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Private sector banks remain his highest-conviction sector, supported by improving liquidity conditions, a pick-up in credit growth, favourable interest-rate dynamics and attractive valuations, said Nimesh Chandan.

Tax -saving mutual funds or Equity Linked Savings Schemes (ELSSs) helps you to save income tax under Section 80C of the IT Act. You can invest a maximum of Rs 1.5 lakh in ELSSs and claim tax deductions on your investments every financial year. Are you interested?

Samir Arora-backed Helios Mid Cap Fund had an AUM of Rs 2,421 crore as of October 31, 2026. Here is what the fund bought and sold in October, according to the monthly portfolio disclosed on ACE MF.

Around 14 equity mutual funds lost over 5% since the last Diwali, celebrated on October 20, 2025. There were 292 funds, excluding sectoral and thematic funds, of which 112 funds gave negative returns. Here is a detailed breakdown

Mutual fund NFO: Only 1 new fund will open for subscription this week. Check dates and key details

Equity mutual funds rally upto 9% in a week (November 2 - 6, 2026). There were 627 funds in the said time period including sectoral and thematic funds, of which 572 funds gave positive returns and 55 gave negative returns. Here is a detailed breakdown of the top performers

Large- and mid-cap stocks should participate in the market’s upward trajectory going ahead. Within that, financials and premium consumption are the segments most likely to lead any sustained upward move, Nilesh Shah of Kotak Mahindra AMC said.

Samir Arora-backed Helios Mid Cap Fund added Aurobindo Pharma, Zetwerk and PVR Inox in October, while increasing stakes in Paytm, MCX and 16 other stocks. The fund exited Park Medi World, expanded its portfolio to 77 stocks and reported assets under management of Rs 2,421 crore.

According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks. Small companies go through many ups and downs - more than the established companies in the large and mid cap segments. That is why investing in small cap stocks is considered extremely risky; the small cap segment can also be extremely volatile, especially in the short term. That is why smal ..

InCred’s house views on sectors are tilted towards autos, internet, EMS, NBFCs, capital markets and defense for Diwali 2027. Private banks, IT, FMCG and OMCs are tactical trades, said Yogesh Kalwani.

Vikas Khemani's Carnelian Small Cap Fund received over 30,000 applications worth Rs 632 crore in its maiden NFO. Nearly 45% of applications came from beyond the top 30 cities, while 21% opted for systematic investment plans.

Net equity inflows into Indian mutual funds are estimated to have declined 18% month-on-month to Rs 34,600 crore in October, according to Nomura. While mid-cap and hybrid fund investments slowed, small-cap funds are expected to remain resilient. Large-cap and mid-cap funds are likely to drive inflows. Average monthly equity flows in FY27 so far are estimated at Rs 36,300 crore, below FY26 levels.

Many mutual fund investors are worried about the valuations in the mid cap space. Mid cap stocks have witnessed a robust rally in the longer term. Investors made handsome returns on their investments in mid cap funds. That could explain why investors are anxious about their investments. What should investors do?

The expected restructuring of LTCG would definitely be a positive to attract foreign capital as the fundamental case for India allocation improves for FIIs, said Ashwini Shami of OmniScience Capital.

One may invest in large cap mutual funds with a minimum investment horizon of five to seven years. Look out for our monthly updates where we keep discussing the performance of these schemes. We typically come up with our updates in the first or second week of every month.