- Wealth PMS (50L+)
Assets managed by the MF Industry has increased from Rs. 16.51 lakh crore in Sep-16 to Rs. 16.85 lakh crore in Oct-16.
Sequential growth stood at 2.09% or Rs. 0.34 lakh crore compared to a 2.76% Rs. 0.35 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 fresh investment stood at Rs. 0.19 lakh crore in October last year, this year the number turned out to be Rs. 0.16 lakh crore. Same number for Institutional Investors stood at Rs. 0.16 lakh crore and 0.18 lakh crore.
Fresh investments in Debt stood at Rs. 0.38 lakh crore, Equity at Rs. 0.14 lakh crore and Liquid which witnessed withdrawal greater than invesmtents at Rs. 0.17 lakh crore.
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.
Ratio of Investment in Equity and Non Equity between the B15 and T15 investors have remained at a constant ratio of 50:28 and 50:72 i.e. B15 and T15 Equity and B15 and T15 Non Equity.
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