ANOMALY WEALTHMutual Fund Intelligence Data throughAug 2026 Trade Intelligence ↗

SIP & retail participation · Aug 2026

How SIP investing is evolving

Monthly systematic investment plan figures from the SIP table of the AMFI Monthly Note, investor accounts from the AMFI monthly report, and the direct-plan share of assets from AMFI’s scheme-wise average AUM.

SIP contribution 32,297 Cr +14.3% on Aug 2025
SIP contribution · 12 months 3.70 lakh Cr Sum of the last 12 published months
Contributing SIP accounts 10.02 Cr Accounts that paid in during the month
SIP assets 18.62 lakh Cr 21.4% of industry assets
Investor folios 28.35 Cr +26.54 L in Aug 2026 · +3.46 Cr in 12 months

SIP contribution and assets

27 published months

Loading SIP history…

SIP contribution as the Monthly Note publishes it, which includes domestic fund of funds. The AMFI monthly report’s own SIP column (from August 2026) excludes them and is shown separately below; the two are not mixed. The note’s SIP table is available from Jun 2024; no earlier history is reconstructed.

Monthly SIP figures

AMFI Monthly Note

MonthContributionYear on yearContributing accountsRegistered accountsSIP assets% of industry
Aug 2026 32,297 Cr +14.3% 10.02 Cr 18.62 lakh Cr 21.4%
Jul 2026 31,961 Cr +12.3% 9.90 Cr 18.20 lakh Cr 21.2%
Jun 2026 31,781 Cr +16.5% 9.78 Cr 17.70 lakh Cr 21.5%
May 2026 30,954 Cr +16.0% 9.64 Cr 17.12 lakh Cr 21.0%
Apr 2026 31,115 Cr +16.8% 9.65 Cr 16.85 lakh Cr 20.6%
Mar 2026 32,087 Cr +23.8% 9.72 Cr 15.11 lakh Cr 20.5%
Feb 2026 29,845 Cr +14.8% 9.44 Cr 16.64 lakh Cr 20.3%
Jan 2026 31,002 Cr +17.4% 9.92 Cr 16.36 lakh Cr 20.2%
Dec 2025 31,002 Cr +17.2% 9.79 Cr 16.63 lakh Cr 20.7%
Nov 2025 29,445 Cr +16.3% 9.43 Cr 16.53 lakh Cr 20.5%
Oct 2025 29,529 Cr +16.6% 9.45 Cr 16.25 lakh Cr 20.3%
Sep 2025 29,361 Cr +19.8% 9.25 Cr 15.52 lakh Cr 20.5%
Aug 2025 28,265 Cr +20.0% 8.99 Cr 15.18 lakh Cr 20.2%
Jul 2025 28,464 Cr +22.0% 9.11 Cr 15.19 lakh Cr 20.2%
Jun 2025 27,269 Cr +28.3% 8.64 Cr 15.31 lakh Cr 20.6%
May 2025 26,688 Cr 8.56 Cr 14.61 lakh Cr 20.2%
Apr 2025 26,632 Cr 8.38 Cr 13.90 lakh Cr 19.9%
Mar 2025 25,926 Cr 8.11 Cr 13.35 lakh Cr 20.3%
Feb 2025 25,999 Cr 8.26 Cr 12.38 lakh Cr 19.2%
Jan 2025 26,400 Cr 8.35 Cr 13.20 lakh Cr 19.6%
Dec 2024 26,459 Cr 8.27 Cr 13.63 lakh Cr 20.4%
Nov 2024 25,320 Cr 7.97 Cr 10.22 Cr 13.54 lakh Cr 19.9%
Oct 2024 25,323 Cr 7.94 Cr 10.12 Cr 13.30 lakh Cr 19.8%
Sep 2024 24,509 Cr 7.75 Cr 9.87 Cr 13.82 lakh Cr 20.6%
Aug 2024 23,547 Cr 9.61 Cr 13.39 lakh Cr 20.1%
Jul 2024 23,332 Cr 9.34 Cr 13.09 lakh Cr 20.2%
Jun 2024 21,262 Cr 8.99 Cr 12.44 lakh Cr 20.3%
May 2024 8.76 Cr 11.53 lakh Cr 19.6%
Apr 2024 8.70 Cr 11.26 lakh Cr 19.7%
Mar 2024 8.40 Cr 10.72 lakh Cr 20.1%
Feb 2024 8.20 Cr 10.53 lakh Cr 19.3%
Jan 2024 7.92 Cr 10.27 lakh Cr 19.0%

“Registered accounts” is all outstanding SIP accounts, which the 2024 notes published; “contributing accounts”, published from early 2025, counts only accounts that paid in. They are different measures and neither fills the other’s gaps.

SIP account movement

AMFI monthly report · Aug 2026

  • Accounts at start of month99,888,036
  • New registrations+5,861,964
  • Matured (tenure completed)−176,844
  • Terminated (discontinued)−4,532,805
  • Net SIP account additions+1,152,315
  • Accounts at end of month101,040,351
  • SIP contribution, report basis30,838 Cr

Registrations less maturities and terminations equals the change in accounts the report prints, so the subtraction is valid. The report’s contribution excludes domestic fund of funds, which is why it is lower than the note’s figure for the same month. AMFI added these columns to the monthly report in August 2026; there is no earlier machine-readable history.

Investor folios by asset class

AMFI monthly report · Aug 2026

Asset classFoliosChange this monthChange in 12 monthsShare of folios
Equity 18.92 Cr +19.29 L +1.60 Cr 66.8%
Debt 95.83 L +3.15 L +19.76 L 3.4%
Hybrid 2.04 Cr +2.86 L +35.98 L 7.2%
Index funds & ETFs 5.55 Cr +1.27 L +1.23 Cr 19.6%
Overseas fund of funds 20.04 L -14,021 +5.88 L 0.7%
Solution oriented 63.94 L +9,436 +2.41 L 2.3%
Life cycle 13,610 0.0%

Loading folio history…

A folio is an investor account in a scheme; one investor can hold many. Open-ended schemes. Asset classes follow the canonical taxonomy, so the 2026 re-labelling does not break these series.

Direct plans’ share of assets

AMFI scheme-wise average AUM · industry

QuarterDirect plansOther plansETFsDirect plan share
Apr–Jun 202632.57 lakh Cr40.71 lakh Cr12.08 lakh Cr44.4%
Jan–Mar 202631.75 lakh Cr39.93 lakh Cr11.96 lakh Cr44.3%
Oct–Dec 202531.77 lakh Cr40.20 lakh Cr10.75 lakh Cr44.1%
Jul–Sep 202530.27 lakh Cr38.63 lakh Cr9.57 lakh Cr43.9%
Apr–Jun 202527.79 lakh Cr36.36 lakh Cr9.05 lakh Cr43.3%
Jan–Mar 202525.84 lakh Cr34.23 lakh Cr8.29 lakh Cr43.0%
Oct–Dec 202425.59 lakh Cr35.43 lakh Cr8.49 lakh Cr41.9%
Jul–Sep 202424.13 lakh Cr34.60 lakh Cr8.33 lakh Cr41.1%
Apr–Jun 202421.39 lakh Cr30.92 lakh Cr7.44 lakh Cr40.9%
Jan–Mar 202419.58 lakh Cr28.47 lakh Cr6.82 lakh Cr40.7%
Oct–Dec 202317.87 lakh Cr25.88 lakh Cr6.18 lakh Cr40.8%
Jul–Sep 202317.38 lakh Cr24.41 lakh Cr5.89 lakh Cr41.6%
Apr–Jun 202316.01 lakh Cr22.30 lakh Cr5.45 lakh Cr41.8%
Jan–Mar 202314.66 lakh Cr21.28 lakh Cr5.18 lakh Cr40.8%
Oct–Dec 202214.35 lakh Cr21.36 lakh Cr5.13 lakh Cr40.2%
Jul–Sep 202214.40 lakh Cr20.51 lakh Cr4.68 lakh Cr41.3%
Apr–Jun 202214.31 lakh Cr19.60 lakh Cr4.31 lakh Cr42.2%
Jan–Mar 202214.54 lakh Cr20.11 lakh Cr4.18 lakh Cr42.0%
Oct–Dec 202114.37 lakh Cr20.29 lakh Cr3.95 lakh Cr41.5%
Jul–Sep 202114.16 lakh Cr18.90 lakh Cr3.51 lakh Cr42.8%

Classified from the plan name AMFI publishes: a plan whose name says Direct is a direct plan; every other non-ETF plan is shown as “other plans” (regular and legacy plans). Institutional money in liquid and overnight schemes raises the direct share, so this is not a measure of retail behaviour alone.

Not available from a validated source What this page does not show

Investor-type AUM (retail, HNI, corporate) and T30/B30 geography were found only in AMFI’s PDF “Industry Data Analysis” publications, with no machine-readable history, so they are not reconstructed here. SIP registrations and terminations before August 2026 were not found as a machine-readable AMFI table and are not back-filled.