- What mutual fund categories are covered on WhoHolds?
- We cover all major equity mutual fund categories defined by SEBI, including Large Cap, Mid Cap, Small Cap, Flexi Cap, Multi Cap, ELSS (tax saving), Sectoral/Thematic, Value, and Contra funds, as well as passive index funds and ETFs.
- What is an Asset Management Company (AMC)?
- An AMC (often called a fund house) is a financial institution that pools money from investors to invest in securities. Examples include SBI Mutual Fund, HDFC Mutual Fund, and ICICI Prudential Mutual Fund.
- How does an active mutual fund differ from a passive ETF?
- Active mutual funds employ fund managers who select specific stocks to beat a benchmark index. Passive ETFs and index funds simply replicate a specific index (like Nifty 50) and hold stocks in the exact same proportion, usually charging lower fees.
- How often do mutual funds change their portfolios?
- Under SEBI rules, mutual funds must publish their complete portfolios monthly. Active managers may buy or sell stocks throughout the month, meaning their holdings change gradually. The 'as on' date indicates the exact disclosure snapshot.
- What is AUM and why does it matter?
- AUM stands for Assets Under Management, representing the total market value of all investments managed by the fund. A higher AUM indicates popularity and institutional trust, but can sometimes make it harder for small-cap fund managers to enter and exit stock positions without affecting stock prices.