mutual funds india - a. balasubramanian chairman, …...2 ‘re-energising indian mutual fund...
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Welcome Address by: A. Balasubramanian
Chairman, AMFI
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‘Re-energising Indian Mutual fund Industry’
Data as on 31st March for respective year
The momentum that we are seeing today is the outcome of the seed which was sown in the year 2012- ‘Re-energising the Indian Mutual fund Industry’.
4.9
7.5
7.1
6.6 7
.9 9.0
12
.1 13
.6
18
.6
FY0
9
FY1
0
FY1
1
FY1
2
FY1
3
FY1
4
FY1
5
FY1
6
FY1
7
AU
M (
Rs
Lakh
Cr)
Mutual Fund AUM Trend
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Increasing Acceptance of Equity assets
Data as on 31st March for respective year
1,195
2,163 2,163 1,999 1,903 2,124
3,796
4,416
6,727
FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
Trend of Equity funds AUM
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Reflections of Strong Distribution Network
4
47,845 52,194
60,372 66,919
75,554
85,918
Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17
Progressive trend of ARN-Holders
Data as on 31st March for respective year
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Mutual fund equity inflows – a strong counter-force for FII’s
Data as per Calendar year. Source : Bloomberg
3,274 2,903
8,151
10,872
6,976
5,366
CY 2015 CY 2016 CY AS ON JUNE 2017
Mutual fund Equity inflows (US$ mn)
FII Mutual Funds Equity inflows
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0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
5,000
Ap
r-00
Mar-
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Mar-
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Invest
men
t g
row
th (
Rs)
CRISIL – AMFI Income Fund Performance Index CRISIL – AMFI Gilt Fund Performance Index 3 year FD Index
Fixed Income Schemes – Healthy returns
Fixed Income Schemes – Healthy returns as compared to FD’s
Source : CRISIL Research
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Increasing Retail assets of Fixed Income
Data as on 31st March for respective year
90
196 187231
305333
408
529
746
Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17
AU
M (
Rs
bill
ion
)
Trend of Retail Fixed Income AUM
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Reflections of Sustainable Business Model
8Note: Data represents 92% of the Overall industry
1,206
1,916
2,719
3,989
FY14 FY15 FY16 FY17
SIP Book Size Per month (Rs. Crs)
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9Note: Data represents 92% of the Overall industry
• First time in the history of financial services in India, MF as an industryhas come together to promote the category
• Multi-media campaign to promote Mutual Funds as the right choicefor investments
• Aims to bust many myths surrounding mutual funds
• Make Mutual Funds less intimidating and part of everydayconversation
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Potential growth of Mutual Fund Industry
10
6.6 8.2 9.011.9 13.5
18.322.4
27.6
33.8
41.6
51.0
62.7
77.0
94.5
FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25
Forecasted AAUM Based on past 5 years average growth
AAUM
(`La
kh C
rore
s)
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Potential growth of Mutual Fund Industry
4.1 4.34.8
5.66.2
7.07.7
8.6
9.6
10.7
12.0
13.3
FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25
Forecasted Folio count Based on past 3 years average growth
Folio Count
Cro
res
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Lineage of AMFI Chairman
Name Year of Leadership
Mr. A.P. Kurian 1995 - 2010
Mr. U.K. Sinha 2010 - 2011
Mr. Milind Barve 2011 - 2013
Mr. Sundeep Sikka 2013 - 2015
Mr. Leo Puri 2015 - 2016
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Thank You