Mutual Funds & Investment Schemes
Latest coverage and real-time analytical updates in Mutual Funds.
Milky Mist Dairy Launches Rs 1,553 Cr IPO, Grey Market Premium Near 20%
Temasek‑backed Milky Mist Dairy will open its Rs 1,553 crore IPO on Aug 11, with a grey market premium close to 20%. The offer, priced at Rs 133‑140, includes a fresh issue and OFS, targeting a post‑issue valuation of ₹10,778 crore.
Mutual FundsMolbio Diagnostics IPO Succeeds with 83% Subscription; Investors Eye 16% Premium
Goa‑based Molbio Diagnostics launched its ₹940‑crore IPO on Aug 10, achieving 83% subscription by 5 pm. Qualified institutional buyers fully subscribed, while retail and non‑institutional investors showed strong demand. The grey market premium hints at a potential 16% listing gain.
Mutual FundsIndia’s Mutual Funds Shift Focus from New Products to Investor Outcomes
At the 2026 Mutual Fund Summit, leaders from HDFC, JioBlackRock, Axis and others argued that the sector’s success will now depend on the value delivered to investors rather than the number of new schemes. They highlighted the need for simple, trust‑based solutions that guide investors life stages and market cycles.
Mutual FundsDomestic Institutional Investors Slowest Equity Buying in July, Primary Market Activity Drives Shift
In July, domestic institutional investors (DIIs) purchased only Rs 24,500 crore of equities, the lowest in 16 months. The slowdown is linked to strong primary market issuances and global uncertainties such as US‑Iran tensions and rising oil prices.
Mutual FundsNippon India Consumption Fund Tops One‑Month Returns Among Consumption Sector Mutual Funds
On a one‑month basis, Nippon India Consumption Fund led the consumption sector mutual funds with a 3.0% return, beating Tata India Consumer Fund and Mirae Asset Great Consumer Fund. Tata India Consumer Fund dominated six‑month, one‑year and three‑year periods, while Aditya Birla SL Consumption Fund had the largest assets under management.
Mutual FundsICICI Pru Short Term Fund Tops Short‑Duration Mutual Fund Rankings for One‑Year Returns
ICICI Pru Short Term Fund leads the short‑duration category with a 5.6% CAGR over 12 months, outpacing Axis and HDFC, according to ACE MF data released July 22.
Mutual FundsQuant ELSS Tax Saver Fund Leads Three‑Month Returns Among Top ELSS Schemes
Quant ELSS Tax Saver Fund tops the three‑month return chart for ELSS funds, beating rivals with a 5.6% gain. Other top performers include Invesco India and Motilal Oswal, each delivering solid returns. The data, from ACE MF on July 22, also highlights benchmark outperformance and shifts over longer periods.
Mutual FundsInvesco India Large & Mid Cap Fund Tops 3‑Year CAGR in Large‑Mid Cap Category
According to ACE MF data released on July 22, Invesco India Large & Mid Cap Fund leads the large‑and‑mid‑cap mutual fund segment with a 22.9% CAGR over three years, beating rivals Motilal Oswal and Bandhan.
Mutual FundsTata Treasury Advantage Leads Low‑Duration Fund Rankings on 3‑Month Returns
Among low‑duration mutual funds with assets above ₹1,500 crore, Tata Treasury Advantage Fund tops the three‑month return chart with 1.6 %. It closely follows ICICI Pru Savings Fund and LIC MF Low Duration Fund, all posting identical gains. However, performance varies across other time frames.
Mutual FundsQuant Aggressive Hybrid Fund Leads One‑Year Returns in Aggressive Hybrid Fund Rankings
Quant Aggressive Hybrid Fund tops aggressive hybrid mutual funds with a 12.2% CAGR over one year, beating peers like Bank of India Mid & Small Cap Equity & Debt Fund and Bandhan Aggressive Hybrid Fund. Rankings vary across time frames, showing different leaders for short‑term and long‑term performance.
Mutual FundsSBI Dividend Yield Fund Leads Dividend Funds with 2.7% One-Year CAGR
SBI Dividend Yield Fund tops the dividend‑yield category with a 2.7% one‑year CAGR, outpacing ICICI Pru and UTI. Despite trailing its benchmark, the fund remains the largest by assets and leads short‑term returns.
Mutual FundsTata Infrastructure Fund Tops Infrastructure Mutual Funds Amid Mixed Returns
Tata Infrastructure Fund leads the sectoral mutual fund list with a one‑month loss of 1.2%, closely trailed by Quant and SBI Infrastructure Funds. The report shows how returns differ across six‑month, one‑year and three‑year periods and lists the top five funds by assets.
Mutual FundsAxis Gold Fund Tops Gold Fund‑of‑Funds Rankings Amid Mixed Returns
Axis Gold Fund leads the gold fund‑of‑funds category with a -1.4% one‑month return, but long‑term performance varies across top funds. Key metrics include assets, benchmark gaps, and multi‑period returns.
Mutual FundsBHARAT Bond ETFs Lead Debt ETF Returns, Rankings Vary by Time Frame
On July 22, ACE MF data shows BHARAT Bond ETF – April 2032 tops the three‑year CAGR chart with 7.7%. Rankings shift across one‑month, three‑month, and one‑year windows, highlighting the importance of choosing the right period for evaluation.
Mutual FundsAditya Birla SL Savings Fund Tops Ultra‑Short Duration Mutual Funds with 6.2% CAGR
In the ultra‑short duration category, Aditya Birla SL Savings Fund leads with a 6.2% one‑year CAGR, surpassing HSBC and ICICI Pru. Its Rs 17,816.3 crore corpus and outperformance against benchmarks make it a top pick for investors seeking stable returns.
Mutual FundsHDFC Defence Fund leads thematic mutual funds in six-month returns; delivers 26.4% gain
HDFC Defence Fund delivered 26.4% returns over the last six months and 42.8% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsQuant Multi Cap Fund leads multi-cap mutual funds in six-month returns; delivers 7.8% gain
Quant Multi Cap Fund delivered 7.8% returns over the last six months and 12.5% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsKotak Arbitrage Fund leads arbitrage mutual funds in three-year CAGR returns; delivers 7.0% gain
Kotak Arbitrage Fund delivered 7.0% CAGR returns over three years and 6.0% CAGR over the last one year, according to ACE MF data on July 2.
Mutual FundsKotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund leads debt oriented index mutual funds in one-month returns; delivers 2.8% gain
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund delivered 2.8% returns over the last one month and 7.4% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsUTI Nifty 50 Index Fund leads nifty index mutual funds in six-month returns; posts -7.8% return
UTI Nifty 50 Index Fund delivered -7.8% returns over the last six months and 8.9% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsQuant Value Fund leads value mutual funds in three-month returns; delivers 26.1% gain
Quant Value Fund delivered 26.1% returns over the last three months and 23.8% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsICICI Pru Corp Bond Fund leads corporate-bond mutual funds in three-year CAGR returns; delivers 7.7% gain
ICICI Pru Corp Bond Fund delivered 7.7% CAGR returns over three years and 6.3% CAGR over the last one year, according to ACE MF data on July 2.
Mutual FundsUTI Money Market Fund leads money-market mutual funds in three-year CAGR returns; delivers 7.4% gain
UTI Money Market Fund delivered 7.4% CAGR returns over three years and 6.3% CAGR over the last one year, according to ACE MF data on July 2.
Mutual FundsInvesco India Midcap Fund leads mid-cap mutual funds in one-month returns; delivers 8.8% gain
Invesco India Midcap Fund delivered 8.8% returns over the last one month and 25.5% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsAditya Birla SL Medium Term Plan leads medium-duration mutual funds in one-year CAGR returns; delivers 8.9% gain
Aditya Birla SL Medium Term Plan delivered 8.9% CAGR returns over the last one year and 10.0% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsDSP Dynamic Asset Allocation Fund leads dynamic asset allocation mutual funds in one-year CAGR returns; delivers 4.7% gain
DSP Dynamic Asset Allocation Fund delivered 4.7% CAGR returns over the last one year and 10.8% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsMirae Asset Equity Savings Fund leads equity-savings mutual funds in six-month returns; delivers 0.7% gain
Mirae Asset Equity Savings Fund delivered 0.7% returns over the last six months and 9.9% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsICICI Pru Aggressive Hybrid Active FOF leads hybrid fund-of-funds mutual funds in three-month returns; delivers 9.0% gain
ICICI Pru Aggressive Hybrid Active FOF delivered 9.0% returns over the last three months and 14.1% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsAxis Overnight Fund leads overnight mutual funds in three-year CAGR returns; delivers 6.2% gain
Axis Overnight Fund delivered 6.2% CAGR returns over three years and 5.3% CAGR over the last one year, according to ACE MF data on July 2.
Mutual FundsHDFC Defence Fund leads thematic mutual funds in one-year CAGR returns; delivers 16.2% gain
HDFC Defence Fund delivered 16.2% CAGR returns over the last one year and 42.8% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsTata Multicap Fund leads multi-cap mutual funds in one-year CAGR returns; delivers 7.8% gain
Tata Multicap Fund delivered 7.8% CAGR returns over the last one year and 12.4% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsKotak Arbitrage Fund leads arbitrage mutual funds in six-month returns; delivers 3.1% gain
Kotak Arbitrage Fund delivered 3.1% returns over the last six months and 7.0% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsQuant Flexi Cap Fund leads flexi-cap mutual funds in three-month returns; delivers 21.8% gain
Quant Flexi Cap Fund delivered 21.8% returns over the last three months and 18.1% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsKotak Debt Hybrid Fund leads conservative hybrid mutual funds in one-month returns; delivers 2.8% gain
Kotak Debt Hybrid Fund delivered 2.8% returns over the last one month and 8.4% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsFranklin India Technology Fund leads technology sectoral mutual funds in three-month returns; delivers 1.9% gain
Franklin India Technology Fund delivered 1.9% returns over the last three months and 10.7% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsInvesco India Financial Services Fund leads banks & financial services sectoral mutual funds in three-year CAGR returns; delivers 18.3% gain
Invesco India Financial Services Fund delivered 18.3% CAGR returns over three years and 6.1% CAGR over the last one year, according to ACE MF data on July 2.
Mutual FundsICICI Pru Silver ETF leads silver ETFs in one-year CAGR returns; delivers 112.2% gain
ICICI Pru Silver ETF delivered 112.2% CAGR returns over the last one year and 47.7% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsAditya Birla SL Short Term Fund leads short-duration mutual funds in one-month returns; delivers 2.0% gain
Aditya Birla SL Short Term Fund delivered 2.0% returns over the last one month and 7.3% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsAxis Multi Asset Allocation Fund leads multi-asset allocation mutual funds in one-month returns; delivers 2.6% gain
Axis Multi Asset Allocation Fund delivered 2.6% returns over the last one month and 13.4% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsMotilal Oswal ELSS Tax Saver Fund leads ELSS mutual funds in three-month returns; delivers 19.5% gain
Motilal Oswal ELSS Tax Saver Fund delivered 19.5% returns over the last three months and 22.2% CAGR over three years, according to ACE MF data on July 2.
Mutual FundsInvesco India Large & Mid Cap Fund leads large-and-mid-cap mutual funds in three-year CAGR returns; delivers 23.9% gain
Invesco India Large & Mid Cap Fund delivered 23.9% CAGR returns over three years and 7.9% CAGR over the last one year, according to ACE MF data on July 2.
Mutual FundsHSBC Midcap Fund leads mid-cap mutual funds in six-month returns; delivers 14.5% gain
HSBC Midcap Fund delivered 14.5% returns over the last six months and 26.3% CAGR over three years, according to ACE MF data on June 29.
Mutual FundsICICI Pru Corp Bond Fund leads corporate-bond mutual funds in three-year CAGR returns; delivers 7.6% gain
ICICI Pru Corp Bond Fund delivered 7.6% CAGR returns over three years and 6.1% CAGR over the last one year, according to ACE MF data on June 29.
Mutual FundsMirae Asset Gold ETF leads gold ETFs in six-month returns; delivers 2.5% gain
Mirae Asset Gold ETF delivered 2.5% returns over the last six months and 32.5% CAGR over three years, according to ACE MF data on June 28.
Mutual FundsThe Investor's Dilemma: Stay the Course or Change the Playbook?
Today, uncertainty has become a factor that one needs to consider when planning your investments. The shifting trade dynamics, rising geopolitical tensions, and interest-rate expectations continue to influence market sentiment worldwide. In this landscape, one question remains unanswered - Should in
Mutual FundsICICI Pru Flexicap Fund leads flexi-cap mutual funds in one-month returns; delivers 4.5% gain
ICICI Pru Flexicap Fund delivered 4.5% returns over the last one month and 16.7% CAGR over three years, according to ACE MF data on June 25.
Mutual FundsTata Digital India Fund leads technology sectoral mutual funds in one-month returns; posts -2.5% return
Tata Digital India Fund delivered -2.5% returns over the last one month and 5.4% CAGR over three years, according to ACE MF data on June 25.
Mutual FundsInvesco India Financial Services Fund leads banks & financial services sectoral mutual funds in six-month returns; delivers 1.7% gain
Invesco India Financial Services Fund delivered 1.7% returns over the last six months and 19.3% CAGR over three years, according to ACE MF data on June 25.
Mutual FundsICICI Pru Short Term Fund leads short-duration mutual funds in three-year CAGR returns; delivers 7.4% gain
ICICI Pru Short Term Fund delivered 7.4% CAGR returns over three years and 5.9% CAGR over the last one year, according to ACE MF data on June 25.
Mutual FundsAxis Liquid Fund leads liquid mutual funds in three-month returns; delivers 1.9% gain
Axis Liquid Fund delivered 1.9% returns over the last three months and 6.9% CAGR over three years, according to ACE MF data on June 25.
Mutual FundsHDFC Floating Rate Debt Fund leads floating-rate mutual funds in three-year CAGR returns; delivers 7.7% gain
HDFC Floating Rate Debt Fund delivered 7.7% CAGR returns over three years and 6.2% CAGR over the last one year, according to ACE MF data on June 25.
Mutual FundsQuant Aggressive Hybrid Fund leads aggressive hybrid mutual funds in three-month returns; delivers 16.6% gain
Quant Aggressive Hybrid Fund delivered 16.6% returns over the last three months and 15.2% CAGR over three years, according to ACE MF data on June 25.