Last Updated on December 29, 2021 at 5:22 pm
Among mutual funds with more than 1000 Crores of AUM in Dec 2019, Axis Small Cap has registered the biggest AUM growth of 35% from Dec 31st 2019 to Jan 31st 2020 during a time when its NAV moved up by 8.4%. Here is the full list of AUM and NAV movement during this period for equity funds.
Investors should keep an eye on small cap and mid cap AUM especially when there are signs of market recovery. Funds associated with banks can see a big leap in AUM during such periods. The featured image above shows the percentage increase in AUM (vertical axis) vs the percentage NAV increase from end-Dec 2019 to end-Jan 2020 for equity mutual funds with an initial AUM of Rs. 1000 Crores or more.
When mid and small cap funds register significant AUM growth over a short span in time, their performance could suffer. They may also place restrictions on lump sum investing. This article only presents the data. There is no need for investors to take any action on this.
Join 32,000+ readers and get free money management solutions delivered to your inbox! Subscribe to get posts via email! (Link takes you to our email sign-up form)
🔥Enjoy massive discounts on our robo-advisory tool & courses! 🔥
These are the top 25 funds with the biggest AUM increases (shown as %). Only funds with 1000 Crores and above AUM in Dec 2019 have been considered for this list. Some entries of interest are highlighted in blue.
Top 25 AUM increase among funds with 1000 Crores or more AUM in Dec 2019
Axis Small Cap Fund 35%
Mirae Asset Midcap Fund 30%
Kotak Small Cap Fund 17%
Axis Midcap Fund 16%
Kotak Emerging Equity Fund 14%
Mirae Asset Focused Fund 11%
SBI Focused Equity Fund 11%
SBI Small Cap Fund 11%
DSP Midcap Fund 10%
Motilal Oswal Midcap 30 Fund 10%
ICICI Pru Infrastructure Fund 10%
ICICI Pru Multicap Fund 10%
Invesco India Growth Opp Fund 9%
Sundaram Large and Mid Cap Fund 9%
Kotak Equity Opp Fund 9%
Sundaram Small Cap Fund 9%
Nippon India ETF Nifty BeES 9%
Axis Bluechip Fund 8%
Kotak Tax Saver Fund 8%
Parag Parikh Long Term Equity Fund 8%
Mirae Asset Tax Saver Fund 7%
DSP Equity Fund 7%
ICICI Pru Nifty ETF 7%
SBI Magnum Midcap Fund 7%
DSP Small Cap Fund 7%
This is the list with AUM data
Top 25 AUM increase among funds with less than 1000 Crores AUM in Dec 2019
Motilal Oswal Nifty Smallcap 250 Index Fund 81%
ICICI Pru Sensex ETF 67%
Motilal Oswal Nifty Midcap 150 Index Fund 49%
ICICI Pru Smallcap Fund 29%
ITI Multi-Cap Fund 28%
ITI Long Term Equity Fund 25%
Invesco India Smallcap Fund 23%
Motilal Oswal Nifty 500 Fund 21%
Nippon India US Equity Opp Fund 21%
Tata Nifty Pvt Bank ETF 21%
Motilal Oswal Nifty Bank Index Fund 20%
IIFL Focused Equity Fund 20%
DSP Quant Fund 20%
Motilal Oswal Midcap 100 ETF 18%
Principal Midcap Fund 18%
ICICI Pru S&P BSE 500 ETF 17%
Parag Parikh Tax Saver Fund 17%
ICICI Pru Sensex Index Fund 17%
DSP NIFTY 50 Index Fund 15%
Canara Rob Small Cap Fund 15%
Tata Small Cap Fund 15%
Nippon India ETF Nifty Midcap 150 14%
Motilal Oswal Large & Midcap Fund 14%
DSP Healthcare Fund 14%
ICICI Pru NV20 ETF 14%
This is the list with AUM data (Crores)
The increased inflow into mid and small cap funds should be kept an eye on especially if the stocks in these segments recover by a significant amount.
🔥Enjoy massive discounts on our courses, robo-advisory tool and exclusive investor circle! 🔥& join our community of 7000+ users!
Use our Robo-advisory Tool for a start-to-finish financial plan! ⇐ More than 2,500 investors and advisors use this!
Track your mutual funds and stock investments with this Google Sheet!
We also publish monthly equity mutual funds, debt and hybrid mutual funds, index funds and ETF screeners and momentum, low-volatility stock screeners.
- Do you have a comment about the above article? Reach out to us on Twitter: @freefincal or @pattufreefincal
- Have a question? Subscribe to our newsletter using the form below.
- Hit 'reply' to any email from us! We do not offer personalized investment advice. We can write a detailed article without mentioning your name if you have a generic question.
Join 32,000+ readers and get free money management solutions delivered to your inbox! Subscribe to get posts via email! (Link takes you to our email sign-up form)
About The Author
Dr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over ten years of experience publishing news analysis, research and financial product development. Connect with him via Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation promoting unbiased, commission-free investment advice.Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! ⇐ More than 3,000 investors and advisors are part of our exclusive community! Get clarity on how to plan for your goals and achieve the necessary corpus no matter the market condition is!! Watch the first lecture for free! One-time payment! No recurring fees! Life-long access to videos! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.
Our new course! Increase your income by getting people to pay for your skills! ⇐ More than 700 salaried employees, entrepreneurs and financial advisors are part of our exclusive community! Learn how to get people to pay for your skills! Whether you are a professional or small business owner who wants more clients via online visibility or a salaried person wanting a side income or passive income, we will show you how to achieve this by showcasing your skills and building a community that trusts and pays you! (watch 1st lecture for free). One-time payment! No recurring fees! Life-long access to videos!
Our new book for kids: “Chinchu Gets a Superpower!” is now available!
Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.Buy the book: Chinchu gets a superpower for your child!
How to profit from content writing: Our new ebook is for those interested in getting side income via content writing. It is available at a 50% discount for Rs. 500 only!
Do you want to check if the market is overvalued or undervalued? Use our market valuation tool (it will work with any index!), or get the Tactical Buy/Sell timing tool!
We publish monthly mutual fund screeners and momentum, low-volatility stock screeners.
About freefincal & its content policy. Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on mutual funds, stocks, investing, retirement and personal finance developments. We do so without conflict of interest and bias. Follow us on Google News. Freefincal serves more than three million readers a year (5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified with credible and knowledgeable sources before publication. Freefincal does not publish paid articles, promotions, PR, satire or opinions without data. All opinions will be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
Connect with us on social media
- Twitter @freefincal
- Subscribe to our YouTube Videos
- Posts feed via Feedburner.
Our publications
You Can Be Rich Too with Goal-Based Investing
Published by CNBC TV18, this book is meant to help you ask the right questions and seek the correct answers, and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want
This book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at a low cost! Get it or gift it to a young earner.Your Ultimate Guide to Travel
This is an in-depth dive into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, and how travelling slowly is better financially and psychologically, with links to the web pages and hand-holding at every step. Get the pdf for Rs 300 (instant download)