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.
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
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.
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
InCred Equities suggested that any softness in select AMC stocks due to current market volatility presents a "good opportunity to add" to positions.
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)
Tata Motors and HDFC AMC may see strong passive inflows in Nifty Next 50 rejig, while Info Edge and ICICI Lombard face likely exclusion
Total assets under management (AUM) growth was 5 per cent, with 6 per cent growth in equity AUM and flat yields
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
HDFC AMC's assets under management (AUM) grew 19 per cent Y-o-Y to ₹9.2 trillion as of December 31, 2025, from ₹7.76 trillion a year earlier
Q3FY26 company results: Firms including Groww, Anand Rathi Share and Stock Brokers, Aditya Birla Money, and Den Networks are also to release their July-September earnings reports today
HDFC Asset Management Company has forayed into the fast-growing private credit market with its new Structured Credit Fund-I, targeting mid-market companies with alternative debt financing. The International Finance Corporation (IFC), a member of the World Bank Group, will invest up to Rs 220 crore as an anchor investor in HDFC AMC's Structured Credit Fund-I, the asset management company said in its statement on Monday. The fund has already secured about Rs 1,290 crore in commitments in its first close, and is targeting a total corpus of Rs 1,500 crore, with a green-shoe option of an additional Rs 1,000 crore. The commitment amount includes sponsor commitment from HDFC AMC of up to 14 per cent of the fund corpus. The fund will invest in mid-market companies, and it has already committed Rs 380 crore across three deals spanning various sectors. It will target mid-teen returns over a 4-6 year horizon. HDFC AMC said that the fund will improve access to finance for underserved mid-ma