Market Momentum Monthly: May 2025 Highlights
How high can SIP contributions climb next?
May 2025 set a fresh benchmark with ₹26,688 crore in monthly SIP inflows — its highest ever — as overall mutual fund AUM crossed the ₹72 lakh crore mark on robust equity and hybrid flows.
Records like these don’t happen in isolation—they’re part of larger market patterns that savvy financial professionals need to track consistently.
Hence, welcome to the first edition of Market Momentum Monthly — a data-focused series for MFDs, IFAs, national distributors and other financial experts.
Each month, we handpick the most critical mutual fund industry metrics and present them in a clean, consistent format—no fluff, no lengthy analysis, just the data that matters most.
In this issue, we cover May’s standout numbers.
So, let’s dig in!
1. Industry AUM Growth
Mutual fund industry crosses Rs 70 lakh crore AUM milestone.
May delivered a 3.04% rise in total AUM, with robust equity inflows and MTM gains offsetting modest debt outflows. Market returns added significant value, while benchmarks ended the month higher.
2. Category‑Wise AUM & Trends
Growth was broad‑based, led by equity and hybrid segments, while debt AUM dipped slightly on net outflows. Year‑on‑year gains remained in double digits across all categories.
3. Monthly Net Flows & MTM Gains
Equity and hybrid funds drove fresh money into the industry, while debt reversed into outflows. Passive and solution‑oriented schemes maintained inflow momentum.
4. Folio Count Trends
Investor accounts expanded across most segments, with equity and passive schemes adding the greatest number of folios. Close‑ended folios edged lower.
5. Equity Funds Detail
Equity AUM surged nearly 5%, with flexi‑cap and small‑cap funds leading. NFO activity remained elevated, while ELSS witnessed redemptions.
6. Debt Funds Detail
Debt AUM dipped marginally as liquid and overnight segments saw redemptions, offset by flows into credit‑focused buckets amid easing yields.
7. Hybrid Funds Detail
Hybrid schemes recorded robust inflows, with arbitrage funds capturing the largest share amid elevated volatility.
8. SIP Trends
Systematic Investment Plans not only hit a new monthly high but also expanded their share of overall AUM, underscoring disciplined, recurring investor commitments. May saw rapid account additions alongside the highest ever monthly contribution.
Conclusion
May 2025 highlighted the resilience of SIP flows and equity demand, even as debt funds experienced net outflows. Hybrid and passive segments maintained strong inflows, reflecting diversified investor strategies. All figures are sourced from AMFI’s official Monthly Note for May 2025.
All figures and insights are sourced from AMFI’s official Monthly Note for May 2025.
📄 Download the full AMFI report for detailed charts and tables: Link.
Next update: June 2025 insights in July.
