India mutual fund monitor
July 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 Jul 2020 SIP not published for Jul 2020 NFO Jul 2020 Fund-house assets Apr–Jun 2020 (quarterly) Holdings not covered
AMFI monthly report, Jul 2020. Total net flow covers all schemes; the asset-class figures are open-ended schemes. +73,233 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 -2,480 Cr
- Debt +91,392 Cr
- Hybrid -7,301 Cr
- Index funds & ETFs +13,865 Cr
- Overseas fund of funds +401 Cr
- Solution oriented +58.47 Cr
| Asset class | This month | Previous | 3 months | 12 months |
|---|---|---|---|---|
| Equity | -2,480 | +241 | +3,017 | +67,224 |
| Debt | +91,392 | +2,862 | +157,919 | +115,037 |
| Hybrid | -7,301 | +356 | +1,707 | -25,762 |
| Index funds & ETFs | +13,865 | +4,702 | +20,962 | +72,095 |
| Overseas fund of funds | +401 | +198 | +675 | +1,518 |
| Solution oriented | +58.47 | +108 | +263 | +2,176 |
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 · Jul 2020
Largest category inflows
| Category | Net flow | % of AUM | 3 months | 12 months |
|---|---|---|---|---|
| Ultra Short to Short TermDebt | +14,219 | +15.97% | +26,756 | +13,487 |
| LiquidDebt | +14,055 | +3.30% | +31,700 | -25,953 |
| Other ETFs (single category)Passive | +13,126 | +7.49% | +18,236 | +61,957 |
| Corporate BondDebt | +11,910 | +11.41% | +26,479 | +41,170 |
| Short TermDebt | +11,510 | +10.98% | +21,873 | +26,707 |
| Ultra Short TermDebt | +9,333 | +12.75% | +12,244 | -11,632 |
| Money MarketDebt | +9,067 | +13.57% | +18,763 | +5,923 |
| Banking and PSU DebtDebt | +6,323 | +6.53% | +20,674 | +48,860 |
Largest category outflows
| Category | Net flow | % of AUM | 3 months | 12 months |
|---|---|---|---|---|
| ArbitrageHybrid | -3,732 | -5.18% | +10,611 | +3,823 |
| Aggressive / Balanced Hybrid (combined)Hybrid | -2,196 | -1.97% | -4,879 | -21,445 |
| Multi Cap (2017 definition)Equity | -1,033 | -0.76% | -1,052 | +11,064 |
| Balanced Advantage / Dynamic Asset AllocationHybrid | -761 | -0.89% | -2,103 | +1,212 |
| Credit RiskDebt | -670 | -2.28% | -7,336 | -43,088 |
| Mid CapEquity | -579 | -0.72% | -263 | +9,750 |
| Value / Contra (combined)Equity | -549 | -1.13% | -593 | -2,489 |
| Large & Mid CapEquity | -467 | -0.89% | +325 | +4,519 |
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: Apr–Jun 2020 quarter. AMFI publishes fund-house assets as quarterly averages. This is the latest quarter that had ended by Jul 2020; it is not a July 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 | 3.64 lakh Cr | 14.80% | +0.98 pp | 1 |
| HDFC Mutual Fund | 3.56 lakh Cr | 14.47% | +0.79 pp | 2 |
| ICICI Prudential Mutual Fund | 3.26 lakh Cr | 13.25% | +0.28 pp | 3 |
| Aditya Birla Sun Life Mutual Fund | 2.15 lakh Cr | 8.72% | -0.44 pp | 4 |
| Nippon India Mutual Fund | 1.80 lakh Cr | 7.31% | -0.27 pp | 5 |
| Kotak Mahindra Mutual Fund | 1.67 lakh Cr | 6.80% | -0.09 pp | 6 |
| Axis Mutual Fund | 1.34 lakh Cr | 5.46% | +0.33 pp | 7was 8 |
| UTI Mutual Fund | 1.34 lakh Cr | 5.43% | -0.18 pp | 8was 7 |
| Bandhan Mutual Fund | 1.02 lakh Cr | 4.13% | +0.29 pp | 9was 10 |
| Franklin Templeton Mutual Fund | 79,808 Cr | 3.24% | -1.06 pp | 10was 9 |
Biggest share gainers · quarter
- SBI Mutual Fund+0.98 pp
- HDFC Mutual Fund+0.79 pp
- Axis Mutual Fund+0.33 pp
- Bandhan Mutual Fund+0.29 pp
- ICICI Prudential Mutual Fund+0.28 pp
Biggest share decliners · quarter
- Franklin Templeton Mutual Fund-1.06 pp
- Aditya Birla Sun Life Mutual Fund-0.44 pp
- Nippon India Mutual Fund-0.27 pp
- L&T Mutual Fund-0.26 pp
- UTI Mutual Fund-0.18 pp
Rank changes among the top 30
- Axis Mutual Fund8 → 7
- UTI Mutual Fund7 → 8
- Bandhan Mutual Fund10 → 9
- Franklin Templeton Mutual Fund9 → 10
- Edelweiss Mutual Fund17 → 16
- Invesco Mutual Fund16 → 17
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
9.21 Cr
+5.64 L on the month · +8.6% 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 · Jul 2020
4new schemes allotted
11,737 Crmobilised
Part of this month’s gross mobilisation — shown separately, never added to category net flow.
| Published category | Schemes | Mobilised | Schemes launched |
|---|---|---|---|
| Other ETFs | 2 | 11,024 Cr | — |
| Focused Fund | 1 | 509 Cr | — |
| Banking and PSU Fund | 1 | 204 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 · Jul 2020
Portfolio disclosures in this dataset start in Jan 2022, so there is no holdings view for Jul 2020.
7 · Data status
What each figure on this page refers to
| Dataset | Period on this page | Frequency | Latest available |
|---|---|---|---|
| Flows, AUM, folios | Jul 2020 | Monthly | Aug 2026 |
| SIP contribution & assets | Not published for this period | Monthly (from Jun 2024) | Aug 2026 |
| New fund offers | Jul 2020 | Monthly | Aug 2026 |
| Fund-house assets & market share | Apr–Jun 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 →