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The share of individual assets in the overall asset composition of the MF industry has been growing steadily. AMFI data shows that the proportion of individual investors which include retail investors and HNIs has increased from 54.5% in September 2021 to 57.1% in September 2022, an increase of 2.5%.
Interestingly, despite 3% decline in key indices, the share of individual investors in mutual fund assets grew from Rs.20.39 lakh crore in September 2021 to Rs.22.75 lakh crore in September 2022, a growth of 12%.
Further, the data shows that individual investors primarily hold equity-oriented schemes. Over 80% of individual investors assets is held in equity funds. Also, 14% of the total assets of individual investors is in debt funds, 4% in ETFs/FoFs and 2% in liquid funds.
Overall, the industry’s assets increased from Rs. 37.41 lakh crore in Sept 2021 to Rs. 39.88 lakh crore in September 2022.
Of this, equity-oriented schemes account for 51% of total industry assets. The share of equity schemes increased from 47% in September 2021 to 51% in September 2022, a growth of 9%.
ETFs share has also increased to 13% from 11% in just a year. Meanwhile, the share of debt-assets to the overall AUM decreased from 27% to 20%.
