AUM Growth Rate measures the percentage increase in a fund's or AMC's Assets Under Management over a period — driven by new inflows, market appreciation, and reinvested earnings.
AUM Growth Rate = (End AUM − Start AUM) ÷ Start AUM × 100. It reflects both market performance (appreciation of existing assets) and business growth (new investor inflows net of redemptions). For the mutual fund industry as a whole, India's total AUM grew from ₹5 lakh crore in 2014 to ₹60+ lakh crore by 2024 — a 12x growth in a decade. For individual AMCs, AUM Growth Rate indicates market share gain or loss. For individual funds, rapid AUM growth can create capacity constraints (especially for mid/small-cap funds).
AUM Growth Rate tells you how quickly a fund or fund house is growing. The entire Indian mutual fund industry grew at 20%+ CAGR over the last decade — primarily driven by SIP adoption and equity market returns. For individual funds, rapid AUM growth is a double-edged sword: it confirms investor confidence but can also create problems for small-cap fund managers who now manage too much money to invest nimbly in small-cap stocks.
AUM Growth Rate = (Current AUM − Previous Period AUM) ÷ Previous Period AUM × 100.
Driven by: new inflows, market appreciation, reinvested dividends (Growth option).
Reduced by: redemptions, market depreciation, IDCW distributions.
Industry-level AUM data published monthly by AMFI.