Indian Mutual Fund AUM Surges 13.8%, Equity Inflows Strong
By Market Desk
India’s mutual fund AUM grew 13.8% annually, with July seeing a 4.3% monthly rise and robust Rs 24,697 crore equity inflows. Discover asset distribution and top fund categories.
India’s mutual fund industry reported significant expansion in July, with total Assets Under Management (AUM) climbing by 4.30% from the prior month. This growth contributed to an impressive 13.80% year-over-year increase, driven by consistent investor engagement.
July AUM Growth Highlights
- Monthly AUM increase: 4.30%
- Annual AUM growth: 13.80%
Corporates maintained the largest share of these mutual fund assets, holding 37.17% of the total. High Net-Worth Individuals (HNIs) followed closely with 33.83%, while retail investors accounted for nearly 27% of the industry’s assets.
Asset Holders Breakdown
- Banks and financial institutions: 1.92%
- Foreign Portfolio Investors and Foreign Institutional Investors: 0.07%
Equity and balanced funds collectively formed the largest asset class within the Indian mutual fund landscape, making up 61.06% of all assets. Exchange-Traded Funds (ETFs) and Fund of Funds (FoFs) represented 14.01%. Liquid and money market funds held 13.37%, with debt funds accounting for 11.57%.
The equity segment demonstrated particularly strong investor interest in July, attracting combined net inflows totaling Rs 24,697 crore. This robust performance highlights continued confidence in equity-oriented schemes.
Top Equity Fund Inflows in July
- Small-cap funds: Rs 7,768 crore
- Mid-cap funds: Rs 6,192 crore
- Flexi-cap funds: Rs 4,709 crore
- Large and mid-cap funds: Rs 3,425 crore
- Multi-cap funds: Rs 3,227 crore
The consistent inflows across various categories, especially within the equity segment, underscore a sustained positive momentum for the Indian mutual fund industry, as reported by GEPL Capital.