Indian Mutual Fund Market Analysis

Indian mutual funds industry is witnessing a rapid growth on the back of infrastructural development, increase in personal financial assets, and rise in foreign participation. With the growing risk appetite, rising income, and increasing awareness, mutual funds in India are becoming a preferred investment option compared to other investment vehicles, like Fixed Deposits (FDs) and postal savings that are considered safe, but provide comparatively low returns, says our new research report “Indian Mutual Fund Market Analysis”.

The industry is expected to secure growth by catering to the needs of retail customers. The industry seeks to target an increased share of the customer pocket through the expansion of innovative products combined with deeper retail penetration by expanding reach into tier II and tier III cities. It will need to incorporate products, which yield maximum returns with low level of risk. By building investors trust and increased customer awareness, the industry can promote financial literacy in building greater retail participation.

It has been observed that, low customer awareness and financial literacy pose biggest challenge to the mutual funds industry in channelizing household savings into mutual funds. The industry has been largely product-led and not customer focused as the players are not concentrating on new product development as per the needs of the consumers.

Besides, the report analyzes factors critical to the success of the mutual fund industry. It has also identified key players in the market and included their detail business description. Additionally, the report sheds light on the emerging market opportunities, which are expected to decide the future of the Indian mutual fund industry.

“Indian Mutual Fund Market Analysis” provides a detail analysis along with the current and future outlook of the Indian mutual fund industry and explores the market developments and potential. Forecasts and estimations presented in this report are not based on a complex economic model, but are intended as a rough guide to the direction, in which, the industry is likely to move in future.
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1. Analyst View
2. Concept of Mutual Funds
3. Indian Mutual Funds Market - An Overview
4. Market Attractions
4.1 Economic Stability
4.2 Rapid Urbanization
4.3 High Saving Tendency
4.4 Income Level
4.5 Market Penetration
4.6 Risk & Return Potential
4.7 Real Estate Mutual Funds
4.8 Expansion in Tier II and Tier III Cities
4.9 Online Marketing
5. Market Performance
5.1 By Investment Objectives
5.1.1 Income Schemes
5.1.2 Equity Schemes
5.1.3 Balanced Schemes
5.1.4 Liquid/Money Market Schemes
5.1.5 Gilt Schemes
5.1.6 ELSS Schemes
5.1.7 ETFs
5.2 By Types of AMCs
5.2.1 Bank Sponsored
5.2.2 Institutions
5.2.3 Private Sector
5.3 By Types of Investors
5.3.1 Individual
5.3.2 Institutional
5.3.3 Others
5.4 By Geographical Distribution
6. Regulatory Framework
7. Future Outlook
8. Growth Barriers
8.1 Awareness Level
8.2 Lack of Innovative Products
8.3 Complex Regulatory Frameworks
8.4 Employee Attrition
9. Key Players
9.1 Reliance Capital Limited
9.2 UTI Asset Management Company Limited
9.3 ICICI Prudential
9.4 HDFC Asset Management Co. Ltd

List of Figures:

Figure 4-1: Nominal GDP (Billion US$), 2009-2014
Figure 4-2: Rural & Urban Population Split (%), 2009 & 2014
Figure 4-3: Share of Household Savings in Gross National Savings w.r.t. Other Countries (%)
Figure 4-4: Per Head Personal Disposable Income (US$), 2009-2014
Figure 4-5: Share of Mutual Fund Assets in GDP w.r.t. Other Countries (%)
Figure 4-6: Comparative Risk & Return Matrix of Various Investment Instruments
Figure 4-7: Internet Users (Million), 2009-2014
Figure 5-1: Mutual Fund Assets under Management (Billion `), 2005-06 to 2009-10
Figure 5-2: Assets under Management by Investment Objectives (%), 2009-10
Figure 5-3: Assets under Management of Income Schemes (Billion `), 2005-06 to 2009-10
Figure 5-4: Assets under Management of Income Schemes by Category (%), 2009-10
Figure 5-5: Sales of Income Schemes (Billion `), 2005-06 to 2009-10
Figure 5-6: Assets under Management of Equity Schemes (Billion `), 2005-06 to 2009-10
Figure 5-7: Assets under Management of Equity Schemes by Category (%), 2009-10
Figure 5-8: Sales of Equity Schemes (Billion `), 2005-06 to 2009-10
Figure 5-9: Assets under Management of Balanced Schemes (Billion `), 2005-06 to 2009-10
Figure 5-10: Assets under Management of Balance Schemes by Category (%), 2009-10
Figure 5-11: Sales of Balanced Scheme (Billion `), 2005-06 to 2009-10
Figure 5-12: Assets under Management of Liquid Schemes (Billion `), 2005-06 to 2009-10
Figure 5-13: Sales of Liquid Scheme (Billion `), 2005-06 to 2009-10
Figure 5-14: Assets under Management of Gilt Schemes (Billion `), 2005-06 to 2009-10
Figure 5-15: Sales of Gilt Scheme (Billion `), 2005-06 to 2009-10
Figure 5-16: Assets under Management of ELSS Schemes (Billion `), 2005-06 to 2009-10
Figure 5-17: Assets under Management of ELSS Schemes by Category (%), 2009-10
Figure 5-18: Sales of ELSS Scheme (Billion `), 2005-06 to 2009-10
Figure 5-19: Assets under Management of ETFs (Billion `), 2006-07 to 2009-10
Figure 5-20: Banks Sponsored Mutual Fund Sales & Redemptions (Billion `), 2005-06 to 2009-10
Figure 5-21: Sales of Banks Sponsored Mutual Funds by Segment (%), 2009-10
Figure 5-22: Institutional Mutual Fund Sales & Redemptions (Billion `), 2005-06 to 2009-10
Figure 5-23: Private Sector Mutual Fund Sales & Redemptions (Billion `), 2005-06 to 2009-10
Figure 5-24: Sales of Private Sector Mutual Funds by Segment (%), 2009-10
Figure 5-25: Unit-holding Pattern of Mutual Funds by Account (%), 2009-10
Figure 5-26: Unit-holding Pattern of Mutual Funds by Net Assets (%), 2009-10
Figure 5-27: Distribution of Equity AuM by Geography (%), 2009-10
Figure 7-1: Mutual Fund Assets under Management (Billion `), 2010-11 & 2013-14

List of Tables:

Table 5-1: Top Ten Mutual Fund Schemes by Returns (%), February 2011
Table 5-2: Individual Mutual Fund Investor Accounts & Net Assets (2009-10)
Table 5-3: Institutional Mutual Fund Investor Accounts & Net Assets (2009-10)
Table 5-4: NRI Mutual Fund Investor Accounts & Net Assets (2009-10)
Table 5-5: FII Mutual Fund Investor Accounts & Net Assets (2009-10)
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