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Subscribe to enjoy similar stories.The monthly mutual fund factsheet, primarily a standardized disclosure and compliance document, is evolving into a more carefully crafted communication tool for fund houses in an era where investors are more digital and informed.The shift reflects changing investor behaviour. Direct plans—where investors buy units directly from asset management companies without distributors—accounted for 49% of industry average assets under management in April 2026, up from 45% two years earlier, according to AMFI data.That rise suggests more investors are evaluating and comparing funds independently, increasing the importance of how fund houses present disclosures, portfolio positioning and performance context.Fund houses are now moving well beyond minimum disclosure requirements.Edelweiss Mutual Fund introduced a new factsheet format in 2026 called Fundverse, which includes rolling return analysis, portfolio overweight and underweight positions versus benchmarks, key return contributors, and SIP and SWP contribution breakdowns.Rolling return analysis, unlike trailing returns, measures performance across every possible holding period instead of one fixed start date, giving investors a broader view of consistency across market cycles.For instance, if an investor had invested in the Edelweiss Mid Cap Fund on 30 April 2021 and stayed invested till 30 April 2026, the fund would have delivered a 5-year trailing CAGR return of about 21.02%, turning ₹10,000 into nearly ₹25,968.

Subscribe to enjoy similar stories.Foreign investors have spent much of this year cutting exposure to Indian equities, diverting some capital to Taiwan and South Korea amid an AI-driven rally and robust semiconductor earnings. However, recent selling in those East Asian markets has brought the conversation surrounding foreign flows back to India.According to Bloomberg data, Foreign portfolio investors have pulled nearly $23.4 billion from Indian equitiesso far this year, driven by stretched valuations, rupee weakness and softer earnings growth expectations.

Subscribe to enjoy similar stories.Mumbai/Bengaluru: A ₹6,700-crore windfall from the listing of Tata Capital last October will help Tata Sons offset an over 10% decline in dividend income from its listed companies, helping the holding company end FY26 with its overall revenue higher than the previous year. The one-off boost comes as Noel Tata, chairman of Tata Trusts, the majority shareholder in Tata Sons, raised concern over mounting losses in newer businesses that continue to consume significant funding.Tata Trusts, worried over ballooning losses, has sought clarity on Tata Sons chairman N.

Subscribe to enjoy similar stories.Urban India appears to be going through a parenting revolution. Only one in five persons interviewed in a recent Mint survey said they believe in raising their kids similar to how their own parents raised them.

Subscribe to enjoy similar stories.India’s earnings season is sending a clear message to investors: Quarterly earnings beats alone are no longer enough to keep stocks flying.While several companies managed to reverse pre-result declines after reporting stronger revenue and profit growth, most of these gains faded quickly as investors shifted their focus to future guidance, valuation comfort, and earnings sustainability amid volatile market conditions.A Mint analysis of 866 BSE-listed companies that have declared their earnings so far shows that among stocks that declined ahead of results, only a limited set managed to stage a meaningful recovery after their March-quarter earnings announcements. Only companies where relevant information was available were considered.Of the 866 companies analysed, 46.4%, or 402 stocks, declined before their Q4FY26 results.

Subscribe to enjoy similar stories.From Prime Minister Narendra Modi urging austerity measures as the West Asia war inflated India’s import bills, to the Centre raising minimum support prices for key kharif crops to ensure food security, retail inflation edging up on rising energy-linked items, the government banning sugar exports to protect domestic supplies, and India among top countries for disaster-related displacements in 2025—here is a compilation of this week’s news in numbers.As the West Asia war disrupts global supply chains and pushes up India’s import bill, PM Modi has urged citizens to adopt austerity measures to ease pressure on the economy.In the public address, Modi called on households to avoid non-essential gold purchases, overseas holidays and destination weddings for a year, while urging farmers to reduce fertilizer use by half.The appeal comes amid mounting stress on India’s external balances, with the rupee weakening and the current account deficit facing renewed pressure.India remains heavily dependent on imports of crude oil, vegetable oils, fertilizers, gold and silver. Trade data show that India imported over $290 billion worth of these commodities in 2025-26 — nearly 38% of the total import bill of $776 billion.Amid heightened global volatility and supply chain concerns stemming from the West Asia war, the Union cabinet this week approved a series of measures aimed at strengthening India’s food security, including higher minimum support prices (MSPs) for key kharif crops.

Subscribe to enjoy similar stories.Persistent tensions in West Asia and a worsening energy crisis at home dragged Indian equities to their worst weekly performance in two months. The Nifty 50 ended the week 2.2% lower at 23,643.50, while the Sensex fell 2.7% to 75,237.99.

Subscribe to enjoy similar stories.Every month, Mint’s Plain Facts gives you an update on key global data to help you thread together the biggest developments worth paying attention to. The accompanying analysis and charts explain how each story is creating ripples on the global stage, where it is headed in the coming weeks, and whether it could have an impact on India.After months of steady cooling, consumer prices are rising once again as the escalating war in West Asia continues to disrupt energy markets and global supply chains.The inflationary shock is most severe in import-reliant Asian economies.

Subscribe to enjoy similar stories.Mumbai: Beneath the gloom gripping Indian equities, a quiet rally is reshaping parts of the market. Even as foreign investors pull money out, crude prices climb and benchmark indices struggle for direction, a narrow band of companies tied to infrastructure, industrials and commodities is emerging as a standout winner.A Mint analysis of 1,431 BSE-listed stocks with a market capitalization of more than ₹1,000 crore shows that while nearly 47% of companies remain in the red so far in 2026, 64 stocks—or nearly 5% of the universe—have posted outsized gains of more than 50%.Additionally, around 150 stocks gained between 25% and 50%, 245 rose by 10% to 25%, and another 294 recorded modest gains of up to 10%.Notably, one-third of these high-performers are concentrated within the capital goods, industrials, and commodity-linked sectors, prompting a closer look at their drivers.According to Gurmeet Singh Chawla, managing director at Master Portfolio Services, this sharp outperformance in a narrow set of stocks reflects a market that is rewarding earnings clarity over everything else.“Capital goods, industrials, and commodity-linked sectors have been the clearest winners due to the government’s sustained infrastructure push, a revival in private capex, and order inflows that give companies genuine multi-year revenue visibility,” he said.

Subscribe to enjoy similar stories.India’s retail investors turned selective in the March quarter, funnelling money into a narrow set of large-cap banking, metals, energy and technology stocks even as broader market participation weakened amid persistent volatility.A Mint analysis of shareholding data for 4,489 BSE-listed companies showed that only about a quarter of listed firms witnessed a rise in retail investor participation during Q4FY26, while nearly 70% saw a decline in retail ownership.Among the biggest beneficiaries were private sector lender HDFC Bank Ltd and state-run miner Hindustan Copper Ltd, which together added nearly 1.1 million new retail investors between December and March quarters.Individuals holding nominal share capital up to ₹2 lakh are categorized as retail investors.“The rise in retail holdings in large-cap stocks such as HDFC Bank, Reliance Industries and Hindustan Copper reflects that retail investors have become more selective and defensive, with a clear preference for fundamentally strong companies offering stable earnings growth and healthy balance sheets,” said Naveen Vyas, senior vice president, Anand Rathi Global Finance.“This shift suggests a safety-first approach, as many retail investors have seen wealth erosion over the last 12-18 months through exposure to high-beta small-cap and micro-cap stocks.”HDFC Bank emerged as the biggest retail favourite during the quarter, adding 570,540 individual investors and taking its retail shareholder base to 4.1 million.

Subscribe to enjoy similar stories.India’s retail inflation likely rose to 3.8% in April from 3.4% in March, moving closer to the Reserve Bank of India’s (RBI) medium-term target of 4% as food prices firmed up across key categories and favourable base effects continued to fade, according to the median estimate of 20 economists polled by Mint. Official data is due on 12 May.Economists expect Consumer Price Index (CPI) inflation for April to print between 3.5% and 4.2%, with all respondents anticipating further firming under the revised CPI series with 2024 as the base year.India’s retail inflation had risen to 3.4% in March from 3.21% in February, driven by higher food and energy prices amid tensions in West Asia.“CPI inflation is expected to rise in April 2026 from March, largely on account of hardening food and beverages inflation led by edible oils, vegetables, and readymade food segments,” said Aditi Nayar, chief economist at ratings agency Icra Ltd.Economists at Societe Generale said simultaneous increases in vegetable and edible oil prices tend to broaden food inflation pressures, raising the risk of spillovers into headline inflation.

Subscribe to enjoy similar stories.The other day, I came across an exchange on X where an American trader posted a confident thesis: AI would compress revenues of Indian IT companies like TCS and Infosys. Reasonable concern. Many analysts have raised it.

Subscribe to enjoy similar stories.From India and Vietnam upgrading their bilateral ties and setting a $25 billion trade target by 2030, to four states declaring assembly election verdicts amid a mixed economic backdrop, direct tax collections falling short of revised estimates in FY26, manufacturing and services activity rebounding in April, and India’s domestic LPG consumption taking a hit due to West Asia war—here is a compilation of this week’s news in numbers.India and Vietnam have set a target of raising bilateral trade to $25 billion by 2030, following talks between Prime Minister Narendra Modi and Vietnam President To Lam in New Delhi this week. The two countries also upgraded ties to an “Enhanced Comprehensive Strategic Partnership”, signalling deeper cooperation in trade, defence and technology.Trade has steadily expanded over the past decade, crossing $18 billion in FY26.

Subscribe to enjoy similar stories.Quant Mutual Fund believes this year is about identifying undervalued and under-researched segments of the market while avoiding overcrowded trades.In the Mint Money Guru series, Quant Mutual Fund founder and chief investment officer Sandeep Tandon explains why he believes this is the biggest buying opportunity since the covid pandemic.It's largely a behaviour call coming from some analytics that we have built. The element of fear is very high. People are worried about crude prices, the rupee and the exit of foreign institutional investors (FIIs).

Subscribe to enjoy similar stories.MUMBAI: Caution is returning to small-, and mid-cap stocks after last month’s sharp rally, with experts warning that stretched valuations could leave the segment vulnerable to even minor macroeconomic and earnings shocksThe BSE Smallcap index rose nearly 20% in April, while the BSE Midcap index gained almost 14%, their strongest monthly performances since May 2014. In comparison, the Sensex rose 7%.But the rebound has been uneven.

Subscribe to enjoy similar stories.Despite the increasing emphasis on renewable energy, coal continues to dominate as the primary source of power generation in India.With one of the lowest per capita electricity consumption levels globally, the country is expected to witness a surge in energy demand unmatched by any other nation over the next decade.This trend suggests that coal demand will likely remain robust. This editorial examines the outlook for Coal India's stock.This analysis is not a stock recommendation.Coal India holds a near-monopoly position in India’s coal mining and production sector.

Subscribe to enjoy similar stories.John Pederson, 33, couldn’t work. The former Outback Steakhouse line cook was recovering from a car crash and running out of money. Kalshi, the prediction market, promised a quick way to fix that.

Subscribe to enjoy similar stories.The AI hack we unlocked today is based on: ChatGPT Images 2.0 (powered by gpt-image-2).What problem does it solve? Most teams generating images with AI have the same frustration: the image looks good, but the moment there's text in it- a headline, a data label, a notice in Hindi- it falls apart. Misspelt words, garbled scripts, numbers that don't match what you asked for.This isn't a niche problem.

Subscribe to enjoy similar stories.India’s stock market is back near levels last seen almost two decades ago, with the market cap-to-GDP ratio, or the Buffett Indicator, at 137.70% in 2025—its highest since 146.52% in 2007, according to Mint’s analysis of Bloomberg data.While a high ratio can signal ‘expensive’ valuations in a textbook sense, several market participants say, this time, it may point to a different narrative.Even as India’s market cap-to-GDP ratio hovers near its 2007-08 bull run peak, the backdrop today is markedly different.

Subscribe to enjoy similar stories.High stock valuations have investors on edge about the next stock market crash. Famed trader Paul Tudor Jones, who famously predicted the 1987 crash, isn’t just worried—he’s envisioning exactly how the next big one could play out.The founder and chief investment officer of Tudor Investment, which has more than $100 billion of assets under management, Jones laid out his view of how and when the next bear market could hit and how big of a wallop it could pack.

Subscribe to enjoy similar stories.India’s mid- and small-cap stocks are seeing a clear shift in ownership patterns, with retail investors and mutual funds stepping in as key buyers even as foreign investors continue to cut exposure.A Mint analysis of shareholding trends across BSE mid-cap and small-cap companies shows that while ownership churn remains widespread, the direction of flows differs sharply across investor groups.Data as of 31 March 2026 suggests that domestic flows are increasingly shaping these segments, cushioning the impact of foreign selling. However, the nature of participation also highlights a divergence in risk appetite, particularly between retail investors and institutional money.In the mid-cap universe, retail investors remained selective.