Mutual Fund Screener

Mutual Fund Screener

For the quarter ended Jun -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 20% YoY to Rs. 23.4 lakh crore in Q1FY19

QAAUM (In Rs. Crore)

2,400,000 1,800,000

Mutual Fund Industry (QAAUM)

Jun-17, 1,951,775

Mar-18, 2,305,212

Jun-18, 2,340,377

1,200,000

600,000

0 Jun-17

Mar-18

Jun-18

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

Rs. 35,166 crore added in Q1FY19

Growth Trend of AMCs for the Quarter ended Jun-18

AMCs

Range

Top 5

-2% to 7%

Next 10

-5% to 8%

Rest

-26% to 58%

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

Industry Quarterly Average Assets Under Management (QAAUM) grew for the 19th consecutive quarter in Q1FY19

Positive triggers that are working for the industry

Robust SIP inflows

Strong retail participation especially from B30 cities

Investor awareness campaigns such as "Mutual Funds Sahi Hai"

ICRA Online Limited

4

Top 10 AMCs account for ~81% of QAAUM

Top 10 AMCs

QAAUM Rs.

350,000 3 lakh crore

QAAUM Rs. 2 lakh

8%

crore and < Rs. 3

280,000

lakh crore

6%

QAAUM Rs. 1

lakh crore and <

210,000

Rs. 2 lakh crore

4%

140,000

2%

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

70,000

0%

0

-2%

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

Source: AMFI, ICRA Online Research

Jun-18

Mar-18

% Change QoQ

ICRA Online Limited

5

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