Legacy Mutual Fund Houses Outperform Newer Rivals in Market Volatility
· Business · LiveMint, Moneycontrol
Established asset management companies in India outperformed newer rivals in four out of six mutual fund categories over the past year. A Mint analysis of data from Value Research shows legacy large- and mid-cap funds delivered an average return of 3.2% between September 2025 and September 2026, compared with 0.8% for newer fund houses. In multi-asset allocation funds, legacy AMCs averaged 11.07% against 8.7% for newer players. Total mutual fund assets under management grew about 16% year-on-year to ₹87.08 trillion as of August, according to the Association of Mutual Funds in India. Industry experts note that longer track records help established AMCs retain investors and maintain stickier SIP inflows during turbulent market cycles.
Why it matters
Retail investors navigating market volatility gain insight into how established fund houses manage risk and deliver steadier returns compared to newer market entrants.
Read the original report — LiveMint
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