Mutual Funds: India - Revision history

Jyoti: /* Investments in Mutual Funds */

2025-05-21T06:45:15Z

‎Investments in Mutual Funds

Jyoti: /* Returns */

2025-03-16T19:29:32Z

‎Returns

Jyoti: /* Equity funds */

2024-02-22T20:15:09Z

‎Equity funds

Jyoti: /* Asset base */

2022-02-28T20:48:54Z

‎Asset base

Jyoti at 20:46, 28 February 2022

2022-02-28T20:46:49Z

Jyoti: /* 1999-2018 */

2021-08-11T18:20:56Z

‎1999-2018

Pdewan: /* 1999-2018: growth of assets under management (AUM) */

2021-08-10T01:36:43Z

‎1999-2018: growth of assets under management (AUM)

Jyoti: /* CEO remunerations */

2021-07-21T19:50:15Z

‎CEO remunerations

Pdewan: /* 2007-18 */

2021-04-23T00:47:56Z

‎2007-18

Pdewan: /* May 2018/ AUM as % of m-cap at 5.4% */

2021-04-23T00:46:42Z

‎May 2018/ AUM as % of m-cap at 5.4%

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 With retail investors participating in the stock market rally in zest, equity MF AUM as a percentage of India’s stock market capitalisation touched 5% for the first time in September last year. The m-cap of all companies listed on the BSE (Bombay Stock Exchange) grew 18.25% y-o-y or by ₹23 lakh crore to ₹149 lakh crore in September. The equity MF AUMto-market capitalisation ratio was hovering around the 4% mark for about 18 months starting September 2015.
-[[Category:Economy-Industry-Resources|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
+=The investors’ profile=
 MUTUAL FUNDS: INDIA]]
-[[Category:India|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
+[[Category:India|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
 MUTUAL FUNDS: INDIA]]
-[[Category:Pages with broken file links|MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
+[[Category:Pages with broken file links|MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
 MUTUAL FUNDS: INDIA]]

@@ Line 439: / Line 439: @@
 '' Mutual funds’ returns, 2015-2020. ''
-[[Category:Economy-Industry-Resources|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
+=Systematic Investment Plans/ SIPs=
 MUTUAL FUNDS: INDIA]]
-[[Category:India|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
+[[Category:India|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
 MUTUAL FUNDS: INDIA]]

← Older revision		Revision as of 20:15, 22 February 2024
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	Fund-raising in 2019-20 would be significantly impacted by the outcome of the general elections, Haldea said.		Fund-raising in 2019-20 would be significantly impacted by the outcome of the general elections, Haldea said.
		+
		+	=Growth of mutual funds=
		+	==2013 – 23==
		+	[[File: Mutual Fund growth in India, 2013- 23.jpg\|Mutual Fund growth in India, 2013- 23 <br/> From: [January 11, 2024: ''The Times of India'']\|frame\|500px]]
		+
		+	'''See graphic''':
		+
		+	'' Mutual Fund growth in India, 2013- 23 ''
		+
		+	[[Category:Economy-Industry-Resources\|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
		+	MUTUAL FUNDS: INDIA]]
		+	[[Category:India\|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
		+	MUTUAL FUNDS: INDIA]]
		+	[[Category:Pages with broken file links\|MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
		+	MUTUAL FUNDS: INDIA]]

	= Investments by Mutual Funds =		= Investments by Mutual Funds =

@@ Line 11: / Line 11: @@
 = Asset base=
-==2019
+==2019==
 [https://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/shared/ShowArticle.aspx?doc=TOIDEL%2F2019%2F12%2F26&entity=Ar01610&sk=7EFE8867&mode=text Dec 26, 2019: ''The Times of India'']
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 The 18% AUM growth seen by the 44-member mutual fund industry in 2019 is higher than 7.5% witnessed in 2018. However, the growth was much higher at 32% in 2017, when the asset base expanded by over Rs 5.4 lakh. Kotal Mahindra AMC MD and CEO Nilesh Shah attributed the growth to three factors — first, Sebi, as a regulator, consistently created rules and regulations that boosted investors’ confidence in the industry, then to distributors and thirdly to the mutual funds for managing risk-return balance well. AGENCIES
 =Asset management=

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 |}
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 =Asset management=
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 MUTUAL FUNDS: INDIA]]
-[[Category:Pages with broken file links|MUTUAL FUNDS: INDIA]]
 =CEO remunerations=
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 [[Chief Executive Officers: India]]

← Older revision		Revision as of 18:20, 11 August 2021
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	Retail investors have also been putting money in mutual funds schemes, especially in those that invested mainly in shares through the systematic investment plan (SIP) route. As of August, inflows through SIPs were nearly Rs 7,700 crore, compared to Rs 4,947 crore in August 2017 and Rs 3,334 crore as of August 2016, AMFI data showed.		Retail investors have also been putting money in mutual funds schemes, especially in those that invested mainly in shares through the systematic investment plan (SIP) route. As of August, inflows through SIPs were nearly Rs 7,700 crore, compared to Rs 4,947 crore in August 2017 and Rs 3,334 crore as of August 2016, AMFI data showed.
		+
		+	===2017-21===
		+	[[File: Growth of assets under management, 2017-21.jpg\| Growth of assets under management, 2017-21 <br/> From: [https://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/shared/ShowArticle.aspx?doc=TOIDEL/2021/08/10&entity=Ar01909&sk=1EB320E0&mode=text August 10, 2021: ''The Times of India'']\|frame\|500px]]
		+
		+	'''See graphic''':
		+
		+	'' Growth of assets under management, 2017-21 ''

	[[Category:Economy-Industry-Resources\|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA		[[Category:Economy-Industry-Resources\|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA

@@ Line 10: / Line 10: @@
 =Asset management=
-==1999-2018: growth of assets under management (AUM)==
+==Growth of assets under management (AUM)==
 [https://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/shared/ShowArticle.aspx?doc=TOIDEL%2F2018%2F09%2F08&entity=Ar02312&sk=2BA87BCE&mode=text  MF assets at record ₹25L cr on retail push, September 8, 2018: ''The Times of India'']
@@ Line 22: / Line 23: @@
 Retail investors have also been putting money in mutual funds schemes, especially in those that invested mainly in shares through the systematic investment plan (SIP) route. As of August, inflows through SIPs were nearly Rs 7,700 crore, compared to Rs 4,947 crore in August 2017 and Rs 3,334 crore as of August 2016, AMFI data showed.
 ==2018: IDFC looks to exit Asset management==

← Older revision		Revision as of 19:50, 21 July 2021
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	The annual salary of Jain, however, remained the highest in the industry among fund managers. Incidentally , HDFC MF's average AUM in the equity category increased 18.4% yo-y to Rs 80,592 crore while ICICI Prudential's average AUM surged 33% y-o-y to Rs 77,223 crore for 2016-17. MFs would not disclose the remuneration paid to its star fund managers earlier. They would disclose compensation paid to key managerial personnel (KMP), which included the MD. Interestingly , KMP included the MD and CEO, CFO and company secretary and not CIOs who run the fund management business.		The annual salary of Jain, however, remained the highest in the industry among fund managers. Incidentally , HDFC MF's average AUM in the equity category increased 18.4% yo-y to Rs 80,592 crore while ICICI Prudential's average AUM surged 33% y-o-y to Rs 77,223 crore for 2016-17. MFs would not disclose the remuneration paid to its star fund managers earlier. They would disclose compensation paid to key managerial personnel (KMP), which included the MD. Interestingly , KMP included the MD and CEO, CFO and company secretary and not CIOs who run the fund management business.
		+
		+	=Closure of schemes=
		+	== investors have final say: SC==
		+	[https://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/shared/ShowArticle.aspx?doc=TOIDEL/2021/07/15&entity=Ar01903&sk=FB9011C1&mode=text July 15, 2021: ''The Times of India'']
		+
		+	[[File: Empowering investors.jpg\|Empowering investors <br/> From: [https://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/shared/ShowArticle.aspx?doc=TOIDEL/2021/07/15&entity=Ar01903&sk=FB9011C1&mode=text July 15, 2021: ''The Times of India'']\|frame\|500px]]
		+
		+	The Supreme Court empowered investors in a mutual fund scheme to have the final say on its closure after trustees who manage it give a “reasoned nod” for winding it up. Under present rules, trustees alone have the right to decide on the closure of a scheme.
		+
		+	The landmark verdict came in the case relating to the winding-up of Franklin Templeton MF’s six debt schemes. In April 2020, Franklin Templeton MF’s trustees had agreed to close down the schemes due to a severe liquidity crunch in the debt market after a Covid-induced lockdown. The SC also upheld the validity of Sebi’s mutual fund regulation under which these schemes are being closed down. The court held that Sebi can look into the decision of the trustees in case of a closure of a scheme.
		+
		+	The SC judgment came on an appeal filed by Franklin Templeton MF against a Karnataka high court order that had asked the fund house to get the consent of its investors by a simple majority to its decision to wind up the six schemes. Some aggrieved investors had also moved SC challenging the validity of Sebi’s MF regulations.
		+
		+	In their 77-page order, Justices S Abdul Nazeer and Sanjiv Khanna dealt with the interpretation of Sebi’s rules and regulations related to the issue of winding up of a scheme and the process followed. They also said that to start the windingup process, the trustees should give a public notice in newspapers to disclose circumstances leading to their decision to close the scheme.
		+
		+	Justice Khanna said that they had “reservations on the said observations (of Karnataka HC) for the simple reason that if there is a violation of the regulations...by the trustees or AMC, it is open to Sebi to proceed in accordance with the law”.
		+
		+	The apex court said that Sebi had the powers to pass directions under Sections 11 and 11B of the Sebi Act which deal with the protection of investors’ interests. SC, however, said that trustees need not take prior approval of Sebi while deciding to close a scheme.
		+
		+	On February 12, the SC had allowed the e-voting process for winding up of six MF schemes. In December last year, the investors had voted their consent to the decision to close down the six schemes but the final results of the voting was not disclosed till February 12 under the apex court’s order.
		+
		+	The SC had also allowed disbursal of funds to investors in these schemes under the supervision of SBI MF. According to the disbursal schedule, by the end of the week nearly Rs 21,100 crore would have been distributed to the investors of the six FTMF schemes.
		+
		+	[[Category:Economy-Industry-Resources\|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
		+	MUTUAL FUNDS: INDIA]]
		+	[[Category:India\|M MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
		+	MUTUAL FUNDS: INDIA]]
		+	[[Category:Pages with broken file links\|MUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIAMUTUAL FUNDS: INDIA
		+	MUTUAL FUNDS: INDIA]]

	=Equity funds=		=Equity funds=

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 =Investments in Mutual Funds=
-==2007-18==
+==Retail investors' share in  MFs==
 [[File: Retail investors' share in mutual funds doubles in 4 years.jpg|Retail investors' share in mutual funds doubles in 4 years <br/> From: [https://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/shared/ShowArticle.aspx?doc=TOIDEL%2F2018%2F08%2F08&entity=Ar02922&sk=56534CCB&mode=image  August 8, 2018: ''The Times of India'']|frame|500px]]
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 ''Retail investors' share in mutual funds doubles in 4 years''
 ==Growth of SIPs/ MFs vs. bank FDs ==

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 MUTUAL FUNDS: INDIA]]
-==May 2018/ AUM as % of m-cap at 5.4%==
+== AUM as % of m-cap ==
 [https://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/shared/ShowArticle.aspx?doc=TOIDEL%2F2018%2F06%2F19&entity=Ar02016&sk=11476548&mode=text  Allirajan M, Equity MF assets to market cap at all-time high, June 19, 2018: ''The Times of India'']
@@ Line 201: / Line 202: @@
 With retail investors participating in the stock market rally in zest, equity MF AUM as a percentage of India’s stock market capitalisation touched 5% for the first time in September last year. The m-cap of all companies listed on the BSE (Bombay Stock Exchange) grew 18.25% y-o-y or by ₹23 lakh crore to ₹149 lakh crore in September. The equity MF AUMto-market capitalisation ratio was hovering around the 4% mark for about 18 months starting September 2015.
 =Investors’ rights and duties=