Mutual Fund Screener

Mutual Fund Screener

For the quarter ended Mar-18

Mutual Fund Screener ? What's Inside

01

Industry Size

02

Investor Trends

03

Inflow Outflow Analysis

04

Sector

Update

05

Category Performance

06

Industry Insights

07

Regulatory Update

Section I INDUSTRY SIZE

Industry QAAUM up 3% - crosses Rs. 23 lakh crore

QAAUM (In Rs. Crore)

24,00,000 18,00,000

Mutual Fund Industry (QAAUM)

Mar-17, 18,29,583

Dec-17, 22,36,717

Mar-18, 23,05,212

12,00,000

6,00,000

0 Mar-17

Dec-17

Mar-18

Source: AMFI, ICRA Online Research Note: QAAUM ? Quarterly Average Assets Under Management

Rs. 68,495 crore added in Q4FY18

Growth trend of AMCs for the quarter ended Mar-18

AMCs

Range

Top 5

0.5% to 6%

Next 10

-5% to 10%

Rest

-15% to 35%

Source: AMFI, ICRA Online Research Note: QoQ growth of QAAUM as of Mar-18

Industry Quarterly Average Assets Under Management (QAAUM) grew for the 18th consecutive quarter in Q4FY18

- The 3.1% quarterly growth in industry assets was driven by benign capital markets for most part of the fiscal; investor awareness campaigns like "Mutual fund sahi hai"; and strong retail participation, especially from B-15 investors

ICRA Online Limited

4

Top 10 AMCs account for ~81% of QAAUM

Top 10 AMCs

3,50,000

QAAUM Rs. 3

10%

lakh crore

QAAUM Rs. 2 lakh crore

and < Rs. 3 lakh crore

2,80,000

8%

QAAUM Rs. 1 lakh crore and < Rs. 2 lakh crore

2,10,000

6%

AUM (In Rs. Crore) QoQ Growth (In %)

1,40,000

4%

70,000

2%

0

0%

ICICI HDFC Mutual Aditya Birla Reliance SBI Mutual UTI Mutual Kotak

Franklin

DSP

Axis Mutual

Prudential

Fund

Sun Life Mutual Fund Fund

Fund

Mahindra Templeton BlackRock

Fund

Mutual Fund

Mutual Fund

Mutual Fund Mutual Fund Mutual Fund

Mar-18

Dec-17

% Change QoQ

Source: AMFI, ICRA Online Research

ICRA Online Limited

5

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download