Indian Fund Industry Apr - Jun 2024 by Sriram BKR, Senior Investment Strategist, Geojit Financial Services
MF Category Wise AUM, Folios, Fund Flows
* MF Category Wise Average AUM, Folios Screener
* MF AUM – Growth & Asset Mix patterns - Trend View
* MF Category wise Fund Flows – latest Qtr & FYTD
Performance Screener
* MF Category & Index Performances
Market Cap Categorisation Insights
* Market Cap – Cluster Analysis & Insights
* Market Cap Category Elevations & Declines
* IPOs & Others during the latest 6 month period
* Top 25 Large-Mid-Small cap companies by Market Cap
* Top 10 Large-Mid-Small cap companies by % Market Cap Chg
Fund Deployment by Mutual Funds
* Sector wise % change in AUM
* AUM Weights Trend - AUM Rank
State Wise & City Wise MF AUM
* State Wise MF Avg AUM: Rank - % Share – Asset Mix – % Change
* City Wise MF AUM: Cluster distribution
* City MF AUM: Quarterly & Yearly Highlights
* Top 30 Cities - a timeline view
* Top 50 Cities - Approx MF AUM - % Chg - Rank trend
* Top 10 & Bottom 10 cities by % AUM Chg - 1 to 5 Years
MF AUM & Folios: Investor type wise share & AUM Ageing
* MF AUM & Folios: Investor type wise share
* Investors Type: Equity & Non-Equity Mix ; Trend
* Investor Type: Category Mix ; Folios ; Avg Ticket size ; % 1 Yr chg
* AUM Ageing: Retail Investors & Non-Retail Investors Trend
MF AUM: Direct & Non-Direct Channels ; T30 & B30 Insights
* Direct ; Non-Direct Channel: Category wise T30 & B30 Share (Latest)
* Direct ; Non-Direct Channel: Total AUM ; Retail ; Non-Retail Share trend
* T30 & B30 - Channel wise Category mix (Total ; Retail ; Non-Retail)
* Direct & Non-Direct: MF Category wise AUM Share
* Direct & Non-Direct: MF Category wise AUM Share Trend
* Direct & Non-Direct: Category wise AUM Chg (Total ; Retail ; Non-Retail)
AMC Wise MF AUM Insights
* AMC wise Quarterly Avg AUM: % Chg ; Rank Trend
* AMC wise Quarterly Avg AUM: % Share Trend
* AMC wise Total & Category wise AUM - Rank Trend & % AUM Chg (5 yrs)
* AMC / Category wise AUM - Rank - % Share - % Asset Mix
* AMC / Category wise - % Direfct & Regular Plan AUM
* AMC / Category wise Popular MF Sub-Categories & AUM Mkt Share
MF Scheme level Insights
* Top 25 Schemes by AUM: Category wise - AUM Share ; % Chg ; Rank Trend
* Top 10 Schemes by AUM: Regular & Direct Plans Category wise with % Chg
* Top & Bottom Schemes by % AUM Chg: 1 Qtr & 1 Year
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