Nearly 77% of assets from B30 locations are in equity schemes: ICRA Analytics
As of June 2025, B30 locations accounted for 18% of mutual fund assets, with a strong preference for equity schemes (76.77%). Assets from B30 grew 24% YoY, while institutional investments remained concentrated in T30. Retail investors preferred No...
The B30 locations tend toward equity assets. Nearly 76.77% of the assets from B30 locations were in equity schemes and 9.27% in balanced schemes as of June 2025. Close to 11.47% of the assets from B30 locations were in debt-oriented schemes, while the corresponding figure from T30 locations stood at 30.98%, according to a press release by ICRA Analytics.
Nearly 18% of the mutual fund industry's assets came from B30 locations in June 2025. Assets from these locations increased by approximately 4% on a month-on-month basis—from Rs 13.28 trillion in May 2025 to Rs 13.80 trillion in June 2025. On a yearly basis, B30 assets rose 24%. Assets from T30 locations grew 21% year-on-year in June 2025, as per data from AMFI.
In June 2025, 27.39% of assets held by individual investors came from B30 locations, while 4.64% of institutional assets were from B30 locations. In comparison, in June 2024, 26.63% of assets were held by individual investors and 4.83% by institutional investors from B30 locations.
Institutional assets remain concentrated in T30 locations, accounting for 95.36% of the total AAUM.
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As of June 2025, approximately 26.78% of retail investors opted for direct investments, while 65.80% of retail investors came through the route of Non-Associate Distributors. 28.34% of High Net Worth Individual (HNI) assets were directly invested. Additionally, 47.33% of the mutual fund industry's assets were invested directly and 46.25% came from Non-Associate Distributors.
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