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 · Jul 2026 | B · Jul 2025 | Change | % change |
|---|---|---|---|---|
| Industry AUM | 85.76 lakh Cr | 75.36 lakh Cr | +10.40 lakh Cr | +13.8% |
| Total net flow | +2.36 lakh Cr | +1.79 lakh Cr | +57,108 Cr | — |
| Equity net flow | +24,697 Cr | +42,702 Cr | -18,005 Cr | — |
| Debt net flow | +1.88 lakh Cr | +1.07 lakh Cr | +80,710 Cr | — |
| Hybrid net flow | +11,491 Cr | +20,879 Cr | -9,389 Cr | — |
| Passive (index funds & ETFs) net flow | +12,607 Cr | +8,063 Cr | +4,545 Cr | — |
| Other open-ended net flow | +288 Cr | +479 Cr | -191 Cr | — |
| SIPs, folios and NFOs | ||||
| SIP contribution | 31,961 Cr | 28,464 Cr | +3,497 Cr | +12.3% |
| SIP assets | 18.20 lakh Cr | 15.19 lakh Cr | +3.01 lakh Cr | +19.8% |
| Contributing SIP accounts | 9.90 Cr | 9.11 Cr | +79.00 L | +8.7% |
| Folios | 28.09 Cr | 24.57 Cr | +3.51 Cr | +14.3% |
| NFO schemes | 25 | 30 | -5 | -16.7% |
| NFO mobilisation | 2,022 Cr | 30,416 Cr | -28,394 Cr | -93.4% |
| Equity holdings (disclosed portfolios) | ||||
| Companies in disclosed equity holdings | 1,227 | 1,182 | +45 | +3.8% |
| AMCs with disclosed holdings | 39 | 29 | +10 | +34.5% |
| Portfolios with disclosed equity | 1,038 | 729 | +309 | +42.4% |
“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 | 38.36 lakh Cr | 44.8% | 33.28 lakh Cr | 44.3% | +0.51 pp |
| Debt | 19.33 lakh Cr | 22.6% | 18.76 lakh Cr | 25.0% | -2.39 pp |
| Hybrid | 11.68 lakh Cr | 13.6% | 10.03 lakh Cr | 13.4% | +0.28 pp |
| Index funds & ETFs | 15.15 lakh Cr | 17.7% | 12.18 lakh Cr | 16.2% | +1.48 pp |
| Overseas fund of funds | 46,352 Cr | 0.5% | 30,168 Cr | 0.4% | +0.14 pp |
| Solution oriented | 60,873 Cr | 0.7% | 55,554 Cr | 0.7% | -0.03 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 Jul 2026 is Apr–Jun 2026. B: latest quarter ended by Jul 2025 is Apr–Jun 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 · Apr–Jun 2026 | Share · Apr–Jun 2025 | Change | Rank |
|---|---|---|---|---|
| SBI Mutual Fund | 15.12% | 15.80% | -0.68 pp | 1 |
| ICICI Prudential Mutual Fund | 13.40% | 13.09% | +0.32 pp | 2 |
| HDFC Mutual Fund | 11.25% | 11.49% | -0.24 pp | 3 |
| Nippon India Mutual Fund | 9.04% | 8.49% | +0.54 pp | 4 |
| Kotak Mahindra Mutual Fund | 7.10% | 7.20% | -0.10 pp | 5 |
| Aditya Birla Sun Life Mutual Fund | 5.14% | 5.59% | -0.45 pp | 6 |
| UTI Mutual Fund | 4.72% | 5.00% | -0.28 pp | 7 |
| Axis Mutual Fund | 4.44% | 4.65% | -0.21 pp | 8 |
| DSP Mutual Fund | 2.76% | 2.74% | +0.03 pp | 9was 10 |
| Tata Mutual Fund | 2.75% | 2.72% | +0.03 pp | 10was 11 |
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. 39 AMCs reported in Jul 2026 and 29 in Jul 2025; a change in reporting coverage changes breadth too.