Performance of Mutual Fund in India

Rabin Bhandari

History

Phase I Establishment and Growth of Unit Trust of India, 1964-87Assets Under Management of UTI was Rs. 6700 crores. by the end of 1987

Phase II Entry of Public Sector Funds -1987-1993(LIC, GIC and 6 public sector banks)Assets Under Management rose to Rs. 470 04 crores. in March 1993

Phase III Emergence of Private Sector Funds 1993-2003Assets Under Management Rs. 1,21,805 crores by the end of 1996AMFISEBI

Phase IV Since 2003

Today: AUM Rs 8.25 lakh crores as on April 31, 2013

Trends in Mutual Fund

• Assets under management (AUM) grew 21.37% YoY as on April 30, 2013 on account of strong inflows and a sharp rally in both debt as well as equity market

• Income & gilt funds saw strong inflows of 20,159 crore & 986 crore, respectively.

Trend in AUM

Income Funds

Top ten performers

Sectorial return

Mutual Fund Market

Performance

Performance

Performance

Performance

Problems

References• http://portal.amfiindia.com/showhtml.aspx?page=mfindustry• http://www.sebi.gov.in/sebiweb/investment/MFLatest.jsp?period=day• http://www.dnb.co.in/bfsisectorinindia/MFund5.asp• http://

businesstoday.intoday.in/story/best-mutual-funds-in-india-how-they-performed-in-fy13/1/195283.html

• http://www.mutualfundindia.com/