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Every 4th rupee in mutual funds belong to retail investors, HNIs own 1/3rd AUM: Franklin Templeton India MF
Every 4th rupee in mutual funds belong to retail investors, HNIs own 1/3rd AUM: Franklin Templeton India MF

Time of India

time22-07-2025

  • Business
  • Time of India

Every 4th rupee in mutual funds belong to retail investors, HNIs own 1/3rd AUM: Franklin Templeton India MF

Individual investors account for over 61% of total mutual fund assets under management (AUM), with retail accounting for 27.01% and HNIs 33.67% of that. Individual investors' AUM grew 8x in 10 years vs 6x AUM growth of the industry, according to a press note by Franklin Templeton India Mutual Fund on the development in the Indian mutual funds industry. As per the press note, the SIP average ticket size moved higher in June 2025 to Rs 2,966. Talking about segments, the passive fund folios have grown by 17x in the last five years. And lastly, the sectoral/ thematic funds category witnessed highest gross/net sales over the last 12 months. Explore courses from Top Institutes in Please select course: Select a Course Category Operations Management Digital Marketing MCA Healthcare Project Management Management Finance Product Management Others Data Analytics Public Policy others PGDM CXO Data Science Data Science Technology Leadership MBA Artificial Intelligence Cybersecurity healthcare Degree Design Thinking Skills you'll gain: Quality Management & Lean Six Sigma Analytical Tools Supply Chain Management & Strategies Service Operations Management Duration: 10 Months IIM Lucknow IIML Executive Programme in Strategic Operations Management & Supply Chain Analytics Starts on Jan 27, 2024 Get Details Also Read | MF Tracker: Will Invesco India PSU Equity Fund shine again after topping 3-year charts? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Individual investors Out of the total AUM, individual investors now account for almost 61% of AUM, with retail investors at 27.01% and HNIs at 33.67% of that. Corporates account for 37.14% of AUM, the rest are Banks at 2.13% and FIIs/FPIs at 0.05%. Live Events The investor category wise allocation in AUM, equity funds accounts for around 55% of total AUM. Individual investors' AUM The industry witnessed high growth in terms of individual investors' share in total AUM. The individual Investors' AUM grew nearly 8x in 10 years vs nearly 6x AUM growth of the industry. The industry AUM grew by 24% CAGR in the last five years and 20% CAGR in the last 10 years respectively, ending in June 2025. The five years CAGR for individual investors was at 23% PA vs industry AUM at 24% PA over five years. In terms of 10 years CAGR of the individual investors stood at 23% PA vs Industry AUM at 20% PA over 10 years. Individual vs institutional – Asset composition Almost 87% of individual investor assets are held in equity-oriented schemes. Debt oriented schemes account for 8%, ETFs/FoF at 3% and the remaining 2% in liquid/money market instruments. On the other hand institutional assets are spread across Liquid/Money market instruments at 28%, Debt oriented schemes at 25%, ETFs/FoFs at 28% and only 19% of assets in equity oriented schemes. Also Read | Can PPFAS Flexi Cap Fund handle Rs 1 lakh crore money? CEO Neil Parikh explains Average SIP ticket size rises The SIP average ticket size moved higher in June 2025 to Rs 2,966, just near the Rs 3,000 mark. The average SIP ticket size is well above the pre-COVID levels of Rs 2,861, which was recorded in December 2019. Mutual funds are now a dominant force vs FPIs. Net inflows for DIIs were Rs 6.5 lakh crore for the last 12 months (till June 2025) vs net outflows of Rs 3.0 lakh crore for FPIs. Passive fund folios have grown 17x in last 5 years The passive fund AUM hit an all-time high of Rs 12.33 lakh crore in June 2025, growth of 21% YoY. The share of passive AUM has risen to around 10% of total AUM in June 2021 to 17% in June 2025. Sectoral/thematic witness high traction The sectoral/thematic funds category witnessed highest gross/net sales over the last 12 months. While most equity categories witnessed positive net sales in June 2025, the sectoral/thematic fund category received the highest traction. It received Rs 9,634 crore worth of gross sales, redemptions of Rs 9,158 crore, thereby the final net sales of Rs 476 crore. In the last 12 months the net sales were to the tune of Rs 1.04 lakh crore.

Every 4th rupee in mutual funds belong to retail investors, HNIs own 1/3rd AUM: Franklin Templeton India MF
Every 4th rupee in mutual funds belong to retail investors, HNIs own 1/3rd AUM: Franklin Templeton India MF

Economic Times

time22-07-2025

  • Business
  • Economic Times

Every 4th rupee in mutual funds belong to retail investors, HNIs own 1/3rd AUM: Franklin Templeton India MF

Indian individual investors now manage 61% of mutual fund assets, with significant growth over the past decade. Individual investors account for over 61% of total mutual fund assets under management (AUM), with retail accounting for 27.01% and HNIs 33.67% of that. Individual investors' AUM grew 8x in 10 years vs 6x AUM growth of the industry, according to a press note by Franklin Templeton India Mutual Fund on the development in the Indian mutual funds industry. As per the press note, the SIP average ticket size moved higher in June 2025 to Rs 2,966. Talking about segments, the passive fund folios have grown by 17x in the last five years. And lastly, the sectoral/ thematic funds category witnessed highest gross/net sales over the last 12 months. Also Read | MF Tracker: Will Invesco India PSU Equity Fund shine again after topping 3-year charts? Individual investors Out of the total AUM, individual investors now account for almost 61% of AUM, with retail investors at 27.01% and HNIs at 33.67% of that. Corporates account for 37.14% of AUM, the rest are Banks at 2.13% and FIIs/FPIs at 0.05%. The investor category wise allocation in AUM, equity funds accounts for around 55% of total AUM. The industry witnessed high growth in terms of individual investors' share in total AUM. The individual Investors' AUM grew nearly 8x in 10 years vs nearly 6x AUM growth of the industry. The industry AUM grew by 24% CAGR in the last five years and 20% CAGR in the last 10 years respectively, ending in June 2025. The five years CAGR for individual investors was at 23% PA vs industry AUM at 24% PA over five years. In terms of 10 years CAGR of the individual investors stood at 23% PA vs Industry AUM at 20% PA over 10 years. Almost 87% of individual investor assets are held in equity-oriented schemes. Debt oriented schemes account for 8%, ETFs/FoF at 3% and the remaining 2% in liquid/money market instruments. On the other hand institutional assets are spread across Liquid/Money market instruments at 28%, Debt oriented schemes at 25%, ETFs/FoFs at 28% and only 19% of assets in equity oriented schemes. Also Read | Can PPFAS Flexi Cap Fund handle Rs 1 lakh crore money? CEO Neil Parikh explains The SIP average ticket size moved higher in June 2025 to Rs 2,966, just near the Rs 3,000 mark. The average SIP ticket size is well above the pre-COVID levels of Rs 2,861, which was recorded in December 2019. Mutual funds are now a dominant force vs FPIs. Net inflows for DIIs were Rs 6.5 lakh crore for the last 12 months (till June 2025) vs net outflows of Rs 3.0 lakh crore for passive fund AUM hit an all-time high of Rs 12.33 lakh crore in June 2025, growth of 21% YoY. The share of passive AUM has risen to around 10% of total AUM in June 2021 to 17% in June 2025. The sectoral/thematic funds category witnessed highest gross/net sales over the last 12 months. While most equity categories witnessed positive net sales in June 2025, the sectoral/thematic fund category received the highest traction. It received Rs 9,634 crore worth of gross sales, redemptions of Rs 9,158 crore, thereby the final net sales of Rs 476 crore. In the last 12 months the net sales were to the tune of Rs 1.04 lakh crore.

Indian mutual fund industry AUM grew 20% CAGR in past 10 years vs 8% in US: Franklin Templeton India MF
Indian mutual fund industry AUM grew 20% CAGR in past 10 years vs 8% in US: Franklin Templeton India MF

Time of India

time19-06-2025

  • Business
  • Time of India

Indian mutual fund industry AUM grew 20% CAGR in past 10 years vs 8% in US: Franklin Templeton India MF

The Indian mutual fund industry's asset under management has grown at a rate of 20% CAGR in the past 10 years, and 24% CAGR in the last 5 years, according to a press release note by Franklin Templeton India Mutual Fund on the development in the Indian mutual funds industry. The industry's AUM now stands at an all-time high level of Rs 72.2 lakh crore. The domestic mutual fund industry has added over Rs 13.3 lakh crore to AUM over the past year. In comparison, the US Mutual Fund assets have grown over 2X at 8% CAGR in the last decade. The overall assets under management (AUM) grew by 24% CAGR in the last 5 years and 20% CAGR in the last 10 years respectively, ended May 2025. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Also Read | ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May The domestic mutual fund industry has become a force to reckon with, it can negate the impact of FII outflows. Net inflows for DIIs were Rs 6 lakh crore for the last 12 months (till May 2025) vs net outflows of Rs 3.1 lakh crore for FPIs. Live Events The mutual fund industry's asset under management's percentage to bank deposits in India has grown 3X in the past 10 years. It has grown from 12.6% in 2015 to over 31% in May '25. MF AUM is now about one third of Bank deposits. The mutual fund industry is moving beyond the top 15 cities in India. The share of B15 cities rose from 25% in March 2020 to 35% in March 2025. The B30 cities' AUM Growth Outpaced T30 AUM Growth. Share of B30 AUM in Industry AUM increased from 16% in Dec 2020 to 18% in May 2025 Maharashtra, Delhi, Karnataka and Gujarat remain the top 4 states in term of AUM generation. But in terms of growth, Telangana (32.08%) and Haryana (27.90%) have seen the highest AAUM growth over the year. Also Read | Eternal and Vedanta among stocks which Radhika Gupta's Edelweiss Mutual Fund bought and sold in May The total Investor count rose to 5.49 crore in May 2025, around 3.19 lakh investors added in May 2025. As much as 89 lakh new investors were added in the last 12 months vs 78 lakh in the same period last year. The sectoral/thematic funds' category witnessed the highest gross/ net sales over the last 12 months. Most equity categories witnessed positive net sales in May 2025.

Indian mutual fund industry AUM grew 20% CAGR in past 10 years vs 8% in US: Franklin Templeton India MF
Indian mutual fund industry AUM grew 20% CAGR in past 10 years vs 8% in US: Franklin Templeton India MF

Economic Times

time19-06-2025

  • Business
  • Economic Times

Indian mutual fund industry AUM grew 20% CAGR in past 10 years vs 8% in US: Franklin Templeton India MF

Indian mutual fund industry shows impressive growth. Assets under management increased significantly over the past decade. The industry's AUM reached a record high of Rs 72.2 lakh crore. Domestic investors offset foreign outflows. Mutual fund assets now constitute a substantial portion of bank deposits. Smaller cities are contributing more to the industry's growth. Investor count is also on the rise. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads The Indian mutual fund industry's asset under management has grown at a rate of 20% CAGR in the past 10 years, and 24% CAGR in the last 5 years, according to a press release note by Franklin Templeton India Mutual Fund on the development in the Indian mutual funds ind us try's AUM now stands at an all-time high level of Rs 72.2 lakh crore. The domestic mutual fund industry has added over Rs 13.3 lakh crore to AUM over the past year. In comparison, the US Mutual Fund assets have grown over 2X at 8% CAGR in the last decade. The overall assets under management (AUM) grew by 24% CAGR in the last 5 years and 20% CAGR in the last 10 years respectively, ended May Read | ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May The domestic mutual fund industry has become a force to reckon with, it can negate the impact of FII outflows. Net inflows for DIIs were Rs 6 lakh crore for the last 12 months (till May 2025) vs net outflows of Rs 3.1 lakh crore for mutual fund industry's asset under management's percentage to bank deposits in India has grown 3X in the past 10 years. It has grown from 12.6% in 2015 to over 31% in May '25. MF AUM is now about one third of Bank mutual fund industry is moving beyond the top 15 cities in India. The share of B15 cities rose from 25% in March 2020 to 35% in March 2025. The B30 cities' AUM Growth Outpaced T30 AUM Growth. Share of B30 AUM in Industry AUM increased from 16% in Dec 2020 to 18% in May 2025Maharashtra, Delhi, Karnataka and Gujarat remain the top 4 states in term of AUM generation. But in terms of growth, Telangana (32.08%) and Haryana (27.90%) have seen the highest AAUM growth over the Read | Eternal and Vedanta among stocks which Radhika Gupta's Edelweiss Mutual Fund bought and sold in May The total Investor count rose to 5.49 crore in May 2025, around 3.19 lakh investors added in May much as 89 lakh new investors were added in the last 12 months vs 78 lakh in the same period last year. The sectoral/thematic funds' category witnessed the highest gross/ net sales over the last 12 months. Most equity categories witnessed positive net sales in May 2025.

B30 AUM growth outpaced T30 AUM growth in 5 years: Franklin Templeton India Mutual Fund
B30 AUM growth outpaced T30 AUM growth in 5 years: Franklin Templeton India Mutual Fund

Time of India

time16-05-2025

  • Business
  • Time of India

B30 AUM growth outpaced T30 AUM growth in 5 years: Franklin Templeton India Mutual Fund

The AUM growth in B30 cities in India has outpaced the growth in the T30 cities in the past 5 years. The equity cult and financialization of assets as a theme is picking up pace, it is evident as data shows that the mutual funds are moving beyond the top 15 cities, according to a press note on the Indian Mutual Fund industry by Franklin Templeton India Mutual Fund. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads The AUM growth in B30 cities in India has outpaced the growth in the T30 cities in the past 5 years. The equity cult and financialization of assets as a theme is picking up pace, it is evident as data shows that the mutual funds are moving beyond the top 15 cities, according to a press note on the Indian Mutual Fund industry by Franklin Templeton India Mutual Fund As per the industry data collated by the fund house, the share of B15 cities have risen from 25% in March 2020 to 35% in March 2025. The share of B30 AUM in Industry AUM increased from 16% in Dec 2020 to 18% in Apr 2025. Telangana (33.05%) and Haryana (27.86%) were among the top 10 states to contribute to AAUM in the past one Read | Mutual funds cut exposure in Adani Group, offload over 85 lakh shares in April The sectoral/thematic funds category witnessed the highest gross/net sales over the last 12 months. The flexicap category received the highest AUM with over Rs 1 lakh crore inflows, whereas ELSS was the only equity category with negative net sales in April preference remains for passive funds, as per data. The passive fund folios have grown 16X in the last five years, and nearly doubled since December Read | Helios Flexi Cap Fund exits Reliance Industries, adds 3 stocks in April Passive funds' AUM were at an all-time high of Rs 11.67 lakh crore in April 2025 from Rs 9.38 lakh crore a year ago, witnessing an impressive 24% growth. The share of passive AUM rose from 10% of total AUM in April 2021 to 17% in April funds powered by steady SIP flows have now become a dominant force. It has many times negated the impact of outflows by FPIs. Net inflows for DIIs were Rs 5.9 lakh crore for the last 12 months (till April 2025) vs net outflows of Rs 3.6 lakh crore for FPIs.

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