Presentation on mutual fund industry
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General research on mutual fund industry performance. 1) It shows the AUM growth. 2) SWOT analysis. 3) Effect on the stock market. 4) Peoples changing view from real assets to financial assets. 5) Industry future with transforming technology.
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Presentation on mutual fund industry
- 1. MUTUAL FUND
- 2. 20390576 cr 14009717 cr 34400293 cr 17788216 cr 13226838 cr 31015054 cr 0 5000000 10000000 15000000 20000000 25000000 30000000 35000000 40000000 Financial assest physical assest Total FY 2017 FY 2016 FINANCIAL ASSETS VS PHYSICAL ASSETS YOY% change in financial assets is 14.63% YOY% Change in physical assets is 5.92% Indian individual investors are transforming from physical assets to financial assets. Source :- Karvy wealth report
- 3. UTI Public Sector Fund Private Sector Fund SEBI (MUTUAL FUND) Regulation UTI bifurcates Foreign Firm enter Surpasse d INR 10 trillion Robust Equity Inflow Infrastruc- ture of Stock Exchange Invest in REIT and InvITs Benchmark returns of equity against TRI 1963 1987 1993 1996 2003 2006-08 2014 201 5 2016 2017 2018 INDUSTRY EVOLUTION Source :- CRISIL AMFI report 2018
- 4. 25 4564 47733 121805 87190 79464 139616 149554 231862 326388 505157 417300 613979 592250 587217 701443 825240 1082757 1232824 1754618 2136036 0 500000 1000000 1500000 2000000 2500000 Mar-65 Mar-87 Mar-93 Jan-03 Feb-03 Mar-03 Mar-04 Mar-05 Mar-06 Mar-07 Mar-08 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 GROWTH IN ASSET UNDER MANAGEMENT AUM RsinCrore Source :- AMFI
- 5. 7% 9.10% 10% 11% 0% 2% 4% 6% 8% 10% 12% 2015 2016 2017 2018 AUM/GDP AUM/GDP AUM AS PERCENTAGE OF GDP AUM to GDP% is increasing per year but is not at all comparable with world %. Our market is performing well but there is a large scope of increment. Our market is not mature enough so we have lot of potential to grow. Source:- karvy India wealth report, AMFI summit, E&Y ready for next leap.
- 6. 61.40% 52.30% 34.80% 26.30% 26.20% 25.10% 18.30% 16.20% 11.90% 9.90% 0.00% 20.00% 40.00% 60.00% 80.00% TOP 10 STATES Top 10 States 5.20% 5.00% 4.80% 4.30% 4.20% 4.10% 3.10% 3.00% 2.70% 2.60% 0.00% 5.00% 10.00% BOTTOM 10 STATES Bottom 10 States AUM % of States GDP Source :- AMFI August 2018 Mutual Fund houses generate more business and industry himself contribute more to GDP from top 10 states. More effort is needed to expand industry in these area. In order to expand AUM we cannot ignore these states.
- 7. 1295344 cr 1174727 cr 2470070 cr 1011029 cr 1085593 cr 2096623 cr 0 500000 1000000 1500000 2000000 2500000 3000000 Individual Instituional Grand Toatal GROWTH IN ASSETS Aug-18 Aug-17 Healthy returns on investments and increasing awareness among the masses have boosted participation of individual investors (retail and HNI) in mutual funds. INDIVIDUAL INVESTOR GROWTH IN AUM Given this, the industry, which traditionally tilted towards institutional investors (corporates, banks/ financial institutes and FIIs/ FPIs), is shifting towards individual investors (retail and HNI). Last fiscal, individual investors surpassed their institutional counterpart in asset share. Source :- AMFI
- 8. 149777cr 165560cr 305669cr 344707cr 482138cr 669207cr 0 100000 200000 300000 400000 500000 600000 700000 800000 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Equity in AUM SHARE OF EQUITY IN AUM Contribution of equity in AUM is rapidly increasing. This shows our healthy stock market and also that not only FDI but our domestic investor are becoming one of the pillar of stock market through Mutual Fund. Source :- AMFI Equity includes both open-end and close-end.
- 9. 40% 60% Debt Oriented scheme individual institutional 85% 15% Equity Oriented Schemes individual institutional 10% 90% Liquid/ Money Market individual institutional More of individual investor are inclined toward equity while institutional investors are towered debt and money market. Source:- AMFI report march 2018 INVESTOR CATEGORIES ACROSS SCHEME TYPES
- 10. 155.4 114.2 89.5 82.3 78.2 73 62.7 60.2 36.1 29.4 14.1 11 9.5 0 20 40 60 80 100 120 140 160 180 MF AUM TO GDP MF AUM to GDP Source :- Bloomberg,2018 investment company fact book India MF growth is low as compare to other economy but it is growing at a faster rate . PENETRATION OF FUND IN DIFFERENT COUNTRY
- 11. Growth driver Mass education Government initiative Current low penetration Income level demography GROWTH DRIVER Source :- AMFI Summit 2018
- 12. • •Liquidity •Pillar of stock market •Expand its reach •Low cost more earning •Nascent Market •Cyber Security •Only 42 AMC •Few big player •concentration •Distribution network •2% population •Uneven performance •Miss-selling •Government •Investors goal •Transparency •Verity of product S W OT
- 13. Mobile Social Media Robo Advisory Cloud computing Block chain FUTURE OF INDUSTRY WITH DIGITAL TECHNOLOGY Digital technology transforming and shaping the future of Asset Management Sector.