Portfolio rebalancing Alert for Mutual fund investors
Mid & small cap mutual funds: Regulators took these 4 steps to protect investors from high valuations SEBI and AMFI are taking steps to safeguard the interest of retail investors in mid and small-cap funds. These include asking AMCs to frame a policy to protect investor interests, disclosing risk parameters, moderating inflows, conducting stress tests, etc. As per AMFI data released for January 2024, the number of folios for mid-cap funds has reached 1.33 crores, and for Small cap funds has reached 1.78 crores. In comparison, the large-cap fund folios stand at 1.33 crores. The assets under management (AUM) for mid-cap funds have reached Rs. 2.90 lakh crores nearing the Rs. 2.99 lakh crores AUM for large-cap funds. The AUM for small-cap funds at Rs. 2.47 lakh crores is not far from that of large cap funds steps that AMCs are taking or have been asked by SEBI and AMC to take to protect retail investors? Let us discuss some of them. Trustees of AMCs to frame