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 · Feb 2022 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 37.57 lakh Cr | 37.56 lakh Cr | +387 Cr | +0.0% |
| Total net flow | -69,883 Cr | +31,534 Cr | -1.01 lakh Cr | — |
| Equity net flow | +28,463 Cr | +19,705 Cr | +8,758 Cr | — |
| Debt net flow | -1.15 lakh Cr | -8,274 Cr | -1.07 lakh Cr | — |
| Hybrid net flow | -3,604 Cr | +3,177 Cr | -6,781 Cr | — |
| Passive (index funds & ETFs) net flow | +19,425 Cr | +16,291 Cr | +3,134 Cr | — |
| Other open-ended net flow | +121 Cr | +395 Cr | -275 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 | 12.61 Cr | +33.75 L | +2.7% |
| NFO schemes | 31 | 19 | +12 | +63.2% |
| NFO mobilisation | 13,275 Cr | 3,513 Cr | +9,762 Cr | +277.9% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 728 | 752 | -24 | -3.2% |
| AMCs with disclosed holdings | 14 | 15 | -1 | -6.7% |
| Portfolios with disclosed equity | 283 | 295 | -12 | -4.1% |
“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% | 12.95 lakh Cr | 35.0% | +1.91 pp |
| Debt | 12.99 lakh Cr | 35.1% | 14.09 lakh Cr | 38.1% | -2.99 pp |
| Hybrid | 4.80 lakh Cr | 13.0% | 4.76 lakh Cr | 12.9% | +0.12 pp |
| Index funds & ETFs | 4.99 lakh Cr | 13.5% | 4.65 lakh Cr | 12.6% | +0.93 pp |
| Overseas fund of funds | 22,609 Cr | 0.6% | 22,072 Cr | 0.6% | +0.01 pp |
| Solution oriented | 29,537 Cr | 0.8% | 28,701 Cr | 0.8% | +0.02 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 Feb 2022 is Oct–Dec 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 · Oct–Dec 2021 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 16.86% | 16.43% | +0.43 pp | 1 |
| ICICI Prudential Mutual Fund | 12.20% | 12.24% | -0.04 pp | 2 |
| HDFC Mutual Fund | 11.26% | 11.70% | -0.44 pp | 3 |
| Aditya Birla Sun Life Mutual Fund | 7.71% | 7.82% | -0.11 pp | 4 |
| Kotak Mahindra Mutual Fund | 7.42% | 7.47% | -0.05 pp | 5 |
| Nippon India Mutual Fund | 7.38% | 7.35% | +0.04 pp | 6 |
| Axis Mutual Fund | 6.77% | 6.64% | +0.14 pp | 7 |
| UTI Mutual Fund | 5.83% | 5.88% | -0.05 pp | 8 |
| Bandhan Mutual Fund | 3.15% | 3.28% | -0.12 pp | 9 |
| DSP Mutual Fund | 2.81% | 2.89% | -0.08 pp | 10 |
Fund houses present in both quarters. A merged house’s series ends; nothing is added to the acquirer.
Disclosed equity holdings
Number of AMCs disclosing the company. 14 AMCs reported in Mar 2022 and 15 in Feb 2022; a change in reporting coverage changes breadth too.