Invesco and Motilal Oswal Lead AUM Growth in Q2 FY27

Invesco and Motilal Oswal Drive Significant AUM Growth in Q2 FY27

The latest data reveals that Invesco and Motilal Oswal have emerged as leaders in asset under management (AUM) growth among mutual funds, showcasing robust performance in the second quarter of FY27.

Strong Performance by Invesco and Motilal Oswal

Invesco and Motilal Oswal have reported impressive quarter-on-quarter (Q-o-Q) growth rates of over 10% in their average assets under management (AAUM) for the period of July to September 2026. This performance stands out against the backdrop of the mutual fund industry, which saw an overall growth rate of 5% during the same period. The significant growth of these fund houses indicates a strong investor preference and effective fund management strategies.

SBI MF Continues to Dominate

While Invesco and Motilal Oswal excelled in growth percentages, SBI Mutual Fund maintained its position as the largest player in the industry, adding ₹53,146 crore to its AAUM, bringing it to a staggering ₹13.3 trillion. This growth highlights SBI MF’s ability to attract substantial investments, reinforcing its market leadership amid increasing competition.

Emerging Players Making Their Mark

Among the emerging players, Abakkus Mutual Fund has made headlines with an extraordinary 81% Q-o-Q growth in its AAUM, now standing at ₹10,100 crore. This remarkable surge indicates a growing acceptance of newer fund houses in the market, reflecting changing investor sentiments and preferences. Additionally, Trust MF and Helios MF also reported strong growth, with their quarterly AAUM increasing by 30%, further diversifying the competitive landscape.

Market Implications and Investor Sentiment

The growth trends observed in Q2 FY27 suggest a robust appetite for mutual funds among Indian investors, particularly in the context of a recovering economy and rising disposable incomes. The performance of established players like SBI MF alongside the rapid growth of newer entrants indicates a healthy competitive environment that could benefit investors through better fund offerings and lower fees. As the mutual fund industry continues to evolve, investors should remain vigilant about the performance and strategies of both established and emerging fund houses.

Key Highlights

• Invesco and Motilal Oswal achieved over 10% Q-o-Q growth in AAUM.
• SBI Mutual Fund added ₹53,146 crore, maintaining its leadership position.
• Abakkus Mutual Fund saw an 81% increase in AAUM, reflecting strong investor interest.
• Trust MF and Helios MF reported a 30% growth in their quarterly AAUM.
• The overall mutual fund industry grew by 5% in Q2 FY27.

Investor Note: The strong AUM growth reported by Invesco and Motilal Oswal signals a positive trend for mutual funds in India, suggesting that investors may find attractive opportunities in both established and emerging fund houses as the market continues to evolve.