INCOME TAX7 Sept 2026
Only 20 of 320 active fund managers have 10+ years of experience: Why investors should look beyond past returns | Mint
If you invest in equity funds, this matters. Equity fund managers often have short tenures. A September 2026 analysis found average tenure under three years in every equity-fund category. Of around 320 active managers, only 20 had 10-plus years running a scheme. A fund's past returns may not reflect the current manager's decisions. Check performance since this manager took charge and whether strategy changed.
Key Statutory Highlights
- A September 2026 DSP Mutual Fund analysis found average fund manager tenure below three years across every equity-fund category.
- Of around 320 active equity fund managers studied, only 20 had more than 10 years of experience managing a scheme, and only eight had over 15 years.
- A fund may show a 10-year performance record even when its current manager took charge recently, so historical returns may not reflect today's decisions.
Actionable Advice for Taxpayers / Founders:Before choosing an equity fund, check how long the current manager has run it, review performance since he or she took charge, and see whether the investment strategy changed. Don't depend only on the fund's past track record.
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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