{"id":1998331,"date":"2014-07-30T18:15:33","date_gmt":"2014-07-30T12:45:33","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1998331"},"modified":"2014-09-09T11:57:03","modified_gmt":"2014-09-09T06:27:03","slug":"mutual-fund-league-tables","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/07\/30\/mutual-fund-league-tables\/","title":{"rendered":"Mutual Fund League Tables"},"content":{"rendered":"<p>AMFI puts out AUM statistics of mutual funds once a quarter. Here are some key take aways.<\/p>\n<h3>The Top 5 Dominate<\/h3>\n<p>Between 2009 and 2014, the top 5 players have remained the same: HDFC, ICICI, Birla Sun Life and Reliance. And their share has remained more-or-less the same: 56.96% in 2009 and 54.6% now.<\/p>\n<p>32 out of a total of 46 funds have less than 2% share, 29 have less than 1%<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/mutual-fund-aum-share.png\"><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/mutual-fund-aum-share.png\" alt=\"mutual-fund-aum-share\" width=\"700\" height=\"1000\" class=\"alignnone size-full wp-image-1998341\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/mutual-fund-aum-share.png 700w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/mutual-fund-aum-share-210x300.png 210w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<h3>There are way too many schemes<\/h3>\n<p>There are 1066 equity schemes (all permutations and combinations.) The top 2 schemes (both from HDFC) have more than 10% of AUM and the top 10 have about 30%. The rest of them fight for scraps.<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/equity-scheme-aum-share.png\"><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/equity-scheme-aum-share.png\" alt=\"equity-scheme-aum-share\" width=\"1024\" height=\"768\" class=\"alignnone size-full wp-image-1998351\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/equity-scheme-aum-share.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/equity-scheme-aum-share-300x225.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/equity-scheme-aum-share-400x300.png 400w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/equity-scheme-aum-share-900x675.png 900w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<h3>Direct plans even the playing field<\/h3>\n<p>&#8230; a bit.<\/p>\n<p>PPFAS has a 5% share of all direct plans.<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-scheme-aum-share.png\"><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-scheme-aum-share.png\" alt=\"direct-scheme-aum-share\" width=\"1024\" height=\"768\" class=\"alignnone size-full wp-image-1998361\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-scheme-aum-share.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-scheme-aum-share-300x225.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-scheme-aum-share-400x300.png 400w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-scheme-aum-share-900x675.png 900w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<h3>However, Direct plans are yet to make a dent<\/h3>\n<p>Equity AUM under direct plans have doubled since last year. This ought to be giving distributors sleepless nights&#8230;<\/p>\n<p><a href=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-regular-scheme-aum-share.png\"><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-regular-scheme-aum-share.png\" alt=\"direct-regular-scheme-aum-share\" width=\"700\" height=\"1000\" class=\"alignnone size-full wp-image-1998381\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-regular-scheme-aum-share.png 700w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/07\/direct-regular-scheme-aum-share-210x300.png 210w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AMFI puts out AUM statistics of mutual funds once a quarter. Here are some key take aways. The Top 5 Dominate Between 2009 and 2014, the top 5 players have remained the same: HDFC, ICICI, Birla Sun Life and Reliance. And their share has remained more-or-less the same: 56.96% in 2009 and 54.6% now. 32 &hellip; <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[17],"class_list":["post-1998331","post","type-post","status-publish","format-standard","hentry","category-investing-insight","category-your-money","tag-mutual-funds","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1998331","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=1998331"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1998331\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1998331"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1998331"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1998331"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}