Leading Mutual Fund Companies by Individual, Retail & HNI Assets in June 2025.
By June 2025, HDFC Mutual Fund is at the forefront in individual investor AUM with ₹5.96 lakh crore, followed closely by ICICI Prudential MF at ₹5.93 lakh crore and SBI MF at ₹5.69 lakh crore. Together, individual investors possess ₹45.38 lakh crore, which accounts for 61% of the overall MF assets.
Among HNI investors, ICICI Prudential MF tops with ₹3.96 lakh crore, followed closely by HDFC MF and SBI MF. Helios MF has the highest ratio of HNI AUM at 68%.
In the retail sector, HDFC MF leads with ₹2.41 lakh crore, followed by SBI MF and ICICI Prudential MF. Taurus MF, Quant MF, and PGIM India MF are notable for possessing the largest share of retail AUM.
This indicates a distinct division in investment choices, as retail investors lead in specific fund houses while HNIs boost AUM in others.
