{"id":856,"date":"2024-04-18T12:22:49","date_gmt":"2024-04-18T12:22:49","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=856"},"modified":"2026-03-02T19:30:13","modified_gmt":"2026-03-02T19:30:13","slug":"how-do-i-find-out-how-much-a-fund-manager-has-himself-invested-in-the-scheme-which-he-manages","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/18\/how-do-i-find-out-how-much-a-fund-manager-has-himself-invested-in-the-scheme-which-he-manages\/","title":{"rendered":"How do I find out how much a fund manager has himself invested in the scheme which he manages?"},"content":{"rendered":"\n<p>As an investor, it helps to select funds that have Skin In the Game, i.e. they have a personal stake in the performance of their fund.<\/p>\n\n\n\n<p>Fund managers who invest in the funds they manage bear the same tax and cost consequences as their investors. This results in a better conviction and also studies show that the fund delivers a better performance.<\/p>\n\n\n\n<p>This is the next best thing after ensuring you don&#8217;t fall in the trap of NOT investing in direct plans of the chosen funds. Avoid regular plans if you wish to keep upto 40% or more of your corpus.<\/p>\n\n\n\n<p>As far as i know, this information is available in the media mostly through disclosures of the fund managers. The mutual fund\u2019s SID or Scheme Information Document is also supposed to disclose this if fund managers are investing in it.<\/p>\n\n\n\n<p>There are many fund managers who are various times have disclosed their interest. Some of them are (list is dynamic, not complete and may change):<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.quantumamc.com\/downloads\/pdfs\/2018\/Investing-Preach.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Quantum AMC<\/a>&nbsp;(about 5% holding today)<\/li><li>Parag Parikh Mutual Fund (PPFAS) (about 10%&nbsp;<a href=\"https:\/\/amc.ppfas.com\/schemes\/disclosure-of-insider-holdings\/index.php\" target=\"_blank\" rel=\"noreferrer noopener\">holding<\/a>)<\/li><li>Prashant Jain of HDFC AMC<\/li><li>S Naren of ICICI Prudential AMC<\/li><li>Franklin Templeton<\/li><li>Kotak AMC (has asked its employees to invest in own fund)<\/li><\/ul>\n\n\n<!-- mw-cta-block -->\n\n<div class=\"mw-cta-block\" style=\"background:#EEF3FC;border-left:5px solid #1C52A0;padding:22px 26px 20px;margin:36px 0 24px;border-radius:0 10px 10px 0;\">\n  <p style=\"margin:0 0 4px;font-size:11px;font-weight:700;color:#276FC4;letter-spacing:1px;text-transform:uppercase;\">Maxiom Wealth \u2014 Free Tool<\/p>\n  <h3 style=\"margin:0 0 10px;font-size:19px;font-weight:700;color:#113E81;line-height:1.3;\">Is Your Mutual Fund Working Hard Enough?<\/h3>\n  <p style=\"margin:0 0 18px;color:#444;font-size:15px;line-height:1.65;\">Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you&#8217;re in the right scheme for your risk profile and investment horizon.<\/p>\n  <a href=\"https:\/\/maxiomwealth.com\/resources\/calculators\/better-funds-checker\" style=\"display:inline-block;background:#1C52A0;color:#fff!important;padding:11px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin:0 10px 8px 0;\">Compare Funds \u2192<\/a>\n  <a href=\"https:\/\/maxiomwealth.com\/meeting\" style=\"display:inline-block;border:2px solid #1C52A0;color:#1C52A0!important;padding:9px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin-bottom:8px;\">Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>As an investor, it helps to select funds that have Skin In the Game, i.e. they have a personal stake in the performance of their fund. Fund managers who invest in the funds they manage bear the same tax and cost consequences as their investors. This results in a better conviction and also studies show&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/18\/how-do-i-find-out-how-much-a-fund-manager-has-himself-invested-in-the-scheme-which-he-manages\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How do I find out how much a fund manager has himself invested in the scheme which he manages?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[179,38],"tags":[],"class_list":["post-856","post","type-post","status-publish","format-standard","hentry","category-fund-selection","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/856","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=856"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/856\/revisions"}],"predecessor-version":[{"id":3789,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/856\/revisions\/3789"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=856"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=856"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=856"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}