and BFSI. While uncertainty remains due to global risks, he suggests gradual equity allocation, maintaining a balanced approach with diversified funds and selective deployment as clarity improves.

SBI MF buys 4% in Urban Company via bulk deals; Wellington, others pare stake

SBI Mutual Fund acquired a 4% stake in Urban Company for ₹632 crore through bulk deals, while existing investors including Wellington and DF International Partners pared holdings in the company.

Sebi proposes easing nomination norms for demat accounts, MF folios

Markets regulator Sebi proposes making nomination default for demat and mutual fund accounts, simplifying compliance norms and streamlining nominee requirements for investors

Vodafone Idea, MRPL, YES Bank, Eternal— These are among the top most traded stocks on the NSE today

Vodafone Idea, Tata Silver Exchange Traded Fund, Mangalore Refinery and Petrochemicals (MRPL), YES Bank, Eternal, ITI, Dharan Infra-EPC, and Adani Power were among the most traded stocks, or most active stocks in terms of volume, on the NSE.

Too early to call market bottom; prefer gradual investing via SIPs and funds: Anand Shah

Anand Shah of ICICI Prudential AMC, which manages funds worth ₹28,318 crore as of February 28, 2026, advises investors to avoid deploying cash aggressively as markets may not have bottomed yet. He recommends gradual allocation through SIPs or staggered investments, using a mix of ETFs and mutual funds rather than direct stock picking. Amid inflation, rising energy prices, and global shifts, Shah prefers value over growth and asset-heavy businesses. Commodity producers may benefit, while consumers like autos could face pressure.

Sebi eases settlement guarantee norms for commodity derivatives clearing corporations

The Securities and Exchange Board of India has revised Core Settlement Guarantee Fund norms for commodity clearing corporations, requiring stress scenarios of three member defaults. The regulator also allowed mutual funds to undertake intraday borrowing to manage temporary liquidity mismatches.

MFs pump funds into private lenders in Feb; pare exposure to SBI

HDFC Bank, ICICI Bank and Kotak Mahindra Bank attract strong inflows from mutual funds in February, while fund houses trim exposure to SBI and other large-cap stocks

‘Safety top priority’: Ram Mohan Naidu on 5,500+ flight cancellations amid West Asia crisis

Sebi outlines measures to boost investment advisory ecosystem: Pandey

Sebi chief Tuhin Kanta Pandey says the regulator will review overlaps between mutual fund distributors and investment advisers and introduce a common advertisement code for intermediaries

Mutual fund investors alert! Your fund managers mint money even when most stock portfolios are bleeding

Inox Wind share price has largely remained negative in the near-term. The stock has shed 23% in a month and 36.47% in terms of year-to-date (YTD).

Vodafone Idea, IDBI Bank, YES Bank— These are among the top most traded stocks on the NSE today

Vodafone Idea, IDBI Bank, YES Bank, Tata Silver Exchange Traded Fund, Tata Gold Exchange Traded Fund, Suzlon Energy, and Adani Power were among the most traded stocks on the NSE.

Aluminium prices may hit $3,500; Vedanta remains top pick: ICICI Securities

Vikash Singh, Vice President at ICICI Securities, says the long-term outlook for aluminium also remains strong, with prices estimated near $2,950. While Nalco benefits more directly from higher aluminium prices, Vedanta remains his preferred stock. Ductile iron (DI) pipe makers such as Electrosteel Castings and Jindal Saw could also benefit from the Jal Jeevan Mission.