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Asset Manager Surpasses Trillion-Dollar Equity Milestone
1 Jul
Summary
- Equity assets under management crossed the ₹1 trillion mark.
- Consistent fund performance drove milestone amid retail participation.
- SIF AUM is largest in industry, exceeding ₹5,950 crore.
An asset manager has achieved a significant financial milestone, crossing ₹1 trillion in equity assets under management by June 29, 2026. This success stems from a combination of strong, consistent performance in its equity and hybrid funds, alongside an expanding distribution network.
Retail investor participation, particularly through systematic investment plans (SIPs), has been a key driver, demonstrating sustained engagement across different market conditions. The fund house's equity AUM has shown remarkable growth, increasing substantially from May 2023 to May 2026.
Beyond equities, the firm's total assets under management reached ₹1,78,261 crore, encompassing a diverse range of investment products. Notably, its Special Investment Fund (SIF) segment leads the industry, with assets exceeding ₹5,950 crore as of June 29, 2026, highlighting its strong position in specialized investment vehicles.
