At least five fund houses have voted against appointing politically connected persons to PSU boards, flagging governance and disclosure concerns. All resolutions got through
Analysts at Jefferies said that the move could bring down profit before tax by about 30-33% for HDFC AMC, Nippon AMC in 2027
Motilal Oswal is bullish on HDFC AMC has recommended buy rating on the stock with a target price of Rs 6800 in its research report dated October 15, 2025.
Motilal Oswal is bullish on HDFC AMC has recommended buy rating on the stock with a target price of Rs 6400 in its research report dated July 17, 2025.
HDFC Asset Management Company reported a 24% on-year jump in net profit to Rs 748 crore for the first quarter of the financial year 2026.
HDFC AMC is trading at a PE multiple of 37x for FY26 and 33x for FY27, which limits the scope for meaningful re-rating in the short run: JPMorgan.
AMC stocks: While inflows into equity mutual funds declined, the monthly inflows into mutual funds through SIP route rose to a fresh high of Rs 26,688 crore in May.
The firm's standalone net profit rose by 18% YoY to Rs 638 crore in the fourth quarter of FY25
Motilal Oswal is bullish on HDFC AMC recommended buy rating on the stock with a target price of Rs 5000 in its research report dated April 17, 2025.
During January-March period, shares of HDFC AMC declined over 4 percent
The new facility, unlike the traditional WhatsApp-based service that relies on text messages, provides a more “intuitive click-based interface, similar to an investment app”, the AMC said
Motilal Oswal is bullish on HDFC AMC has recommended buy rating on the stock with a target price of Rs 4800 in its research report dated March 26, 2025.
AMCs are expected to see a sharp sequential decline in equity AUMs for Q4 due to market corrections, with mid- and small-cap-focused schemes hit the hardest.
Equity mutual fund inflows in February have slumped 26 percent from the previous month to Rs 29,303.34 crore
HDFC AMC shares reacted to the development, falling 2.94 percent to an intraday low of Rs 3,668.3 on the NSE before trimming losses to trade at Rs 3,732.75, down 1.23 percent.
CAMS and KFin Tech shares have fallen by ~35 percent from their respective peaks, as the starting valuations must have been high.
HDFC AMC’s quarterly average AUM increased to Rs 7.87 lakh crore at the end of December, a growth of 43 percent YoY, aided by mark-to-market gains on equity assets along with healthy net inflows. HDFC AMC’s market share stood at 11.5 percent for the quarter ended December’24 in terms of quarterly average AUM. HDFC AMC is well positioned in the investment management space with its strong and trusted brand recall, favourable asset mix with leading position in equity business, multi-channel distribution network, and experienced management.
The AMC has a strong brand recall, favourable asset mix, multi-channel distribution network, and an experienced management
Munot noted that India had an advantage of a young demographic
Motilal Oswal is bullish on HDFC AMC recommended buy rating on the stock with a target price of Rs 5200 in its research report dated January 14, 2025.
Brokerages believe that a strong SIP book and healthy capital market performance will drive HDFC AMC's AUM growth.