Nippon Life India Asset Management Limited
5,919words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
7.97%
12.3%
10.8%
18.9%
58.0%
8.31%
12.1%
9.5%
17.6%
60.8%
8.26%
Guidance — 4 items
CAGR for MF AUM
opening
“Investment Funds Association, AMFI, Statista GDP and MF AUM data as of 2023 40 Data Classification: Public Key Enablers – Robust Economic Growth India GDP (INR trillion) YoY growth 11% 10% 12% 11% 11% 125 138 154 171 189 6% 201 199 -1% CAGR: 10% 19% 236 14% 269 12% 301 10% 331 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 ▪ India is now the 5th largest economy in the world ▪ GDP growth rate is among the highest vs.”
CAGR for MF AUM
opening
“have created a conducive growth platform Source: RBI, MOSPI 41 Data Classification: Public Key Enablers – Financialization of Savings Gross Financial Savings (INR trillion) % of Household Savings 60.5% 57.9% 62.4% 58.9% 60.5% 52.1% 51.5% CAGR: 11% 68.1% 55.1% 58.6% 62.8% 12 13 15 16 21 23 23 31 26 29 34 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 No.”
CAGR for MF AUM
opening
“of demat accounts (mn) ADTO* (INR bn) 1,207 ▪ 658 716 386 41 55 90 883 192 151 576 114 FY24 FY22 FY20 * Spot market Average Daily Turnover for BSE & NSE FY23 FY21 FY25 In the last decade, households have increasingly preferred financial assets over physical assets to achieve long term savings’ goals ▪ No.”
CAGR for MF AUM
opening
“No representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness or fairness of the information, estimates, projections and opinions contained in this presentation.”
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Risks & concerns — 1 flagged
He joined State Bank of India as a Probationary Officer in December 1981, and has held various key assignments within the Bank and the Group in Credit and Risk, Retail, Operations, IT, Treasury, Investment Banking and International Operations.
— CAGR for MF AUM
Speaking time
1
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Opening remarks
CAGR for MF AUM
3-yr: 21% / 5-yr: 22% / 10-yr: 19% 16% 16% 15% 32.2 37.7 40.0 20% 18% 66.7 55.0 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 Source: RBI, SEBI, MOSPI Note: a) AUM is based MAAUM for March, b) 2024-2025 GDP as per Second Adv .Estimates 39 Data Classification: Public Under-penetration presents significant growth potential MF AUM/GDP 65% 79% 83% 61% 17% 96% 53% 60% 123% World Brazil Canada Germany India Japan Sweden United Kingdom United States Unique MF investors 2.4% 2.6% 3.1% 3.7% ▪ Mutual Fund penetration in India is low as % of GDP vs global average 1.6% 23 34 37 45 54 ▪ Roughly 4% of invests in MFs India’s population Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 at a 21% CAGR over FY20-25 ▪ Mutual Fund investors have increased Unique MF Investors (mn) % of total population Source: World Bank, Intl. Investment Funds Association, AMFI, Statista GDP and MF AUM data as of 2023 40 Data Classification: Public Key Enablers – Robust Economic Growth India GDP (INR trillion) YoY growth 11% 10%
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