Individual-Investor Assets

Composition

Individual investors held Rs 5.98 lakh crore

in mutual funds as of February 2016, an
increase of 8.37% over February 2015.

Investments of individual investors in

equity schemes increased by 6.93% over
February 2015.

Debt oriented schemes

Liquid/ Money Market

Equity oriented schemes

ETFs, FoFs
5,429

26,155

February 2016
2,29,017

3,37,100

20,427

6,054

February 2015
2,09,791

3,15,252
Rs crores

Figures in Rs crores.

Individual-investor assets considered here include

investments by HNIs. Equity-oriented schemes include
equity and balanced funds.

Individual Investors Overall

Composition

Individual assets have mainly come from the top 15

locations, and are primarily distributordriven.

66% of the assets

of Individual
investors are from

T15 cities, brought in by

distributors.

Direct investments amount to 13%

of individual assets, divided as 2%
from B15 and 11% from T15.

B15 - Direct

B15 - Distributors

T15 - Direct

- Distributors

Individual investors here include HNIs.

T15

Individual Investors Scheme level Composition

Equity-oriented Schemes

Liquid/Money Market Schemes

Debt-oriented Schemes ETFs & FoFs

B15 - Direct

B15 - Distributors

T15 - Direct

Individual investors here include HNIs.

T15 - Distributors