mutual funds

Emerging Trends in Mutual Funds : 

Emerging Trends in Mutual Funds By N. Manikandan & K. Priyadharshini Alagappa Institute of Management

Findings & Interpretation : 

Findings & Interpretation New MF rules From 1st January-08 No Entry Load on Mutual Funds: SEBI MFs expect no gain from Agent fee Disclosure MFs starts selling plans with Insurance from October-08 AUM Increase 8.68% in Feb. 2009 Registered Stockbrokers starts Selling MFs on behalf of their clients from Nov-09 Mutual fund industry AUM decline by 4.1% in Febuary 2010 SEBI banned 14 private life insurance in April 2010 MFs investing in Infrastructure from April-2010 MFs giving rich returns in Sep’10 Alagappa Institute of Management

Ways to Grow : 

Ways to Grow 22 October 2010 Alagappa Institute of Management 3

New MF rules From 1st January-08 : 

New MF rules From 1st January-08 22 October 2010 Alagappa Institute of Management 4

No Entry Load on Mutual Funds: SEBI : 

No Entry Load on Mutual Funds: SEBI 22 October 2010 Alagappa Institute of Management 5

MFs expect no gain from Agent fee Disclosure : 

MFs expect no gain from Agent fee Disclosure 22 October 2010 Alagappa Institute of Management 6

Standard Warnings-28th Feb-08 : 

Standard Warnings-28th Feb-08 22 October 2010 Alagappa Institute of Management 7

MFs starts selling plans with Insurance from October-08 : 

MFs starts selling plans with Insurance from October-08 22 October 2010 Alagappa Institute of Management 8

AUM Increase 8.68% in Feb. 2009 : 

AUM Increase 8.68% in Feb. 2009 22 October 2010 Alagappa Institute of Management 9

Registered Stockbrokers starts Selling MFs on behalf of their clients from Nov-09 : 

Registered Stockbrokers starts Selling MFs on behalf of their clients from Nov-09 22 October 2010 Alagappa Institute of Management 10

From April 2009 – March 2010 : 

From April 2009 – March 2010 22 October 2010 11

Mutual fund industry AUM decline by 4.1% in Febuary 2010 : 

Mutual fund industry AUM decline by 4.1% in Febuary 2010 22 October 2010 Alagappa Institute of Management 12

MF in Decline : 

MF in Decline 22 October 2010 Alagappa Institute of Management 13

MFs investing in Infrastructure from April-2010 : 

MFs investing in Infrastructure from April-2010 22 October 2010 Alagappa Institute of Management 14

AMC's & Portfolio business from June’10 : 

AMC's & Portfolio business from June’10 22 October 2010 Alagappa Institute of Management 15

MF & Portfolio : 

MF & Portfolio 22 October 2010 Alagappa Institute of Management 16

Increase in consumer complaints from Augest’10 : 

Increase in consumer complaints from Augest’10 SEBI had asked the fund houses to display investor complaints on their websites as well as that on the site of Association of Mutual Funds in India (AMFI). Latest data shows coming up on AMFI, fund houses have received 61,604 'non-receipt of dividend' complaints in the financial year 2009-10. Some of them are related to non-updation of PAN, bank details, nomination, etc 22 October 2010 Alagappa Institute of Management 17

AUM of MF industry down 1.5% on Augest’10 : 

AUM of MF industry down 1.5% on Augest’10 In all, the AUM of the whole sector went down by Rs 10,296.15 crore The overall base stood at Rs. 1.02 lakh crore, said AMFI, the association of the industry. The assets of the other top funds houses namely HDFC MF, ICICI MF and UTI MF. Declined on, the back of, heavy withdrawals from the corporate as well as other funds. These are the main sources of investment. Experts say that a move by SEBI to ban entry load has forced distributors to go down hence the case. 22 October 2010 Alagappa Institute of Management 18

MFs giving rich returns in Sep’10 : 

MFs giving rich returns in Sep’10 It has been found out from a recently done survey that close to 60% of the mutual funds have over-performed their benchmark as the sensex has recently touched the 20,000 mark, where the markets are either flat or are going through a bull-run. Achal Kumar Gupta, MD of SBI Mutual Fund said that there are only two things that matter for any fund to beat the benchmark i.e. Stock picking and Fund manager experience. While the market was going via a bad run, only 3.5% of the equity diversified fund outperformed. 22 October 2010 Alagappa Institute of Management 19

Future of Mutual Funds in India : 

Future of Mutual Funds in India 22 October 2010 Alagappa Institute of Management 20

ANY QUARIES…? : 

ANY QUARIES…? 22 October 2010 Alagappa Institute of Management 21

THANK "U" 2 ALL : 

THANK "U" 2 ALL 22 October 2010 Alagappa Institute of Management 22