AUMs

The regulatory framework for REITs and InvITs has improved a lot. As a result, mutual funds have increased their exposure to them. Going ahead, with the listing of new REITs and InvITs in existing and new sectors, investors will have a wide variety of options to choose from.

The country’s biggest mutual fund scheme by assets under management (AUM), Parag Parikh Flexi Cap Fund, manages over ₹1.41 lakh crore in assets. It is followed by HDFC Balanced Advantage Fund, which is the second-biggest scheme by AUM.

Zerodha Fund House has crossed ₹10,000 crore in assets under management in just two years, showcasing rapid growth in India's asset management sector. Its focus on index-based funds and direct plans has attracted over 8 lakh investors.

Large-cap funds saw robust inflows of ₹2,834 crore in August, up from ₹2,125 crore in July, marking a 33.36% month-on-month growth and bringing large-cap AUM to ₹3.89 lakh crore.

August saw a shift in equity mutual fund flows, with mid- and small-cap funds attracting significant inflows of ₹10,324 crore, while large-cap funds lagged at ₹2,835 crore. Overall inflows were ₹33,417 crore, a decline from July's ₹42,672 crore, indicating moderated investor participation.

Motilal Oswal Financial Services shares rose over 2% after its asset management arm surpassed ₹1.5 lakh crore in assets under management, growing at a CAGR of 34% over five years. The company serves around 79 lakh customers and captured 7.8% of net sales in mutual fund schemes.

The AUM of Silver ETFs has crossed the ₹13,500 crore mark by January 2025. In a little over three years, 12 silver ETFs have been launched by fund houses, with over six lakh folios.

Despite a downturn in Indian markets, retail investors remain committed to long-term investments, with equity mutual fund AUM reaching ₹30.57 lakh crore, a 40.3% increase YoY. December recorded consistent inflows into equity funds for the 46th month, driven by thematic funds and sectoral schemes.

Zerodha Fund House's study reveals that over 50% of new mutual fund investors come from B-30 cities. Despite rising participation, these cities account for only 19% of total AUM, highlighting a gap in average investment sizes.

UGRO Capital's stock rose by over 5% as it prepared for a pivotal board meeting on September 24 to discuss fundraising. Brokerages predict up to 37% potential upside, reflecting strong investor confidence in the company's growth prospects in the MSME lending market.