Mukul Agrawals Rs 7,610-crore portfolio saw nearly half its stocks deliver strong double-digit gains in FY26, with 11 rising 50200%. Several new September-quarter additions also boosted momentum across diversified sectors.
Chris Woods India portfolio shows mixed six-month performance, with strong gains in Eternal and SBI Life, steady advances in DLF and GMR Airports, and weakness in Lodha, ICICI Bank, and PB Fintech amid uneven sectoral momentum.
A packed week of corporate actions from November 1721 brings multiple interim dividends, rights issues and bonus issues across FMCG, infra, finance, metals and manufacturing. Investors must hold shares one day before the ex-date under the T+1 cycle.
The Sensex climbed steadily for five sessions, rising over 1% as 14 BSE 500 stocks posted gains each day, led by Data Patterns, Asian Paints, Berger Paints, Aurobindo Pharma and several financial and consumer names.
Mutual funds increased exposure to technology, PSU banks, telecom, oil & gas and consumer durables, while autos, utilities, cement and chemicals saw reduced weightings as sector preferences shifted alongside changes in value and ownership patterns.
Public crypto treasury firms are increasingly moving beyond bitcoin into volatile niche tokens to chase returns amid market saturation, raising concerns over heightened risks, equity volatility and growing exposure through PIPE-funded token purchases.
Yield-bearing crypto assets are poised for rapid growth following the GENIUS Act, which brings regulatory clarity to stablecoins, boosting institutional interest despite limited existing yield infrastructure.
Passive funds saw a 5.2% AUM increase in October, reaching Rs 13.67 lakh crore, driven by market surges and Rs 16,668 crore in fresh inflows. Gold ETFs led with Rs 7,743 crore, attracting investors seeking safe havens amid global uncertainty. This marks the 60th consecutive month of positive inflows.
Debt mutual funds experienced a strong rebound in October, attracting Rs 1.59 lakh crore. This surge was primarily fueled by institutional investors reallocating funds after quarter-end adjustments. Liquid and overnight funds saw the largest inflows, indicating a shift towards safer, short-term investment options. This marks a positive turn after two months of outflows, signaling renewed confidence in the debt market.
Indias food delivery and quick commerce sectors are heading into a renewed competitive phase as firms boost promotions and spending. Despite rising discounting, stronger unit economics, disciplined expansion, higher throughput, and improving profitability support a stable medium-term growth outlook.
