The mutual fund (MF) industry in India has witnessed remarkable growth in direct plan investments. According to a recent analysis of December 2024 data, direct plans now constitute 46% of the total mutual fund assets, amounting to a staggering ₹31.86 lakh crore. This blog provides an overview of the top fund houses excelling in direct plan AUM, highlighting their contributions and proportions.
1. SBI Mutual Fund: The Leader in Direct Plan AUM
SBI Mutual Fund stands at the forefront of the industry with direct plan assets worth ₹6.31 lakh crore. Impressively, direct plans contribute 57% to SBI MF’s overall AUM, showcasing its dominance in this segment.
2. ICICI Prudential Mutual Fund
With a direct plan AUM of ₹4.18 lakh crore, ICICI Prudential MF secures the 2nd position. Direct plans account for 47% of its total AUM.
3. HDFC Mutual Fund: Solidifying the Third Spot
HDFC Mutual Fund occupies the 3rd position with ₹3.33 lakh crore in direct plan assets. Direct plans form 42% of its total AUM.
4. Nippon India Mutual Fund
Nippon India MF ranks 4th with a direct plan AUM of ₹3.15 lakh crore. Notably, 54% of its total assets are derived from direct investments.
5. Kotak Mutual Fund: Rounding Out the Top Five
Kotak Mutual Fund secures the 5th position with a direct plan AUM of ₹2.39 lakh crore. Direct plans contribute 48% of its total AUM.
Other Notable Mentions
Several other fund houses also garner substantial assets through direct plans:
- Aditya Birla Sun Life MF, Axis MF, UTI MF, Tata MF, and Bandhan MF: These funds have established significant footprints in the direct investment space.
- PPFAS MF and Old Bridge MF: PPFAS MF leads with 65% of its total assets in direct plans, closely followed by Old Bridge MF at 63%.
- Trust MF, Quant MF, and 360 One Asset MF: These fund houses showcase a healthy proportion of direct plan AUM, indicating growing investor confidence.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
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