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Rupam Mahapatra

Investor Zone

Market updates

A light-touch view of markets: enough context to stay informed, without the noise of minute-by-minute tracking.

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Briefings

Recent notes

  • Mutual Funds

    Mutual Fund Industry AUM Crosses Landmark ₹70 Lakh Crore; Monthly SIP at ₹26,500 Cr

    AMFI data reveals robust retail participation in domestic mutual funds with monthly SIP contributions reaching fresh record highs, driven by continuous inflows across equity and balanced advantage funds.

  • Monetary Policy

    RBI Monetary Policy: Repo Rate Kept Unchanged at 6.25%; Inflation Well Within 4% Target

    The Monetary Policy Committee voted to maintain status quo while reiterating its supportive policy stance for sustainable domestic growth amidst benign food inflation and steady capital formation.

  • Regulation

    SEBI Clarifies Simplified KYC & Instant Demat Onboarding Guidelines for Retail Investors

    The capital markets regulator has introduced uniform digital verification rules across mutual fund AMCs and depository participants, significantly reducing onboarding time for new systematic investors.

  • Economy

    India Real GDP Growth Pegged at 7.4% for FY 2026-27: World Bank and IMF Updates

    Global multilateral institutions raised India’s annual growth outlook citing robust government infrastructure spending, surging digital exports, and strong domestic urban and rural consumption.

  • Tax Planning

    Union Budget 2026-27: Equity LTCG Exemption Threshold & Revised Tax Slab Analysis

    An overview of key taxation revisions for equity mutual funds, long-term capital gains exemptions, and smart asset allocation strategies to maximize post-tax portfolio returns under the updated regimes.

  • Market Strategy

    Large-Cap vs Multi-Asset Allocation: Where to Allocate Fresh SIPs in Current Market Cycle

    Portfolio strategists recommend maintaining disciplined systematic investment plans with a tilt towards diversified large-cap and multi-asset allocation strategies to navigate global volatility.

Always on

Three investment principles

  • Time in the market beats timing the market

    Missing a handful of the best days can erase years of patient compounding. Stay invested through your horizon.

  • Goals first, products second

    Start with the outcome you need and the date you need it. Fund choice follows the plan, not the other way around.

  • Review on a schedule, not on headlines

    A calm quarterly or annual review keeps allocation honest without reacting to every market swing.