Mirae Asset Investment Managers (India) announced on January 23 the launch of two new exchange-traded funds (ETFs), expanding its thematic investment portfolio to include healthcare and infrastructure sectors. The new offerings aim to provide investors with targeted exposure to key growth sectors of the Indian economy.

New ETF Offerings

The fund house is introducing two distinct thematic ETFs with specific sector focus:

The healthcare ETF will provide exposure to companies across multiple healthcare segments including pharmaceuticals, hospitals, diagnostics, medical technology, and healthcare technology. The infrastructure and logistics ETF will offer exposure to companies involved in infrastructure development and logistics-related activities.

Investment Timeline and Structure

Both schemes will launch as new fund offers (NFOs) with staggered timelines for investor participation:

Fund Management Team

The asset management company has designated experienced fund managers for both ETFs. The healthcare ETF will be managed by Ekta Gala and Ritesh Patel, while the infrastructure and logistics ETF will be under the management of Ekta Gala and Akshay Udeshi. This management structure ensures dedicated expertise for each thematic area.

The launch of these ETFs represents Mirae Asset's continued expansion in the Indian ETF market, offering investors passive investment options in two critical sectors of the Indian economy. Both funds will reopen for continuous purchase and redemption shortly after their respective NFO periods conclude.

Mutual funds demonstrated renewed confidence in select equity investments during the December 2025 quarter, increasing their stakes across four prominent companies spanning healthcare, financial services, pharmaceuticals, and agri-business sectors. The institutional buying activity reflects growing professional investor confidence despite mixed short-term price movements in these stocks.

Financial Services Leadership

Aditya Birla Capital emerged as the top pick among mutual fund managers, witnessing the most significant increase in institutional ownership during the quarter. The financial services arm of the Aditya Birla Group offers diversified solutions across lending, insurance, asset management, wealth management, and capital markets.

The company benefits from cross-selling opportunities and rising demand for credit and protection products in India, with its integrated financial solutions approach attracting institutional interest.

Agri-Business and Pharmaceuticals Sector

AWL Agri Business and JB Chemicals and Pharmaceuticals both attracted increased mutual fund attention, though with different participation patterns.

AWL Agri Business, a leading agri-processing and food FMCG company, benefits from India's growing consumption and branded food penetration. JB Chemicals, known for strong brands in chronic therapies, focuses on steady cash generation and expanding exports.

Healthcare Sector Confidence

Apollo Hospitals Enterprise, India's largest integrated healthcare provider, continued to attract institutional interest despite modest stake increases.

The company operates hospitals, pharmacies, diagnostics, and digital health platforms, benefiting from rising healthcare demand, medical tourism, and increasing insurance penetration.

Market Dynamics and Investment Patterns

The increased mutual fund participation reflects several key trends:

• Sectoral Diversification: Funds increased exposure across healthcare, financial services, pharmaceuticals, and agri-business
• Institutional Confidence: Higher allocations by existing schemes in most cases, indicating conviction rather than speculative interest
• Long-term Focus: Sustained investment despite short-term price declines across all four stocks

The December 2025 quarter witnessed strengthened institutional ownership patterns, with mutual funds demonstrating selective stock picking based on fundamental business strengths rather than short-term market movements. This approach underscores professional investors' focus on companies with strong market positions, diversified revenue streams, and growth potential in their respective sectors.