India mutual fund monitor
May 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 May 2020 SIP not published for May 2020 NFO May 2020 Fund-house assets Jan–Mar 2020 (quarterly) Holdings not covered
AMFI monthly report, May 2020. Total net flow covers all schemes; the asset-class figures are open-ended schemes. -9,542 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 +5,257 Cr
- Debt +63,666 Cr
- Hybrid +8,652 Cr
- Index funds & ETFs +2,395 Cr
- Overseas fund of funds +75.72 Cr
- Solution oriented +97.12 Cr
| Asset class | This month | Previous | 3 months | 12 months |
|---|---|---|---|---|
| Equity | +5,257 | +6,213 | +23,192 | +85,240 |
| Debt | +63,666 | +43,432 | -87,818 | -88,721 |
| Hybrid | +8,652 | +4,205 | -23,603 | -10,561 |
| Index funds & ETFs | +2,395 | +1,186 | +10,298 | +71,647 |
| Overseas fund of funds | +75.72 | +106 | +378 | +1,006 |
| Solution oriented | +97.12 | +82.97 | +249 | +2,302 |
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 · May 2020
Largest category inflows
| Category | Net flow | % of AUM | 3 months | 12 months |
|---|---|---|---|---|
| LiquidDebt | +61,871 | +15.26% | +20,682 | -102,772 |
| ArbitrageHybrid | +10,806 | +18.41% | -16,374 | +12,993 |
| Banking and PSU DebtDebt | +8,873 | +11.20% | +9,130 | +43,772 |
| Money MarketDebt | +5,010 | +8.92% | -23,602 | -6,599 |
| Corporate BondDebt | +3,832 | +4.44% | +4,209 | +20,964 |
| Short TermDebt | +2,040 | +2.24% | -11,307 | +6,853 |
| GiltDebt | +1,947 | +16.21% | +5,209 | +5,257 |
| Large CapEquity | +1,556 | +1.19% | +5,307 | +19,149 |
Largest category outflows
| Category | Net flow | % of AUM | 3 months | 12 months |
|---|---|---|---|---|
| OvernightDebt | -15,881 | -19.14% | +13,375 | +51,933 |
| Credit RiskDebt | -5,173 | -14.69% | -29,981 | -47,030 |
| Medium TermDebt | -1,520 | -7.12% | -10,047 | -15,742 |
| Aggressive / Balanced Hybrid (combined)Hybrid | -978 | -0.89% | -3,346 | -18,779 |
| Balanced Advantage / Dynamic Asset AllocationHybrid | -401 | -0.48% | -1,122 | +4,715 |
| Equity SavingsHybrid | -393 | -3.44% | -1,634 | -6,320 |
| Conservative HybridHybrid | -342 | -3.17% | -1,334 | -4,102 |
| Dynamic TermDebt | -75.14 | -0.44% | -2,063 | -3,729 |
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: Jan–Mar 2020 quarter. AMFI publishes fund-house assets as quarterly averages. This is the latest quarter that had ended by May 2020; it is not a May 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 |
|---|---|---|---|---|
| SBI Mutual Fund | 3.74 lakh Cr | 13.82% | +0.65 pp | 1was 3 |
| HDFC Mutual Fund | 3.70 lakh Cr | 13.68% | -0.61 pp | 2was 1 |
| ICICI Prudential Mutual Fund | 3.51 lakh Cr | 12.98% | -0.53 pp | 3was 2 |
| Aditya Birla Sun Life Mutual Fund | 2.48 lakh Cr | 9.16% | -0.18 pp | 4 |
| Nippon India Mutual Fund | 2.05 lakh Cr | 7.58% | -0.05 pp | 5 |
| Kotak Mahindra Mutual Fund | 1.86 lakh Cr | 6.89% | +0.27 pp | 6 |
| UTI Mutual Fund | 1.52 lakh Cr | 5.61% | -0.26 pp | 7 |
| Axis Mutual Fund | 1.38 lakh Cr | 5.12% | +0.53 pp | 8was 9 |
| Franklin Templeton Mutual Fund | 1.16 lakh Cr | 4.30% | -0.42 pp | 9was 8 |
| Bandhan Mutual Fund | 1.04 lakh Cr | 3.84% | -0.06 pp | 10 |
Biggest share gainers · quarter
- SBI Mutual Fund+0.65 pp
- Axis Mutual Fund+0.53 pp
- Edelweiss Mutual Fund+0.44 pp
- Kotak Mahindra Mutual Fund+0.27 pp
- Mirae Asset Mutual Fund+0.13 pp
Biggest share decliners · quarter
- HDFC Mutual Fund-0.61 pp
- ICICI Prudential Mutual Fund-0.53 pp
- Franklin Templeton Mutual Fund-0.42 pp
- UTI Mutual Fund-0.26 pp
- Aditya Birla Sun Life Mutual Fund-0.18 pp
Rank changes among the top 30
- Edelweiss Mutual Fund20 → 17
- SBI Mutual Fund3 → 1
- HDFC Mutual Fund1 → 2
- ICICI Prudential Mutual Fund2 → 3
- Axis Mutual Fund9 → 8
- Franklin Templeton Mutual Fund8 → 9
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
—Not published for this period
SIP contribution · 12 months
—Not published for this period
SIP assets
—Not published for this period
Contributing SIP accounts
—Not published for this period
Folios
9.10 Cr
+6.13 L on the month · +9.4% on a year ago
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 · May 2020
1new schemes allotted
20.00 Crmobilised
Part of this month’s gross mobilisation — shown separately, never added to category net flow.
| Published category | Schemes | Mobilised | Schemes launched |
|---|---|---|---|
| Fixed Term Plan | 1 | 20.00 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 · May 2020
Portfolio disclosures in this dataset start in Jan 2022, so there is no holdings view for May 2020.
7 · Data status
What each figure on this page refers to
| Dataset | Period on this page | Frequency | Latest available |
|---|---|---|---|
| Flows, AUM, folios | May 2020 | Monthly | Aug 2026 |
| SIP contribution & assets | Not published for this period | Monthly (from Jun 2024) | Aug 2026 |
| New fund offers | May 2020 | Monthly | Aug 2026 |
| Fund-house assets & market share | Jan–Mar 2020 | 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 →