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 · Mar 2024 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 57.26 lakh Cr | 53.40 lakh Cr | +3.86 lakh Cr | +7.2% |
| Total net flow | +2.39 lakh Cr | -1.59 lakh Cr | +3.99 lakh Cr | — |
| Equity net flow | +18,917 Cr | +22,633 Cr | -3,716 Cr | — |
| Debt net flow | +1.90 lakh Cr | -1.98 lakh Cr | +3.88 lakh Cr | — |
| Hybrid net flow | +19,863 Cr | +5,584 Cr | +14,279 Cr | — |
| Passive (index funds & ETFs) net flow | +11,875 Cr | +12,756 Cr | -880 Cr | — |
| Other open-ended net flow | -124 Cr | +244 Cr | -368 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | Not published | Not published | Not comparable | — |
| SIP assets | 11.26 lakh Cr | 10.72 lakh Cr | +54,000 Cr | +5.0% |
| Contributing SIP accounts | Not published | Not published | Not comparable | — |
| Folios | 18.15 Cr | 17.79 Cr | +36.12 L | +2.0% |
| NFO schemes | 9 | 21 | -12 | -57.1% |
| NFO mobilisation | 1,532 Cr | 4,146 Cr | -2,614 Cr | -63.0% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 995 | 985 | +10 | +1.0% |
| AMCs with disclosed holdings | 24 | 24 | +0 | +0.0% |
| Portfolios with disclosed equity | 521 | 492 | +29 | +5.9% |
“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% | 23.49 lakh Cr | 44.2% | -0.80 pp |
| Debt | 14.59 lakh Cr | 25.6% | 12.62 lakh Cr | 23.8% | +1.84 pp |
| Hybrid | 7.58 lakh Cr | 13.3% | 7.23 lakh Cr | 13.6% | -0.31 pp |
| Index funds & ETFs | 9.38 lakh Cr | 16.5% | 9.09 lakh Cr | 17.1% | -0.65 pp |
| Overseas fund of funds | 24,592 Cr | 0.4% | 25,713 Cr | 0.5% | -0.05 pp |
| Solution oriented | 46,042 Cr | 0.8% | 44,247 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 Apr 2024 is Jan–Mar 2024. B: latest quarter ended by Mar 2024 is Jan–Mar 2024. 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 Apr 2024 and 24 in Mar 2024; a change in reporting coverage changes breadth too.