April 2011

REPORT OF PORTFOLIO MANAGERS - AS ON APRIL 30 , 2011
Total no. of registered portfolio managers - 263
PMs who reported for the month - 238
  Discretionary Non-Discretionary Advisory

No. of Clients

69,476 4,188 8,444
AUM (Rs. Crore)     87,130*
ListedEquity 17,292 1,950
Unlisted Equity 1,238 44
Plain Debt 108,238 5,196
Structured Debt 1,227 757
Equity Derivative 28 -
Mutual Fund 5,624 1,978
Others 5,158 296
Total 138,806* 10,221

Notes :
1. *Value of Assets for which Advisory Services are being given.
2. #Of the above AUM Rs. 92,132 crore is contributed by funds from EPFO/PFs. Mandate for managing PF/EPFO Funds not renewed in cases of certain portfolio managers leading to lower reporting of AUM.
3. The above data is based on the monthly reports received from portfolio managers.

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