WhiteOak Capital Balanced Advantage Fund - Reg (G)

HDFC Charity Fund for Cancer Cure - Regular (50% IDCW Donation Option) : 0.3783

HDFC Charity Fund for Cancer Cure - Direct (50% IDCW Donation Option) : 0.3783

HDFC Charity Fund for Cancer Cure - Regular (75% IDCW Donation Option) : 0.3783

HDFC Charity Fund for Cancer Cure - Direct (75% IDCW Donation Option) : 0.3783

Change in Fund Manager:

Change in Fund Manager:

Change in Fund Manager:

Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115

Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

Change in name of Benchmark of UTI Annual Interval Fund – I

Details of Mr. Nirman S Morakhia,

Age: 40 years

Designation: Equity Dealer

Qualification : MBA Financial Market

Experience :17 years

PGIM India Arbitrage Fund:

Regular Plan – Monthly IDCW Option: 0.0574

Direct Plan – Monthly IDCW Option: 0.0581

PGIM India Hybrid Equity Fund:

Regular Plan – Monthly IDCW Option: 0.1702

Direct Plan – Monthly IDCW Option: 0.1892

PGIM India Equity Savings Fund:

Regular Plan – Monthly IDCW Option: 0.0701

Direct Plan – Monthly IDCW Option: 0.0768

Details of Mr. Sayan Das Sharma,

Age: 38 years

Designation: Associate Fund Manager

Education Qualification : Masters of Business Administration

DSP ELSS Tax Saver Fund - Regular Plan – IDCW Option: 0.600

DSP ELSS Tax Saver Fund - Direct Plan – IDCW Option: 0.600

SIP inflows hit an all-time high of Rs 26,632 crore in April 2025, marking a 3% rise from Rs 25,926 crore in March. However, equity mutual funds saw a slight cooling-off, with net inflows dipping 3.2% month-on-month to Rs 24,269 crore from Rs 25,082 crore, as investors appeared to rotate allocations towards debt instruments.

Debt mutual funds stole the show with a massive Rs 2.19 lakh crore inflow in April, staging a complete turnaround from March’s Rs 2.02 lakh crore outflow. The biggest contributor was liquid funds, which clocked in Rs 1.18 lakh crore, bouncing back strongly from the Rs 1.33 lakh crore withdrawal seen in the previous month.

Flexi-cap funds led the equity pack with Rs 5,541 crore in net inflows. Despite mild month-on-month dips of 2% and 4% respectively, small-cap and mid-cap funds maintained strong traction, drawing Rs 3,999 crore and Rs 3,313 crore.

The hybrid category too gained momentum, attracting Rs 14,247 crore in April — a dramatic reversal from the Rs 946 crore outflow in March. Arbitrage funds spearheaded the recovery with Rs 11,790 crore in inflows, bouncing back from March’s Rs 2,854 crore outflow.

Passives remained in favor as well. Index funds and ETFs saw inflows swell 43% to Rs 20,229 crore, up from Rs 14,148 crore a month earlier.

All this propelled the total mutual fund assets under management (AUM) to Rs 69.73 lakh crore in April, a healthy 7% growth from Rs 65.47 lakh crore in March.

In April 2025, the Indian mutual fund industry saw the launch of seven new open-end schemes, mobilizing a total of Rs 350 crore, with no close-end schemes introduced during the month. Among the new offerings, debt-oriented schemes included the Zerodha Overnight Fund, which raised Rs 53 crore. The equity category saw the launch of the Kotak Energy Opportunities Fund, a sectoral/thematic fund, which mobilized Rs 171 crore. The hybrid space featured the quant Arbitrage Fund, bringing in Rs 48 crore. In the 'Other Schemes' category, two index funds—Kotak Nifty Top 10 Equal Weight Index Fund and Tata BSE Quality Index—were launched, collecting Rs 65 crore. Additionally, two ETFs—Groww Nifty 500 Momentum 50 ETF and ICICI Prudential Nifty EV & New Age Automotive ETF—were introduced, raising Rs 13 crore. The combined mobilisation by index funds and ETFs stood at Rs 78 crore, reflecting a notable interest in passive investment avenues.

Change in Fund Manager:

Change in the name of the Scheme:

Change in the name of the Scheme:

Regular Plan – Monthly IDCW Option: Rs 0.06

Direct Plan – Monthly IDCW Option: Rs 0.06

Tata Hybrid Equity Fund – Regular Plan & Direct Plan: 0.36 each.

Tata Equity Savings Fund – Regular Plan & Direct Plan: 0.058 each.

Change in the name of the Scheme:

Motilal Oswal Balance Advantage Fund – Regular Plan – Quarterly IDCW Option: Rs 0.17

Motilal Oswal Balance Advantage Fund – Direct Plan – Quarterly IDCW Option: Rs 0.18