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The fund house, the seventh largest in the 43-member strong mutual fund industry, has fallen out of investors favour of late on account of weak performances by its equity schemes and changes in the core team including key fund managers. ....
Industry body Association of Mutual Funds in India(AMFI) along with Sebi has enhanced the risk metrics and asked fund houses to disclose the result of stress test and liquidity, volatility, valuation and portfolio turnover in respect of small- and mid-cap equity schemes. ....
Retail investors own 60 percent of assets, while the remainder of assets are held by institutional investors. Additionally, equity-oriented schemes derive 89 percent of their assets from individual investors. ....
The equity-oriented schemes’ proportionate share rises to 54.9 percent of the industry assets in Nov 2023, whereas the proportionate share of debt-oriented schemes falls to 18.5 percent of industry assets in Nov 2023, reveals the latest AMFI data ....