AMC & product-related updates
Capitalmind Mutual Fund has announced the launch of a multi-asset allocation fund. The new fund offer is scheduled to open on 23 February 2026 and will close on 9 March 2026.
Regulatory & policy developments
The revised Total Expense Ratio (TER) framework, effective from 1 April 2026, is expected to materially alter commission mechanics for a large section of mutual fund distributors.
An implementation note issued by KFin Technologies clarified that distributor commissions paid by AMCs will now be calculated exclusive of Goods and Services Tax, potentially impacting net payouts for non-GST-registered distributors.
An RBI Monetary Policy Committee member, Saugata Bhattacharya, indicated that the likelihood of a repo rate hike in the near term remains minimal, even as inflation-related risks persist.
Mutual fund & distribution signals
Data released by the Insurance Regulatory and Development Authority of India shows that individual agents continued to be the largest channel for new business premiums in individual life insurance policies during FY2025.
Individual agents accounted for around 50% of new premium collections, reinforcing their central role in insurance distribution.
National Institute of Securities Markets’s Navi Mumbai campus has received CII–IGBC Gold Certification under the IGBC Green Existing Campus Rating System. The campus achieved 53% green cover, 100% wastewater treatment and reuse, 30% savings in potable water consumption, and met 23% of its annual energy needs through solar power.
Registrations of funds at GIFT IFSC, along with the investor base, have reached new highs, while outbound investment flows have remained steady.
Markets & sectoral trends
Global brokerage CLSA has assigned an ‘Outperform’ rating to Tata Consultancy Services, citing SaaS-led growth opportunities and increasing adoption of artificial intelligence across client engagements.
India’s smartphone exports have emerged as the country’s largest export category, with overseas shipments valued at approximately $30 billion, according to Union Minister Ashwini Vaishnaw.
Indian investors are now permitted to directly access US-listed equities such as Apple and Microsoft through trading facilities at NSE International Exchange.
NSE IX has also outlined plans to expand access to equities from up to 30 global markets over the next six months.
Technology, sustainability & infrastructure developments
Vikram Solar has secured a 378.75 MW solar module supply order from Indian Oil NTPC Green Energy.
INGEL is a joint venture between Indian Oil Corporation and NTPC Green Energy.
Corporate actions, capital flows & business developments
Blackstone-backed Bagmane Prime Office REIT is planning a $440 million initial public offering, with the listing expected as early as next month.
Payments company BillDesk has agreed to acquire Worldline India for ₹650 crore, a move aimed at strengthening its offline merchant network and omnichannel payment capabilities.
Suryoday Small Finance Bank is seeking shareholder approval to raise up to ₹1,000 crore through a mix of equity and debt instruments.
Tata Capital Housing Finance has proposed raising ₹650 crore via a rights issue to support business expansion.
The Brihanmumbai Municipal Corporation has tabled its ₹80,952 crore Budget for 2026–27, with a strong focus on infrastructure development and education spending.
Source: Cafemutual, Moneycontrol, CNBC TV18
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