ilmscore | Prediction Details
"See if I were to build an analogy for brokers. For brokers what happened is that when discount brokers came into picture they did not eat up the share of full service brokers. What discount brokers did is that they created a new market segment and that is where they penetrated first. So what they did was they increased the TAM. time is the total addressable market and that is how they became big not by eating the share of the existing full service brokers. I feel the same thing can happen here in the mutual fund space as well. Even if they want to disrupt the market, they may find newer and newer audiences to cater to and that is how the total addressable market itself will increase and I don't think that they are going to eat up big time and competition will be killed and this that I personally don't feel that this will happen at the outset right but on what basis I'm saying that they will capture newer audience and there's so many more people to tap into the space there is data for that I've taken this data from a website now if you see typically what is done is to check whether mutual fund AMC is so total u overall AMC is sorry why I'm saying AMC aum is what I intended to say sorry asset under management whether that's a big number or not I I can't compare a a asset under management versus b asset under management no typically it is done as a ratio so typically aum is compared to GDP now if you see here our AUM to GDP ratio was 12.6% 6% dropped a little bit was similar at 145 and in March 2024 it rose to 18.2% which was like the highest. If you're very happy with 18.2 by the way latest data that I got was March 2025 data and that is 19.9%. Which is again amazing. You should be like wow 19.9%. Mutual fund AM to GDP. Wait compared with USA this is 2024 data. Now USA amum to GDP is 131%. Canada 90.5, Brazil 77.5"
By CA Rachana Phadke Ranade | June 10, 2025 | Correct
From video
Will Jio BlackRock Disrupt India's ₹67 Trillion Mutual Fund Industry? | CA Rachana Ranade 00:08:05 - 00:10:14
Interpreted Prediction
The total addressable market for mutual funds in India is expected to increase as new audiences are tapped, rather than existing players losing significant market share. India's AUM to GDP ratio is projected to rise from 19.9% (as of March 2025) to potentially reach levels comparable to other global markets like the USA (131%), Canada (90.5%), and Brazil (77.5%).
AI Evaluation Notes
The prediction suggested an increase in India's AUM to GDP ratio from 19.9% (March 2025) towards levels of countries like USA, Canada and Brazil. As of December 2025, the AUM to GDP ratio reached approximately 22%, which is an increase but not close to the levels of the other countries.

Prediction Details

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