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Mutual Fund Monthly Digest – September 2026

September 2026 · Data as on 30/09/2026 Nifty 500 Fell 6%.Large-Cap Funds Lost Half Their Gains. The Nifty 500 fell 5.9% in September and 271 of 274 diversified funds lost money. Large-cap funds gave back half of what they had gained since March. Small-cap funds kept 88% of their gains. Nifty 500 · peak, trough, recovery, and […]

Mutual Fund Monthly Digest – August 2026

August 2026 · Data as on 31/08/2026 A Month OfTwo Markets The Nifty 500 did not move in August. Underneath it, microcaps rose 5.4% and the Nifty 50 fell 1.2%. July’s rotation into large caps lasted exactly one month. Nifty 500 · peak, trough, and a flat August 02 Jan30 Mar31 Jul31 Aug24,099 peak20,52823,450−0.0% 01 […]

Mutual Fund Monthly Digest – July 2026

July 2026 · Data as on 31/07/2026 The RallyChanged Hands The market rose again in July and is nearly back at its January peak. But the funds and sectors that carried the April to June recovery trailed, and the year’s losers led. Same climb, new legs. Nifty 500 · peak, trough, recovery, and July 02 […]

Beating a falling index: What Sep’24 to Mar’26 revealed about MFs and PMSs

The Nifty 50 fell from 25,810.85 to 22,331.40 between 30 September 2024 and 31 March 2026 — a decline of −13.48% over 18 months. We pulled together how Indian equity mutual funds and PMSs performed over the same stretch, measured point-to-point on NAV. How the comparison was set up PMSs publish NAV monthly, typically on […]