Gagan pareek mutual fund_market reserach
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Demand Estimation of Mutual Fund in India

Demand Estimation of Mutual Fund in India

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Gagan pareek mutual fund_market reserach Gagan pareek mutual fund_market reserach Presentation Transcript

  • Demand Estimation (Mutual Fund [India])
    • Gagan Pareek
    -- WE School PGDM 09-11
  • India Statistics
    Asset Under Management (in Billion)
    2005 – 2009
    AUM Growth Rate comparison across Globe
    -- Source CII Mutual fund summit 2009
  • India Statistics
    AUM to GDP Ratio Growth
    Net Mutual fund Saving of India (value terms) Vs entire globe
    -- Source KPMG website mutual fund Research paper
  • Demand estimate of Mutual fund when minimum investment amount is = 5000/- INR –IIMS Datawork
    ~ 45% population is target market
  • Demand estimate of Mutual fund when minimum investment amount is = 1000/- INR –IIMS Datawork
    ~ 54% population is target market
  • Reasons for slow growth of Mutual fund :
    Low customer awareness
    Lack of financial knowledge
    Inferior distribution and limited banking services in the rural regions
  • Segmentation
    Flexible Market Offering :SIP
    Use Psychographic Segmentation
    Homogeneous Preferences:
    IT folks ready to take risk ..High Purchasing Power
    Rural place folks… Assured ROR
    Niche marketing… HNI and FII, Government
    Local Marketing … Banners
    Individual Marketing…finance Professionals , CA…
  • Types of Mutual fund Customers
  • Correlation of GDP Growth Rate with AUM
    Discounting for GDP Growth Rate association
    Comparison with US Market
    Mutual funds AUM grew by 96% between the end of 1997 and June 2003 and as a result it rose from 8% of GDP to 15%
    Considering the GDP correlation and corporate investment from both Indian as well foreign investors, growth is expected 15% to 22% depending for lower to higher side of economy growth
    Total expenses less than 1%
    Vast variety i.e. Diamond, currency, metal ETF, Kids MF, bear market fund
    Indians Investment Profile
  • Action plan
    Introduce simple products that have features of capital protection with returns that are higher than traditional products and limit market risk
    Focus on creating a mutual fund for commodity market.
    Focus should be more on Woman .. Financial decision makers
    Selling through Post Office and Rural Banks, Retail stores, mutual Fund
    Inculcate basics of Mutual fund as a subject into school curriculum
    Introduce Red Bus portal concept
  • $
    THE END