Historical comparison
Period A against period B, dataset by dataset. Fund-house assets compare quarters, never months.
A − B. Levels show a percentage change; flows can change sign, so only the absolute change is shown.
| Measure | A · Mar 2022 | B · Mar 2021 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 37.57 lakh Cr | 31.43 lakh Cr | +6.14 lakh Cr | +19.5% |
| Total net flow | -69,883 Cr | -29,745 Cr | -40,138 Cr | — |
| Equity net flow | +28,463 Cr | +9,115 Cr | +19,348 Cr | — |
| Debt net flow | -1.15 lakh Cr | -52,528 Cr | -62,296 Cr | — |
| Hybrid net flow | -3,604 Cr | +6,210 Cr | -9,814 Cr | — |
| Passive (index funds & ETFs) net flow | +19,425 Cr | +6,421 Cr | +13,004 Cr | — |
| Other open-ended net flow | +121 Cr | +1,870 Cr | -1,750 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | Not published | Not published | Not comparable | — |
| SIP assets | Not published | Not published | Not comparable | — |
| Contributing SIP accounts | Not published | Not published | Not comparable | — |
| Folios | 12.95 Cr | 9.79 Cr | +3.16 Cr | +32.3% |
| NFO schemes | 31 | 16 | +15 | +93.8% |
| NFO mobilisation | 13,275 Cr | 4,539 Cr | +8,736 Cr | +192.5% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 728 | Not published | Not comparable | — |
| AMCs with disclosed holdings | 14 | Not published | Not comparable | — |
| Portfolios with disclosed equity | 283 | Not published | Not comparable | — |
“Not published”: AMFI or the disclosures do not cover that month for this dataset (for example SIP before June 2024, holdings before January 2022). It is never treated as zero.
Open-ended AUM by asset class, and each class’s share of the open-ended total
| Asset class | AUM · A | Share · A | AUM · B | Share · B | Share change |
|---|---|---|---|---|---|
| Equity | 13.65 lakh Cr | 36.9% | 9.79 lakh Cr | 32.7% | +4.26 pp |
| Debt | 12.99 lakh Cr | 35.1% | 13.28 lakh Cr | 44.3% | -9.18 pp |
| Hybrid | 4.80 lakh Cr | 13.0% | 3.43 lakh Cr | 11.4% | +1.54 pp |
| Index funds & ETFs | 4.99 lakh Cr | 13.5% | 3.09 lakh Cr | 10.3% | +3.19 pp |
| Overseas fund of funds | 22,609 Cr | 0.6% | 12,408 Cr | 0.4% | +0.20 pp |
| Solution oriented | 29,537 Cr | 0.8% | 24,377 Cr | 0.8% | -0.01 pp |
Asset shares move with markets as well as with flows; a rising share is not by itself an inflow.
Net flow · ₹ crore
Quarterly average AUM
Quarters, not months. A: latest quarter ended by Mar 2022 is Jan–Mar 2022. B: latest quarter ended by Mar 2021 is Jan–Mar 2021. Official AMC-level net-flow data is not available from the validated source. AUM movement includes both investor flows and market movement.
| Fund house | Share · Jan–Mar 2022 | Share · Jan–Mar 2021 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 16.86% | 15.72% | +1.15 pp | 1 |
| ICICI Prudential Mutual Fund | 12.20% | 12.63% | -0.43 pp | 2was 3 |
| HDFC Mutual Fund | 11.26% | 12.95% | -1.69 pp | 3was 2 |
| Aditya Birla Sun Life Mutual Fund | 7.71% | 8.39% | -0.68 pp | 4 |
| Kotak Mahindra Mutual Fund | 7.42% | 7.28% | +0.13 pp | 5 |
| Nippon India Mutual Fund | 7.38% | 7.12% | +0.26 pp | 6 |
| Axis Mutual Fund | 6.77% | 6.12% | +0.65 pp | 7 |
| UTI Mutual Fund | 5.83% | 5.70% | +0.14 pp | 8 |
| Bandhan Mutual Fund | 3.15% | 3.81% | -0.65 pp | 9 |
| DSP Mutual Fund | 2.81% | 3.03% | -0.22 pp | 10 |
Fund houses present in both quarters. A merged house’s series ends; nothing is added to the acquirer.
Disclosed equity holdings
Portfolio disclosures in this dataset start in Jan 2022; Mar 2021 is not covered, so holdings are not compared.