75% of the total individual MF assets is in regular mutual fund plans..!

75% of the total individual MF assets is in regular mutual fund plans..!

 -  Mr. K. Kirubakaran,

AMFI Registered MFD


 

An analysis of nodal association of mutual funds across India (AMFI)  data reveals that 76% of the total individual MF assets is in regular plans.

Individual investor assets..!

The data shows that of the total individual MF assets of Rs.28 lakh crore, Rs.21 lakh crore has come from regular plans. Individual investor assets include investments by retail investors and HNIs.

Individual assets are primarily mutual fund distributor (MFD) driven with regular plans assets dominating over direct due to the convenience offered by MFDs.

While T30 cities contribute 55% of the regular assets, B30 contributes 21%. Direct plans account for 24% of the total individual assets.

 Let's look at the table showing total % of assets from B30 and T30

 

Direct % assets

Regular %assets

B30

5%

21%

T30

19%

55%

Total

24%

76%

Scheme wise

The total assets of individual investors have grown by 24% compared to last year. Notably, investments of individual investors have increased by 26% in equity schemes and 28% in index funds /Fund of Funds.

Look at the table showing individual asset composition (in Rs. crore)

Individual- Investor Asset Composition (Rs. crores)

Year

   Equity

  Debt

  Liquid /Money market Fund

ETFs/FoFs

Total

2023 Sep.

    Rs.22,95,310

 Rs.3,64,153

     Rs.89,668

Rs.61,170

Rs.28,10,310

2023 Sep.

    Rs.18,17,740     

Rs.3,20,587

     Rs.89,436

Rs.47,679

Rs.22,75,442

 

Mr. K. Kirubakaran,

AMFI Registered Mutual Fund Distributor

Vadapalani, Chennai

Mob : 73050 68154

Eamail : moneykriya@gmail.com

Web Site: www.moneykriya.com

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