Indian Mutual Fund Industry has added nearly 7,70,000 new folios till September, 2019 Total folios 8.56 crore
Average ticket size of Mutual
Fund retail investors falls to Rs.59,201..!
A
data by AMFI shows that the average ticket size across four categories of
investors- retail, HNIs, corporates and institutions has slipped compared to
last year.
The
average ticket size of HNIs fell 46% to Rs.8.4 lakh from Rs.15.7 lakh while
those of corporates came down by nearly 37% to Rs.1.3 crore from over Rs.2
crore.
The
average ticket size of institutions also saw witnessed a drop as it fell to
Rs.8.6 crore from Rs.10.4 crore last year.
Interestingly,
the data on folio count showed that the MF industry has added nearly 7,70,000
new folios till September this year. This shows an increase of nearly 10% to 7.79 crore to 8.56 crore
Overall, the average ticket size of investors (across all categories) in equity funds declined to Rs.1.2 lakh from Rs.1.5 lakh from 2018.
Liquid
schemes posted a fall in their average ticket size to Rs.22.4 lakh while that
in debt schemes almost doubled to Rs.14.7 lakh.
The
average ticket size of ETFs and funds of funds also saw an increase of nearly
16% as it rose Rs.9.2 lakh from Rs.7.9 lakh.
Scheme-wise
|
Average ticket size 2019 Rs.
|
Average ticket size 2018 Rs.
|
Liquid
/ Money Market
|
22,40,583
|
28,16,805
|
Debt
Oriented
|
14,73,278
|
7,43,733
|
Equity
Oriented
|
1,22,792
|
1,49,717
|
ETFs,
FoFs
|
9,25,359
|
7,98,064
|
|
|
|
Investor-wise
|
Average ticket size 2019 Rs.
|
Average ticket size 2018 Rs.
|
Retail
|
59,201
|
77,318
|
HNI
|
8,45,081
|
15,77,704
|
Corporates
|
1,31,82,468
|
2,07,74,290
|
Institutions
|
8,64,77,403
|
10,44,86,791
|
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