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 2024 | B · Mar 2023 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 53.40 lakh Cr | 39.42 lakh Cr | +13.98 lakh Cr | +35.5% |
| Total net flow | -1.59 lakh Cr | -19,264 Cr | -1.40 lakh Cr | — |
| Equity net flow | +22,633 Cr | +20,534 Cr | +2,099 Cr | — |
| Debt net flow | -1.98 lakh Cr | -56,884 Cr | -1.41 lakh Cr | — |
| Hybrid net flow | +5,584 Cr | -12,372 Cr | +17,956 Cr | — |
| Passive (index funds & ETFs) net flow | +12,756 Cr | +26,631 Cr | -13,876 Cr | — |
| Other open-ended net flow | +244 Cr | +397 Cr | -153 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | Not published | Not published | Not comparable | — |
| SIP assets | 10.72 lakh Cr | Not published | Not comparable | — |
| Contributing SIP accounts | Not published | Not published | Not comparable | — |
| Folios | 17.79 Cr | 14.57 Cr | +3.21 Cr | +22.0% |
| NFO schemes | 21 | 45 | -24 | -53.3% |
| NFO mobilisation | 4,146 Cr | 8,564 Cr | -4,418 Cr | -51.6% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 985 | 795 | +190 | +23.9% |
| AMCs with disclosed holdings | 24 | 18 | +6 | +33.3% |
| Portfolios with disclosed equity | 492 | 391 | +101 | +25.8% |
“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 | 23.49 lakh Cr | 44.2% | 15.17 lakh Cr | 38.8% | +5.39 pp |
| Debt | 12.62 lakh Cr | 23.8% | 11.82 lakh Cr | 30.2% | -6.49 pp |
| Hybrid | 7.23 lakh Cr | 13.6% | 4.79 lakh Cr | 12.3% | +1.35 pp |
| Index funds & ETFs | 9.09 lakh Cr | 17.1% | 6.75 lakh Cr | 17.3% | -0.15 pp |
| Overseas fund of funds | 25,713 Cr | 0.5% | 22,991 Cr | 0.6% | -0.10 pp |
| Solution oriented | 44,247 Cr | 0.8% | 32,334 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 2024 is Jan–Mar 2024. B: latest quarter ended by Mar 2023 is Jan–Mar 2023. 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 2024 | Share · Jan–Mar 2023 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 16.89% | 17.71% | -0.81 pp | 1 |
| ICICI Prudential Mutual Fund | 12.62% | 12.34% | +0.28 pp | 2 |
| HDFC Mutual Fund | 11.32% | 11.10% | +0.22 pp | 3 |
| Nippon India Mutual Fund | 7.97% | 7.24% | +0.73 pp | 4 |
| Kotak Mahindra Mutual Fund | 7.04% | 7.14% | -0.10 pp | 5 |
| Aditya Birla Sun Life Mutual Fund | 6.13% | 6.79% | -0.67 pp | 6 |
| UTI Mutual Fund | 5.37% | 5.90% | -0.52 pp | 7was 8 |
| Axis Mutual Fund | 5.07% | 5.96% | -0.89 pp | 8was 7 |
| Mirae Asset Mutual Fund | 2.99% | 2.87% | +0.12 pp | 9was 10 |
| DSP Mutual Fund | 2.73% | 2.83% | -0.10 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. 24 AMCs reported in Mar 2024 and 18 in Mar 2023; a change in reporting coverage changes breadth too.