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 2026 | B · May 2025 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 81.58 lakh Cr | 72.20 lakh Cr | +9.39 lakh Cr | +13.0% |
| Total net flow | -64,021 Cr | +29,108 Cr | -93,130 Cr | — |
| Equity net flow | +22,908 Cr | +19,013 Cr | +3,895 Cr | — |
| Debt net flow | -96,949 Cr | -15,908 Cr | -81,040 Cr | — |
| Hybrid net flow | +10,560 Cr | +20,765 Cr | -10,205 Cr | — |
| Passive (index funds & ETFs) net flow | -402 Cr | +5,483 Cr | -5,885 Cr | — |
| Other open-ended net flow | +1,034 Cr | +220 Cr | +814 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | 30,954 Cr | 26,688 Cr | +4,266 Cr | +16.0% |
| SIP assets | 17.12 lakh Cr | 14.61 lakh Cr | +2.51 lakh Cr | +17.2% |
| Contributing SIP accounts | 9.64 Cr | 8.56 Cr | +1.08 Cr | +12.6% |
| Folios | 27.66 Cr | 23.83 Cr | +3.83 Cr | +16.1% |
| NFO schemes | 13 | 19 | -6 | -31.6% |
| NFO mobilisation | 471 Cr | 4,170 Cr | -3,699 Cr | -88.7% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 1,211 | 1,031 | +180 | +17.5% |
| AMCs with disclosed holdings | 34 | 27 | +7 | +25.9% |
| Portfolios with disclosed equity | 872 | 663 | +209 | +31.5% |
“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 | 36.14 lakh Cr | 44.4% | 32.05 lakh Cr | 44.6% | -0.16 pp |
| Debt | 18.25 lakh Cr | 22.4% | 17.54 lakh Cr | 24.4% | -1.96 pp |
| Hybrid | 11.16 lakh Cr | 13.7% | 9.55 lakh Cr | 13.3% | +0.43 pp |
| Index funds & ETFs | 14.77 lakh Cr | 18.1% | 11.97 lakh Cr | 16.6% | +1.51 pp |
| Overseas fund of funds | 49,430 Cr | 0.6% | 27,014 Cr | 0.4% | +0.23 pp |
| Solution oriented | 57,816 Cr | 0.7% | 54,531 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 May 2026 is Jan–Mar 2026. B: latest quarter ended by May 2025 is Jan–Mar 2025. 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 2026 | Share · Jan–Mar 2025 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 15.31% | 15.91% | -0.61 pp | 1 |
| ICICI Prudential Mutual Fund | 13.54% | 13.04% | +0.49 pp | 2 |
| HDFC Mutual Fund | 11.37% | 11.48% | -0.11 pp | 3 |
| Nippon India Mutual Fund | 8.89% | 8.26% | +0.63 pp | 4 |
| Kotak Mahindra Mutual Fund | 7.12% | 7.16% | -0.03 pp | 5 |
| Aditya Birla Sun Life Mutual Fund | 5.35% | 5.66% | -0.32 pp | 6 |
| UTI Mutual Fund | 4.76% | 5.04% | -0.27 pp | 7 |
| Axis Mutual Fund | 4.41% | 4.77% | -0.36 pp | 8 |
| Tata Mutual Fund | 2.79% | 2.78% | +0.01 pp | 9 |
| DSP Mutual Fund | 2.76% | 2.78% | -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. 34 AMCs reported in May 2026 and 27 in May 2025; a change in reporting coverage changes breadth too.