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Equity Mutual Fund Inflows Jump 21% in November; Industry AUM Crosses ₹80 Trillion for the First Time

Equity mutual fund (MF) flows staged a solid recovery in November, with net inflows rising 21% month‑on‑month to ₹29,911 crore, reversing a three‑month declining trend. The rebound was driven primarily by lower redemptions—down 11% during the month—while gross inflows registered a modest uptick of 1.4%.

Despite inflows appearing softer than July’s record ₹42,700 crore, industry experts emphasized that the trend remains structurally strong when adjusted for NFO (new fund offering) distortion.

“This is a constructive trend… inflows now appear more balanced and less sentiment‑driven,”
— Suranjana Borthakur, Head of Distribution & Strategic Alliances, Mirae Asset Investment Managers (India)

A Quiet but Meaningful Rebound in Equity Demand

Executives noted that the market saw a broad revival in risk appetite, reflected in stable inflows across most categories.

“Gross sales rose to ₹64,000 crore in November, reversing October’s dip… showing a stabilising risk appetite across investors.”

Key Highlights:

  • Strong participation across flexicap, midcap, smallcap, and large‑&‑midcap categories

  • Broad-based investor interest despite market volatility

  • More disciplined allocation patterns as one-year returns moderate

 SIPs Continue to Anchor Long-Term Participation

Systematic investment plans (SIPs) remained the backbone of equity flows, contributing ₹29,445 crore—just marginally lower than October’s record ₹29,529 crore.

AMFI noted that the slight drop was simply due to month-end SIP dates falling on a weekend, not a change in investor sentiment.

Category-wise Breakdown: What Attracted Investors?

Flexicap Funds — Investor Favourite

Flexicap schemes once again led the charts with over ₹8,000 crore in net inflows.

Why the preference?

  • Flexibility to move across market caps

  • Current bias toward largecaps

  • Strong risk-adjusted performance profiles

Midcap & Smallcap Funds Remain Strong Draws

Both categories attracted ~₹4,400–4,500 crore each.

Drivers include:

  • Strong trailing returns

  • Broad earnings delivery in mid-small universe

  • Perception of superior compounding potential

  • Recent corrections offering attractive entry points
     Multi-Asset & Commodity Funds Gain Momentum

Multi-Asset Funds:

  • Net inflows: ₹5,300 crore

  • Second-highest among hybrid & active equity categories

Gold & Silver ETFS / Commodity ETFs:

  • Still strong at ₹5,896 crore, despite moderation from October

  • Benefiting from their position at the top of performance charts

 MF Industry AUM Crosses ₹80 Trillion Milestone

For the first time ever, India’s mutual fund industry crossed ₹80 trillion in AUM, reflecting robust investor confidence and rising financialization of savings.

“SIP assets alone now stand at ₹16.53 trillion—over 20% of industry AUM.”

This marks a major structural milestone for the MF ecosystem.

 Debt Funds See Outflows Amid Liquidity Tightness

Contrary to equity flows, debt-oriented schemes witnessed net outflows of ₹25,693 crore.

Outflows were concentrated in:

  • Overnight funds

  • Liquid funds

Reason?

  • Corporate treasuries withdrew money to meet mid-quarter obligations

  • Ongoing liquidity tightening through the quarter

“The pressure on short-term categories was expected.”

Conclusion: Steady Confidence Despite Volatility

The November MF data signals:

  • Growing investor maturity

  • Shift toward diversified, disciplined investing

  • Strengthening long-term equity participation through SIPs

  • Broader market resilience even as debt categories react to liquidity cycles

With the MF industry achieving a historic ₹80 trillion in AUM, India’s financial ecosystem continues to deepen and expand.

 Explore More Insights

To deepen your understanding of how mutual fund flows, asset allocation trends, and long‑term investing shape wealth creation:

Explore insights from Ranjit Jha (CEO, Rurash Financials) — a pioneer in research‑driven wealth advisory.
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