Home : Desh Kare Nivesh
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Life is full of memorable moments. Your first salary, the day you get married, your promotion, celebrating your new born, your child's first day of school...and the list goes on. While you celebrate them with your loved ones, these beautiful, moments can even be the triggers to start something big in life - achieving your financial goals. Because starting early, during these opportune moments, may be the key to success. So, cherish every wonderful moment, and let it be a beautiful reminder to invest in Mutual Funds.

Join the growing number of Mutual Fund investors. Be a part of Desh Kare Nivesh. movement.

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India Is Investing. And How!

  • Equity mutual funds’
    AUM at record high
  • 3x growth of investor
    account
  • Retail Investors leading
    equity investments
Assets under management (AUM) of domestic equity funds has nearly doubled in the last two years and hit a record Rs. 20 lakh crore in March 2022#

#Data as on March 2022 | Source: NSDL

Number of investor accounts has grown from
4.03 Crores December 2014, to 12.95 Crores In March 2022

Data as on March 31, 2022. | Source: AMFI | Account refers to a folio. An investor may have multiple accounts in a single fund or across funds. This is therefore not a count of number of investors, but number of accounts.

The value of assets held by individual investors in mutual funds increased 20.50% over March 2021. 78% of these assets are held in equity oriented schemes

*Data as on December 31, 2021. Account refers to a folio. An investor may have multiple accounts in a single fund or across funds. This is therefore not a count of number of investors, but number of accounts. | Source: AMFI| Institutions include domestic and foreign institutions and banks.

IT'S NOT JUST INDIA, EVEN BHARAT IS INVESTING

T(30)
India
Investing Graph
B(30)
Bharat

Data as on March 2022 | Source: AMFI | Equity oriented schemes include equity and balance funds. Non equity oriented schemes include liquid and money market schemes and debt and debt oriented funds.

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HOW THE YOUTH INVEST?
Positive Impact of the Pandemic
Positive impact of the pandemic

Over 40% young investors are ready to invest more than the pre-pandemic times.#

Nivesh for a brighter future
Nivesh for a
brighter future

Around 60% youngsters focusing on the goal of future and retirement security.#

Financially savvy Gen Z and Gen Y
Financially savvy Gen Z and Gen Y

Investors in the age group of 18-24 (Gen Z) and 25-30(Gen Y) rule the 'first-time investors' chart.#

Major participation in direct equity investment
Major participation in direct equity investment

Young and Freshers contribute over 70% of customer base of brokerage firms.*

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Source: #Groww (backed by Sequoia Capital, Ycombinator, Ribbit Capital, Tiger Global etc. Brokerage firms include platforms like Zerodha, Upstox, HDFC securities, Geojit etc.| Survey of 2 lakh people between 18-50 age bracket. |The survey of over 20,000 Indians between the age of 18 to 30 years . Data as on August 2021 | *Economic Times

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HOW WOMEN INVEST?

Data as on March 2022 | Source: statsofindia.in

WHAT IS THE DESH INVESTING FOR?

Age GroupAge Arrow Icon
  • 18-24
  • 25-30
  • 31-40
  • 40+
  • Long-term wealth creation
  • General saving
  • Education
  • House purchase
  • Marriage
  • Retirement
  • Tax Savings
  • Long-term wealth creation
  • General saving
  • Education
  • House purchase
  • Marriage
  • Retirement
  • Tax Savings
  • Long-term wealth creation
  • General saving
  • Education
  • House purchase
  • Marriage
  • Retirement
  • Tax Savings
  • Long-term wealth creation
  • General saving
  • Education
  • House purchase
  • Marriage
  • Retirement
  • Tax Savings
Data as on March 2022 | Source: StatsofIndia.in
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  • State Wise AAUM
  • State Wise Penetration of Mutual Funds
  • Less Than 21,800
  • 21,800-64,900
  • 64,900- 196,700
  • 196,700-324,900
  • 324,900-1,661,300

 

Rs. in Crore 

Composition of AAUM

Equity (%) 
Non Equity (%) 

 

No data found

 

Per capita in Crore 

Existing Penetration

AAUM of GDP (%) 
No of AMC Branches 

 

No data found

Data as on December 2021 | Source: AMFI

Disclaimer

  • An Investor education and Awareness initiative by Tata Mutual Fund.

  • To know more about KYC documentation requirements and procedure for change of address, phone number, bank details etc., please visit : https://www.tatamutualfund.com/investor-education.

  • Please deal only with registered Mutual Funds, details of which can be verified on the SEBI website under ‘Intermediaries / Market infrastructure institutions.

  • All complaints regarding Tata Mutual Fund may be directed to service@tataamc.com and / or https://www.scores.gov.in (SEBI SCORES portal)

  • Nomination is advisable for all folios opened by an individual especially with sole holding as it facilitates an easy transmission process.

  • This communication is a part of investor education and awareness initiative of Tata Mutual Fund.

Declaration

The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Tata Mutual Fund, securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. The material/information provided in this Website is for the limited purposes of information only for the investors. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Tata Mutual Fund, securities or financial instruments to any person in the United States of America ('US')/Canada.

Currently, the funds of TATA Mutual Fund have not been registered under the United States Securities Act of 1933 (the 'Securities Act') or under the securities laws of any state and the funds have not been registered under the Investment Company Act of 1940 (the 'Investment Company Act') of the United States. Units in the funds are therefore not being offered or sold within the United States/ Canada or to United States/ Canadian Persons.

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