since the product’s launch in April last year, every SIF that has come to market has fallen into just three of the seven strategies permitted by the regulator—equity long-short, equity ex-top 100 long-short and hybrid long-short. No fund house has launched either of the two debt strategies or a sector rotation equity fund, or an…
The Indian mutual fund industry has undergone an unprecedented expansion in its investor base during the post-2020 market boom. So far, it has held on well. The gains it has made seem foundational in nature, and its intrinsic appeal has withstood the tapering of returns. Deposits to funds In the last five years, mutual funds’…
Helios Mutual Fund, Zerodha Mutual Fund and Bajaj Finserv Mutual Fund, which launched around the same time or later, have built significantly larger asset bases despite lacking NJ’s distributor muscle. Bajaj Finserv Mutual Fund had assets under management (AUM) of ₹32,115 crore as of December-end, while Zerodha Mutual Fund had ₹₹9,969 crore. The contrast becomes…
