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STATUS OF MUTUAL FUNDS INDUSTRY IN INDIA FOR THE PERIOD APRIL 1, 2020 - JANUARY 31 , 2021
(Download) |
| |
INR in crore |
| Sr. No. |
Scheme Category |
No. of schemes as on January 31, 2021 |
No. of Folios as on January 31, 2021 |
Funds mobilized for the period (Since April 01, 2020 to January 31, 2021) |
Repurchase/ Redemption for the period (Since April 01, 2020 to January 31, 2021) |
Net Inflow (+ve)/ Outflow (-ve) for the period (Since April 01, 2020 to January 31, 2021) |
Net Assets Under Management as on January 31, 2021 |
Average Net Assets under Management for the January, 2021 |
No. of segregated portfolios created as on January 31, 2021 |
Net Assets Under Management in segregated portfolios as on January 31, 2021 |
| A |
Open ended Schemes |
| I |
Income/Debt Oriented Schemes |
| 1 |
Overnight Fund |
30 |
119101 |
2621767.63 |
2637960.96 |
-16193.33 |
65996.69 |
84959.21 |
0 |
0.00 |
| 2 |
Liquid Fund |
38 |
2202369 |
3067637.18 |
3077900.97 |
-10263.79 |
337311.44 |
381854.17 |
0 |
0.00 |
| 3 |
Ultra Short Duration Fund |
29 |
781845 |
167072.09 |
143210.06 |
23862.03 |
100909.11 |
103669.35 |
1 |
24.07 |
| 4 |
Low Duration Fund |
26 |
1234822 |
238243.40 |
183686.59 |
54556.81 |
142318.34 |
145648.67 |
3 |
11.92 |
| 5 |
Money Market Fund |
20 |
471544 |
218143.54 |
192041.97 |
26101.58 |
86527.91 |
90416.01 |
0 |
0.00 |
| 6 |
Short Duration Fund |
26 |
708955 |
141659.20 |
78947.57 |
62711.63 |
164590.56 |
164644.69 |
3 |
11.24 |
| 7 |
Medium Duration Fund |
17 |
293185 |
14246.65 |
12684.33 |
1562.32 |
31228.25 |
30539.34 |
7 |
327.21 |
| 8 |
Medium to Long Duration Fund |
13 |
125993 |
4877.38 |
3706.83 |
1170.55 |
11807.15 |
12011.60 |
1 |
15.11 |
| 9 |
Long Duration Fund |
2 |
30991 |
1321.86 |
605.35 |
716.51 |
2569.65 |
2569.65 |
0 |
0.00 |
| 10 |
Dynamic Bond Fund |
26 |
291870 |
15478.64 |
7433.57 |
8045.07 |
27543.82 |
27274.98 |
4 |
128.46 |
| 11 |
Corporate Bond Fund |
20 |
707062 |
124288.57 |
50785.58 |
73502.99 |
164006.49 |
165402.66 |
0 |
0.00 |
| 12 |
Credit Risk Fund |
18 |
332923 |
3271.09 |
31194.38 |
-27923.29 |
28967.11 |
28756.35 |
10 |
263.77 |
| 13 |
Banking and PSU Fund |
22 |
399446 |
117630.77 |
70038.31 |
47592.47 |
127518.90 |
129212.03 |
0 |
0.00 |
| 14 |
Gilt Fund |
21 |
227141 |
21858.13 |
13663.03 |
8195.10 |
18532.46 |
18502.28 |
0 |
0.00 |
| 15 |
Gilt Fund with 10 year constant duration |
4 |
61477 |
1182.60 |
569.00 |
613.60 |
1650.50 |
1637.80 |
0 |
0.00 |
| 16 |
Floater Fund |
8 |
240677 |
62499.07 |
35364.45 |
27134.62 |
62638.32 |
61978.39 |
0 |
0.00 |
| |
Sub total - I (1+2+3+4+5+6+7+8+9+10+11+12+13+14+15+16) |
320 |
8229401 |
6821177.81 |
6539792.95 |
281384.86 |
1374116.69 |
1449077.17 |
29 |
781.78 |
| II |
Growth/Equity Oriented Schemes |
| 17 |
Multi Cap Fund |
19 |
5375283 |
13679.79 |
21220.61 |
-7540.82 |
87826.71 |
92144.71 |
0 |
0.00 |
| 18 |
Large Cap Fund |
32 |
10376428 |
31344.13 |
41374.43 |
-10030.30 |
166019.81 |
174416.72 |
0 |
0.00 |
| 19 |
Large & Mid Cap Fund |
28 |
4883422 |
14249.72 |
14958.32 |
-708.60 |
68648.73 |
70947.41 |
0 |
0.00 |
| 20 |
Mid Cap Fund |
26 |
6467362 |
17753.91 |
22904.90 |
-5150.99 |
102869.21 |
106640.78 |
0 |
0.00 |
| 21 |
Small Cap Fund |
24 |
4972903 |
12813.34 |
15733.18 |
-2919.85 |
61157.85 |
63386.08 |
0 |
0.00 |
| 22 |
Dividend Yield Fund |
7 |
504013 |
1933.24 |
681.90 |
1251.34 |
6197.41 |
6431.88 |
0 |
0.00 |
| 23 |
Value Fund/Contra Fund |
18 |
3786224 |
6927.85 |
14452.61 |
-7524.75 |
57397.38 |
60102.73 |
0 |
0.00 |
| 24 |
Focused Fund |
25 |
3801726 |
14989.93 |
14283.67 |
706.26 |
62154.94 |
64857.52 |
0 |
0.00 |
| 25 |
Sectoral/Thematic Funds |
105 |
7692383 |
30609.10 |
22451.81 |
8157.29 |
89007.39 |
90312.15 |
0 |
0.00 |
| 26 |
ELSS |
42 |
12369006 |
11042.00 |
11894.89 |
-852.89 |
114506.32 |
119814.16 |
0 |
0.00 |
| 27 |
Flexi Cap Fund |
16 |
4195334 |
13448.56 |
19382.24 |
-5933.68 |
75613.66 |
78461.86 |
0 |
0.00 |
| |
Sub total - II (17+18+19+20+21+22+23+24+25+26) |
340 |
63754809 |
144661.19 |
165954.91 |
-21293.72 |
906766.95 |
887231.57 |
0 |
0.00 |
| III |
Hybrid Schemes |
| 27 |
Conservative Hybrid Fund |
21 |
377612 |
2498.04 |
3288.44 |
-790.40 |
12213.03 |
12286.13 |
2 |
41.77 |
| 28 |
Balanced Hybrid Fund/Aggressive Hybrid Fund |
34 |
4778841 |
11573.54 |
35077.08 |
-23503.54 |
116666.89 |
122067.15 |
2 |
9.33 |
| 29 |
Dynamic Asset Allocation/Balanced Advantage |
23 |
2710511 |
18182.48 |
22480.53 |
-4298.05 |
97981.38 |
100992.69 |
0 |
0.00 |
| 30 |
Multi Asset Allocation |
10 |
713401 |
3261.79 |
3562.87 |
-301.08 |
13698.40 |
14876.35 |
0 |
0.00 |
| 31 |
Arbitrage Fund |
27 |
416786 |
63021.41 |
44234.32 |
18787.09 |
67054.92 |
70927.04 |
0 |
0.00 |
| 32 |
Equity Savings Fund |
23 |
288987 |
1204.24 |
4946.98 |
-3742.74 |
9628.99 |
10094.58 |
2 |
25.81 |
| |
Sub total - III (27+28+29+30+31+32) |
138 |
9286138 |
99741.51 |
113590.23 |
-13848.72 |
317243.60 |
331243.94 |
6 |
76.91 |
| IV |
Solution Oriented Schemes |
| 33 |
Retirement Fund |
21 |
2544208 |
1538.19 |
1320.92 |
217.27 |
11806.71 |
12117.91 |
0 |
0.00 |
| 34 |
Childrens' Fund |
10 |
2887000 |
598.22 |
336.26 |
261.96 |
10245.28 |
10484.65 |
0 |
0.00 |
| |
Sub total - IV (33+34) |
31 |
5431208 |
2136.41 |
1657.18 |
479.23 |
22051.98 |
22602.55 |
0 |
0.00 |
| V |
Other Schemes |
| 35 |
Index Funds |
37 |
868220 |
8662.82 |
6699.58 |
1963.23 |
15359.02 |
15787.29 |
0 |
0.00 |
| 36 |
GOLD ETFs |
11 |
973036 |
6992.43 |
1227.31 |
5765.12 |
14480.86 |
14334.18 |
0 |
0.00 |
| 37 |
Other ETFs |
89 |
3632175 |
80410.60 |
46171.95 |
34238.65 |
256771.74 |
264042.17 |
0 |
0.00 |
| 38 |
Fund of funds investing overseas |
31 |
559695 |
6695.16 |
1528.71 |
5166.45 |
9846.96 |
9580.65 |
0 |
0.00 |
| |
Sub total - V (35+36+37+38) |
168 |
6033126 |
102761.01 |
55627.55 |
47133.46 |
296458.57 |
303744.30 |
0 |
0.00 |
| |
Total A-Open ended Schemes |
999 |
93403957 |
7194608.30 |
6910006.48 |
284601.82 |
2901270.26 |
3034183.96 |
35 |
858.69 |
| B |
Close Ended Schemes |
| I |
Income/Debt Oriented Schemes |
| i |
Fixed Term Plan |
582 |
521576 |
76.44 |
30127.06 |
-30050.61 |
119169.36 |
119080.43 |
0 |
0.00 |
| ii |
Capital Protection Oriented Schemes |
22 |
59830 |
0.00 |
1867.84 |
-1867.84 |
2655.59 |
2672.28 |
0 |
0.00 |
| iii |
Infrastructure Debt Fund |
9 |
89 |
0.00 |
0.00 |
0.00 |
2300.05 |
2296.34 |
0 |
0.00 |
| iv |
Other Debt |
8 |
17980 |
0.00 |
2969.54 |
-2969.54 |
698.48 |
755.64 |
0 |
0.00 |
| |
Sub total (i+ii+iii+iv) |
621 |
599475 |
76.44 |
34964.44 |
-34888.00 |
124823.48 |
124804.69 |
0 |
0.00 |
| II |
Growth/Equity Oriented Schemes |
| i |
ELSS |
25 |
445254 |
0.00 |
337.48 |
-337.48 |
4521.93 |
4741.06 |
0 |
0.00 |
| ii |
Others |
60 |
736143 |
0.00 |
8930.05 |
-8930.05 |
19135.37 |
20220.08 |
0 |
0.00 |
| |
Sub total (i+ii) |
85 |
1181397 |
0.00 |
9267.54 |
-9267.54 |
23657.30 |
24961.14 |
0 |
0.00 |
| III |
Other Schemes |
0 |
0 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0 |
0.00 |
| |
Total B -Close ended Schemes |
706 |
1780872 |
76.44 |
44231.98 |
-44155.53 |
148480.78 |
149765.83 |
0 |
0.00 |
| C |
Interval Schemes |
| I |
Income/Debt Oriented Schemes |
23 |
3539 |
4.25 |
52.29 |
-48.04 |
379.03 |
379.27 |
0 |
0.00 |
| II |
Growth/Equity Oriented Schemes |
0 |
0 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0 |
0.00 |
| III |
Other Schemes |
0 |
0 |
0.00 |
0.00 |
0.00 |
0.00 |
0.00 |
0 |
0.00 |
| |
Total C -Interval Schemes |
23 |
3539 |
4.25 |
52.29 |
-48.04 |
379.03 |
379.27 |
0 |
0.00 |
| |
Grand Total (A+B+C) |
1728 |
95188368 |
7194688.99 |
6954290.74 |
240398.25 |
3050130.07 |
3184329.06 |
35 |
858.69 |
| |
Fund of Funds Scheme (Domestic) |
51 |
1087359 |
13810.40 |
5204.19 |
8606.21 |
24537.14 |
24380.64 |
0 |
0.00 |