Skin in the Game: Top 3 Mutual Fund Houses Backing Own Schemes

As of March 2025, the total investments made by asset management companies (AMCs) in their own mutual fund schemes have surpassed ₹8,000 crore. The latest figures show that the market value of these investments stands at ₹8,031 crore. This reflects the extent to which fund houses are willing to invest in the very products they offer to investors.

Leading Fund Houses by Investment Value

Among the top contributors, Motilal Oswal Mutual Fund holds the highest amount invested in its own schemes at ₹932 crore. This constitutes around 1% of its total assets under management (AUM). Following closely is ICICI Prudential Mutual Fund with ₹885 crore invested in its own schemes, while SBI Mutual Fund stands third with ₹867 crore. However, in terms of the percentage of total AUM, both ICICI Prudential and SBI Mutual Fund have allocated around 0.1%.

HDFC MF and Nippon India MF Also Participate

Other notable fund houses with similar participation include HDFC Mutual Fund and Nippon India Mutual Fund. Each of them has allocated approximately 0.1% of their total AUM in their own schemes. The respective investments by these 2 firms stand at ₹787 crore and ₹428 crore.

Other Fund Houses with Significant Skin in the Game

Apart from the major players, several other fund houses have also demonstrated significant commitment to their own offerings. These include Axis Mutual Fund, Bandhan Mutual Fund, Kotak Mutual Fund, PPFAS Mutual Fund and Aditya Birla Sun Life Mutual Fund. Their internal investments reflect a measure of confidence in the funds they manage.

Read More: LTIMindtree Final Dividend of ₹45 Record Date Tomorrow, May 23, 2025. 

Quantum MF in Percentage Terms

When viewed as a percentage of overall assets, Quantum Mutual Fund has 1.32% of its AUM invested in its own schemes. Motilal Oswal Mutual Fund comes in third on this list with 1.02% of its assets allocated to its own offerings.

Other Fund Houses with Notable Investment Ratios

Several smaller or emerging fund houses also show noteworthy internal investments. NJ Mutual Fund, Trust Mutual Fund, Shriram Mutual Fund and Taurus Mutual Fund have each invested more than 0.5% of their total assets in their own schemes.

Conclusion

This industry-wide trend offers a transparent view of fund houses placing faith in their own products, which can be interpreted as a form of alignment between the interests of the fund managers and their investors.
 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.