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 · Jan 2024 | B · Dec 2023 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 52.74 lakh Cr | 50.78 lakh Cr | +1.96 lakh Cr | +3.9% |
| Total net flow | +1.23 lakh Cr | -40,685 Cr | +1.64 lakh Cr | — |
| Equity net flow | +21,781 Cr | +16,997 Cr | +4,783 Cr | — |
| Debt net flow | +76,469 Cr | -75,560 Cr | +1.52 lakh Cr | — |
| Hybrid net flow | +20,637 Cr | +15,009 Cr | +5,628 Cr | — |
| Passive (index funds & ETFs) net flow | +4,217 Cr | +992 Cr | +3,225 Cr | — |
| Other open-ended net flow | +13.96 Cr | -199 Cr | +213 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | Not published | Not published | Not comparable | — |
| SIP assets | 10.27 lakh Cr | Not published | Not comparable | — |
| Contributing SIP accounts | Not published | Not published | Not comparable | — |
| Folios | 16.96 Cr | 16.49 Cr | +46.69 L | +2.8% |
| NFO schemes | 20 | 21 | -1 | -4.8% |
| NFO mobilisation | 6,817 Cr | 9,872 Cr | -3,055 Cr | -30.9% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 869 | 945 | -76 | -8.0% |
| AMCs with disclosed holdings | 23 | 20 | +3 | +15.0% |
| Portfolios with disclosed equity | 451 | 429 | +22 | +5.1% |
“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 | 22.50 lakh Cr | 42.9% | 21.79 lakh Cr | 43.2% | -0.26 pp |
| Debt | 13.77 lakh Cr | 26.2% | 12.91 lakh Cr | 25.6% | +0.68 pp |
| Hybrid | 6.91 lakh Cr | 13.2% | 6.61 lakh Cr | 13.1% | +0.07 pp |
| Index funds & ETFs | 8.60 lakh Cr | 16.4% | 8.50 lakh Cr | 16.8% | -0.45 pp |
| Overseas fund of funds | 24,044 Cr | 0.5% | 24,064 Cr | 0.5% | -0.02 pp |
| Solution oriented | 43,226 Cr | 0.8% | 42,427 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 Jan 2024 is Oct–Dec 2023. B: latest quarter ended by Dec 2023 is Oct–Dec 2023. Official AMC-level net-flow data is not available from the validated source. AUM movement includes both investor flows and market movement.
Both months fall after the same published quarter, so there is no fund-house change to compare. Choose months at least a quarter apart.
Disclosed equity holdings
Number of AMCs disclosing the company. 23 AMCs reported in Jan 2024 and 20 in Dec 2023; a change in reporting coverage changes breadth too.