Testimonials
Vijay is someone i can truly say is a friend , philosopher and a guide.… Read more “”
Siddharth Mehta
Senior Technical Solutions Consultant - Micro Focus
Vijay has surpassed my expectations of working with a financial advisor, I feel secure that… Read more “”
Senthilathiban Rajasankara
Artha Enterprise
I am absolutely delighted with the services provided by New Horizon Capital. The expertise and… Read more “”
Palak K Bathija
Principal Interrior Designer - Space matters
Our sincere apprecitation to mr Vijay S Kalra who was friendly, respectful and patient when… Read more “”
Prasanna Nagaraj
Director Payaana Voyage
Mutual Fund
Eternal, HDFC Bank, and RIL among 9 stocks owned by 600 mutual funds in JulyAccording to ACE MF data for July, nine major stocks are held by over 600 mutual fund schemes. ICICI Bank led the list, being owned by 771 funds, followed by HDFC Bank, SBI, Bharti Airtel, RIL, Axis Bank, Infosys, L&T, and Eternal, reflecting strong institutional confidence in large-cap equities.
This midcap fund turned Rs 10,000 monthly SIP into over Rs 2.40 crore in 2 decadesHSBC Midcap Fund, with an AUM of Rs 15,578 crore as of July 2026, has delivered strong long-term returns, growing a Rs 10,000 monthly SIP to Rs 2.43 crore since inception with an XIRR of 17.33%. The fund has generated 23.17% CAGR over the past three years and follows a bottom-up investment approach focused on…
Gold rallies 9% in July, but investors park Rs 1.4 lakh crore in money market funds: Vallum CapitalIn July, gold showcased impressive returns, significantly outpacing the equity markets as investors shifted their focus to secure assets, such as money market funds. Following a robust performance in June, precious metal fund inflows saw a notable decline. Conversely, fixed-income funds experienced a turnaround, drawing in new capital. This shift highlights a growing preference among…
ICICI Prudential Value Fund turns Rs 10.000 SIP to over Rs 2 crore in 22 yearsICICI Prudential Value Fund’s Rs 10,000 monthly SIP grew to ₹2.37 crore over 22 years, delivering 17.04% XIRR. A Rs 1 lakh lump-sum investment reached Rs 46.6 lakh, outperforming Nifty 50 TRI. With Rs 61,102 crore AUM, the fund follows a diversified value strategy focused on long-term wealth creation across market cycles.
Samir Arora-backed Helios Mid Cap Fund hikes stake in Swiggy and 20 others, trims exposure in 2 stocksIn July, Helios Mid Cap Fund boosted its investments by increasing its stake in Swiggy among twenty other stocks. Notably, the fund expanded its holdings in V2 Retail and GMR Airports, while reducing exposure in Multi Commodity Exchange of India and Black Box stocks. Additionally, Siemens Energy India joined the portfolio as one of the…
Best balanced advantage funds or dynamic asset allocation funds to invest in August 2026If you are planning to invest in balanced advantage schemes, here are our recommended schemes you can consider investing. There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
SIFs vs MFs: 5 key differences investors should know before investingSpecialised Investment Funds (SIFs) are steadily becoming a preferred choice for seasoned investors, accumulating an impressive 95,000 folios. Unlike traditional equity mutual funds, which focus solely on long positions, SIFs offer the flexibility of both long and short strategies. With a minimum investment threshold set at ten lakh rupees, these funds have successfully managed assets…
NFO Alert: Invesco Mutual Fund announces launch of pharma and healthcare fundInvesco Mutual Fund has launched a new open-ended equity scheme. This fund will invest in India's evolving pharma and healthcare sectors. It aims to capitalize on favorable demographics and expanding healthcare access. The new fund offer is open for subscription until September 1. Investors can start with a minimum lump sum of Rs 1,000.
Gold and silver ETFs gain investor interest, AUM jumps over 2X in one year: ReportGold and silver ETFs saw sharp AUM growth over the past year, with gold ETF assets rising 2.6 times and silver ETF assets 3.4 times by July 2026. Commodity funds also increased their share of passive assets, reflecting stronger investor interest.
What's the goal behind monthly SIPs? Deepak Shenoy says it's not averaging out market volatilityCapitalmind founder Deepak Shenoy said the primary purpose of SIPs is not to average out market volatility, but to align investments with people’s monthly income cycle. He argued that investors typically earn, save and invest each month, making monthly SIPs a natural way to build wealth, while price averaging is merely a by-product.
Stocks
Oil India vs ONGC vs OMCs: What JM Financial’s $80 Brent call means for oil stocksBrent crude may stay near eighty dollars a barrel for twelve months. Analysts favor Oil India and ONGC due to expected earnings growth. Oil India's refinery capacity expansion will drive future output increases. Oil marketing companies face pressure from lower integrated gross margins. Valuation and earnings concerns persist for HPCL, BPCL, and IOCL.
Swiggy to see $400 million outflows after Indian-owned status? Jefferies explains whySwiggy is moving closer to becoming an Indian-owned and controlled company (IOCC), a move that could enable an inventory-led model for Instamart and potentially improve margins. However, Jefferies expects the shift to trigger passive outflows of over $400 million from MSCI and FTSE indices due to foreign ownership limits. The brokerage retained its Buy rating…
Sebi to soon roll out AI rules with a ‘kill switch’ for stock marketSebi will soon issue guidelines for responsible AI and machine learning use in India’s securities market, with mandatory safeguards including a “kill switch”, human oversight and data controls. Chairman Tuhin Kanta Pandey said the framework will balance innovation with investor protection as AI adoption expands across surveillance, risk assessment, fraud detection and investor servicing, while…
Behari Lal Engineering shares rally 14% after stellar debut. What are brokerages saying?Behari Lal Engineering shares surged 14% after making a strong market debut, listing at a 63% premium to the IPO price. Brokerages remain positive, citing strong investor appetite and reasonable valuations, though they advise investors to book partial profits after the sharp listing gains. Here’s what SBI Securities and Swastika Investmart recommend on the stock.
BlackRock, Capital Group anchor IDFC FIRST Bank’s maiden $500 million global bondIDFC FIRST Bank raised $500 million through its maiden international bond issuance, marking its entry into global debt markets. The three-year senior notes, due in 2029, carry a 5.625% coupon and attracted major investors including BlackRock, Capital Group and AllianceBernstein. The fundraising diversifies the bank’s funding base and supports its long-term growth ambitions.
Indian Bank raises $400 million for four yearsIndian Bank raised $400 million through a four-year overseas funding programme via its GIFT City branch, joining Indian lenders tapping global debt markets. Banks are accelerating dollar bond issuances following regulatory changes to the concessional swap window for FCNR deposits. Axis, ICICI, Federal, IDFC First, Kotak Mahindra and Yes Bank are also active.
Jefferies cuts target price for Jupiter Wagons, maintains Underperform after Q1 earnings. Here’s whyJefferies has cut its target price for Jupiter Wagons to Rs 185 from Rs 210 and retained its Underperform rating after weak Q1 earnings. The brokerage lowered FY27E-29E EPS estimates by 6%-20%, citing weaker wagon and wheelset sales, margin pressure and slower execution, while maintaining a positive view on the company’s long-term wheel manufacturing opportunity.
Volume Shocker: MFs added 1 crore+ shares to 8 stocks in July '26; rally up to 76%Mutual funds aggressively bought shares in 58 companies in July 2026. A secondary filter highlights eight top-performing stocks that saw additions of over one crore shares alongside gains between 9% and 76%, driven by institutional buying and strong market momentum across sectors.
Fabrinet stock plunges 19%: Why investors are selling after Q4 beat
BSE shares bounce 2% after 5-session losing streak. Here’s why Jefferies, Nuvama advise cautionBSE shares face fresh pressure after Nuvama and Jefferies downgraded the stock, citing headwinds from the Closing Auction Session, RBI’s bank guarantee norms and limited scope for further market share gains. Nuvama cut its target price to Rs 3,240, while Jefferies lowered its target to Rs 2,940.
