Quarterly
AMFI quarterly AAUM disclosure across 29 fiscal quarters (2019-Q2 – 2026-Q2). A separate, clean fiscal-quarter dataset that complements the monthly views.
Latest Quarter
2026-Q2
Most recent disclosure
Total AUM
₹82.22 L Cr
Sum of category net AUM
Net Flow
+₹2.05 L Cr
Quarterly sum, all classes
Quarterly Net Inflow by Asset Class
How did net flow split across broad classes each fiscal quarter?
2024-Q38 of 29 periods · drag handles for more range2026-Q2
Quarterly Total AUM Trend
How has total industry AUM tracked across the quarterly windows?
2024-Q38 of 29 periods · drag handles for more range2026-Q2
Last 8 Quarters
The reconciled fiscal-quarter rollups, most recent first.
| Quarter | Total AUM | Net Flow | Largest-Inflow Class |
|---|---|---|---|
| 2026-Q2 | ₹82.22 L Cr | +₹2.05 L Cr | Equity (+₹90.3k Cr) |
| 2026-Q1 | ₹73.73 L Cr | +₹11.1k Cr | Equity (+₹90.3k Cr) |
| 2025-Q4 | ₹80.23 L Cr | +₹1.82 L Cr | Equity (+₹82.6k Cr) |
| 2025-Q3 | ₹75.61 L Cr | +₹1.88 L Cr | Equity (+₹1.06 L Cr) |
| 2025-Q2 | ₹74.41 L Cr | +₹3.55 L Cr | Debt (+₹2.00 L Cr) |
| 2025-Q1 | ₹65.74 L Cr | +₹63.2k Cr | Equity (+₹93.9k Cr) |
| 2024-Q4 | ₹66.93 L Cr | +₹2.20 L Cr | Equity (+₹1.19 L Cr) |
| 2024-Q3 | ₹67.09 L Cr | +₹2.26 L Cr | Equity (+₹1.10 L Cr) |
About this dataset
What exactly do the quarterly numbers measure?
This view is built from AMFI's quarterly AAUM disclosure (the aqu files) at scheme-category grain — a dataset distinct from the monthly MCR series.
- Flows are quarterly sums — gross sales − redemptions accumulated over the three months of each fiscal quarter (Apr–Jun, Jul–Sep, Oct–Dec, Jan–Mar).
- Average AUM is the quarter's last month only — the disclosed AAUM reflects the final month of the window, not a three-month average of AUM.
- It complements the monthly views with clean fiscal-quarter windows over a multi-year span (29 quarters: 2019-Q2 – 2026-Q2).
Units: ₹ crore. Broad-class buckets are Equity, Debt, Hybrid, Solution, and Passive/Other.
Who Owns the Funds — Investors & Holding Period
AMFI's quarterly age-wise / investor-classification disclosure (Sep-2009 – Jun-2026). Who holds mutual-fund AUM — Banks/FIs, Corporates, FIIs, HNIs, Retail — and for how long. A separate dataset from the AAUM flows above.
Latest (folio)
Jun-2026
Investor & age-wise snapshot
Individuals' AUM
63.6%
Retail + HNI share of AUM
Retail folios
91.0%
of all investor folios
Equity held >24mo
56.2%
long-term equity money
Investor Mix (latest quarter)
Who holds the money vs who holds the accounts? AUM concentrates in corporates & HNIs; folios are overwhelmingly retail.
| Investor Class | AUM | AUM % | Folios | Folio % | Avg Ticket |
|---|---|---|---|---|---|
| Banks/FIs | ₹1.05 L Cr | 1.3% | 4,488 | <0.1% | ₹23.31 Cr |
| Corporates | ₹28.86 L Cr | 35.1% | 16,40,103 | 0.6% | ₹1.76 Cr |
| FIIs | ₹6.1k Cr | 0.1% | 371 | <0.1% | ₹16.53 Cr |
| HNI (₹2L+) | ₹29.08 L Cr | 35.4% | 2,35,66,094 | 8.5% | ₹12.34 L |
| Retail | ₹23.18 L Cr | 28.2% | 25,33,88,125 | 91.0% | ₹0.91 L |
FIIs round to ~0% by design, not missing data: foreign investors access Indian markets directly via the FPI route, not through domestic mutual funds — their MF holding has fallen from ~1.4% of AUM (2015) to ~0.04% today.
AUM Share by Investor Over Time
How has the ownership mix shifted across quarters? (100% stacked)
Sep-202216 of 58 periods · drag handles for more rangeJun-2026
The Retailisation Trend
Have individual investors (retail + HNI) grown their share of industry AUM over the long run?
Sep-200958 of 58 periods · drag handles for more rangeJun-2026
Who Owns Each Category (Jun-2026)
Each category's AUM split by investor type — debt/liquid skews corporate, equity skews retail. Top 16 by AUM.
| Category | Banks/FIs | Corporates | FIIs | HNI | Retail |
|---|---|---|---|---|---|
| Other ETFs | <1% | 83% | <1% | 14% | 3% |
| Flexi Cap Fund | <1% | 11% | 1% | 43% | 45% |
| Liquid Fund | 4% | 80% | <1% | 14% | 2% |
| Sectoral/Thematic Funds | <1% | 9% | <1% | 48% | 43% |
| Mid Cap Fund | <1% | 6% | <1% | 36% | 57% |
| Small Cap Fund | <1% | 5% | <1% | 30% | 65% |
| Large Cap Fund | <1% | 13% | <1% | 38% | 48% |
| Large & Mid Cap Fund | <1% | 12% | <1% | 42% | 46% |
| Index Funds | <1% | 36% | <1% | 38% | 26% |
| Dynamic Asset Allocation/Balanced Advantage Fund | <1% | 12% | <1% | 71% | 17% |
| Money Market Fund | 13% | 77% | <1% | 9% | 1% |
| Arbitrage Fund | <1% | 49% | <1% | 49% | 1% |
| Balanced Hybrid Fund/Aggressive Hybrid Fund | <1% | 7% | <1% | 68% | 25% |
| ELSS · Open Ended | <1% | 2% | 0% | 14% | 84% |
| Multi Cap Fund | <1% | 9% | <1% | 49% | 42% |
| Value Fund/Contra Fund | <1% | 12% | <1% | 39% | 49% |
Holding Period — Age-wise AUM (Jun-2026)
How long is money held? Equity skews long (>24mo = conviction); non-equity skews short (0-3mo = parking).
| Holding Period | Equity AUM | Equity % | Non-Equity AUM | Non-Equity % |
|---|---|---|---|---|
| 0-1 mo | ₹1.01 L Cr | 2.3% | ₹4.95 L Cr | 13.0% |
| 1-3 mo | ₹1.75 L Cr | 4.0% | ₹3.75 L Cr | 9.8% |
| 3-6 mo | ₹4.64 L Cr | 10.5% | ₹3.71 L Cr | 9.7% |
| 6-12 mo | ₹4.28 L Cr | 9.7% | ₹4.33 L Cr | 11.4% |
| 12-24 mo | ₹7.64 L Cr | 17.3% | ₹5.09 L Cr | 13.4% |
| >24 mo | ₹24.83 L Cr | 56.2% | ₹16.24 L Cr | 42.7% |
Stickiness Over Time
What share of AUM is held longer than 24 months? Higher = stickier, more conviction-driven money.
Sep-200958 of 58 periods · drag handles for more rangeJun-2026
About the folio dataset
What exactly does this measure, and what changed across eras?
Built from AMFI's AUM Category / Age-wise Folio quarterly disclosure (quarter-end snapshots). Two tables per quarter: investor classification (AUM + folios by Banks/FIs, Corporates, FIIs, HNI and Retail) and age-wise holding period (AUM by 0-1mo … >24mo).
- HNI = individuals investing ₹2 lakh and above (AMFI's definition from the quarter ending June 2019).
- Per-category detail is from Sep-2024 onward; earlier quarters expose only coarse combined buckets, so the category matrix shows the latest granular quarter. Aggregate trends use the full history back to Sep-2009.
- Average ticket = AUM ÷ folios (₹ lakh, rolled to ₹ Cr when large) — the gulf between a retail account and a corporate one.
Units: ₹ crore unless noted. Quarter-end snapshots; 58 quarters.