InvestorQ : What is the folios numbers that Indian mutual funds have and how many folios are there in India?
Riya Dwivedi made post

What is the folios numbers that Indian mutual funds have and how many folios are there in India?

Answer
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rhea Babu answered.
11 months ago


Folios are called AMC accounts and the same investor can have multiple folios. For example, If I have 3 mutual funds from 3 different AMCs, then I would typically have 3 folios. Once the folio number is taken from an AMC, all future investments can be down with the same folio. Here is the data in detail on the folio numbers. Remember, folios are not number of investors. The number of investors will always be lesser than the number of active folios.

TABLE 1 ASSET UNDER MANAGEMENT AND FOLIOS - CATEGORY WISE - AGGREGATE - AS ON June 30, 2019

Types of Schemes

Investor Classification

AUM (Rs. Cr)

% to Total

No of Folios

% to Total

Liquid Fund/Money Market Fund/ Floater Fund

Corporates

362782.6

73.7

53111

2.64

Banks/FIs

32269.5

6.56

1745

0.09

FIIs

108.02

0.02

659

0.03

High Networth Individuals*

86327.06

17.54

376419

18.75

Retail

10773.05

2.19

1576063

78.49

Total

492260.23

100

2007997

100

Gilt Fund/ Glit Fund with 10 year constant duration

Corporates

5031.07

58.56

2261

2.55

Banks/FIs

76.48

0.89

37

0.04

FIIs

176.92

2.06

8

0.01

High Networth Individuals*

2627.5

30.58

10591

11.96

Retail

679.61

7.91

75685

85.44

Total

8591.57

100

88582

100

Remaining Income/ Debt Oriented Schemes

Corporates

340834.8

52.11

101474

2.29

Banks/FIs

10425.02

1.59

2183

0.05

FIIs

1930.15

0.3

41

0

High Networth Individuals*

264339.93

40.42

1319173

29.71

Retail

36511.63

5.58

3017018

67.95

Total

654041.53

100

4439889

100

Growth/ Equity Oriented Schemes

Corporates

71556.22

9.41

193563

0.32

Banks/FIs

962.27

0.13

784

0

FIIs

3145.33

0.41

555

0

High Networth Individuals*

261522.97

34.4

3264403

5.38

Retail

423002.78

55.64

57171840

94.29

Total

760189.57

100

60631145

100

Hybrid Schemes

Corporates

48539.8

14.31

67736

0.71

Banks/FIs

233.17

0.07

172

0

FIIs

1741.51

0.51

43

0

High Networth Individuals*

197826.47

58.34

1512225

15.84

Retail

90750.73

26.76

7965494

83.45

Total

339091.67

100

9545670

100

Solution Oriented Schemes

Corporates

33.32

0.2

129

0

Banks/FIs

0.01

0

1

0

FIIs

0

0

0

0

High Networth Individuals*

3944.42

23.48

47261

0.88

Retail

12824.17

76.33

5332658

99.12

Total

16801.92

100

5380049

100

Index Funds

Corporates

2377.27

41.57

2101

0.67

Banks/FIs

2.7

0.05

3

0

FIIs

0

0

0

0

High Networth Individuals*

1752.27

30.64

20132

6.41

Retail

1586.76

27.75

291755

92.92

Total

5719

100

313991

100

Gold ETF

Corporates

2103.42

42.66

2931

0.89

Banks/FIs

7.6

0.15

12

0

FIIs

0

0

0

0

High Networth Individuals*

1688.49

34.25

20070

6.13

Retail

1130.92

22.94

304502

92.97

Total

4930.43

100

327515

100

ETFs(other than Gold)

Corporates

131258

92.83

11627

1.28

Banks/FIs

2771.48

1.96

51

0.01

FIIs

1628.05

1.15

11

0

High Networth Individuals*

4105.35

2.9

41555

4.57

Retail

1626.49

1.15

856053

94.14

Total

141389.38

100

909297

100

Fund of Funds investing Overseas

Corporates

414.15

20.45

788

0.62

Banks/FIs

0

0

0

0

FIIs

0

0

0

0

High Networth Individuals*

1101.63

54.4

9045

7.09

Retail

509.27

25.15

117721

92.29

Total

2025.05

100

127554

100

Grand Total

2425040.35

83771689

As you can see in the above table, there are a total number of 8.38 crore folios across all funds of which nearly 6.1 crore pertain to equity funds only.