Over the last one year, average folio AUM of retail investors has declined substantially. The latest AMFI data shows that average folio AUM of retail investors fell by 15% to Rs.54,130 in June 2020 compared Rs.63,701 in June 2019.
Similarly, average folio AUM of HNIs has come down 18% from Rs.9.47 lakh in June 2019 to Rs.7.81 lakh in June 2020.
The fall in average folio AUM is largely because of mark-to-market loss and heightened volatility since March 2020.
|
Investor category |
Average account size in Apr-Jun 2020 (in Rs) |
Average account size in Apr-Jun 2019 (in Rs) |
On year difference |
Change in % |
|
Corporate |
14,241,351 |
21,031,597 |
-6,790,246 |
-32.29% |
|
Institution |
89,198,265 |
84,858,890 |
4,339,375 |
5.11% |
|
Retail |
54,130 |
63,701 |
-9,571 |
-15.02% |
|
HNI |
781,032 |
947,624 |
-166,592 |
-17.58% |
In terms of average account size, all scheme categories except solution oriented and debt oriented schemes witnessed a fall in its average folio AUM. Liquid/money market scheme, equity oriented scheme, hybrid schemes, ETFs, FoFs and index funds in June quarter 2020 fell 8%, 11%, 11%, 44% and 11% respectively from June quarter 2019.
Meanwhile, the average folio size of solution oriented schemes and debt schemes increased by 6% and 4%, respectively.
|
Scheme category |
Average account size in Apr-Jun 2020 (in Rs) |
Average account size in Apr-Jun 2019 (in Rs) |
On year difference |
Change in % |
|
Liquid / Money Market |
2,258,864 |
2,451,499 |
-192,635 |
-7.86% |
|
Equity Oriented |
111,459 |
125,379 |
-13,920 |
-11.10% |
|
Solution Oriented |
33,213 |
31,230 |
1,983 |
6.35% |
|
Hybrid Schemes |
315,760 |
355,231 |
-39,471 |
-11.11% |
|
Debt Oriented |
1,516,381 |
1,463,260 |
53,121 |
3.63% |
|
ETFs, FoFs |
607,244 |
1,087,280 |
-480,036 |
-44.15% |
|
Index Funds |
162,320 |
182,139 |
-19,819 |
-10.88% |
