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 · Nov 2024 | B · Nov 2023 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 68.08 lakh Cr | 49.05 lakh Cr | +19.03 lakh Cr | +38.8% |
| Total net flow | +60,295 Cr | +25,616 Cr | +34,680 Cr | — |
| Equity net flow | +35,943 Cr | +15,536 Cr | +20,407 Cr | — |
| Debt net flow | +12,916 Cr | -4,707 Cr | +17,623 Cr | — |
| Hybrid net flow | +4,124 Cr | +13,538 Cr | -9,414 Cr | — |
| Passive (index funds & ETFs) net flow | +7,131 Cr | +2,520 Cr | +4,610 Cr | — |
| Other open-ended net flow | +250 Cr | -101 Cr | +351 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | 25,320 Cr | Not published | Not comparable | — |
| SIP assets | 13.54 lakh Cr | Not published | Not comparable | — |
| Contributing SIP accounts | 7.97 Cr | Not published | Not comparable | — |
| Folios | 22.08 Cr | 16.18 Cr | +5.90 Cr | +36.5% |
| NFO schemes | 18 | 14 | +4 | +28.6% |
| NFO mobilisation | 4,052 Cr | 2,583 Cr | +1,469 Cr | +56.9% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 1,010 | 969 | +41 | +4.2% |
| AMCs with disclosed holdings | 23 | 23 | +0 | +0.0% |
| Portfolios with disclosed equity | 572 | 487 | +85 | +17.5% |
“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 | 30.36 lakh Cr | 44.8% | 20.33 lakh Cr | 41.7% | +3.08 pp |
| Debt | 16.86 lakh Cr | 24.9% | 13.58 lakh Cr | 27.8% | -2.98 pp |
| Hybrid | 8.77 lakh Cr | 12.9% | 6.24 lakh Cr | 12.8% | +0.15 pp |
| Index funds & ETFs | 11.03 lakh Cr | 16.3% | 8.00 lakh Cr | 16.4% | -0.12 pp |
| Overseas fund of funds | 26,732 Cr | 0.4% | 23,418 Cr | 0.5% | -0.09 pp |
| Solution oriented | 52,712 Cr | 0.8% | 40,091 Cr | 0.8% | -0.04 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 Nov 2024 is Jul–Sep 2024. B: latest quarter ended by Nov 2023 is Jul–Sep 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 · Jul–Sep 2024 | Share · Jul–Sep 2023 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 16.59% | 17.60% | -1.01 pp | 1 |
| ICICI Prudential Mutual Fund | 12.70% | 12.38% | +0.33 pp | 2 |
| HDFC Mutual Fund | 11.46% | 11.17% | +0.29 pp | 3 |
| Nippon India Mutual Fund | 8.29% | 7.46% | +0.83 pp | 4 |
| Kotak Mahindra Mutual Fund | 7.10% | 7.10% | -0.00 pp | 5 |
| Aditya Birla Sun Life Mutual Fund | 5.79% | 6.62% | -0.83 pp | 6 |
| UTI Mutual Fund | 5.17% | 5.68% | -0.51 pp | 7 |
| Axis Mutual Fund | 4.72% | 5.53% | -0.81 pp | 8 |
| Mirae Asset Mutual Fund | 2.89% | 2.96% | -0.06 pp | 9 |
| DSP Mutual Fund | 2.75% | 2.77% | -0.01 pp | 10 |
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. 23 AMCs reported in Nov 2024 and 23 in Nov 2023; a change in reporting coverage changes breadth too.