Retail investors' MF assets surpass Rs20 trillion for the first time

13 Sep 2022 , 08:58 AM

For the first time, in August, retail investors’ assets under management (AUM) that were invested via mutual funds (MF) exceeded Rs 20 trillion.

Additionally, more than 50% of the assets in the MF sector are now held by retail investors. The average retail AUM up through August was Rs 20 trillion, or 50.6% of the industry AUM of Rs39.5 trillion.

Less than 40% of the industry’s AUM was made up of retail assets in April 2020, following the COVID-19 epidemic in the nation. Since then, during a boom in the equity markets, there has been a steady increase in retail flows into MF schemes.

The AMFI-launched Mutual Fund Sahi Hai awareness campaign has also attracted numerous new investors to the MF fold. While sector assets as a whole have increased by 68% since April 2020, individual investor assets have increased by 2.2 times. Nowadays, MF investments outnumber direct investments among regular investors.

The value of shareholdings owned by retail investors at the end of the June 2022 quarter was Rs17.58 trillion. For reference, the average retail AUM for June was Rs18.1 trillion.

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