The portion of equity assets that stays invested for longer has risen steadily in the last one year.
AMFI’s latest data shows that the proportion of retail equity AUM that stayed invested for more than two years has increased by 6% to 55% in March 2021 from 49% in March 2020.
Of the total retail equity assets of Rs.6.36 lakh crore, Rs.3.51 lakh crore has stayed put for more than two years as on March 2021, shows the age-wise analysis of MF assets by AMFI.
AMFI has considered pure equity funds and ELSS for calculating retail equity AUM.
The increase in retail holding period is encouraging considering volatile equity markets due to the ongoing pandemic.
Meanwhile, the percentage of retail equity assets staying invested for one to two years and six months to one year has declined to 20% and 11%, respectively.
Proportion of equity assets that stay invested as on March 2021:
|
Investor classification |
6-12 months longevity in % |
12-24 months longevity in % |
> 24 months longevity in % |
|
Corporates |
10.08 |
15.21 |
20.24 |
|
Banks/FIs |
65.69 |
17.54 |
3.28 |
|
FIIs |
1.26 |
11.3 |
82.86 |
|
HNIs |
13.1 |
22.64 |
47.11 |
|
Retail |
11.23 |
20.03 |
55.27 |
|
Total |
11.69 |
19.73 |
43.61 |
