AUM of Axis Small Cap Fund increased 35% in Jan 2020!

Yes, Axis Small Cap Fund Aum went up from 1542 Crores in Dec 2019 to 2084 Crores in Jan 2020! Mirae Midcap too registered similar growth. Here is the full list of movers and shakers.

Published: February 22, 2020 at 11:37 am

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.

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

list of top 25 equity funds with AUM above 1000 crores that registered the biggest AUM increases from Dec 2019 to Jan 2020
list of top 25 equity funds with AUM above 1000 crores that registered the biggest AUM increases from Dec 2019 to Jan 2020

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)

list of top 25 equity funds with AUM less than 1000 crores in Dec 2019 that registered the biggest AUM increases from Dec 2019 to Jan 2020
list of top 25 equity funds with AUM less than 1000 crores in Dec 2019 that registered the biggest AUM increases from Dec 2019 to Jan 2020

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.

Do share if you found this useful

How to profit from content writing: is our new ebook for those interested in getting side income via content writing. It is at available at a 50% discount for Rs. 500 only!
Did you know? We have more than 900+ videos on YouTube to explore! Join our YouTube Community!

Use our Robo-advisory Excel Template for a start-to-finish financial plan!

Join our courses in exclusive Facebook Groups!

  • 520+ members are now part of our new course: How to get people to pay for your skills! (watch 1st lecture for free). 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 how to achieve by showcasing your skills and building a community that trusts you and pays you!
  • Goal-based portfolio management! Join 2125+ members and get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the first lecture for free!  One-time payment of Rs. 3000 only. No recurring fees! Life-long access to videos (10+ hours content)  in an exclusive Facebook Group! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.

Want to check if the market is overvalued or undervalued? Use our market valuation tool (will work with any index!) or you buy the new Tactical Buy/Sell timing tool!
We publish mutual fund screeners and momentum, low volatility stock screeners .every month.
About the Author Pattabiraman editor freefincalM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation to promote unbiased, commission-free investment advice. He conducts free money management sessions for corporates and associations based on money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association, IIST Alumni Association. For speaking engagements write to pattu [at] freefincal [dot] com
About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. Follow us on Google News. Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any paid articles, promotions, PR, satire or opinions without data. All opinions presented will only 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
Our publications

You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingPublished by CNBC TV18, this book is meant to help you ask the right questions, seek the correct answers, and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now. It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner.

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new This is an in-depth dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, 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 199 (instant download)
Free android apps