Markets

Retail Participation and SIP Inflows Drive Record Growth India’s mutual fund industry extended its strong expansion through 2025, adding around Rs 14 lakh crore to its asset base and taking total assets under management to a record Rs 81 lakh crore by the end of November. The growth was led by sustained retail participation and consistently strong systematic investment plan inflows.The industry recorded net inflows of about Rs 7 lakh crore during the year, alongside an increase of 3.36 crore investors. SIP contributions alone accounted for nearly Rs 3 lakh crore, reinforcing their role as the primary driver of long-term inflows.AUM Rises 21 Percent Year-on-Year Assets under management grew 21 percent from Rs 67 lakh crore at the end...

Benchmark Indices Extend Gains Equity benchmark indices were trading higher in early trade on Wednesday, supported by sustained buying from domestic institutional investors.At around mid-morning trade, the 30-share BSE Sensex was up 206.02 points, or 0.24 percent, at 84,881.10. The 50-share NSE Nifty was trading at 26,030.25, up 91.40 points, or 0.35 percent.Sensex Stocks in Focus Among Sensex constituents, Tata Steel, Bharat Electronics, Titan, Axis Bank, Adani Ports, and Hindustan Unilever were trading higher in early deals.Meanwhile, Bajaj Finserv, Tata Consultancy Services, Mahindra and Mahindra, and Infosys were among the stocks trading lower.Global Market Cues Remain Weak Asian equity markets were largely under pressure...

Foreign Fund Outflows and Weak Equity Cues Pressure Rupee The Indian rupee weakened by 15 paise to 89.90 against the US dollar in early trade on Wednesday, tracking continued foreign fund outflows and a subdued opening in domestic equity markets.At the interbank foreign exchange market, the rupee opened at 89.89 against the dollar and slipped further to 89.90, compared with its previous close of 89.75. The local currency had ended the previous session higher by 23 paise.Foreign portfolio investors have continued to reduce exposure to Indian equities over the past few months, which has remained a persistent drag on the rupee. Equity outflows have added to pressure from importer demand, while exporters have remained cautious in their...

Focus on Unmanned Systems, Guided Weapons and Future Warfare Capabilities The Adani Group plans to invest Rs 1.8 lakh crore next year in defence manufacturing, with a strong focus on unmanned and autonomous systems, advanced guided weapons, and next-generation military technologies. The investment is aligned with the group’s strategy to strengthen India’s future warfare capabilities through indigenous and scalable solutions.Rapid Transition from Planning to Deployment in 2025 In 2025, Adani Defence & Aerospace moved from extended planning cycles to rapid deployment, with some of its military hardware seeing operational use during Operation Sindoor. This marked a shift toward faster execution and readiness across multiple defence...

Record Equity Outflows Mark 2025 Foreign portfolio investors exited Indian equity markets in 2025 at an unprecedented scale, withdrawing a record Rs 1.6 lakh crore, equivalent to about USD 18 billion. The sharp outflows were driven by volatile currency movements, global trade tensions including concerns over potential US tariffs, and elevated market valuations that weakened risk appetite.Rising US bond yields, a stronger dollar, and persistent geopolitical uncertainties also prompted global capital to shift towards developed markets, moving away from emerging economies such as India.Despite the severity of the sell-off, market participants expect the trend to reverse in 2026 as global and domestic conditions improve.Global and...

SBI Leads Decline Despite Marginal Rise in Benchmark Indices The combined market capitalisation of seven of the ten most valued Indian companies declined by ₹35,439.36 crore during the holiday-shortened week, reflecting a subdued trend in equities. The decline came even as the broader market posted marginal gains.During the week, the BSE benchmark index advanced by 112.09 points, marking a modest rise of 0.13 percent.Seven Heavyweights See Valuation Erosion Among the top-10 companies, Reliance Industries, Tata Consultancy Services, ICICI Bank, State Bank of India, Bajaj Finance, Larsen & Toubro, and Life Insurance Corporation of India witnessed a decline in their market valuations.State Bank of India recorded the steepest drop...