Mutual Fund Folio Numbers Rises by 2 lakh..!

The addition comes after mutual fund (MF) houses lost nearly 33 lakh investors account in the entire last fiscal (2014-14).

Driven by addition in equity mutual fund folios, MF houses have registered a surge of close to nearly 2 lakh investor accounts or / folios in the first 7 months of the current fiscal (2014-15).

The addition comes after fund houses lost nearly 33 lakh investors account in the entire last 2014-14 fiscal.

Folios are numbers designated to individual investor accounts, though one investor can have multiple folios.


According to the Securities and Exchange Board of India (SEBI) data on total investor accounts with 45 fund houses, the number of folios rose to about 3.97 crore at the end of October 31, 2014 from 3.95 crore in the last fiscal (2013-14), registering a gain of 1.97 lakh.

Giving the reason for such rise in retail folios, MF industry officials said the growth is mainly due to addition in equity mutual fund folios, which was supported by sharp rally in the stock markets.

Besides, the fund houses have clocked Rs. 1.55 lakh crore net inflows in various schemes during 2014 April to -October period, which helped the industry grow its folio count.

The BSE index, SENSEX, surged by about 25% during the period under review on hopes of economic reforms by the new central government.


The equity mutual fund category saw an addition of more than seven lakh folios to 2.99 crore investors at the end of October 31, 2014. The segment saw first rise in folios in the month of April (2014) after reporting a consistent decline in investors account in last 4 years.
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