Near-term earnings may face pressure from geopolitical tensions, but improved valuations and strong fundamentals keep India's long-term market outlook intact
Near-term earnings may face pressure from geopolitical risks and oil prices, but improved valuations and strong fundamentals keep India's long-term equity story intact
Analysts have been positive on asset management space, considering the levers of stable systematic investments and a better yield outlook.
Motilal Oswal has reiterated its 'Buy' rating on HDFC AMC shares for around 18% upside, while highlighting that its non-MF business will drive incremental growth going forward.
Stocks to watch today: Wipro, Angel One, Jio Financial Services, Max Healthcare, HDFC AMC, HDFC Life, BPCL, Waaree Renewable and RVNL are among the key stocks in focus today.
Mutual funds, AMCs, and market infra players could see a multi-year earnings boom as retail investing deepens. Emkay Global, Axis Capital pick best AMC, RTA stocks to buy
HDFC Asset Management Company (AMC) on Thursday reported 2.4 per cent decline in consolidated profit after tax (PAT) at Rs 622.66 crore for the three months ended March 2026. The company posted a PAT of Rs 638.46 crore in the year-ago period, the fund house said in a regulatory filing. However, revenue from operations grew 17 per cent year-on-year to Rs 1,051.51 crore in the quarter under review. The company's board has recommended a final dividend of Rs54 per equity share for financial year ended March 31, 2026. This is subject to shareholders' approval. For full financial year FY26, the fund house's profit after tax grew 16 per cent year-on-year to Rs 2,858.06 crore, and revenue from operations rose 18 per cent to Rs 4,122.16 crore. Also, the board approved the appointment of Rajan Anandan as an invitee and external expert on the Technology Committee to provide an independent, high-level guidance and advise in the technology-related matters. His appointment is for a period of th
Q4FY26 company results: Firms including Angel One, Waaree Renewable Technologies, VST Industries, and Alok Industries are also to release their January-March earnings today
On the National Stock Exchange (NSE), Nifty Capital Markets gained 3.9 per cent, logging an intra-day high at 5,144.25
Buying interest in AMC stocks was bolstered after data from the Association of Mutual Funds in India (Amfi) showed that equity mutual fund inflows jumped 56 per cent M-o-M to ₹40,450 crore in March.
Capital market stocks like BSE, HDFC AMC, and Nippon AMC surged up to 11% as US-Iran ceasefire boosted risk appetite and lifted global market sentiment.
Capital market stocks like Angel One, BSE, and CDSL surged up to 8 per cent after RBI deferred exposure norms to July 2026, easing near-term pressure on brokers
HDFC AMC share price target: Motilal Oswal Financial Services has maintained a 'Buy' rating on HDFC AMC shares. The brokerage sees an upside of 20 per cent in the stock
However, at current levels, MOFSL, CDSL, KFIN Technologies, Nuvama Wealth Management, CAMS and Angel One quote up to 26 to 36 per cent lower when compared to their respective 52-week highs.
Equity mutual funds attracted net inflows of ₹25,978 crore in February, marking an 8 per cent rise from the previous month amid the India-US trade deal.
HDFC AMC, UTI AMC shares fell today as investors assessed the impact of new MF rules.Sebi has introduced Life Cycle Funds, capped sectoral overlap, and allowed value & contra co-existence
These changes in various indices are part of periodic review and shall become effective from March 30, 2026 (close of March 27, 2026)
Analysts have been positive on AMC space, considering the levers of stable systematic investments and a better yield outlook now led by the passage of recent regulations on total expense ratio (TER).
Despite some near-term challenges expected due to the Securities and Exchange Board of India's (Sebi) new TER guidelines, analysts believe HDFC AMC remains well-positioned for sustained growth
HDFC Asset Management Company reported a 20 per cent year-on-year rise in net profit for the December quarter, aided by higher assets under management and steady growth in equity-oriented funds