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 · Feb 2024 | B · Jan 2024 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 54.54 lakh Cr | 52.74 lakh Cr | +1.80 lakh Cr | +3.4% |
| Total net flow | +1.18 lakh Cr | +1.23 lakh Cr | -4,854 Cr | — |
| Equity net flow | +26,866 Cr | +21,781 Cr | +5,085 Cr | — |
| Debt net flow | +63,809 Cr | +76,469 Cr | -12,660 Cr | — |
| Hybrid net flow | +18,105 Cr | +20,637 Cr | -2,532 Cr | — |
| Passive (index funds & ETFs) net flow | +9,995 Cr | +4,217 Cr | +5,779 Cr | — |
| Other open-ended net flow | -56.05 Cr | +13.96 Cr | -70.01 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | Not published | Not published | Not comparable | — |
| SIP assets | 10.53 lakh Cr | 10.27 lakh Cr | +26,000 Cr | +2.5% |
| Contributing SIP accounts | Not published | Not published | Not comparable | — |
| Folios | 17.42 Cr | 16.96 Cr | +46.36 L | +2.7% |
| NFO schemes | 22 | 20 | +2 | +10.0% |
| NFO mobilisation | 11,720 Cr | 6,817 Cr | +4,903 Cr | +71.9% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 981 | 869 | +112 | +12.9% |
| AMCs with disclosed holdings | 24 | 23 | +1 | +4.3% |
| Portfolios with disclosed equity | 488 | 451 | +37 | +8.2% |
“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 | 23.12 lakh Cr | 42.6% | 22.50 lakh Cr | 42.9% | -0.28 pp |
| Debt | 14.50 lakh Cr | 26.7% | 13.77 lakh Cr | 26.2% | +0.48 pp |
| Hybrid | 7.10 lakh Cr | 13.1% | 6.91 lakh Cr | 13.2% | -0.07 pp |
| Index funds & ETFs | 8.83 lakh Cr | 16.3% | 8.60 lakh Cr | 16.4% | -0.11 pp |
| Overseas fund of funds | 24,932 Cr | 0.5% | 24,044 Cr | 0.5% | +0.00 pp |
| Solution oriented | 43,776 Cr | 0.8% | 43,226 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 Feb 2024 is Oct–Dec 2023. B: latest quarter ended by Jan 2024 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. 24 AMCs reported in Feb 2024 and 23 in Jan 2024; a change in reporting coverage changes breadth too.