Indian Mutual Fund AUM Rs. 10.99 lakh crore

Average assets under management (AAUM) of the Indian mutual fund (MF) industry increased 3.67% (by Rs. 38864.53 crore) to Rs. 10.99 lakh crore during the quarter ended December 2014 as against Rs 10.597 lakh crore registered during the quarter ended September 2014, making it the fifth quarter of rise after fall in September 2013 quarter.

The quarterly rise in AAUM is largely on account of gains in equity markets. Besides, retail participation in equity schemes has increased significantly during the recent months.

The AAUM increased by 25% in December 2014 quarter compared with December 2013 quarter.

On quarterly basis, of the 41 mutual funds (data available), 29 fund houses registered rise in AAUM, while the rest resulted in fall during the December quarter. There were two mutual funds whose AAUM fell by over 10% and the names included —Peerless and Canara Robeco.


In the quarter ended December 2014 there were 09 fund houses which witnessed a rise in their average quarterly AUM in the range of 11% to 55%, while 20 AMCs saw a rise in the AUM in the range of 0.1%-10%.

Edelweiss posted more than 50% rise in AAUM, from Rs 379.70 crore to Rs 587.64 crore, the highest among the fund houses which witnessed rise in AAUM. It was followed by Motilal Oswal which posted 39.45% rise.

The top 5 fund houses — HDFC, Reliance, ICICI Prudential, Birla Sun Life and UTI gained an aggregate of Rs 6.09 lakh crore in their AAUM over the last quarter. Among the top 5 players, ICICI Prudential MF was the biggest gainer as its AAUM increased by 7.13% or by Rs 9099.60 crore to Rs 1.37 lakh crore over that in September 2014, retaining its second position.

HDFC retained its top position and its AAUM increased by 6.35% to Rs 1.50 lakh crore.

Birla Sun Life Mutual Fund gained 5.22% or Rs by 5352.34 crore during the quarter and its AAUM stood at Rs 1.08 lakh crore.

Reliance MF grew 3.28%, to Rs 1.26 lakh crore. UTI MF grew its assets by 4.97% but is still way behind from the Rs 1 lakh crore mark, at Rs 87390.13crore.


Share of the top 5 mutual funds' assets was 55% in the December quarter.
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