GENERAL30 Sept 2026
Legacy AMCs show resilience as market volatility tests funds | Stock Market News
Older mutual fund houses beat newer ones in four of six categories over the past year, a Mint study shows. In large and mid-cap funds, legacy fund houses returned 3.2%, against 0.8% for newer players. If you invest through SIPs, or systematic investment plans, a longer track record may help you stay invested during market swings. Check your fund's history before switching.
Key Statutory Highlights
- A Mint analysis of six mutual fund categories found that legacy fund houses outperformed newer asset management companies in four of the six.
- In large- and mid-cap funds, legacy fund houses delivered an average return of 3.2% between September 2025 and September 2026, compared with 0.8% for fund houses launched over the past decade.
- 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.
Actionable Advice for Taxpayers / Founders:Before you switch or add to any mutual fund, look at how that fund has performed across different market cycles, and remember that past returns do not promise future results. Speak to a financial adviser if you are unsure.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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