India’s mutual fund industry is in the middle of a remarkable transformation with Assets Under Management (AUM) soaring from ₹24.55 trillion in 2020 to over ₹72.20 trillion by 2025. As the $1 trillion AUM milestone by 2030 comes into view, the focus now shifts to innovation, resilience, and engaging new-age investors and growth segments
That’s where the HDFC Mutual Fund Presents Moneycontrol Mutual Fund Summit 2025, powered by Axis Mutual Fund, steps in. Taking place on June 23 in Mumbai, the summit brings together India’s most respected financial voices for an evening of sharp insights, bold ideas, and transformative conversations around the future of investing.
A significant force shaping that future is Gen Z, digitally native, purpose-driven, and investment-curious. Nearly 30% of Indian Gen Z investors begin investing before the age of 24, far outpacing previous generations. They’re turning to mutual funds, SIPs, and wealthtech platforms with growing confidence, seeking control over their financial future. Raised on instant access, influencer advice, and F.I.R.E. (Financial Independence, Retire Early) dreams, they demand personalised, tech-first, and values-aligned financial journeys. Understanding their motivations will be key to unlocking long-term investor loyalty.
Equally pivotal is the Small & Mid-cap universe, a space that reflects India’s entrepreneurial energy and innovation. These companies have often outperformed in dynamic cycles, offering investors both promise and volatility. As markets evolve, the role of Small & Mid-cap funds in driving differentiated alpha and powering the broader economy has never been more relevant.
From an investor’s perspective, the key question is: which pockets of the market will lead and generate excess returns? Will today’s winners continue to outperform, or will new leaders emerge amid a market marked by chaos, noise, and disruption?
At the Moneycontrol Mutual Fund Summit 2025, we’ll dive into some of the most pressing debates: Should you favour investment-led sectors or bet on consumption themes? Are large-caps—currently under pressure from foreign selling—still worth backing, or is the real alpha in small-caps, where retail greed runs high?
Join the conversation as top fund managers and advisors such as Navneet Munot, MD & CEO of HDFC Asset Management Company; Amarjeet Singh, Whole Time Member, SEBI; Nilesh Shah, MD, Kotak Mahindra Asset Management; Radhika Gupta, MD & CEO, Edelweiss Mutual Fund; Ashish Singhal, Co-founder, CoinSwitch & Lemonn; Niket Shah, CIO, Motilal Oswal Asset Management and several other distinguished voices of India’s financial and leadership landscape unpack what’s next.
As the $1 trillion AUM milestone gets closer, the focus shifts on the need for smart conversations, fresh thinking, and visionary leadership. The Moneycontrol Mutual Fund Summit 2025 is not just a gathering, it’s a mission-critical moment for stakeholders, investors, and future leaders to engage with the forces shaping India’s financial destiny. Save the date for 23rd June in Mumbai & register now to join the revolution!