Moneycontrol, India’s leading financial news platform, successfully concluded the Bengaluru edition of the HDFC Mutual Fund presents Moneycontrol Mutual Fund Summit 2025, powered by Axis Mutual Fund. Following a successful debut in Mumbai, the Bengaluru event focused on the theme “Decoding Purpose, Product, and Tech,” centering discussions on India’s booming mutual fund ecosystem, its innovations, and its transformative potential as the nation targets the $1 trillion AUM goal by 2030.
The Summit built upon the Mumbai edition’s focus on deepening mutual fund penetration by shifting the spotlight to product innovation, investor trust, and leveraging technology-driven growth in the asset management industry. It served as a critical platform to discuss how mutual funds can transition from simple savings vehicles to powerful engines of long-term wealth creation.
The event featured an impressive lineup of thought leaders from the country’s top Asset Management Companies (AMCs) and financial firms. Notable speakers included:
- D. P. Singh, DMD and Joint CEO, SBI Mutual Fund
- Navneet Munot, MD and CEO, HDFC Asset Management Co. Ltd.
- Sandeep Tandon, Founder and CIO, Quant Mutual Fund
- Vaibhav Shah, Head of Products, Business Strategy & International Business, Mirae Asset Investment Managers (India)
- Akhil Chaturvedi, ED & CBO, Motilal Oswal AMC
The discussions highlighted significant trends and growth catalysts in the sector:
- Purpose-Driven Investing: D. P. Singh noted the potential of the Specialised Investment Funds (SIF) segment, which he believes could soon evolve into a ₹1 lakh crore category. He emphasized that SIFs bridge the gap between mutual funds and instruments like AIFs/PMS, offering flexibility with essential guardrails for investor safety.
- India’s Compounding Story: Navneet Munot pointed to a fundamental shift in the national mindset, stating, “This nation is transforming from a nation of savers to a nation of investors. People are a lot more optimistic, aspirational, and ambitious… India is a compounding story—and apart from the United States, there are very few places in the world that can truly claim that.”
- Regulatory Evolution and Global Access: Vaibhav Shah underscored the need for a more liberalized framework for cross-border investments. He highlighted that current challenges, such as all investments falling under the LRS window, require significant investor education, especially for retail participants looking to navigate global options through GIFT City.
- Investor Maturity: Akhil Chaturvedi shared a positive trend, stating that investors today are “far more mature.” He noted a shift over the last five years, where investors are staying invested through market cycles instead of resorting to SIP redemptions during market dips, reflecting growing trust and awareness.
As India drives toward its Viksit Bharat 2047 vision, the mutual fund industry’s role in financial inclusion and wealth creation is increasingly important. The Bengaluru Summit reinforced this focus, exploring how technology and AI are set to reshape the Indian mutual fund landscape for the next generation.
The event was supported by Knowledge Partner: KFintech, Event Partners: Motilal Oswal Mutual Fund and Mirae Asset Mutual Fund, and Associate Partner: Reliance Industries Limited.
Key Highlights:
- Moneycontrol hosted its Mutual Fund Summit 2025 in Bengaluru, under the theme “Decoding Purpose, Product, and Tech,” focusing on accelerating India’s mutual fund industry toward the $1 trillion AUM target by 2030.
- Industry leaders, including Navneet Munot (HDFC AMC) and D. P. Singh (SBI Mutual Fund), discussed India’s transformation from a nation of savers to investors and the potential of new avenues like the emerging ₹1 lakh crore SIF segment.
- Speakers emphasized the need for a liberalized regulatory framework for global investments via GIFT City and noted the growing maturity of investors, who are now remaining invested through market volatility.
- The discussions highlighted the crucial role of technology and AI in driving financial inclusion and wealth creation, reinforcing the industry’s commitment to supporting the Viksit Bharat 2047 vision.