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2026-01-15 12:57:02 pm | Source: JM Financial Services Ltd.
Strategy : India MF Monthly Flow Tracker – Dec'25 by JM Financial Services Ltd
Strategy : India MF Monthly Flow Tracker – Dec'25 by JM Financial Services Ltd

In Dec’25, equity mutual funds (ex-arbitrage) garnered inflows of INR 390bn (USD 4.3bn), 1% lower MoM. This follows a 22% MoM jump in inflows in Nov’25. SIP inflows in Dec’25 increased over Nov’25 to INR 310bn (USD 3.4bn), taking total SIP AUM to INR 16.6trln (USD 184bn), 0.6% higher MoM. Outstanding SIP accounts in the country increased by 0.9mn MoM while the number of new SIPs registered (gross) increased by 0.3mn from 5.7mn in Nov’25 to 6mn in Dec’25. Furthermore, closure of SIP accounts stood at 5.2mn, taking the ratio of discontinued SIPs as a % of new SIPs to 85%. The top five sectors that domestic MFs are overweight vis-à-vis BSE 200 comprise: i) pharmaceuticals & healthcare; ii) e-commerce; iii)consumer durables; iv) capital goods; and v) agrochemicals & petrochemicals. The top five sectors that domestic MFs are underweight vis-à-vis BSE 200 comprise: i) private banks; ii) oil & gas; iii) IT services; iv) consumer; and v) metals & mining.

MF flows decrease 1% MoM following a 22% jump in Nov’25: In Dec’25, equity MFs (ex-arbitrage) garnered inflows of INR 390bn (USD 4.3bn), 1% lower MoM. This follows a 22% MoM jump in inflows in Nov’25. Arbitrage funds clocked inflows of INR 1bn versus INR 42bn in Nov’25. Core equity funds logged an inflow of INR 280bn, down 6% MoM. Thematic flows decreased MoM to INR 9bn versus INR 19bn in Nov’25. Equity NFOs spiked in Dec’25 to INR 37bn versus INR 26bn in Nov’25.

SIP inflows and SIP accounts increase: SIP inflows in Dec’25 increased over Nov’25 to INR 310bn (USD 3.4bn), taking total SIP AUM to INR 16.6trln (USD 184bn), 0.6% higher MoM (despite 0.3% negative market movement). Outstanding SIP accounts in the country currently stand at 101.1mn, 0.9mn higher MoM. The number of new SIPs registered (gross) increased by 0.3mn—from 5.7mn in Nov’25—to 6mn in Dec’25. Furthermore, closure of SIP accounts stood at 5.2mn, taking the ratio of discontinued SIPs as a % of new SIPs to 85%. The number of total contributing SIP accounts in Dec’25 increased to 97.9mn versus 94.3mn sequentially.

How MF holdings stack up vis-à-vis BSE 200: The top five sectors that domestic MFs are overweight vis-à-vis BSE 200 include: i) pharmaceuticals & healthcare; ii) e-commerce; iii) consumer durables; iv) capital goods; and v) agrochemicals & petrochemicals. This list is unchanged versus Nov’25. Besides this, MFs have taken exposure to sectors such as building materials, media, sugar and diversified, although they do not have any weight in the BSE 200. The top five sectors that domestic MFs are underweight comprise: i) private banks; ii) oil & gas; iii) IT services; iv) consumer; and v) metals & mining. This list is also unchanged versus Nov’25.

Indian MF cash levels: Indian MFs’ cash levels stood at INR 2,059bn, which is 4.5% of total equity AUM. In November, this number was lower at INR 2,019bn, constituting 4.5% of AUM.

 

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