Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 01/09/2026
Welcome back! Today were tracking fund flows and regulatory moves shaping investor behavior across Indias markets. Today’s podcast episode was created from the following stories:
Helios Flexi Cap Fund exits IndiGo, Urban Company; hikes stakes in Physicswallah, Adani Ports, and 23 stocks
Source: The Economic Times
By Surbhi Khanna | 2026-01-08T15:41:00+05:30
Helios Flexi Cap Fund fully exited IndiGo and Urban Company in December, while sharply increasing exposure to Physicswallah and 23 other names, including Adani Ports, RIL, and SBI. The fund added 21.73 lakh shares of Physicswallah and boosted positions in RIL, Swiggy, and Hero MotoCorp, with no reported reductions beyond the exits. The moves signal a rotation toward select growth and infrastructure plays while maintaining a broad base across 69 holdings and Rs 5,932 crore in AUM.
Sebi pushes deadline to March 1 for implementing additional incentive structure for mutual fund distributors
Source: The Economic Times
By Surbhi Khanna | 2026-01-08T14:53:00+05:30
Sebi extended the start date to March 1, 2026 for the new distributor incentive aimed at first-time investors from B-30 cities and new women investors across T-30 and B-30 locations, citing industry readiness. Commissions are capped at 1% of the first application amount or first-year SIP, up to Rs 2,000, funded from the 2 bps investor education pool, with no dual incentives allowed. The move gives distributors more time to build systems while keeping the focus on financial inclusion and retail participation.
