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Assessing the effectiveness of mutual fund categories in Indian portfolios

8 March 2024

Amogh Korde, Project Lead – Behavioural and Fund Analytics at Multi-Act, delves into the ever-evolving investment landscape of India, brimming with dynamism and innovation.

Embarking on a comprehensive journey through 144 schemes, Korde meticulously scrutinises diverse mutual fund categories, examining their performance, risk profiles, and portfolio allocations. What unfolds is a captivating discovery, hinting at the prominence of multi-cap funds. These funds consistently offer superior risk-adjusted returns and exhibit enhanced diversification, infusing a distinct flavour into investment portfolios.

But what lies beyond this revelation? Dive into the study to uncover the intriguing nuances shaping Indian portfolios.

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Current complaints

Data for the month ending - April, 2024

Complaints status

Sr. No.	Received from	Pending at the end of last month	Received	Resolved*	Total Pending #	Pending complaints > 3 months	Average Resolution time^ (in days)
1	Directly from Investors	0	0	0	0	0	0
2	SEBI (SCORES)	0	0	0	0	0	0
3	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of Monthly Disposal of Complaints

Sr. No.	Month	Carried forward from previous month	Received	Resolved*	Pending#
1	April 2024	0	0	0	0
	Grand Total	0	0	0	0

*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Sr. No.	Year	Carried forward from previous year	Received	Resolved*	Pending#
1	2019-20	0	0	0	0
2	2020-21	0	0	0	0
3	2021-22	0	0	0	0
4	2022-23	0	0	0	0
	Grand Total	0	0	0	0

*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the year.