The news is by your side.

Motilal Oswal AMC Unveils Results of 2nd Edition of Investor’s Survey on Passive Funds in India 2024

0 8

Mumbai: Motilal Oswal Asset Management Company (MOAMC) has released the 2nd Edition of Investor’s Survey on Passive Funds in India 2024, titled The Rise of Passive Power: Transforming India’s Investment Landscape, offering a comprehensive look at the surge of passive investment strategies in India. As passive funds continue to reshape the financial landscape, their appeal among investors and distributors has reached unprecedented levels. Fuelled by favourable regulatory support, rapid technological advances, and a growing awareness among Indian investors, passive funds have experienced remarkable growth, with Assets Under Management (AUM) soaring from INR 7 trillion in September 2023 to over INR 11 trillion by September 2024—a striking 1.5x increase in just one year.

 “India’s mutual fund industry is witnessing a strong growth trajectory, with both active and passive strategies playing vital roles in portfolio building. While passive funds have seen accelerated adoption—especially among younger investors seeking simplicity and cost efficiency—active funds remain indispensable for those seeking to capture opportunities through in-depth market insights and strategic expertise. At Motilal Oswal AMC, our goal is to provide a suite of products that aligns with varied investor goals. As our industry evolves, we will keep launching new products supporting wealth creation through active and passive investments” said, Mr Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company.

Elaborating on the growth of Passive fund in India, Mr. Pratik Oswal, Chief of Passive Business, Motilal Oswal Asset Management Company said, “Passive fund as an investment avenue has growth 1.5X in last one year cementing the awareness among the mutual fund investors. Interestingly Index fund has been a popular choice among the Millennials and Gen Zs compared to Gen X and Boomers. Moreover, the approach is dramatically different from active with relaxed style of investing keeping long term investment horizon where the holding period is more than three years. The future for passive fund is anticipated to be great as our survey reports a potential 15% increase in allocation towards passive funds. Overall, 2024 has been a great year for passive funds and we anticipate continuing the momentum with strategic allocation advisory.”

The survey, based on insights from more than 3,300 mutual fund investors, highlights the evolving understanding, preferences, and trends in passive fund adoption. Below are the key insights:

Leave A Reply

Your email address will not be published.