New feature: Thematic Reports!

New quarterly report series

We are delighted to introduce a new feature, Thematic Reports, as part of the existing Insights section on IndiaDataHub. Thematic Reports will provide a quarterly deep dive into specific topics, presenting a comprehensive analysis of data. Our aim is to enhance understanding by exploring multiple layers of information and offering nuanced insights. As always, we will do this through the prism of data, rather than subjective opinions or perceptions.

In this inaugural Thematic Report, we delve into the Mutual Fund industry, focusing on the remarkable growth witnessed by passively managed funds in recent years. Over the past four years, passively managed funds have received nearly double the net inflows compared to actively managed funds. The EPFO has played a crucial role in the growth of passive funds. However, despite its substantial inflows, EPFO’s flows represent less than half of the total inflows into the passive funds. Individual investors are increasingly contributing to the growth of passive funds. As of March 2023, individuals held 20% of the AUM of passive funds, and this share has doubled in the last 4 years.

As you read this report, we are sure, there will be several ‘aha’ moments! This report is also part of a comprehensive data product for mutual funds that we are putting together. We should roll out the first version of it by next month. Stay tuned! If you are already a corporate or a Pro subscriber, you can download the report from here.

And do let us know your feedback and what topics we should take up for the next report…