Mutual Funds – SRK Analytics

The Power of Compounding: How a ₹15,000 Monthly SIP Can Build a ₹5 Crore Wealth Corpus

In an era of rising inflation and shifting economic landscapes, achieving long-term financial independence has become a primary goal for retail investors. Among various investment vehicles, the Systematic Investment Plan…

Prasenjit Bhowmik August 8, 2026

Economy

Navigating Capital Gains Reporting: Essential Guide for ITR Filing in AY 2026-27

As the financial landscape evolves, taxpayers across India are preparing to navigate the complexities of the upcoming Assessment Year (AY) 2026-27. The Income Tax Department has signaled a heightened focus…

Prasenjit Bhowmik July 31, 2026

Economy

SEBI Proposes Mutual Fund-Only PMS Framework with Lower Entry Threshold of ₹25 Lakh

The Securities and Exchange Board of India (SEBI) has introduced a consultation paper proposing a dedicated Mutual Fund-only Portfolio Management Services (MF PMS) framework. The initiative aims to bridge the…

Prasenjit Bhowmik July 28, 2026

Economy

Estate Planning Alert: What to Do When a Bank or Mutual Fund Nominee Predeceases You

Financial institutions and wealth management experts are urging individual investors to conduct regular audits of their bank accounts and mutual fund portfolios. The advisory comes as financial authorities report an…

Prasenjit Bhowmik July 26, 2026

Economy

Why Bajaj AMC’s Nimish Chandan Rejects Foreign Equities in Favor of India’s Growth Story

Mumbai-based Bajaj Finserv Asset Management Company (AMC) is doubling down on its long-term investment strategy, with Chief Investment Officer Nimish Chandan advocating for an exclusive focus on Indian equities over…

Prasenjit Bhowmik July 22, 2026

Economy

Beyond the Charts: How to Smartly Evaluate an Underperforming Mutual Fund

Financial advisors across global markets are urging retail investors this quarter to reassess how they evaluate underperforming mutual funds, warning that chasing short-term chart-toppers often leads to poor long-term returns.…

Prasenjit Bhowmik July 16, 2026

Economy

ICICI Prudential Large Cap Fund Rebalances Portfolio: Key Adds, Exits, and Sector Shifts in June

Find out which stocks ICICI Prudential Large Cap Fund added and exited in June, including a major boost for Tata Steel and a complete exit from GAIL.

Prasenjit Bhowmik July 13, 2026

Economy

Retail Investors Pivot: Mid-Cap and Small-Cap Funds Outpace Flexi-Caps for First Time in 30 Months

In June 2024, Indian retail investors shifted their market strategies significantly, pumping more capital into mid-cap and small-cap mutual funds than into diversified flexi-cap funds for the first time in…

Prasenjit Bhowmik July 11, 2026

Economy

ICICI Prudential Dividend Yield Fund Tops Five-Year Performance Rankings

Discover how ICICI Prudential Dividend Yield Fund achieved top 5-year performance, offering stable growth and income for smart investors.

Prasenjit Bhowmik July 9, 2026

Business Insights

SBI Funds Management Sets July 14 Date for Landmark IPO

State Bank of India (SBI) has officially scheduled the initial public offering (IPO) for its asset management arm, SBI Funds Management, to open on July 14. The move marks a…

Prasenjit Bhowmik July 9, 2026