Flock blog
Reading regulatory filings, sourced and dated.
Plain-English guides to the public filings Flock tracks: 13F reports, NSE and BSE shareholding patterns, bulk and block deals, and FII/DII flows. Every claim links to its source. Research, not advice.
What is a monthly portfolio disclosure? (2026)
A monthly portfolio disclosure is the full scheme holdings file every Indian AMC publishes within 10 calendar days of month end. What it covers. Not advice.
Illiquid securities in a mutual fund: the 15% rule
Illiquid securities in a mutual fund are non traded, thinly traded and unlisted equity. Above 15% of scheme assets they are valued at zero. Not advice.
What is a valuation deviation disclosure? (2026)
A valuation deviation disclosure is what an AMC publishes when it values a security away from the valuation agency price. Where to find it. Not advice.
What is the Monthly Cumulative Report (MCR)?
The Monthly Cumulative Report is the mutual fund industry return every AMC files with SEBI by the 3rd working day of each month. What it covers. Not advice.
How to read a mutual fund portfolio statement
How to read a mutual fund portfolio statement column by column: the four columns, the sub groups, the asterisk marks, and the footnotes. Not advice.
Monthly vs fortnightly portfolio disclosure in India
Monthly vs fortnightly portfolio disclosure: which schemes file which, the 10 day and 5 day deadlines, and the yield column only one of them carries.
Mutual fund disclosure timelines in India (2026)
Every SEBI mutual fund disclosure deadline in one table: NAV, portfolios, risk-o-meter, TER, annual report, half yearly financials and more. Not advice.
SIF portfolio disclosure vs mutual fund disclosure
SIF portfolio disclosure runs every alternate month, including for debt strategies, while mutual fund schemes disclose monthly and debt fortnightly.
AMFI portfolio data vs shareholding pattern
AMFI portfolio data reports a fund's holdings monthly. A shareholding pattern reports a company's holders quarterly. How the two datasets differ.
Mutual fund portfolio API: AMFI holdings as JSON
What a mutual fund portfolio API should return: scheme holdings with ISIN, quantity, market value scale, percentage to NAV and the period end date on every row.
SAST Regulation 30: the annual disclosure that ended
SAST Regulation 30, the annual 31 March disclosure by 25% holders and promoters, was omitted with effect from 1 April 2022. What replaced it. Not advice.
SAST encumbrance disclosure: SEBI Regulation 31
A SAST encumbrance disclosure is the promoter's Regulation 31 filing on a pledge created, invoked or released, due in seven working days, not two. Not advice.
The Smart Money Digest
A free weekly email of notable disclosure activity — every line with its filing date and source link. No advice, just filings. Unsubscribe anytime.