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A Cafemutual analysis of folios and AUM data shows that the average AUM per folio, popularly referred to as the ticket size, of the overall MF industry was Rs. 2.87 lakh in March 2025. This number has decreased from Rs. 3.10 lakh in March 2024.
Interestingly, across all fund houses, Unifi MF has recorded the highest average AUM per folio of Rs. 17.04 lakh. This is largely due to a smaller number of folio compared to its AUM.
Edelweiss MF occupies the second spot with its folios holding average assets of Rs. 5.59 lakh.
The largest fund house by AUM, SBI MF is at the third spot with an average AUM of Rs. 5.56 lakh per folio.
360 One Asset MF and Old Bridge MF are next with average AUM per folio of Rs. 5.47 lakh and Rs. 5.09 lakh, respectively.
Following the top five is Kotak MF which has recorded an average AUM per folio of Rs. 4.82 lakh while HSBC MF is closely behind at the seventh spot at Rs. 4.78 lakh.
Bandhan MF and Invesco MF have also recorded high ticket size of Rs. 4.68 lakh and Rs. 4.35 lakh, respectively. Trust MF has clinched the final spot in top 10 with average AUM per folio of Rs. 4.07 lakh.
Here is the ranking based on average AUM per folio of each fund house as of March 2025:
|
Ranking |
Fund House |
AUM per Folio (March 2025) |
|
1 |
Unifi |
17,04,848 |
|
2 |
Edelweiss |
5,58,990 |
|
3 |
SBI |
5,55,954 |
|
4 |
360 One Asset |
5,47,368 |
|
5 |
Old Bridge |
5,08,797 |
|
6 |
Kotak |
4,81,643 |
|
7 |
HSBC |
4,77,743 |
|
8 |
Bandhan |
4,67,724 |
|
9 |
Invesco |
4,35,373 |
|
10 |
Trust |
4,07,110 |
|
11 |
Helios |
3,61,490 |
|
12 |
Aditya Birla Sun Life |
3,56,631 |
|
13 |
ICICI Pru |
3,39,073 |
|
14 |
HDFC |
3,27,778 |
|
15 |
Baroda BNP Paribas |
3,14,908 |
|
16 |
Bajaj Finserv |
3,00,566 |
|
17 |
LIC |
2,99,874 |
|
18 |
Franklin Templeton |
2,86,597 |
|
19 |
Sundaram |
2,86,288 |
|
20 |
Union |
2,56,481 |
|
21 |
Mirae Asset |
2,55,808 |
|
22 |
UTI |
2,53,541 |
|
23 |
Axis |
2,43,638 |
|
24 |
Tata |
2,34,056 |
|
25 |
ITI |
2,16,006 |
|
26 |
PPFAS |
2,10,908 |
|
27 |
Canara Robeco |
2,03,131 |
|
28 |
DSP |
2,00,015 |
|
29 |
WhiteOak Capital |
1,97,178 |
|
30 |
Mahindra Manulife |
1,92,608 |
|
31 |
PGIM India |
1,87,436 |
|
32 |
Nippon India |
1,71,271 |
|
33 |
Bank of India |
1,52,693 |
|
34 |
JM Financial |
1,50,521 |
|
35 |
NJ |
1,48,888 |
|
36 |
Quantum |
1,42,852 |
|
37 |
Samco |
1,42,490 |
|
38 |
Shriram |
1,34,568 |
|
39 |
Quant |
98,666 |
|
40 |
Motilal Oswal |
98,031 |
|
41 |
Zerodha |
80,560 |
|
42 |
Taurus |
62,020 |
|
43 |
Navi |
24,866 |
|
44 |
Angel One |
15,815 |
|
45 |
Groww |
14,009 |
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