- Wealth PMS (50L+)
Assets managed by the MF Industry has increased from Rs. 15.73 lakh crore in Jul-16 to Rs. 16.06 lakh crore in Aug-16.
Sequential growth stood at 2.13% or Rs. 0.33 lakh crore compared to 1.12% Rs. 0.14 lakh crore during the same period in the previous year.
The composition between the Individual Investors and Institutional Investors has remained stable at around 45% and 55% respectively though both the groups have made massive new investments.
While Individual Investors made fresh investment of Rs. 0.13 lakh crore in August last year, this year the number turned out to be Rs. 0.16 lakh crore. Same number for Institutional Investors stood at Rs. 0.01 lakh crore and 0.16 lakh crore (comfortably in the driver seat).
While Debt, Equity and ETF’s witnessed net positive inflow, Liquid Funds witnessed a drop by Rs. 0.28 lakh crore.
Fresh investments in Debt stood at Rs. 0.39 lakh crore, Equity at Rs. 0.20 lakh crore and ETF at Rs. 0.02 lakh crore.
While Individual investors prefer equity (59%) over debt (36%) for investments, Institutions have preferred Debt (51%) over liquid funds (38%).
Here is how the investment decisions were spread across the different schemes between Individuals and Institutions:
The top fifteen cities in India are marked as T15 for mutual fund investors – so if you’re in these cities, your investment is a T15 investment. B15 is everything else.
Here is how the AUM flow has changed across the 5 different zones in India.
Here is AUM for the top 4 states. All values in Rs. Crore.
Source: AMFI -> Research & Information -> Other Data
Nothing in this newsletter is financial advice and should not be construed as such. Please do not take trading decisions based solely on the matter above; if you do, it is entirely at your own risk without any liability to Capital Mind. This is educational or informational matter only, and is provided as an opinion.