About Bajaj Finserv Asset Management Limited

Bajaj Finserv Asset Management Limited (the ‘AMC’) is a wholly owned subsidiary of Bajaj Finserv Limited. With a future-focused and differentiated investment strategy, Bajaj Finserve Asset Management Limited seeks to make financial goals of the customers achievable. The AMC’s investment philosophy reflects the idea, that it as an organization believes may generate a good return on equity investment in the long term, for its investors. 

The fund house manages a total AUM of Rs. ? 16083.4884 Cr crores as of 1 October, 2024. They offer 10 active mutual funds that are available to invest as of 21-Nov-2024. It offers a variety of mutual fund schemes across fixed income, equity and hybrid categories for investors to diversify their portfolio. The AMC has already launched multiple schemes including liquid fund, overnight fund, money market fund, flexi cap fund, arbitrage fund, balanced advantage fund.
 

* Data is updated till December 2024

About Bandhan AMC Limited

Bandhan Mutual Fund, established on March 13, 2000, stands as one of India's leading mutual fund houses, dedicated to transforming savers into investors and fostering wealth creation.

In April 2022, Bandhan Mutual Fund made a strategic leap by acquiring IDFC Asset Management Company, in partnership with Bandhan Financial Holdings Limited, Singapore's Sovereign Fund GIC, and ChrysCapital. This acquisition culminated in the rebranding of IDFC Mutual Fund to Bandhan Mutual Fund in March 2023.

With a strong focus on investor-centric solutions, Bandhan Mutual Fund is a major player in the mutual fund sector, boasting an Assets Under Management (AUM) of ?1,37,193.31 crores as of March 2024.

Bandhan AMC offers a wide range of 76 mutual fund schemes, spanning debt, equity, hybrid, and other categories, alongside Portfolio Management Services (PMS). These products are crafted and managed by an experienced team of fund managers, including: Manish Gunwani, Daylynn Gerard Paul Pinto, Sachin Relekar, Nemish Sheth, Sumit Agrawal, Harshal Joshi, Viraj Kulkarni, Brijesh Shah, Gautam Kaul, Suyash Choudhary.
 

* Data is updated till December 2024

About Bank of India Investment Managers Private Limited

Bank of India Investment Managers Private Limited (Formerly BOI Star Investment Managers Private Limited) (Formerly BOI AXA Investment Managers Private Limited) is a wholly owned subsidiary of Bank of India. Bank of India Investment Managers Pvt. Ltd. has continuously proved to be trustworthy with 15 years of experience in fund management and has always catered to the needs of the investors across various objectives.

The Bank of India Mutual Fund team provides a wide range of investment solutions diversified across multiple asset classes and sectors, catering to varied financial goals and risk appetites. It has a portfolio of 18 varied Mutual Fund Schemes with 6.2 lakhs+ investors, ?10,994.37* crores assets under management and 13 branches across PAN India, (as on September 30, 2024).
 

* Data is updated till December 2024

About Canara Robeco Asset Management Company Limited

Canara Robeco, is India’s second oldest asset manager, in existence since 1993, when it was known as Canbank Mutual Fund. In 2007, Canara Bank partnered with Robeco group by way of a joint venture and the mutual fund was renamed as Canara Robeco Mutual Fund. This brings together, Canara Bank’s extensive experience in the Indian market along with Robeco group’s global asset management experience.

Canara Bank is one of the largest state-owned banks in India, over 113 years of banking experience, ranking 7*. The bank has over 89+ million customers & 10,855+ branches. *Top Banks in 2017 by Dun & Bradstreet.

Robeco group was founded in 1929 in Rotterdam, is a pure play asset manager. Robeco group has an active investment style and is known as a global leader in sustainable investing. With a presence in 15 countries and over 873 employees, Robeco group has key investment centres located in Rotterdam, Zurich, Boston, Chicago, Hong Kong and Mumbai
 

* Data is updated till December 2024

About Edelweiss Asset Management Limited

A proud member of the Edelweiss Group, Edelweiss Mutual Fund is one of India’s youngest and fastest growing asset management companies. Investment Policy is as:
1. Forensics: Use forensic framework to check accounting quality, board governance standards and ownership background.
2. Acceptable price: Emphasize reasonably priced businesses with earnings power over the medium term, rather than focusing on the short term.
3. Investment Style Agnostic: Emphasize investing in strong businesses capable of delivering long-term returns, while remaining agnostic to value or growth investing styles.
4. Robustness: Pick well managed businesses having scalable opportunities and superior return on capital employed

* Data is updated till December 2024

About Franklin Templeton Asset Management (India) Private Limited

Franklin Templeton's association with India dates to over two decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management. Key Highlights:

1. 30 Years of presence and still going strong
2. 19 Lakh+ Investors
3. 1,00,000 Cr+ AUM
4. 30+ MF Schemes. Tailored investment opportunities for every goal
 

* Data is updated till December 2024

About Groww Asset Management Limited

Groww Mutual Fund (formerly known as Indiabulls Mutual Fund), a leading fund house, is renowned for its innovative approach to delivering investment solutions. It specializes in a broad array of mutual fund schemes, tailored to meet the distinct needs and aspirations of its investors.

The philosophy of Groww Mutual Fund is built upon the pillars of simplicity, transparency, consistent wealth creation, and customer centricity. They are focused on identifying investment opportunities where growth aligns with robust fundamentals. 

Operating under the trusteeship of Groww Trustee Limited (formerly known as Indiabulls Trustee Company Limited) and sponsored by Groww Invest Tech Private Limited (formerly known as Nextbillion Technology Private Limited), Groww Mutual Fund offers a diverse investment avenue. The portfolio encompasses a wide range of schemes, including equity funds, hybrid funds, debt funds and ETFs.
 

* Data is updated till December 2024

About HDFC Asset Management Company Limited

HDFC Asset Management Company Limited (HDFC AMC) is one of India's leading mutual fund houses, recognized for its discipline, strong governance, and commitment to stakeholders. With over two decades of trusted performance, HDFC AMC has established itself as a reliable wealth creator for millions of Indian households.

The company has achieved significant milestones throughout its journey:
1. Foundation and Partnerships: Registered with SEBI in 2000, HDFC AMC strengthened its market standing by partnering with abrdn Investment Management Limited in 2001.
2. Strategic Expansions: The acquisition of Zurich Mutual Fund schemes in 2003 and Morgan Stanley Mutual Fund in 2014 marked significant expansion milestones.
3. IPO and Industry Leadership: 2018 saw HDFC AMC becoming a publicly listed entity, further solidifying its leadership role in the mutual fund sector.

As of September 30, 2024 HDFC AMC manages ?7.7 trillion in Total Assets Under Management (AUM). Its extensive network includes 255 branches, serving nearly 99% of Indian pin codes, with support from over 90,000+ empaneled distributors, including MFDs, NDs, and banks.

HDFC AMC offers a wide array of investment solutions, including mutual funds, portfolio management services, and separately managed accounts (SMA). These are tailored to meet the needs of diverse clients, such as high-net-worth individuals (HNIs), family offices, corporates, and institutions. Most of its mutual fund schemes have successfully navigated multiple market cycles, showcasing their resilience and long-term performance.
 

* Data is updated till December 2024

About Helios Capital Asset Management (India) Private Limited

Helios Capital Asset Management (India) Pvt. Ltd. (“Helios India”) is an asset management company, headquartered in Mumbai. Helios India is licensed by the Securities & Exchange Board of India (SEBI) to offer Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), and it also acts as an Investment Manager to the Schemes of Helios Mutual Fund.

Our parent, Helios Capital Management Pte. Ltd. (“Helios Singapore”), is an India focused Singapore based asset management company. Helios Singapore holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with the Securities and Exchange Board of India. Helios Singapore is the Sponsor of the Helios Mutual Fund.
 

* Data is updated till December 2024

About ICICI Prudential Asset Management Company Limited

ICICI Prudential Mutual Fund stands among India's top two largest Asset Management Companies (AMCs), recognized for its legacy, reliability, and strong financial performance. As one of the oldest and most profitable mutual fund houses, it has consistently delivered confidence and value to its investors.

Established in 1993, ICICI Prudential Mutual Fund is a joint venture between ICICI Bank, one of India’s largest financial institutions, and Prudential Plc, a globally recognized insurance leader focused on Asia and Africa. With its roots in two financial powerhouses, ICICI Prudential Mutual Fund has played a pivotal role in shaping India's financial landscape, including being instrumental in setting up the CRISIL rating system.

The AMC has grown into a financial giant, managing Assets Under Management (AUM) of ?8,96,289.12 crores as of October 2024, making it a market leader in India. Its offerings are known for high reliability, with most funds rated “AAAmfs”, signifying exceptional confidence.

ICICI Prudential Mutual Fund offers a comprehensive suite of investment solutions designed to meet the diverse financial goals of its investors, backed by a legacy of performance, reliability, and innovation.
 

* Data is updated till December 2024

About ITI Asset Management Limited

The Investment Trust of India Limited (ITI), incorporated in 1991, serves as the backbone for the diverse ITI Group businesses. Initially launched as a vehicle finance company, ITI has evolved into a comprehensive financial services provider, offering a range of fund-based and fee-based products. ITI Mutual Fund operates under ITI Asset Management Limited, backed by the dynamic and innovative ITI Group, which actively nurtures its businesses with a long-term vision.

With ITI Mutual Fund, the focus is on delivering thoughtful, investor-centric solutions driven by robust investment management and research expertise. The fund house is committed to empowering investors to achieve their financial goals confidently. By offering innovative investment solutions, ITI Mutual Fund emphasizes long-term wealth creation with an agile and fresh approach that adapts to India’s rapidly evolving economy.

Key Highlights of ITI Mutual Fund
Diverse Product Offerings: ITI Mutual Fund offers 17 schemes across equity, hybrid, and debt categories, catering to a wide spectrum of investor needs.
Assets Under Management (AUM): As of December 29, 2023, the fund house manages a combined AUM of ?5968.67 crores, with ?5269.98 crores in equity, ?348.01 crores in hybrid funds, and ?350.69 crores in debt schemes.
Geographical Reach: ITI Mutual Fund has a strong network across India, with a presence in 51 locations and 29 branches, supported by 22,988 distribution partners. The AUM distribution reflects a diversified reach, with top cities accounting for a significant share and smaller cities showcasing growing participation.

ITI Mutual Fund leverages some of the finest expertise in investment management, equity research, and credit research to deliver superior risk-adjusted returns. The company prioritizes trust, transparency, and an innovative approach to investments, ensuring a best-in-class experience for its 2,12,105 investors.
 

* Data is updated till December 2024

About LIC Mutual Fund Asset Management Limited

LIC Mutual Fund, established on April 20, 1989, is a prominent player in India’s asset management industry, supported by the trusted brand LIC of India. Renowned for its disciplined investment approach and strong corporate governance, LIC Mutual Fund offers 38 diverse schemes, including debt, equity, hybrid, passive, and solution-oriented funds, catering to investors with varying risk appetites.

As of December 31, 2023, LIC Mutual Fund Asset Management Limited manages an AUM of ?27,454 crores, reflecting its growing credibility among investors. The company is dedicated to creating long-term value through innovative investment strategies and superior portfolio management.

By combining robust fund performance with exceptional service, LIC Mutual Fund continues to fulfill its promise of ""Khushiyaan, Zindagi Ki,"" making it a preferred choice for investors across India seeking reliable and profitable investment solutions.
 

* Data is updated till December 2024

About Motilal Oswal Asset Management Company Limited

Motilal Oswal Asset Management Company (MOAMC) was established in November 2008, offering a wide array of investment solutions, including mutual funds, portfolio management services (PMS), and alternative investment funds (AIFs). These products cater to various investment objectives and risk profiles, making MOAMC a trusted choice for investors.

Key Highlights
1. Assets Under Management (AUM): Over ?60,000 crore as of the latest financial data.
2. Client Base: More than 15 lakh investor accounts.
3. Mutual Fund Portfolio: Net AUM of ?26,613 crore across 9 active schemes.?15,575 crore AUM in passive funds, covering both domestic and international markets.

MOAMC has consistently delivered high-performing schemes that have earned recognition and industry accolades. Its focus on disciplined fund management and innovative strategies has made it a standout player in the mutual fund space.
With a strong legacy of financial expertise, MOAMC combines robust research, innovative strategies, and investor-centric solutions. Its track record in mutual fund performance and expanding investor base reflects its dedication to creating wealth and delivering superior value.
 

* Data is updated till December 2024

About Navi AMC Limited

Navi AMC Limited (formerly Essel Mutual Fund) was co-founded by Sachin Bansal, the visionary behind Flipkart, and Ankit Agarwal, a seasoned banker with experience at Deutsche Bank and Bank of America. Sponsored by Anmol Como Broking Private Limited and registered with SEBI, Navi AMC manages mutual funds under a tech-driven, customer-first approach.

Key Highlights
1. Rebranding & Expansion: Acquired Essel Finance Mutual Fund in January 2021 and rebranded to Navi Mutual Fund.
2. Assets Under Management (AUM): ?4,600 crore as of December 2023.

Navi AMC is dedicated to simplifying mutual funds, making them affordable, and enhancing their accessibility. Leveraging cutting-edge technology and innovative solutions, Navi aims to become a leading name in the Indian mutual fund industry.
Navi AMC stands out with its commitment to affordable and accessible investment options, backed by strong leadership and robust technology. Its rapid growth and customer-centric innovation make it a preferred choice for modern investors.
 

* Data is updated till December 2024

About Nippon Life India Asset Management Limited

Nippon India Mutual Fund (NIMF) is one of India's leading mutual funds, with Average Assets Under Management (AAUM) of Rs 5,49,174 Crores (Jul 2024 to Sep 2024 QAAUM) and 287.77 Lakhs folios (as on 30th Sep 2024). NIMF which is one of the fastest growing mutual funds in India, 30th September 2024 offers investors a well-rounded portfolio of products to meet varying investor requirements and has presence in 264 locations (as of 30th September 2024) across the country. NIMF constantly endeavours to launch innovative products and customer service initiatives to increase value to investors.

Nippon India Mutual Fund (NIMF) has been established as a trust under the Indian Trusts Act, 1882. Nippon Life Insurance Company(NLI) is the Sponsor and Nippon Life India Trustee Ltd (NLITL) is the Trustee. Nippon India Mutual Fund has been registered with the Securities & Exchange Board of India (SEBI) vide registration number MF/022/95/1 dated June 30, 1995. Nippon India Mutual Fund (NIMF) was earlier known as Reliance Mutual Fund. The name of Mutual Fund was changed from Reliance Mutual Fund to Nippon India Mutual Fund effective September 28, 2019 . NIMF was formed to launch various schemes under which units are issued to the public with a view to contribute to the capital market and to provide investors the opportunities to make investments in diversified securities.
 

* Data is updated till December 2024

About NJ Asset Management Private Limited

NJ Mutual Fund is sponsored by NJ India Invest Private Limited (NJII), the flagship entity of the renowned NJ Group. Founded in 1994 by visionary entrepreneurs Niraj Choksi and Jignesh Desai, NJII was established to meet the growing needs of investors in the dynamic financial services sector. With its foundation in financial services, the NJ Group has grown into a diversified enterprise:
Core Financial Services: Expertise in financial product distribution, asset management, insurance broking, loans, and offshore fund distribution.
Beyond Finance: Expanding into IT services, FMCG, training and education, and real estate.
As the sponsor of NJ Mutual Fund, NJII ensures compliance with SEBI’s Mutual Funds Regulations, upholding its commitment to transparency, governance, and investor interests.

Over the years, the NJ Group has built a reputation for innovation and excellence, offering holistic financial solutions and venturing into new arenas, always striving to cater to diverse customer needs.
 

* Data is updated till December 2024

About PPFAS Asset Management Pvt. Ltd.

PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers.

* Data is updated till December 2024

About Quant Money Managers Limited

Originally incorporated in 1996, quant Mutual Fund is one of the oldest and pioneering mutual funds in India with an over 22 year legacy in the asset management industry in the country. At quant mutual, with our dynamic and active style of money management, we endeavor to generate alpha while safeguarding the interest of our investors. Our philosophy of active, absolute, unconstrained along with our multi-dimensional research and proprietary indicators gives us confidence that we will be able to manage money with the required agility, which is necessary in the evolving macroeconomic environment.
 

* Data is updated till December 2024