The MF industry’s AAUM has risen by 22% to reach Rs.38 lakh crore in December 2021. Also, the investor count has remarkably crossed the 3 crore mark in Dec 2021.
Here are other key numbers that shaped the MF industry in Dec 2021.
Number of folios and investors
- With the addition of 32.16 lakh folios in Dec 2021, the aggregate folio count stands at 12.02 crore, as against 11.70 crore in Nov 21
- Over the last one year, the folio count has increased by 27%
- The number of unique investors has achieved a new milestone and now stands at 3.06 crore as against 2.83 crore in Nov 21
T30 vs B30
- As against Nov 2021, the increase in T-30 and B-30 locations AUM and folio count has been marginal
- T-30 locations constitute 82% (Rs. 31.10 lakh crore) of the overall AUM of Rs. 37.73 lakh crore. B-30 locations contribute the balance of 18% (Rs. 6.63 lakh crore) to the industry’s AUM
- T-30 locations have registered 6.82 crore folios while B-30 locations have registered 5.20 crore folios. This comprises 57% and 43% of the total folio count of 12.02 crore, respectively
Retail investors’ average AUM per folio
- Compared to Nov 21, the average AUM per folio size has more or less remained the same
- The combined average retail AUM per folio is Rs. 1.78 lakh
- B-30 location has an average AUM per folio of Rs.1.04 lakh while such a number is Rs. 2.34 lakh in T30 locations
SIPs
- 22.05 lakh new SIPs have been registered in Dec 21, which is lesser than 23.19 lakh SIPs in Nov 21
- Aggregate SIP count stands at 4.91 crore - 85% (4.15 crore) in growth/equity-oriented schemes, 4% (17.32 lakh) in income/debt oriented schemes (including liquid & overnight funds), 6% (31.23 lakh) in hybrid schemes
- 9.51 lakh SIPs have been discounted in Dec 21. The number is slightly higher than Nov 21 where 9.25 lakh SIPs were discontinued
Redemptions and funds mobilised
- Overall, gross redemptions have increased from Rs. 7.57 lakh crore in Nov 21 to Rs. 9.21 lakh crore in Dec 21
- The MF industry mobilised Rs. 9.17 lakh crore in Dec 21, 14% higher than the previous month
ARNs
- 3,446 MFDs have joined the mutual fund industry - 2,008 individuals, 1 overseas distributor, 142 corporates and 1,291 corporate employees
- 5,952 MFDs have renewed their ARNs - 3,281 individuals, 204 corporates, 2,464 corporate employees and 3 IFA employees
- Maharashtra (25.86%), Gujarat (10.88%) and Uttar Pradesh (7.75%) report the maximum number of ARN/EUIN registration in percentage term
