Reports

Ideas That Generate Results

List of Figures:

Figure 3-1: India - Growth in Mutual Fund Assets by Phase (in Crore Rs), Mar 1965 to Mar 2008
Figure 4-1: India - Nominal GDP (in Billion US$), 2002-2007
Figure 4-2: India - Forecast for Nominal GDP (in Billion US$), 2008-2012
Figure 4-3: India - Rural & Urban Population Split (%), 2005 & 2030F
Figure 4-4: India - Share of Household Savings in Gross National Savings w.r.t. Other Countries (%), 2005
Figure 4-5: India - Mutual Funds Operating Profit in Average AUM w.r.t. UK & US (in bps), Mar 2007
Figure 4-6: India - Stock Performance of SENSEX & NIFTY (Mar 2006 to Jan 2008)
Figure 4-7: India - Institutional Investment in Stock Market (in Crore Rs), Mar 2006 to Nov 2007
Figure 4-8: India - Per Head Disposable Income (in US$), 2002-2007
Figure 4-9: India - Forecast for Per Head Disposable Income (in US$), 2008-2012
Figure 4-10: India - Share of Mutual Fund Assets in GDP w.r.t. Other Countries (%), 2007*
Figure 4-11: India - Comparative Risk & Return Matrix of Various Investment Instruments
Figure 5-1: India - Mutual Fund Assets (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-2: India - Gross Sales of Debt Mutual Funds (in ‘000 Crore Rs), 2002-03 to 2006-07
Figure 5-3: India - Gross Redemptions from Debt Mutual Funds (in ‘000 Crore Rs), 2002-03 to 2006-07
Figure 5-4: India - Gross Sales of Equity Mutual Funds (in ‘000 Crore Rs), 2002-03 to 2006-07
Figure 5-5: India - Gross Redemptions from Equity Mutual Funds (in ‘000 Crore Rs), 2002-03 to 2006-07
Figure 5-6: India - Assets under Management by Investment Objectives (%), 2007-08
Figure 5-7: India - Assets under Management of Income Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-8: India - Assets under Management of Income Schemes by Close & Open End (%), 2007-08
Figure 5-9: India - Sales of Income Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-10: India - Assets under Management of Growth Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-11: India - Assets under Management of Growth Schemes by Close & Open End (%), 2007-08
Figure 5-12: India - Sales of Growth Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-13: India - Assets under Management of Balanced Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-14: India - Assets under Management of Balance Schemes by Close & Open End (%), 2007-08
Figure 5-15: India - Sales of Balanced Scheme (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-16: India - Assets under Management of Liquid Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-17: India - Sales of Liquid Scheme (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-18: India - Assets under Management of Gilt Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-19: India - Sales of Gilt Scheme (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-20: India - Assets under Management of ELSS Schemes (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-21: India - Assets under Management of ELSS Schemes by Close & Open End (%), 2007-08
Figure 5-22: India - Sales of ELSS Scheme (in Crore Rs), 2004-05 to 2007-08
Figure 5-23: India - Assets under Management of ETFs (in Crore Rs), 2006-07 & 2007-08
Figure 5-24: India - Banks Sponsored Mutual Fund Sales & Redemptions (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-25: India - Sales of Banks Sponsored Mutual Funds by Segment (%), 2007-08
Figure 5-26: India - Institutional Mutual Fund Sales & Redemptions (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-27: India - Private Sector Mutual Fund Sales & Redemptions (in ‘000 Crore Rs), 2004-05 to 2007-08
Figure 5-28: India - Sales of Private Sector Mutual Funds by Segment (%), 2007-08
Figure 5-29: India - Unit-holding Pattern of Mutual Funds by Account (%), 2007-08
Figure 5-30: India - Unit-holding Pattern of Mutual Funds by Net Assets (%), 2007-08
Figure 5-31: India - Sales of Equity Mutual Funds by Distribution Networks (%), Apr 2007
Figure 5-32: India - Penetration of Mutual Funds Industry by Distributor (%), 2007
Figure 5-33: India - Sales of Equity Mutual Funds through Banks (in Billion US$), Apr 2005 & Apr 2007
Figure 5-34: India - Sales of Equity Mutual Fund through IFAs (in Billion US$), Apr 2005 & Apr 2007
Figure 5-35: India - Sales of Equity Mutual Funds through National/Regional Distributors (in Billion US$), Apr 2005 & Apr 2007
Figure 5-36: India - Penetration of Mutual Fund Assets (%), 2007
Figure 6-1: India - Mutual Fund Retail Assets (in Billion US$), 2006 & 2015F
Figure 6-2: India - Mutual Fund Institutional Assets (in Billion US$), 2006 & 2015F
Figure 7-1: Tier II & III Cities - Mutual Fund Retail Assets (in Billion US$), 2006 & 2015F
Figure 7-2: India - Forecast for Internet Users (in ‘000), 2008-2011
Figure 7-3: India - AMFI Certified Individuals (in ‘000), 2007-08 & 2015F

List of Tables:

Table 4-1: India - SENSEX Journey from 1000 to 21000 Points
Table 5-1: India - Top Ten Mutual Fund Schemes by Returns (%), July 2008
Table 5-2: India - Individual Mutual Fund Investor Accounts & Net Assets (2007-08)
Table 5-3: India - Institutional* Mutual Fund Investor Accounts & Net Assets (2007-08)
Table 5-4: India - NRI Mutual Fund Investor Accounts & Net Assets (2007-08)
Table 5-5: India - FII Mutual Fund Investor Accounts & Net Assets (2007-08)
Table 7-1: India - Domestic Savings by Sector (in Crore Rs), 1991-92 to 2006-07*
Table 7-2: India - Revenue & Number of KPO Professionals under Banking, Securities & Insurance Research (2006-07 & 2010-11F)
Table 9-1: ICICI Prudential - Key Financial Indicators (May 1998 & Jun 2008)
Table 9-2: HDFC - Key Financial Indicators (Apr 2008)