28-08-2024 01:52 PM | Source: Geojit Financial Services Ltd
Indian Fund Industry Apr - Jun 2024 by Sriram BKR, Senior Investment Strategist, Geojit Financial Services

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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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