Fund Insights

Independent analysis and data-driven rankings for Indian mutual fund investors

Stability Analysis24 July 2026Β·4 min read

2 Crore New Small & Mid Cap Investors in Two Years β€” What Does the Stability Data Actually Show?

Mid and small cap fund folios have surged 40-66% since 2024 despite repeated valuation warnings. Here's what FundMatrix stability data shows happening underneath that growth.

#stability-score#small-cap#mid-cap#folios
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AUM16 July 2026Β·6 min read

Where the Money Moved in Q1 FY27: AUM Growth by Category (Apr–Jun 2026)

Overseas FoFs, Defence funds and Small Caps led AUM growth this quarter. Long-duration debt funds saw the sharpest outflows. Here's the full category breakdown.

#aum#funds-flow#2026#qoq
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Stability10 July 2026Β·4 min read

Popular Doesn't Mean Stable β€” What the Data Shows for Flexi Cap and Small Cap Funds Right Now

HDFC Flexi Cap, Parag Parikh Flexi Cap and Nippon India Small Cap are widely recommended for long-term compounding. Here's what their stability trends actually show.

#popular#hdfc-flexi#ppfas-flexi#nippon-small-cap
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Equity4 July 2026Β·5 min read

76% Returns, Low Stability β€” What Asian Equity Funds Look Like Under the Hood

HSBC Global Emerging Markets returned 76% in a year. Franklin Asian Equity returned 52%. Both score Low on FundMatrix Stability. And investors are piling in.

#high-returns#equity#low-stability
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Pulse30 June 2026Β·5 min read

How FundMatrix Pulse Tracked a Small Cap Fund's Stability Drift β€” Three Months Before the Trailing Returns Told the Story

Tata Small Cap Fund's stability score fell from 53.5 to 47.3 over thirteen weeks. Here's what FundMatrix Pulse flagged, when, and what the underlying pillar data actually shows.

#small-cap#equity#pulse#Tata-AMC
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Market16 June 2026Β·5 min read

Mid Cap Funds Are Showing Stress Signals in 2026 β€” Here's What the Data Says

FundMatrix stability data shows mid cap funds under stress in 2026. Here's what to watch and why 1Y returns alone don't tell the whole story.

#mid cap#mutual funds#stability#India investing
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Tax12 May 2026Β·5 min read

Best ELSS Tax Saver Funds in India 2026 β€” Ranked by Stability & Returns

A data-driven ranking of the best ELSS mutual funds in India for 2026. Compare stability scores, 3Y returns, expense ratios and risk metrics across all direct growth ELSS tax saver funds to make the most of your Section 80C deduction.

#ELSS#tax-saver#80C#equity
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Equity9 May 2026Β·3 min read

Best Flexi Cap Funds in India 2026 β€” Ranked by Stability & Returns

A data-driven ranking of the best flexi cap mutual funds in India for 2026. We compare stability scores, 1Y returns, expense ratios and risk metrics across all direct growth flexi cap funds.

#flexi-cap#equity#rankings#2026
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