Why Investors Switch Mutual Funds Despite Good Returns | Mitu Samar | Paisa Vaisa

Why Investors Switch Mutual Funds Despite Good Returns | Mitu Samar | Paisa Vaisa

August 2, 2026 · 45 min · Season 1 · Episode 578

About this episode

The episode discusses the factors influencing investor trust in mutual funds beyond just good returns.

Do good returns automatically make a mutual fund trustworthy? In this episode of Paisa Vaisa, Anupam Gupta speaks with Mitu Samar, founder of Eminence Strategy Consulting, about what really drives investor trust in mutual funds. Drawing from research involving approximately 1,200 respondents across India, Mitu reveals why performance may only be the starting point. One in three investors said they trust a fund house’s reputation more than their own knowledge, while 46% of Gen Z respondents said they may consider switching after sustained negative news even when returns are good. The conversation explores the growing importance of fund-manager credibility, brand familiarity, clear communication, customer experience and leadership visibility. Mitu also explains why newer investors often depend on external signals, how women and men evaluate financial brands differently, and why advisors continue to remain an important source of investment guidance. Anupam and Mitu also discuss the mistakes asset management companies make while communicating with existing investors, the challenges investors face during redemptions and life-stage changes, and what AMCs must do to earn long-term…

People in this episode

Host: Anupam Gupta

Guest: Mitu Samar

Topics covered

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Mentioned in this episode

Organizations: Eminence Strategy Consulting

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