India’s Mutual Fund Moment: HDFC & Moneycontrol Summit Charts Trillion-Dollar Trajectory

Image Source: MoneyControl

The Moneycontrol Mutual Fund Summit 2025, presented by HDFC Mutual Fund and powered by Axis Mutual Fund, is set to convene India’s top financial minds on June 23 in Mumbai. With the mutual fund industry’s AUM surging from ₹24.55 trillion in 2020 to over ₹72.2 trillion in 2025, the summit’s theme—“Investing in the Trillion-Dollar Future”—captures the sector’s explosive growth and its next big leap.

The summit will spotlight how mutual funds are evolving through digital innovation, investor-first strategies, and regulatory resilience, while also addressing challenges like mis-selling, market dependency, and low financial literacy. A key focus will be on Gen Z investors, who are reshaping the investment landscape with early adoption of SIPs, wealthtech, and FIRE goals.

Key Highlights:

Event date & venue: June 23, 2025 | Mumbai
Theme: Investing in the Trillion-Dollar Future
AUM growth: ₹24.55T (2020) → ₹72.2T (2025); $1T goal by 2030
Focus areas: Gen Z investing, small & mid-cap alpha, digital platforms
Speakers: Navneet Munot (HDFC AMC), Radhika Gupta (Edelweiss MF), Nilesh Shah (Kotak AMC), SEBI officials, and more
Objective: Build trust, drive inclusion, and sustain long-term investor value