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IntroductionA mutual fund is a pool of money from numerous investors who wish to save or make money Investing in a mutual fund can be a lot easier than buying and selling individual stocks and bonds on your own. Investors can sell their shares when they wantFirst started by Massachusetts Investors Trust In Boston in 1924
IndiaStarted by Unit Trust of India in 1963Debt OrientedLow penetration and Lack of awareness3800 MF folio per lac of population as against over 50000 savings bank account and over 26500 life insurance policies
ChinaOne of the largest and fastest growing market73 AMCs manage USD 380 billion through nearly 1000 schemesExemption of tax benefit
Mutual fund industry in USLargest mutual fund industry with nearly $16 trillion in assets
U.S. households rely on equity, bond, and hybrid mutual funds to meet long-term personal financial objectives such as preparing for retirement
Use money market funds as cash management tool
Equity Funds Held More Than Half of Total Mutual Fund AssetsPercentage of total net assets, year-end 2014
http://www.icifactbook.org/fb_ch2.html
Mutual Fund Statistics
2010 2011 2012 201305
101520253035
24.71 23.826.84
30.05
Total Net Asset in US trillion( Globally )
• Total Net Asset Globally increased approximately 5 %.
Source: http://www.statista.com/statistics/255864/top-global-fund-groups-worldwide-by-assets/
2010 2011 2012 20130100020003000400050006000700080009000
7486 7037 6709
8232
Total Net Asset in INR bn ( India )
• Total Net Asset in India increased approximately 3.2 %.
Source: Indian-mutual-fund industry KPMG report
Leading Mutual Fund Groups by Assets in US
Vangu
ard
Fidelity
Inve
stments
American
Funds
Blackro
ck
PIMCO Fu
nds0
5001000150020002500
1989.41431
1050.6 918.7595.2
Assets ( in billion US dollars )
Source: http://www.statista.com/statistics/255864/top-global-fund-groups-worldwide-by-assets
Leading Mutual funds in US Fund Name PIMCO Total
ReturnVanguard
Total Stock Market
Index Fund
Americans Fund – Growth Fund of America
Vanguard 500 Index investor
Fund
Vanguard Total Bond
Market Index
AUM $ 263 billion $ 190 billion $ 115 billion $ 111 billion $ 111 billion
Expense Ratio
0.85 0.06 0.68 0.17 0.22
Source : http://www.forbes.com/sites/billharris/2012/08/08/the-10-biggest-mutual-funds-are-they-really-worth-your-money/#2eaf5cfd4acf
Leading Mutual Fund Groups by Assets in India
Source: Indian-mutual-fund industry KPMG report
Source : ICI research global perspective report / March 2014
The global mutual fund industry has boomedAssets in mutual funds have increased more than sevenfold from $4.0 trillion in 1993 to $28.9 trillion in 2013US mutual funds rose nearly 600 percent=$14.3 trillionThe European mutual fund industry grew faster, by 642 percent=$9.0 trillion Asia-Pacific region expanded 450 percent=$3.3 trillionThe rest of the world, grew 2,200 percent=$2.3 trillion
Source : ICI research global perspective report / March 2014
Outside Europe and the United States : In the past nearly five years, there is significant growth in the number of mutual funds occurred outside Europe and the United States
Net increases of about 3,000 long-term funds in the Asia-Pacific region and roughly 5,600 in the rest of the world.
Some countries experienced a very sharp percent increase Chile, for instance, had 177 mutual funds in 2001, grew to 2,340 by late 2013
Europe : The number of long-term mutual funds has stabilised around or just below 34,000 since the global financial crisis, after rising rapidly in the five-year period of 2003–2007.
United States : The number of long-term mutual funds on net remained about unchanged over the past decade, with 7,042 funds at the end of 2013
Source : ICI research global perspective report / March 2014
