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 · May 2024 | B · Apr 2024 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 58.91 lakh Cr | 57.26 lakh Cr | +1.65 lakh Cr | +2.9% |
| Total net flow | +1.11 lakh Cr | +2.39 lakh Cr | -1.29 lakh Cr | — |
| Equity net flow | +34,697 Cr | +18,917 Cr | +15,780 Cr | — |
| Debt net flow | +42,295 Cr | +1.90 lakh Cr | -1.48 lakh Cr | — |
| Hybrid net flow | +17,991 Cr | +19,863 Cr | -1,872 Cr | — |
| Passive (index funds & ETFs) net flow | +16,007 Cr | +11,875 Cr | +4,132 Cr | — |
| Other open-ended net flow | +113 Cr | -124 Cr | +237 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | Not published | Not published | Not comparable | — |
| SIP assets | 11.53 lakh Cr | 11.26 lakh Cr | +27,000 Cr | +2.4% |
| Contributing SIP accounts | Not published | Not published | Not comparable | — |
| Folios | 18.60 Cr | 18.15 Cr | +45.00 L | +2.5% |
| NFO schemes | 9 | 9 | +0 | +0.0% |
| NFO mobilisation | 10,140 Cr | 1,532 Cr | +8,608 Cr | +561.9% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 980 | 995 | -15 | -1.5% |
| AMCs with disclosed holdings | 23 | 24 | -1 | -4.2% |
| Portfolios with disclosed equity | 478 | 521 | -43 | -8.3% |
“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 | 25.40 lakh Cr | 43.3% | 24.74 lakh Cr | 43.4% | -0.11 pp |
| Debt | 15.12 lakh Cr | 25.8% | 14.59 lakh Cr | 25.6% | +0.18 pp |
| Hybrid | 7.82 lakh Cr | 13.3% | 7.58 lakh Cr | 13.3% | +0.05 pp |
| Index funds & ETFs | 9.59 lakh Cr | 16.3% | 9.38 lakh Cr | 16.5% | -0.11 pp |
| Overseas fund of funds | 25,030 Cr | 0.4% | 24,592 Cr | 0.4% | -0.00 pp |
| Solution oriented | 47,108 Cr | 0.8% | 46,042 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 May 2024 is Jan–Mar 2024. B: latest quarter ended by Apr 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. 23 AMCs reported in May 2024 and 24 in Apr 2024; a change in reporting coverage changes breadth too.