Indian Mutual Fund Industry has added nearly 7,70,000 new folios till September, 2019 Total folios 8.56 crore

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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