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MF industry AUM rises to Rs 82.22 lakh crore in June 2026: AMFI
13-Jul-2026 ( 13:05 )

The net assets under the management (AUM) of the Indian mutual fund industry at the end of June 2026 stood at Rs 82.22 lakh crore, according to data from the Association of Mutual Funds of India (AMFI). This is higher by 0.78% as compared with the figure of Rs 81.58 lakh crore recorded in May 2026.

The AUM of open-ended plans rose to Rs 82.05 lakh crore in June 2026 from Rs 81.38 lakh crore in May. The equity plans in this category recorded net inflows of Rs 28,973.41 crore.

Within equity, Mid Cap Funds drew the most significant inflows in June, attracting Rs 6,090.17 crore. Small Cap Funds followed suit with inflows of Rs 5,601.96 crore, while ELSS saw net outflows of Rs 633.88 crore during the period under review.

Debt funds witnessed net outflows in June totaling Rs 1,09,053.65 crore. This category had recorded net inflows of Rs 96,948.51 crore in May. Liquid Funds recorded maximum outflow of Rs 42,293.29, followed by Low Duration Funds (with outflows of Rs 16,484.01 crore) and Ultra Low Duration Funds (with outflows of Rs 11,426.26 crore).

Hybrid schemes, offering a mix of equity and debt exposure, recorded net inflows of Rs 12,892.76 crore in June 2026. This was largely driven by Arbitrage Funds, which recorded inflows of Rs 5,799 crore.

In the Other Schemes category, Gold ETFs and Other ETFs recorded a net inflow of Rs 3,443.23 crore and Rs 13,237.76 crore, respectively.

In the Other ETFs segment, Income/Debt Oriented oriented ETFs saw the highest inflow of Rs 7,816.47 crore. Further, Domestic Equity oriented ETFs and Silver ETFs registered inflows of Rs 4,622.04 crore and Rs 3,181.37 crore, respectively, in June 2026.

The systematic investment plan (SIP) contributions stood at Rs 31,781 crore in June as against Rs 30,954 crore in May 2026. The number of SIP contributing accounts was 9.78 crore while the SIP AUM was Rs 17,70,482 crore as on 30 June 2026.

SIF AUM jumps 29% sequentially to Rs 17,857 crore in June: AMFI
13-Jul-2026 ( 13:48 )

The net assets under management (AUM) of the Specialised Investment Funds (SIFs) stood at Rs 17,857.77 crore at the end of June 2026, according to data from the Association of Mutual Funds of India (AMFI). This represents a 29.28% increase over the Rs 13,813.72 crore recorded at the end of May 2026.

Equity Oriented Investment Strategies accounted for a net AUM of Rs 5,035.50 crore as on 30 June 2026, up 31.02% from Rs 3,843.28 crore a month earlier. The category witnessed net inflows of Rs 1,096.62 crore during June, with Equity Ex-Top 100 Long-Short Funds attracting the highest inflows, followed by Equity Long-Short Funds and Sector Rotation Long-Short Funds.

Hybrid Investment Strategies remained the larger segment, with net AUM rising to Rs 12,822.27 crore as on 30 June 2026 from Rs 9,970.44 crore at the end of May, marking a 28.60% increase. The category garnered net inflows of Rs 2,685.34 crore during the month, with Hybrid Long-Short Funds emerging as the preferred strategy over Active Asset Allocator Long-Short Funds.

In June 2026, a total of 6 new Specialized Investment Funds (SIFs) completed allotment, mobilizing Rs 1,740 crore.

While Equity-Oriented Investment Strategies and Hybrid Investment Strategies each launched three schemes, hybrid funds dominated fundraising, attracting Rs 1,190 crore of investor funds.

The Hybrid Long-Short Fund category emerged as the top-performing strategy with Rs 712 crore in inflows, followed by the Active Asset Allocator Long-Short Fund with Rs 478 crore.

Among the fund houses, iSIF mobilized the highest inflows at Rs 690 crore across two schemes, accounting for nearly 40% of the total funds raised during the month.

Temporary suspension of fresh SIP/STP subscriptions in global funds of Franklin Templeton Mutual Fund
13-Jul-2026 ( 13:52 )
Franklin Templeton Mutual Fund has announced temporary suspension of fresh SIP and STP subscriptions in its Franklin Asian Equity Fund and Franklin U.S. Opportunities Equity Active FoF, effective July 09, 2026. This does not affect existing SIP/STP registered prior to the effective date which will continue as usual.

Invesco Mutual Fund announces Appointment of Key Personnel
13-Jul-2026 ( 13:47 )
Invesco Mutual Fund has announced that Mr. Roopam Asthana has been appointed as an Associate Director on the Board of Invesco Asset Management (India) Pvt. Ltd. ('IAMI') with effect from Wednesday, July 1, 2026.

Name: Mr. Roopam Asthana,

Age: 61 years

Designation: (Associate Director)

Qualification: B. Sc. (Hons.), P.G.D.M. (I.I.M. Ahmedabad)

Mirae Asset launches NFOs for BSE Midcap 150 Momentum 30 ETF, FOF
13-Jul-2026 ( 12:41 )
Mirae Asset Investment Managers (India) has launched the New Fund Offers (NFOs) for the Mirae Asset BSE Midcap 150 Momentum 30 ETF and the Mirae Asset BSE Midcap 150 Momentum 30 ETF Fund of Fund (FOF).

The ETF will replicate the BSE Midcap 150 Momentum 30 Total Return Index (TRI) by investing in its constituent stocks, while the FOF will invest predominantly in units of the ETF.

The NFO for the ETF will remain open for subscription from 6 July 2026 to 13 July 2026, while the FOF NFO will close on 20 July 2026. The ETF and FOF will reopen for continuous sale and repurchase on 17 July 2026 and 24 July 2026, respectively.

The underlying index follows a rules-based methodology to select 30 midcap stocks from the BSE Midcap 150 Index based on their 12-month risk-adjusted momentum score. It also applies liquidity filters, caps the weight of each stock at 5%, and is reviewed quarterly.

According to the fund house, the BSE Midcap 150 Momentum 30 Index has delivered annualised returns of 27.70% over 15 years, 28.62% over 10 years, 30.46% over five years, 33.87% over three years, and 13.07% over one year. Over the same periods, the BSE Midcap 150 TRI returned 16.49%, 18.03%, 18.31%, 21.21%, and 5.79%, respectively.

Mirae Asset said the momentum strategy aims to capture stocks exhibiting strong price trends, although it may experience higher volatility and drawdowns during market reversals. The fund house added that the scheme is suitable for investors with a higher risk appetite.

The minimum investment during the NFO period is Rs 5,000, with subsequent investments in multiples of Re 1. Both schemes will be benchmarked against the BSE Midcap 150 Momentum 30 TRI and will be managed by Ekta Gala and Vishal Singh.

Bank of India Mutual Fund announces change in Exit Load Structure
13-Jul-2026 ( 12:30 )
Bank of India Mutual Fund has announced change in exit load structure under following schemes stands revised with immediate effect

Change in Exit Load:

Name of the Scheme Existing Revised
Bank of India Large Cap Fund ' For redemption/switch out of the initial units allotted -within 3 months from the date of allotment: 1% of Exit Load

' Any redemption/switch out from the date of allotment of units after 3 months-Nil

 ' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Banking & Financial Services Fund ' For redemption/switch out of units within 60 days from the date of allotment: 1%

' Any redemption/switch out after 60 days from the date of allotment of units: NIL

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Large & Mid Cap Fund ' For redemption/switch out upto 10% of the initial units allotted -within 1 year from the date of allotment: 'NIL'

' Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 1 year from the date of allotment of units.

' If the units are redeemed/switched out after 1 year from the date of allotment of units : 'Nil'

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Manufacturing & Infrastructure Fund ' For redemption/switch out upto 10% of the initial units allotted -within 1 year from the date of allotment: 'NIL'

' Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 1 year from the date of allotment of units.

' If the units are redeemed/switched out after 1 year from the date of allotment of units : 'Nil'

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Mid Cap Fund ' For redemption/switch out of units within 60 days from the date of allotment: 1%

' Any redemption/switch out after 60 days from the date of allotment of units: NIL

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Multi Cap Fund ' For redemption/switch out Upto 10% of the initial units allotted - within 1 year from the date of allotment: 'NIL'

' Any redemption/switch out in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 1 year from the date of allotment of units.

' Any redemption/switch out from the date of allotment of units after 1 year: NIL.

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Flexi Cap Fund ' For redemption/switch out of the initial units allotted -within 3 months from the date of allotment: 1% of Exit Load

' Any redemption/switch out from the date of allotment of units after 3 months-Nil

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Small Cap Fund ' For redemption/switch out upto 10% of the initial units allotted -within 1 year from the date of allotment: 'NIL'

' Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/switched out within 1 year from the date of allotment of units.

' If the units are redeemed/switched out after 1 year from the date of allotment of units : 'Nil

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Balanced Advantage Fund ' For redemption/switch out of the initial units allotted - within 3 months from the date of allotment: 1% of Exit load.

' Any redemption/switch out from the date of allotment of units after 3 months: NIL.

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Multi Asset Allocation Fund ' For redemption/switch out upto 10% of the initial units allotted -within 1 year from the date of allotment: 'NIL'

' Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/switched out within 1 year from the date of allotment of units.

' If the units are redeemed/switched out after 1 year from the date of allotment of units : 'Nil'

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Mid & Small Cap Equity & Debt Fund ' For redemption/switch out of initial units allotted within 3 months from the date of allotment:1% Exit Load

' Any redemption/switch out from the date of allotment of units after 3 months: NIL

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Conservative Hybrid Fund ' For redemption/switch out upto 10% of the initial units allotted -within 1 year from the date of allotment: 'NIL'

' Any redemption/switch out - in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/switched out within 1 year from the date of allotment of units.

' If the units are redeemed/switched out after 1 year from the date of allotment of units : 'Nil'

' If redeemed/ switched-out within 3 months from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 3 months from the date of allotment: Nil

Bank of India Credit Risk Fund ' 3% if redeemed within 24 months from the date of allotment

' 2% if redeemed after 24 months but within 36 months from the date of allotment

' Nil if redeemed after 36 months from the date of allotment

' If redeemed/ switched-out within 1 year from the date of allotment:

- For 10% of investments: Nil

- For remaining investments:1%

' If redeemed/ switched-out after 1 year from the date of allotment: Nil

Change in Minimum Redemption amount in following schemes of Bank of India Mutual Fund:
13-Jul-2026 ( 13:34 )
Bank of India Mutual Fund has announced a Change in Minimum Redemption Amount, with effective from June 17, 2026.

Change in Minimum Redemption amount in following schemes of Bank of India Mutual Fund:

Scheme Name Existing Revised
Bank of India Large Cap Fund

Bank of India Banking & Financial Services Fund

Bank of India Large & Mid Cap Fund

Bank of India Manufacturing & Infrastructure Fund

Bank of India Mid Cap Fund

Bank of India Multi Cap Fund

Bank of India Flexi Cap Fund

Bank of India Small Cap Fund

Bank of India Balanced Advantage Fund

Bank of India Multi Asset Allocation Fund

Bank of India Mid & Small Cap Equity & Debt Fund

Bank of India Conservative Hybrid Fund

Bank of India Overnight Fund

Bank of India Ultra Short Duration Fund

Bank of India Money Market Fund

Bank of India Consumption Fund

Bank of India Arbitrage Fund

Bank of India Short term Income Fund

Bank of India Liquid Fund

Rs. 1,000/- (or equivalent Unit value) or account balance, whichever is lower. ' Rs. 1 and in multiples of Rs. 1/-therafter
Bank of India Credit Risk Fund ' Rs. 1,000/- and in multiples of Re. 1/- thereafter ' Rs. 1 and in multiples of Rs. 1/-therafter
Bank of India Business Cycle Fund ' There is no minimum and maximum limit on the amount/units which can be redeemed/switched-out. The investor is free to redeem any or all units outstanding in his/her/their folio. ' Rs. 1 and in multiples of Rs. 1/-therafter
Bank of India ELSS Tax Saver ' Rs. 500/- (or equivalent Unit value) or account balance, whichever is lower ' Rs. 1 and in multiples of Rs. 1/-therafter

Axis Mutual Fund announces change in Exit Load Structure
13-Jul-2026 ( 11:06 )
Axis Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from July 13, 2026.

Change in Exit Load:

Name of the Scheme Existing Exit Load Proposed exit load w.e.f July 13, 2026('Effective Date')
Axis Strategic Bond Fund If redeemed / switched out within 15 days from the date of allotment: 1%

If redeemed/ switched out after 15 days from the date of allotment: Nil

Nil

Motilal Oswal Mutual Fund opens NFO for BSE Midcap 150 Momentum 30 Index Fund
13-Jul-2026 ( 13:08 )
Motilal Oswal Mutual Fund has opened the New Fund Offer (NFO) for the Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund, an open-ended index fund that seeks to provide returns corresponding to the BSE Midcap 150 Momentum 30 Index, subject to tracking error. The NFO opened on 3 July 2026 and will close on 17 July 2026, while the scheme will reopen for continuous sale and repurchase on 30 July 2026.

The scheme tracks the 30 highest-momentum stocks from the BSE Midcap 150 Index using a rules-based methodology based on 12-month risk-adjusted price momentum. The portfolio is rebalanced quarterly, with individual stock weights capped at 5%. The minimum investment during the NFO is Rs 500, with additional investments in multiples of Re 1.

According to the fund house, the BSE Midcap 150 Momentum 30 Index has delivered an annualised return of 27.70% over the last 15 years, compared with 16.6% for the BSE Midcap 150 TRI and 11.44% for the Nifty 50 TRI. Over the past 10 years, the momentum index returned 28.6%, versus 17.7% for the parent index and 12.5% for the Nifty 50 TRI.

The scheme carries a Very High risk rating and is suitable for investors seeking returns corresponding to the underlying index and long-term capital growth. The equity component will be managed by Swapnil Mayekar, with Dishant Mehta as Associate Fund Manager, while Rakesh Shetty will manage the debt component.

Baroda BNP Paribas Mutual Fund announces change in fund manager under its schemes
10-Jul-2026 ( 10:33 )
Baroda BNP Paribas Fund has announced change in fund manager under the following scheme, With effect from 10 July 2026.

Change in Fund Manager:

Name of the Scheme(s) Existing Fund Manager/s New Fund Manager/s
Baroda BNP Health and Wellness Fund Mr. Sanjay Chawla

Mr. Rohan Korde

Mr. Rohan Korde

Mr. Ankeet Pandya

Invesco Mutual Fund announces Change in Record Date for Change in Face Value and Creation Unit Size
10-Jul-2026 ( 11:25 )
Investors / Unitholders are requested to note that, due to some operational challenges / issues, record date for change in face value and change in creation unit size of Invesco India Nifty 50 Exchange Traded Fund ('the Scheme') dated June 18, 2026 has been changed from Friday, July 10, 2026 to Friday, July 31, 2026.

Mirae Asset Mutual Fund announces change in Exit Load Structure
09-Jul-2026 ( 10:40 )
Mirae Asset Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from July 09, 2026.

Change in Exit Load:

Name of the Scheme Existing Exit Load Revised Exit Load
Mirae Asset Banking & Financial Services Fund If redeemed within 1 year (365 days) from the date of allotment: 1%

If redeemed after 1 year (365 days) from the date of allotment: NIL

If redeemed within 1 month (30 days) from the date of allotment:

1% If redeemed after 1 month (30 days) from the date of allotment: NIL

' Mirae Asset Great Consumer Fund

' Mirae Asset Healthcare Fund

' Mirae Asset Infrastructure Fund

I. For investors who have opted for SWP under the plan:

a) 15% of the units allotted (including Switch in/ STP - in) on or before completion of 365 days from the date of allotment of units: Nil.

b) Any redemption in excess of such limits in the first 365 days from the date of allotment shall be subject to the following exit load:

(Redemption of units would be done on First in First Out Basis (FIFO):

-If redeemed within 1 year (365 days) from the date of allotment:

1% -If redeemed after 1 year (365 days) from the date of allotment: NIL

II. Other Redemptions: For Investors who have not opted for SWP under the plan (including Switch out, STP out): -If redeemed within 1 year (365 days) from the date of allotment: 1% -If redeemed after 1 year (365 days) from the date of allotment: Nil

If redeemed within 1 month (30 days) from the date of allotment:

1% If redeemed after 1 month (30 days) from the date of allotment: NIL

The Wealth Mutual Fund announces change in fund manager under its schemes
09-Jul-2026 ( 10:22 )
The Wealth Mutual Fund has announced change in fund manager under the following schemes, With effect from 09 July 2026.

Change in Fund Manager:

Name of the Scheme(s) Existing Fund Managers New Fund Managers
The Wealth Company Flexi Cap Fund For Equity
Ms. Aparna Shanker

For Debt
1. Mr. Umesh Sharma
2. Mr. Neeraj Jain

Ms. Aparna Shanker
Ms. Saloni Kapadia
The Wealth Company Small Cap Fund Ms. Aparna Shanker Ms. Aparna Shanker
Mr. Chinmay Sathe
The Wealth Company Large and Mid-Cap Fund 1. Ms. Aparna Shanker
2. Mr. Umesh Sharma 		Ms. Aparna Shanker
Mr. Chinmay Sathe

Nippon India Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its schemes
08-Jul-2026 ( 10:31 )
Nippon India Mutual Fund has announced July 10 2026 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:

Nippon India Balanced Advantage Fund - Regular Plan ' IDCW 0.2200

Nippon India Balanced Advantage Fund - Direct Plan ' IDCW: 0.2200

Nippon India Multi Asset Allocation Fund - Regular Plan ' IDCW 0.1500

Nippon India Multi Asset Allocation Fund - Direct Plan ' IDCW: 0.1500

Axis Mutual Fund announces change in scheme name
08-Jul-2026 ( 11:00 )
Axis Mutual Fund has announced change in scheme name under the following scheme, with effect from August 13 2026.

Changes in Scheme Name:

Existing Scheme Name Revised Scheme Name
Axis Income Plus Arbitrage Active FOF Axis Income Plus Arbitrage Omni FOF
Axis Multi-Asset Active FOF Axis Multi-Asset Omni FOF

Quantum Mutual Fund announces Appointment of Key Personnel
07-Jul-2026 ( 10:48 )
Quantum Mutual Fund has announced that Mr. Manish Sharma has been appointed as Head of Sales and is considered as Key Personnel of Quantum Asset Management Company Private Limited with effect from July 03, 2026.

Name: Mr. Manish Sharma,

Age: 49 years

Designation: Head - Sales

Qualification: Master of Finance

Baroda BNP Paribas Mutual Fund announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its scheme
06-Jul-2026 ( 10:25 )
Baroda BNP Paribas Mutual Fund has announced 08 July 2026 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) in the following scheme. The proposed IDCW on the face value of Rs 10 per unit will be:

Baroda BNP Paribas Arbitrage Fund Fund ' Direct Plan ' IDCW Option: Rs 0.06 per unit.

Baroda BNP Paribas Mutual Mutual Fund announces Ceasation of Key Personnel
06-Jul-2026 ( 11:53 )
Baroda BNP Paribas Mutual Fund Announces that Mr. David Vaillant (DIN: 09570166), Associate Director on the Board of Baroda BNP Paribas Asset Management India Private Limited (AMC) has tendered his resignation from the Board of AMC and accordingly, ceases to be a Director of the AMC from close of business hours of Thursday, July 02, 2026.

Axis Mutual Fund announces change in fund manager under its schemes
04-Jul-2026 ( 10:31 )
Axis Mutual Fund has announced change in fund manager under the following schemes, With effect from 03 July 2026.

Change in Fund Manager:

Name of the Scheme(s) Current Fund Manager(s) Proposed Fund Manager(s) (w.e.f. July 03, 2026)
Axis Large & Mid Cap Fund Mr. Shreyash Devalkar
Mr. Hitesh Das
Ms. Krishnaa N (for Foreign Securities) 		Mr. Shreyash Devalkar
Mr. Hitesh Das
Mr. Mayank Hyanki
Ms. Krishnaa N (for Foreign Securities)
Axis Consumption Fund Mr. Hitesh Das
Ms. Krishnaa N (for Foreign Securities) 		Mr. Hitesh Das
Mr. Jayesh Sundar
Ms. Krishnaa N (for Foreign Securities)

Mahindra Manulife MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
04-Jul-2026 ( 10:39 )
Mahindra Manulife Mutual Fund has announced 07 July 2026 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:

Mahindra Manulife Aggressive Hybrid Fund:

Regular Plan Monthly ' IDCW: 0.18

Direct Plan Monthly ' IDCW: 0.18

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