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 · Apr 2024 | B · Apr 2023 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 57.26 lakh Cr | 41.62 lakh Cr | +15.64 lakh Cr | +37.6% |
| Total net flow | +2.39 lakh Cr | +1.21 lakh Cr | +1.18 lakh Cr | — |
| Equity net flow | +18,917 Cr | +6,480 Cr | +12,437 Cr | — |
| Debt net flow | +1.90 lakh Cr | +1.07 lakh Cr | +83,213 Cr | — |
| Hybrid net flow | +19,863 Cr | +3,317 Cr | +16,546 Cr | — |
| Passive (index funds & ETFs) net flow | +11,875 Cr | +7,062 Cr | +4,813 Cr | — |
| Other open-ended net flow | -124 Cr | +76.43 Cr | -200 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | Not published | Not published | Not comparable | — |
| SIP assets | 11.26 lakh Cr | Not published | Not comparable | — |
| Contributing SIP accounts | Not published | Not published | Not comparable | — |
| Folios | 18.15 Cr | 14.64 Cr | +3.51 Cr | +23.9% |
| NFO schemes | 9 | 9 | +0 | +0.0% |
| NFO mobilisation | 1,532 Cr | 1,828 Cr | -296 Cr | -16.2% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 995 | 789 | +206 | +26.1% |
| AMCs with disclosed holdings | 24 | 17 | +7 | +41.2% |
| Portfolios with disclosed equity | 521 | 363 | +158 | +43.5% |
“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 | 24.74 lakh Cr | 43.4% | 15.85 lakh Cr | 38.4% | +5.05 pp |
| Debt | 14.59 lakh Cr | 25.6% | 12.99 lakh Cr | 31.4% | -5.85 pp |
| Hybrid | 7.58 lakh Cr | 13.3% | 4.94 lakh Cr | 12.0% | +1.32 pp |
| Index funds & ETFs | 9.38 lakh Cr | 16.5% | 6.96 lakh Cr | 16.9% | -0.40 pp |
| Overseas fund of funds | 24,592 Cr | 0.4% | 22,639 Cr | 0.5% | -0.12 pp |
| Solution oriented | 46,042 Cr | 0.8% | 33,548 Cr | 0.8% | -0.00 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 Apr 2024 is Jan–Mar 2024. B: latest quarter ended by Apr 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 Apr 2024 and 17 in Apr 2023; a change in reporting coverage changes breadth too.