India’s mutual fund industry closed 2025 with record assets under management of ₹81 lakh crore, driven by strong retail inflows and sustained SIP investments. Yet, despite booming AUM and headline index gains, investor experiences varied widely. Wealthy.in’s Niharika Tripathi explains why return dispersion, asset allocation and delayed rebalancing defined investor outcomes in 2025.
Nifty futures on the NSE International Exchange traded 95.50 points, or 0.37 per cent, up at 25,628.50, hinting at a weak start for the domestic market on Friday.
Nifty futures on the NSE International Exchange traded 30.30 points, or 0.12 per cent, up at 25,818.50, hinting at a weak start for the domestic market on Thursday.
Nifty futures on the NSE International Exchange traded 24.60 points, or 0.10 per cent, up at 25,792.50, hinting at a muted start for the domestic market on Wednesday.
In Business Today's market update, anchor Shailendra Bhatnagar highlights the explosive rally on D-Street following the overnight India-US trade deal announcement. Nifty surges 675 points, Bank Nifty +1,500; realty and auto sectors gain 3-5%+, with broad advances and strong volume. Guest Amit Goel (Co-founder, Pace360 PMS), previously cautious on equities, shifts bullish short-term. He calls the US deal (tariffs down to 18%) + recent EU FTA major tailwinds, ending 18-month underperformance vs. Korea, China, Japan. Combined with GST relief benefits flowing into Q4, he sees a "sweet spot" rally through April/May, with mean reversion favoring India. Strategy: Currently 20% equity; plans to add to 40-50% on dips till mid-March (Nifty Next 50, private banks, defense, select export plays like seafood/textiles, chemicals/pharma). Favors large caps over mid/small caps. Avoids overvalued micro/small caps and commodities after precious metals bubble peak (expects gold/silver relief rally to $52-54k/$100). Long-term outlook cautious (US recession risk), but tactical bullish now.
Markets closed sharply higher on Monday, with benchmarks recouping a large part of the losses from the special Sunday session, as investors digested the Union Budget’s impact on markets and capital flows. The rebound came despite higher transaction taxes on derivatives and the lack of fresh foreign investment incentives. The Sensex surged 943 points to close at 81,666, while the Nifty 50 gained 262 points to end at 25,088. The Nifty Bank rose 201 points to 58,619. Sectoral buying was led by oil & gas, auto, FMCG, metal and realty stocks. Heavyweights such as Power Grid, Tata Motors Passenger Vehicles, Adani Ports, Tata Consumer, BEL and Reliance Industries featured among the top gainers on the Nifty, supporting the broader market recovery.
India's new 18% tariff rate now places it ahead of most countries in South Asia and Southeast Asia on relative access to the US market
Nifty futures on the NSE International Exchange traded 1,102.70 points, or 4.39 per cent, up at 26,244.50, hinting at a gap-up start for the domestic market on Tuesday.
Union Budget 2026: Shares of TCS and Infosys were the top Sensex gainers today even as the 30-stock index tanked 1,547 pts to 80,722. The 50-stock Nifty tanked 495.20 pts to 24,825.
Nifty futures on the NSE International Exchange traded 10 points, or 0.04 per cent, up at 24,863.50, hinting at a flat start for the domestic market on Monday.
At the end of the day, the benchmark NSE Nifty 50 index closed 495.20 points, or 1.96%, lower at 24,825.45. Likewise, the BSE Sensex settled 1,546.84 points, or 1.88%, down at 80,722.94 on February 1, 2026.
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