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MFZone - Guidelines of Mutual Funds

Scheduled Pinned Locked Moved Suggestions & Feedback
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  • A Offline
    A Offline
    Anuj Mehta

    Pro User

    wrote on last edited by
    #1

    I would like to understand how frequently mutual fund data is updated on MFZone.

    Additionally, could you please clarify the SEBI / GOI guidelines with respect to the timeline for disclosure of mutual fund portfolios?

    This will help me understand whether the data displayed for a particular month can be considered for decision making.

    Example: Dec data does not look complete
    498981f6-46e5-4422-8898-5a572b936ede-image.png

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  • Prasiddh Shroff Offline
    PrasiddhShroffP Offline
    Prasiddh Shroff

    Definedge

    wrote on last edited by
    #2

    Sir,
    The data on MFZone is updated as and when mutual fund schemes disclose their monthly portfolios. According to SEBI guidelines, mutual funds typically disclose their portfolio holdings by the 10th or 11th of every month for the preceding month.

    Accordingly, the data on MFZone also gets updated only after these disclosures are made. Until then, the data for a particular month may appear incomplete.

    image.png

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