India mutual fund monitor
January 2020
Flows, assets, SIPs, fund-house structure and equity ownership activity. Each dataset keeps its own period; the status at the foot of the page lists them.
Flows & AUM Jan 2020 SIP not published for Jan 2020 NFO Jan 2020 Fund-house assets Oct–Dec 2019 (quarterly) Holdings not covered
AMFI monthly report, Jan 2020. Total net flow covers all schemes; the asset-class figures are open-ended schemes. +11,580 Cr of the AUM change came from market movement and other effects, not investor money.
1 · Where money moved
Net flow by asset class · open-ended schemes · ₹ crore
- Equity +7,877 Cr
- Debt +1.09 lakh Cr
- Hybrid +1,260 Cr
- Index funds & ETFs +2,222 Cr
- Overseas fund of funds +123 Cr
- Solution oriented +117 Cr
| Asset class | This month | Previous | 3 months | 12 months |
|---|---|---|---|---|
| Equity | +7,877 | +4,499 | +13,688 | — |
| Debt | +109,306 | -78,427 | +82,306 | — |
| Hybrid | +1,260 | -1,184 | -496 | — |
| Index funds & ETFs | +2,222 | +12,843 | +18,039 | — |
| Overseas fund of funds | +123 | +96.46 | +264 | — |
| Solution oriented | +117 | +974 | +1,229 | — |
3- and 12-month sums appear only where the series is unbroken; “—” means the window crosses a new classification.
2 · Category winners and losers
SEBI scheme categories · Jan 2020
Largest category inflows
| Category | Net flow | % of AUM | 3 months | 12 months |
|---|---|---|---|---|
| LiquidDebt | +59,682 | +14.09% | -4,538 | — |
| OvernightDebt | +22,652 | +71.27% | +34,433 | — |
| Ultra Short TermDebt | +8,153 | +8.81% | +6,404 | — |
| Money MarketDebt | +6,990 | +9.46% | +9,120 | — |
| Ultra Short to Short TermDebt | +5,562 | +6.07% | +8,604 | — |
| Banking and PSU DebtDebt | +3,033 | +4.28% | +15,034 | — |
| Short TermDebt | +2,904 | +3.01% | +9,850 | — |
| Corporate BondDebt | +1,969 | +2.50% | +5,934 | — |
Largest category outflows
| Category | Net flow | % of AUM | 3 months | 12 months |
|---|---|---|---|---|
| Aggressive / Balanced Hybrid (combined)Hybrid | -1,260 | -0.93% | -8,232 | — |
| Credit RiskDebt | -1,215 | -1.94% | -4,304 | — |
| Value / Contra (combined)Equity | -739 | -1.32% | -2,513 | — |
| GiltDebt | -513 | -5.76% | -415 | — |
| Equity SavingsHybrid | -416 | -2.84% | -1,584 | — |
| Conservative HybridHybrid | -325 | -2.48% | -1,129 | — |
| Medium TermDebt | -253 | -0.83% | -1,700 | — |
| Medium to Long TermDebt | -87.06 | -0.88% | -294 | — |
Investor money into and out of each category. It is not attributed to any stock.
3 · Fund-house market structure
Average AUM · quarterly
Fund-house data: Oct–Dec 2019 quarter. AMFI publishes fund-house assets as quarterly averages. This is the latest quarter that had ended by Jan 2020; it is not a January observation and nothing is interpolated. A later quarter (Apr–Jun 2026) is available on the AMC explorer.
| Fund house | Average AUM | Market share | Δ quarter | Rank |
|---|---|---|---|---|
| HDFC Mutual Fund | 3.83 lakh Cr | 14.29% | -0.38 pp | 1 |
| ICICI Prudential Mutual Fund | 3.62 lakh Cr | 13.51% | -0.05 pp | 2 |
| SBI Mutual Fund | 3.53 lakh Cr | 13.18% | +0.69 pp | 3 |
| Aditya Birla Sun Life Mutual Fund | 2.50 lakh Cr | 9.34% | -0.55 pp | 4 |
| Nippon India Mutual Fund | 2.04 lakh Cr | 7.64% | -0.26 pp | 5 |
| Kotak Mahindra Mutual Fund | 1.77 lakh Cr | 6.61% | +0.05 pp | 6 |
| UTI Mutual Fund | 1.57 lakh Cr | 5.87% | -0.14 pp | 7 |
| Franklin Templeton Mutual Fund | 1.26 lakh Cr | 4.73% | -0.11 pp | 8 |
| Axis Mutual Fund | 1.23 lakh Cr | 4.59% | +0.48 pp | 9 |
| Bandhan Mutual Fund | 1.05 lakh Cr | 3.91% | +0.24 pp | 10 |
Biggest share gainers · quarter
- SBI Mutual Fund+0.69 pp
- Axis Mutual Fund+0.48 pp
- Bandhan Mutual Fund+0.24 pp
- Mirae Asset Mutual Fund+0.17 pp
- Kotak Mahindra Mutual Fund+0.05 pp
Biggest share decliners · quarter
- Aditya Birla Sun Life Mutual Fund-0.55 pp
- HDFC Mutual Fund-0.38 pp
- Nippon India Mutual Fund-0.26 pp
- UTI Mutual Fund-0.14 pp
- Franklin Templeton Mutual Fund-0.11 pp
Rank changes among the top 30
- Baroda BNP Paribas Mutual Fund22 → 21
- HSBC Mutual Fund21 → 22
- Mahindra Manulife Mutual Fund27 → 26
- IDBI Mutual Fund26 → 27
- Union Mutual Fund29 → 28
- PGIM India Mutual Fund28 → 29
Official AMC-level net-flow data is not available from the validated source. AUM movement includes both investor flows and market movement.
4 · SIPs & retail participation
AMFI Monthly Note (SIP) and monthly report (folios)
SIP contribution is published from June 2024 and SIP assets from January 2024; contributing accounts from September 2024. Earlier months show “Not published for this period”, never zero.
5 · New fund offers
New Schemes sheet of the AMFI monthly report · Jan 2020
| Published category | Schemes | Mobilised | Schemes launched |
|---|---|---|---|
| Overnight Fund | 2 | 1,092 Cr | — |
| Ultra Short Duration Fund | 1 | 895 Cr | — |
| Fixed Term Plan | 2 | 162 Cr | — |
| Sectoral /Thematic | 1 | 106 Cr | — |
| Other ETFs | 2 | 41.00 Cr | — |
Ordered by amount mobilised in each category. AMFI prints NFO amounts by category, so the largest NFOs are shown as the largest categories with their scheme names.
6 · Equity ownership activity
Disclosed holdings · like-for-like portfolios · Jan 2020
Portfolio disclosures in this dataset start in Jan 2022, so there is no holdings view for Jan 2020.
7 · Data status
What each figure on this page refers to
| Dataset | Period on this page | Frequency | Latest available |
|---|---|---|---|
| Flows, AUM, folios | Jan 2020 | Monthly | Aug 2026 |
| SIP contribution & assets | Not published for this period | Monthly (from Jun 2024) | Aug 2026 |
| New fund offers | Jan 2020 | Monthly | Aug 2026 |
| Fund-house assets & market share | Oct–Dec 2019 | Quarterly average | Apr–Jun 2026 |
| Equity holdings | Not covered | Monthly disclosures | Aug 2026 |
Known limitations: no official net flow exists by fund house; fund-house figures are quarterly averages; SIP history starts in 2024; category flows cannot be attributed to stocks. Methodology →