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Welcome Address by: A. Balasubramanian

Chairman, AMFI

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‘Re-energising Indian Mutual fund Industry’

Data as on 31st March for respective year

The momentum that we are seeing today is the outcome of the seed which was sown in the year 2012- ‘Re-energising the Indian Mutual fund Industry’.

4.9

7.5

7.1

6.6 7

.9 9.0

12

.1 13

.6

18

.6

FY0

9

FY1

0

FY1

1

FY1

2

FY1

3

FY1

4

FY1

5

FY1

6

FY1

7

AU

M (

Rs

Lakh

Cr)

Mutual Fund AUM Trend

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Increasing Acceptance of Equity assets

Data as on 31st March for respective year

1,195

2,163 2,163 1,999 1,903 2,124

3,796

4,416

6,727

FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17

Trend of Equity funds AUM

Reflections of Strong Distribution Network

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47,845 52,194

60,372 66,919

75,554

85,918

Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17

Progressive trend of ARN-Holders

Data as on 31st March for respective year

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Mutual fund equity inflows – a strong counter-force for FII’s

Data as per Calendar year. Source : Bloomberg

3,274 2,903

8,151

10,872

6,976

5,366

CY 2015 CY 2016 CY AS ON JUNE 2017

Mutual fund Equity inflows (US$ mn)

FII Mutual Funds Equity inflows

6

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

5,000

Ap

r-00

Mar-

01

Mar-

02

Mar-

03

Mar-

04

Mar-

05

Mar-

06

Mar-

07

Mar-

08

Mar-

09

Mar-

10

Mar-

11

Mar-

12

Mar-

13

Mar-

14

Mar-

15

Mar-

16

Mar-

17

Invest

men

t g

row

th (

Rs)

CRISIL – AMFI Income Fund Performance Index CRISIL – AMFI Gilt Fund Performance Index 3 year FD Index

Fixed Income Schemes – Healthy returns

Fixed Income Schemes – Healthy returns as compared to FD’s

Source : CRISIL Research

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Increasing Retail assets of Fixed Income

Data as on 31st March for respective year

90

196 187231

305333

408

529

746

Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17

AU

M (

Rs

bill

ion

)

Trend of Retail Fixed Income AUM

Reflections of Sustainable Business Model

8Note: Data represents 92% of the Overall industry

1,206

1,916

2,719

3,989

FY14 FY15 FY16 FY17

SIP Book Size Per month (Rs. Crs)

9Note: Data represents 92% of the Overall industry

• First time in the history of financial services in India, MF as an industryhas come together to promote the category

• Multi-media campaign to promote Mutual Funds as the right choicefor investments

• Aims to bust many myths surrounding mutual funds

• Make Mutual Funds less intimidating and part of everydayconversation

Potential growth of Mutual Fund Industry

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6.6 8.2 9.011.9 13.5

18.322.4

27.6

33.8

41.6

51.0

62.7

77.0

94.5

FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

Forecasted AAUM Based on past 5 years average growth

AAUM

(`La

kh C

rore

s)

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Potential growth of Mutual Fund Industry

4.1 4.34.8

5.66.2

7.07.7

8.6

9.6

10.7

12.0

13.3

FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

Forecasted Folio count Based on past 3 years average growth

Folio Count

Cro

res

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Lineage of AMFI Chairman

Name Year of Leadership

Mr. A.P. Kurian 1995 - 2010

Mr. U.K. Sinha 2010 - 2011

Mr. Milind Barve 2011 - 2013

Mr. Sundeep Sikka 2013 - 2015

Mr. Leo Puri 2015 - 2016

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Thank You