In October 2025 Indian mutual fund data show a clear pivot: net inflows hit approximately ₹2,15,657 crore, with debt-oriented schemes dominating at ~₹1,59,958 crore, while equity fund inflows remained modest at ~₹24,690 crore. Investors appear favouring safer shorter-duration instruments as rate uncertainty persists across monetary policy cycles. Meanwhile, industry AUM continues to reach record highs, signalling durable investor participation but an increasingly cautious allocation towards risk assets. 

Indian technology shares surged this week after remarks from U.S. leadership signalled a possible easing of skilled-immigration restrictions, particularly H-1B visas, which form a backbone of Indian offshore‐IT business models. Key stocks such as Infosys, Tata Consultancy Services (TCS) and Tech Mahindra recorded sharp gains as investors interpreted the change as easing headwinds for growth and talent sourcing.