- Wealth PMS (50L+)
Assets managed by the MF Industry has increased from Rs. 16.85 lakh crore in Oct-16 to Rs. 16.94 lakh crore in Nov-16.
Sequential growth stood at 0.48% or Rs. 0.08 lakh crore compared to a 1.01% or Rs. 0.13 lakh crore during the same period in the previous year.
The composition between the Individual Investors and Institutional Investors has remained stable at around 44.6% and 55.4% respectively though both the groups have made massive new investments.
While Individual Investors did not make any fresh investment. Rather they reduced their exposure by Rs. 0.09 lakh crore. At the same time Institutional Investors made fresh investment of Rs. 0.17 lakh crore.
Fresh investments in Debt stood at Rs. 0.18 lakh crore, Equity witnessed outflows at Rs. 0.12 lakh crore and Liquid remained flat.
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 49:27 and 51:73 i.e. B15 and T15 Equity and B15 and T15 Non Equity.
Here is how the AAUM flow has changed across the 5 different zones in India.
Here is AAUM for the top 4 states. All values in Rs. Crore.
Note: Average AUM is the average amount of assets held during a period i.e. it is calculated by taking the sum of assets at the beginning of a period and assets at the end of the period and then dividing the sum by 2.
Source: AMFI -> Research & Information -> Other Data