Union MF expects his AUM to hit in this tax £ 20,000 crore
Union Mutual Fund expects his assets -under control in the next five years to hit £ 1 Lakh Crore, despite the short term of the markets in the short term.
The House Fund, a joint venture between Union Bank of India and Dai-ICKI LIFE Holdings Inc, expects his SIP book to hit £ 400 crore in three years from three years from £ 100 crore at the moment if it broadens the market range and increases the basis of the investors.
MADHU NAIR, Chief Executive Officer, Union Mutual Fund, said that despite market shields the inflow into the MF industry has been stable and when the market is falling sharply, investors pumps in lump sum.
The fund house promotes SIP as a perpetual bullmarkt, because investors collect more units when the market crashes and benefits from a higher NAV in the bull market, he said.
“We have not seen a strong increase in repayment during the recent market crash and SIP inflow will bounce back in March,” he said.
The SIP inflow of the industry will hit £ 40,000 crore for the next 18-24 months, Nair added.
Last year, the Fund House has upgraded the Indian markets for the ‘attractive zone’ of ‘Fair and Matated expensive zone’.
Harshad Patwardhan, Chief Investment Officer, Union Asset Management Company, said that although short-term challenges such as global geopolitical tensions and trade-related uncertainties persist, the macro-economic foundations of India remain strong.
Important motives of growth
Healthy business and banking sector balance, prospects of a demand information driven by tax reduction, extensive welfare schemes and the potential start of a new private Capex cycle are important positives that run for the prospects, he added.
Union MF expects his AUM to hit in this tax £ 20,000 crore from £ 13,500 crore in FY25.
It is also preparing to launch the specialized investment fund, a private credit company through alternative investment fund and channel foreign investments in the Indian market by a new fund in Gift City in the following year.
Nair said that the long -term perspective of the Indian economy and stock markets will look promising in the next 10 to 15 years.
This can be an opportunity to create intergenerational wealth – but only for those who are disciplined and dedicated to their financial journey, he added.
“In a noisy market environment, we urge investors to stay focused on their goals and to invest consistently for a longer period,” he added.
Published on April 8, 2025
