Mutual Fund Industry Average AUM Slips 1.73% in Q4, But FY25 Ends with a Roaring 24.56% Rise!
Mid & Small Cap Jitters Drag MFs Average AUM in Q4: The Average AUM of the mutual fund industry declined by 1.73% to ₹67.43 Lakh Cr in Jan–Mar 2025, pressured by sharp corrections in midcap and smallcap segments. However, FY25 ended on a high with a robust 24.56% growth, powered by record SIP inflows and a flurry of New Fund Offers (NFOs) that sustained strong investor momentum.
Motilal Oswal Tops Average AUM Growth Chart: Despite equity market corrections, Motilal Oswal Mutual Fund recorded the highest absolute growth in Average AUM for the Jan–Mar 2025 quarter, followed closely by PPFAS and ICICI Mutual Fund. Backed by strong inflows, their performance underlines the intense competition and evolving momentum driving the mutual fund space.
MF Rankings Stay Rock Solid—Tata Breaks Into Top 10: The mutual fund industry continues to show impressive stability, with the top 3 and top 8 players holding their ranks steady for 15 straight quarters. Tata Mutual Fund made a notable entry into the top 10, overtaking DSP and Mirae. Meanwhile, Mirae Mutual Fund slipped out of the top ten in terms of Average AUM, marking a shift in the competitive dynamics.
SBI MF Average AUM Holds Strong Above ₹10 Lakh Cr Mark : SBI Mutual Fund achieved a historic high of ₹11.13 Lakh Cr in AAUM during the Oct–Dec 2024 quarter. While the Jan–Mar 2025 quarter saw a slight dip to ₹10.72 Lakh Cr, it remained above ₹10 Lakh Cr. Retaining its top position for the 21st consecutive quarter, SBI MF continues to lead with unwavering investor trust.
Rising Stars in Mutual Funds: Tata, Invesco, PPFAS, Motilal Oswal, Bajaj Finserv, Bank of India and Old Bridge Mutual Fund have climbed the ranks, marking strong progress over previous quarters.
Top Gainers by Percentage: New-Age AMCs Shine – In Jan–Mar 2025, Zerodha, Trust, Old Bridge, Helios, Bajaj Finserv, WhiteOak Capital, Motilal Oswal, and PPFAS Mutual Funds delivered standout percentage growth in Average AUM, reflecting their accelerating momentum and rising investor traction across recent quarters.
19 AMCs Defy the Trend with Positive AUM Growth: Despite the overall dip in mutual fund Average AUM and corrections in equity schemes, 19 asset management companies bucked the trend and recorded positive growth in their average AUM during the Jan–Mar 2025 quarter.
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