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 · Dec 2024 | B · Dec 2023 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 66.93 lakh Cr | 50.78 lakh Cr | +16.15 lakh Cr | +31.8% |
| Total net flow | -80,355 Cr | -40,685 Cr | -39,670 Cr | — |
| Equity net flow | +41,156 Cr | +16,997 Cr | +24,159 Cr | — |
| Debt net flow | -1.27 lakh Cr | -75,560 Cr | -51,593 Cr | — |
| Hybrid net flow | +4,370 Cr | +15,009 Cr | -10,640 Cr | — |
| Passive (index funds & ETFs) net flow | +868 Cr | +992 Cr | -124 Cr | — |
| Other open-ended net flow | +250 Cr | -199 Cr | +449 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | 26,459 Cr | Not published | Not comparable | — |
| SIP assets | 13.63 lakh Cr | Not published | Not comparable | — |
| Contributing SIP accounts | 8.27 Cr | Not published | Not comparable | — |
| Folios | 22.50 Cr | 16.49 Cr | +6.01 Cr | +36.5% |
| NFO schemes | 34 | 21 | +13 | +61.9% |
| NFO mobilisation | 13,852 Cr | 9,872 Cr | +3,980 Cr | +40.3% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 1,067 | 945 | +122 | +12.9% |
| AMCs with disclosed holdings | 24 | 20 | +4 | +20.0% |
| Portfolios with disclosed equity | 627 | 429 | +198 | +46.2% |
“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 | 30.58 lakh Cr | 45.9% | 21.79 lakh Cr | 43.2% | +2.70 pp |
| Debt | 15.67 lakh Cr | 23.5% | 12.91 lakh Cr | 25.6% | -2.06 pp |
| Hybrid | 8.77 lakh Cr | 13.1% | 6.61 lakh Cr | 13.1% | +0.05 pp |
| Index funds & ETFs | 10.85 lakh Cr | 16.3% | 8.50 lakh Cr | 16.8% | -0.56 pp |
| Overseas fund of funds | 26,613 Cr | 0.4% | 24,064 Cr | 0.5% | -0.08 pp |
| Solution oriented | 52,856 Cr | 0.8% | 42,427 Cr | 0.8% | -0.05 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 Dec 2024 is Oct–Dec 2024. B: latest quarter ended by Dec 2023 is Oct–Dec 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 · Oct–Dec 2024 | Share · Oct–Dec 2023 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 16.23% | 17.28% | -1.05 pp | 1 |
| ICICI Prudential Mutual Fund | 12.74% | 12.48% | +0.25 pp | 2 |
| HDFC Mutual Fund | 11.48% | 11.20% | +0.27 pp | 3 |
| Nippon India Mutual Fund | 8.31% | 7.67% | +0.63 pp | 4 |
| Kotak Mahindra Mutual Fund | 7.12% | 7.13% | -0.01 pp | 5 |
| Aditya Birla Sun Life Mutual Fund | 5.59% | 6.33% | -0.73 pp | 6 |
| UTI Mutual Fund | 5.14% | 5.54% | -0.41 pp | 7 |
| Axis Mutual Fund | 4.75% | 5.33% | -0.58 pp | 8 |
| Mirae Asset Mutual Fund | 2.83% | 2.99% | -0.16 pp | 9 |
| DSP Mutual Fund | 2.81% | 2.76% | +0.05 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. 24 AMCs reported in Dec 2024 and 20 in Dec 2023; a change in reporting coverage changes breadth too.