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STATUS OF MUTUAL FUNDS INDUSTRY IN INDIA FOR THE PERIOD April 1, 2019 - September 30 , 2019
(Download)
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| |
Rs. in crore |
| Sr. No. |
Scheme Category |
No. of schemes as on September 30, 2019 |
No. of Folios as on September 30, 2019 |
Funds mobilized for the period (Since April 01, 2019 to September 30, 2019) |
Repurchase/ Redemption for the period (Since April 01, 2019 to September 30, 2019) |
Net Inflow (+ve)/ Outflow (-ve) for the period (Since April 01, 2019 to September 30, 2019) |
Net Assets Under Management as on (Since April 01, 2019 to September 30, 2019) |
Average Net Assets under Management for the month September 2019 |
| A |
Open ended Schemes |
| I |
Income/Debt Oriented Schemes |
| 1 |
Overnight Fund |
25 |
29173 |
318634.22 |
316340.79 |
2293.43 |
13851.77 |
19325.01 |
| 2 |
Liquid Fund |
40 |
1697147 |
11065558.53 |
11075490.65 |
-9932.12 |
388424.70 |
514812.98 |
| 3 |
Ultra Short Duration Fund |
26 |
654458 |
85472.76 |
78523.97 |
6948.79 |
86549.21 |
90213.15 |
| 4 |
Low Duration Fund |
26 |
925121 |
52864.98 |
56554.75 |
-3689.78 |
84202.79 |
85048.11 |
| 5 |
Money Market Fund |
19 |
318699 |
79003.79 |
69971.79 |
9031.99 |
64054.49 |
66888.62 |
| 6 |
Short Duration Fund |
28 |
296054 |
23116.00 |
19543.16 |
3572.84 |
85581.98 |
84707.46 |
| 7 |
Medium Duration Fund |
16 |
226892 |
3214.21 |
9188.18 |
-5973.97 |
32359.48 |
32748.25 |
| 8 |
Medium to Long Duration Fund |
13 |
108815 |
1196.01 |
1660.59 |
-464.57 |
9911.66 |
10043.24 |
| 9 |
Long Duration Fund |
2 |
25081 |
308.02 |
152.06 |
155.95 |
1371.17 |
1401.76 |
| 10 |
Dynamic Bond Fund |
28 |
215566 |
2702.56 |
4143.54 |
-1440.98 |
18878.46 |
19051.32 |
| 11 |
Corporate Bond Fund |
20 |
274070 |
24302.20 |
12412.48 |
11889.71 |
72084.21 |
71800.32 |
| 12 |
Credit Risk Fund |
21 |
526733 |
3738.12 |
19874.17 |
-16136.05 |
66057.05 |
67391.10 |
| 13 |
Banking and PSU Fund |
18 |
114728 |
23604.74 |
5882.86 |
17721.88 |
52532.65 |
51520.17 |
| 14 |
Gilt Fund |
21 |
97313 |
2759.83 |
2159.77 |
600.06 |
8712.11 |
8598.08 |
| 15 |
Gilt Fund with 10 year constant duration |
4 |
26613 |
389.22 |
249.48 |
139.74 |
698.87 |
703.32 |
| 16 |
Floater Fund |
7 |
143524 |
12852.25 |
12939.20 |
-86.95 |
30377.48 |
30583.93 |
| |
Sub total - I (1+2+3+4+5+6+7+8+9+10+11+12+13+14+15+16) |
314 |
5679987 |
11699717.44 |
11685087.46 |
14629.99 |
1015648.09 |
1154836.81 |
| II |
Growth/Equity Oriented Schemes |
| 17 |
Multi Cap Fund |
35 |
8740979 |
21534.16 |
13594.43 |
7939.73 |
143891.79 |
139337.16 |
| 18 |
Large Cap Fund |
30 |
9214249 |
22473.54 |
14805.46 |
7668.08 |
144272.91 |
139602.12 |
| 19 |
Large & Mid Cap Fund |
24 |
4504923 |
7731.14 |
5381.35 |
2349.79 |
53154.32 |
51444.06 |
| 20 |
Mid Cap Fund |
25 |
6296812 |
13458.66 |
7112.34 |
6346.31 |
78672.95 |
75907.11 |
| 21 |
Small Cap Fund |
21 |
5087496 |
10548.21 |
4211.33 |
6336.88 |
46153.71 |
44759.27 |
| 22 |
Dividend Yield Fund |
6 |
492068 |
198.45 |
343.53 |
-145.08 |
4519.02 |
4447.60 |
| 23 |
Value Fund/Contra Fund |
18 |
4382101 |
6497.67 |
6093.96 |
403.71 |
55649.73 |
54772.24 |
| 24 |
Focused Fund |
21 |
3110952 |
9796.18 |
4649.74 |
5146.44 |
42287.13 |
40654.47 |
| 25 |
Sectoral/Thematic Funds |
95 |
6428349 |
8738.67 |
6844.43 |
1894.24 |
62104.21 |
60582.10 |
| 26 |
ELSS |
43 |
11776344 |
7700.17 |
4086.69 |
3613.48 |
93506.93 |
90373.58 |
| |
Sub total - II (17+18+19+20+21+22+23+24+25+26) |
318 |
60034273 |
108676.84 |
67123.26 |
41553.58 |
724212.69 |
701879.70 |
| III |
Hybrid Schemes |
| 27 |
Conservative Hybrid Fund |
21 |
417869 |
672.29 |
2339.66 |
-1667.37 |
13804.73 |
14001.68 |
| 28 |
Balanced Hybrid Fund/Aggressive Hybrid Fund |
33 |
5427806 |
14420.61 |
23068.37 |
-8647.76 |
139036.34 |
137788.35 |
| 29 |
Dynamic Asset Allocation/Balanced Advantage |
21 |
2533801 |
13979.89 |
10716.50 |
3263.39 |
93661.73 |
92797.40 |
| 30 |
Multi Asset Allocation |
7 |
610110 |
1766.51 |
1811.25 |
-44.74 |
12506.74 |
12529.88 |
| 31 |
Arbitrage Fund |
24 |
283008 |
47106.15 |
21586.74 |
25519.41 |
74687.71 |
73491.43 |
| 32 |
Equity Savings Fund |
23 |
361218 |
1590.97 |
5132.89 |
-3541.92 |
15904.92 |
16299.27 |
| |
Sub total - III (27+28+29+30+31+32) |
129 |
9633812 |
79536.43 |
64655.41 |
14881.02 |
349602.18 |
346908.01 |
| IV |
Solution Oriented Schemes |
| 33 |
Retirement Fund |
21 |
2501700 |
1073.32 |
392.10 |
681.22 |
8781.34 |
8556.10 |
| 34 |
Childrens' Fund |
9 |
2887088 |
455.48 |
228.52 |
226.96 |
8234.61 |
8078.14 |
| |
Sub total - IV (33+34) |
30 |
5388788 |
1528.80 |
620.62 |
908.18 |
17015.95 |
16634.24 |
| V |
Other Schemes |
| 35 |
Index Funds |
29 |
368610 |
2401.43 |
1053.76 |
1347.67 |
6571.96 |
6219.38 |
| 36 |
GOLD ETFs |
12 |
359475 |
333.96 |
213.96 |
120.01 |
5613.22 |
5666.58 |
| 37 |
Other ETFs |
71 |
1176700 |
45711.50 |
30487.30 |
15224.20 |
147186.97 |
142349.96 |
| 38 |
Fund of funds investing overseas |
29 |
139441 |
458.10 |
187.57 |
270.54 |
2254.45 |
2257.97 |
| |
Sub total - V (35+36+37+38) |
141 |
2044226 |
48904.99 |
31942.58 |
16962.41 |
161626.60 |
156493.89 |
| |
Total A-Open ended Schemes |
932 |
82781086 |
11938364.50 |
11849429.32 |
88935.18 |
2268105.50 |
2376752.65 |
| B |
Close Ended Schemes |
| I |
Income/Debt Oriented Schemes |
| i |
Fixed Term Plan |
740 |
867938 |
2634.92 |
30550.26 |
-27915.34 |
136828.23 |
137989.43 |
| ii |
Capital Protection Oriented Schemes |
36 |
129952 |
360.60 |
1533.77 |
-1173.17 |
5160.80 |
5404.58 |
| iii |
Infrastructure Debt Fund |
9 |
89 |
0.00 |
314.72 |
-314.72 |
2399.89 |
2394.40 |
| iv |
Other Debt |
39 |
89375 |
0.00 |
2203.70 |
-2203.70 |
3748.79 |
4139.26 |
| |
Sub total (i+ii+iii+iv) |
824 |
1087354 |
2995.52 |
34602.45 |
-31606.93 |
148137.71 |
149927.66 |
| II |
Growth/Equity Oriented Schemes |
| i |
ELSS |
25 |
481926 |
0.00 |
194.49 |
-194.49 |
4203.70 |
4118.32 |
| ii |
Others |
96 |
1263952 |
0.00 |
905.06 |
-905.06 |
28571.99 |
27818.90 |
| |
Sub total (i+ii) |
121 |
1745878 |
0.00 |
1099.55 |
-1099.55 |
32775.70 |
31937.23 |
| III |
Other Schemes |
0 |
0 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
| |
Total B -Close ended Schemes |
945 |
2833232 |
2995.52 |
35702.00 |
-32706.48 |
180913.41 |
181864.89 |
| C |
Interval Schemes |
| I |
Income/Debt Oriented Schemes |
25 |
4273 |
8.69 |
459.46 |
-450.78 |
1595.65 |
1631.99 |
| II |
Growth/Equity Oriented Schemes |
1 |
7653 |
0.00 |
306.97 |
-306.96 |
172.20 |
173.18 |
| III |
Other Schemes |
0 |
0 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
| |
Total C -Interval Schemes |
26 |
11926 |
8.69 |
766.43 |
-757.74 |
1767.85 |
1805.17 |
| |
Grand Total (A+B+C) |
1903 |
85626244 |
11941368.71 |
11885897.76 |
55470.95 |
2450786.76 |
2560422.71 |
| |
Fund of Funds Scheme (Domestic) |
42 |
496013 |
4011.37 |
653.76 |
3357.62 |
8045.81 |
7671.85 |