AMFI data shows that HDFC MF, SBI MF and ICICI Prudential MF are the top choices for retail investors. These fund houses have held the highest retail AAUM in the said order. As on June 2021, their retail asset base stood at Rs. 94,306 crore, Rs. 79,677 crore and Rs. 73,299 crore respectively.
Nippon India MF and Aditya Birla Sun Life follow the top three fund houses with retail AAUM of Rs. 69,579 crore and Rs. 62,964 crore, respectively.
The next five fund houses having the highest retail AAUM are Axis MF (Rs. 61,600 crore), UTI MF (Rs. 57,953 crore), Mirae Asset MF (Rs. 34,759 crore), DSP MF (Rs. 34,373 crore), and Franklin Templeton MF (Rs. 32,632 crore).
The retail AUM of the top 25 fund houses is Rs. 7.65 lakh crore. Of the total retail AUM, Rs. 6.46 lakh crore or 84% has come from equity assets. Debt funds have contributed around Rs. 59,864 crore (8%) and the rest Rs. 59,175 crore (8%) has come from hybrid schemes, exchange traded funds (gold & others), and fund of funds investing overseas.
HDFC MF has topped the equity retail AAUM category with assets of Rs. 65,808 crore whereas UTI MF has the highest debt retail AAUM of Rs. 14,882 crore. Here are the top five fund houses under these categories. Figures mentioned are in crore.
|
Growth/Equity Oriented Schemes |
Income/Debt Oriented Schemes |
||||
|
Rank |
Fund House |
Jun 21 AAUM |
Rank |
Fund House |
Jun 21 AAUM |
|
1 |
HDFC MF |
65,808 |
1 |
UTI MF |
14,882 |
|
2 |
SBI MF |
63,563 |
2 |
SBI MF |
7,366 |
|
3 |
ICICI Prudential MF |
62,390 |
3 |
ICICI Prudential MF |
6,492 |
|
4 |
Nippon India MF |
61,387 |
4 |
HDFC MF |
5,613 |
|
5 |
Axis MF |
57,406 |
5 |
Aditya Birla Sun Life MF |
5,075 |
Here is the scheme-wise performance of the top 25 fund houses as on June 2021. Figures mentioned are in crore.
|
Fund House |
Growth/Equity Oriented Schemes |
Income/Debt Oriented Schemes |
Others* |
Total Retail AAUM |
|
SBI MF |
63,563 |
7,366 |
8,748 |
79,677 |
|
HDFC MF |
65,808 |
5,613 |
22,885 |
94,306 |
|
ICICI Prudential MF |
62,390 |
6,492 |
4,418 |
73,299 |
|
Aditya Birla Sun Life MF |
54,036 |
5,075 |
3,854 |
62,964 |
|
Kotak Mahindra MF |
28,030 |
2,271 |
195 |
30,495 |
|
Nippon India MF |
61,387 |
4,164 |
4,028 |
69,579 |
|
Axis MF |
57,406 |
2,958 |
1,236 |
61,600 |
|
UTI MF |
40,635 |
14,882 |
2,436 |
57,953 |
|
IDFC MF |
11,927 |
1,494 |
162 |
13,583 |
|
DSP MF |
30,967 |
1,273 |
2,132 |
34,373 |
|
Mirae Asset MF |
33,968 |
717 |
74 |
34,759 |
|
L&T MF |
22,633 |
847 |
- |
23,481 |
|
Tata MF |
15,024 |
656 |
1,974 |
17,654 |
|
Franklin Templeton MF |
30,540 |
1,156 |
936 |
32,632 |
|
Edelweiss MF |
10,993 |
1,658 |
2,798 |
15,448 |
|
Invesco MF |
8,786 |
469 |
124 |
9,380 |
|
Canara Robeco MF |
12,009 |
797 |
1,404 |
14,209 |
|
Sundaram MF |
12,594 |
398 |
480 |
13,472 |
|
Motilal Oswal MF |
9,781 |
184 |
192 |
10,157 |
|
LIC MF |
1,865 |
447 |
108 |
2,420 |
|
PPFAS MF |
4,810 |
246 |
- |
5,056 |
|
HSBC MF |
1,044 |
65 |
51 |
1,161 |
|
Baroda MF |
1,792 |
181 |
217 |
2,190 |
|
BNP Paribas MF |
2,259 |
158 |
171 |
2,588 |
|
PGIM India MF |
1,297 |
296 |
553 |
2,146 |
|
Total |
6,45,543 |
59,864 |
59,175 |
7,64,581 |
* Others comprise balanced schemes, exchange traded funds (gold & others), and fund of funds investing overseas
