1. Analyst View

2. Concept of Mutual Funds

3. Indian Mutual Funds Market - An Overview

4. India - An Emerging Investment Destination
4.1 Economic Stability
4.2 Rapid Urbanization
4.3 High Saving Tendency
4.4 High Profitability
4.5 Bullish Stock Market
4.6 Income Level
4.7 Household Investment
4.8 Market Penetration
4.9 Consumer Interest
4.10 Risk Level & Return Potential
4.11 Government Initiatives

5. Market Performance
5.1 By Nature of Funds
5.1.1 Debt
5.1.2 Equity
5.2 By Investment Objectives
5.2.1 Income Schemes
5.2.2 Growth Schemes
5.2.3 Balanced Schemes
5.2.4 Liquid/Money Market Schemes
5.2.5 Gilt Schemes
5.2.6 ELSS Schemes
5.2.7 ETFs
5.3 By Types of AMCs
5.3.1 Bank Sponsored
5.3.2 Institutions
5.3.3 Private Sector
5.4 By Types of Investors
5.4.1 Individual
5.4.2 Institutional
5.4.3 Others
5.5 By Distribution Networks
5.5.1 Banks
5.5.2 IFAs
5.5.3 Others
5.6 By Geographical Distribution

6. Future Outlook

7. New Growth Avenues
7.1 Real Estate Mutual Funds
7.2 Tier II & III Cities
7.3 Personal Savings
7.4 Online Marketing
7.5 Mutual Fund Intermediaries
7.6 Business & Knowledge Outsourcing
7.7 Advertising Media

8. Growth Barriers
8.1 Awareness Level
8.2 Compulsion of PAN Cards
8.3 Real Estate Market
8.4 Evolution of ULIPs
8.5 Employee Attrition

9. Key Players
9.1 Reliance Capital
9.2 UTI
9.3 BOB
9.4 ICICI Prudential
9.5 HDFC

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)