Mumbai5 minutes ago
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Investment in mutual funds through Systematic Investment Plan i.e. SIP is continuously increasing. Last December, for the first time the monthly SIP crossed Rs 26 thousand crore. It was Rs 17,610 crore in December 2023, which increased by 50.25% to Rs 26,459 crore last month. Meanwhile, mutual fund folios also reached a record Rs 22.50 crore.
Net investment (minus withdrawals) in equity schemes last month stood at Rs 41,156 crore. This is 142% year-on-year and 14.5% more than November. The highest net investment of Rs 15,332 crore was made in sectoral/thematic schemes. On the other hand, there was a net withdrawal of Rs 1.27 lakh crore from debt funds.
Due to this, the funds managed (AUM) through mutual fund houses declined by ₹80,355 crore to less than ₹67 lakh crore as compared to November. This record was ₹68.08 lakh crore in November 2024. The AUM of the mutual fund industry has increased more than 6 times in 10 years. AUM was ₹10.51 lakh crore in December 2014, which increased by 537% in December 2024.
More investment in shares… only equity schemes account for 46% of the total AUM.
- AUM of equity schemes increased to Rs 30.58 lakh crore in December. This is 45.68% of the total AUM of the industry.
- Last month, the AUM of debt or bond based funds stood at Rs 15.67 lakh crore. This is 23.41% of total AUM.
- The number of mutual fund folios increased by 36.5% year-on-year. Of these, 70% are in folio equity schemes.
- Last month, investors invested money in schemes like index funds, gold/silver ETFs through 3.89 crore folios.
Debt support: Companies raised record Rs 11 lakh crore in 2024 The amount raised by companies through debt (like bonds) in 2024 reached a record level of Rs 11.05 lakh crore. Of this, Rs 10.94 lakh crore came from private placement of debt.
