Moneycontrol Mutual Fund Summit Highlights Importance of Investor Discretion in Investment Strategies

Friday, 13 September 2024, 03:55

Moneycontrol Mutual Fund Summit sheds light on how investor discretion shapes investment strategy amidst enthusiastic fund flows and rising options. Notably, the Indian mutual fund industry has nearly doubled its assets under management (AUM) in just five years. The summit emphasized the increasing responsibility on Mutual Fund Distributors (MFDs) and Registered Investment Advisors (RIAs) to guide investors wisely in this growing market.

Exponential Growth in Indian Mutual Fund Industry

The Indian Mutual Fund industry has experienced a significant rise, with AUM soaring from Rs 24.54 trillion as of July 31, 2019, to Rs 64.97 trillion as of July 31, 2024. This represents more than a 2-fold increase in just five years, driven by rising GDP and disposable income.

Investor Participation and SIPs

As investors flock towards Systematic Investment Plans (SIPs), the role of Mutual Fund Distributors (MFDs) and Registered Investment Advisors (RIAs) has become increasingly critical. The Moneycontrol Mutual Fund Summit provided a platform for industry experts to discuss strategies aimed at mitigating risks in portfolios during market corrections.

Active Investment Strategies

Akhil Chaturvedi, Chief Business Officer of Motilal Oswal AMC, stressed the importance of active investment.
He underscored the necessity of regular portfolio rebalancing to manage risk effectively.

Importance of Risk Management

The summit highlighted a pivotal shift where Risk Management is deemed more crucial than Return Management in an evolving industry landscape. Despite an increase in enticing investment options, investor judgment remains vital for building a lucrative portfolio.

Acknowledgment and Rewards

The third iteration of the Moneycontrol Mutual Fund Summit also acknowledged the growing significance of MFDs by presenting awards across ten unique categories to recognize exemplary contributions to the industry.

Final Insights

Catch the telecast of the Moneycontrol Mutual Fund Summit on CNBC TV-18 on September 14th, 4:00 PM, to gain invaluable insights into the future of mutual fund investments from leading experts.

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.