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 2023 | B · Mar 2022 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 39.42 lakh Cr | 37.57 lakh Cr | +1.85 lakh Cr | +4.9% |
| Total net flow | -19,264 Cr | -69,883 Cr | +50,619 Cr | — |
| Equity net flow | +20,534 Cr | +28,463 Cr | -7,929 Cr | — |
| Debt net flow | -56,884 Cr | -1.15 lakh Cr | +57,940 Cr | — |
| Hybrid net flow | -12,372 Cr | -3,604 Cr | -8,768 Cr | — |
| Passive (index funds & ETFs) net flow | +26,631 Cr | +19,425 Cr | +7,206 Cr | — |
| Other open-ended net flow | +397 Cr | +121 Cr | +276 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 | 14.57 Cr | 12.95 Cr | +1.62 Cr | +12.5% |
| NFO schemes | 45 | 31 | +14 | +45.2% |
| NFO mobilisation | 8,564 Cr | 13,275 Cr | -4,711 Cr | -35.5% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 795 | 728 | +67 | +9.2% |
| AMCs with disclosed holdings | 18 | 14 | +4 | +28.6% |
| Portfolios with disclosed equity | 391 | 283 | +108 | +38.2% |
“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 | 15.17 lakh Cr | 38.8% | 13.65 lakh Cr | 36.9% | +1.88 pp |
| Debt | 11.82 lakh Cr | 30.2% | 12.99 lakh Cr | 35.1% | -4.90 pp |
| Hybrid | 4.79 lakh Cr | 12.3% | 4.80 lakh Cr | 13.0% | -0.73 pp |
| Index funds & ETFs | 6.75 lakh Cr | 17.3% | 4.99 lakh Cr | 13.5% | +3.75 pp |
| Overseas fund of funds | 22,991 Cr | 0.6% | 22,609 Cr | 0.6% | -0.02 pp |
| Solution oriented | 32,334 Cr | 0.8% | 29,537 Cr | 0.8% | +0.03 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 2023 is Jan–Mar 2023. B: latest quarter ended by Mar 2022 is Jan–Mar 2022. 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 2023 | Share · Jan–Mar 2022 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 17.71% | 16.86% | +0.84 pp | 1 |
| ICICI Prudential Mutual Fund | 12.34% | 12.20% | +0.13 pp | 2 |
| HDFC Mutual Fund | 11.10% | 11.26% | -0.16 pp | 3 |
| Nippon India Mutual Fund | 7.24% | 7.38% | -0.15 pp | 4was 6 |
| Kotak Mahindra Mutual Fund | 7.14% | 7.42% | -0.27 pp | 5 |
| Aditya Birla Sun Life Mutual Fund | 6.79% | 7.71% | -0.92 pp | 6was 4 |
| Axis Mutual Fund | 5.96% | 6.77% | -0.81 pp | 7 |
| UTI Mutual Fund | 5.90% | 5.83% | +0.06 pp | 8 |
| Bandhan Mutual Fund | 2.89% | 3.15% | -0.27 pp | 9 |
| Mirae Asset Mutual Fund | 2.87% | 2.63% | +0.24 pp | 10was 11 |
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. 18 AMCs reported in Mar 2023 and 14 in Mar 2022; a change in reporting coverage changes breadth too.