AMFI monthly AUM data
The AMFI monthly AUM data refers to the comprehensive set of assets under management (AUM) statistics that the Association of Mutual Funds in India (AMFI) publishes every month for the Indian mutual fund industry. Released within two to three working days of each month-end, the data provides a scheme-level, AMC-level, and category-level breakdown of AUM for all SEBI-registered open-ended and close-ended mutual fund schemes in India. The AMFI monthly AUM release is the single most widely cited data point in Indian personal finance and investment media.
Data structure and coverage
The monthly AUM release covers:
- Total industry AUM: the aggregate AUM of all SEBI-registered AMCs as of the last working day of the month.
- AMC-level AUM: the total AUM of each individual AMC, allowing ranking of fund houses by size.
- Category-level AUM: AUM broken down by SEBI scheme categories – equity (sub-categorised by market cap and strategy), debt (sub-categorised by duration and credit), hybrid, solution-oriented, and index/ETF/FoF.
- Scheme-level AUM: the AUM of each individual mutual fund scheme, enabling direct comparisons across schemes within categories.
- T30/B30 split: AUM attributable to investors in the top-30 cities versus the next 100 cities.
- Folio count: the number of investor folios at the industry level and, in some releases, at the AMC level.
Publication format and access
AMFI publishes the monthly AUM data as:
- Excel files on the AMFI website (amfiindia.com) under “Industry/Trends” or “Research and Statistics”, available for free download without registration.
- PDF summary tables for media and quick reference use.
The Excel releases include multiple worksheets: one for the consolidated AUM summary, one for AMC-level detail, one for scheme-level detail, and one for the category distribution. The data files follow a consistent structure across months, enabling time-series analysis.
AUM milestones
The Indian mutual fund industry’s AUM has grown substantially since AMFI began systematic data publication:
| Year | Industry AUM (approx.) |
|---|---|
| 2005 | Rs 1.5 lakh crore |
| 2010 | Rs 6.1 lakh crore |
| 2015 | Rs 12.3 lakh crore |
| 2018 | Rs 21.3 lakh crore |
| 2021 | Rs 38.4 lakh crore |
| 2023 | Rs 50.8 lakh crore |
| 2025 | Rs 67+ lakh crore |
These milestones are widely reported in financial media at the time they are crossed, often generating renewed coverage of mutual fund investing.
Relationship to AAUM
The monthly AUM data (month-end point-in-time) differs from the Quarterly Average AUM (AAUM) data, which is the average of the daily AUMs over a quarter. AAUM is used for commission calculations, TER computation, and regulatory tiering under SEBI norms. Month-end AUM can be temporarily elevated or depressed by large flows near month-end; AAUM is considered a more stable indicator of a fund house’s sustained business scale.
Uses of the data
Monthly AUM data is used by:
- financial journalists and research organisations tracking industry growth;
- distributors and advisers comparing fund house scale and stability;
- SEBI for monitoring market share concentration and systemic risk;
- researchers analysing mutual fund flows, investor behaviour, and financial inclusion; and
- AMCs themselves for competitor benchmarking and sales strategy.
See also
- Association of Mutual Funds in India (AMFI)
- AMFI Quarterly Average AUM (AAUM)
- AMFI SIP contribution data
- AMFI T30/B30 city categorisation
- AMFI industry composition report
- Securities and Exchange Board of India (SEBI)
References
- AMFI. “Monthly AUM data releases.” amfiindia.com. Accessed 2026.
- SEBI. “Annual report 2024-25: mutual fund industry statistics.”
- RBI. “Report on Currency and Finance 2023-24.” Mutual fund section.