India’s AMC Sector Just Reported. The Yields Held — But Not Every Stock Deserves the Same Multiple.

Flat QAAUM, stable yields, other income beating across the board — JM Financial reviews all six listed AMCs and names HDFC AMC and CRAMC as the preferred plays in a sector where valuation divergence is the real story When six asset management companies report results within two days of each other, the aggregate tells a … Read more

India’s Mutual Fund Industry Shows Resilience Despite Market Turbulence – Who’s Ahead?

SIPs Hit Record Highs Even as Market Losses Drag Down AMC Profits India’s mutual fund industry demonstrated remarkable resilience in the March 2026 quarter, with systematic investment plan (SIP) flows surging to record highs even as a brutal market correction hammered asset management companies’ bottom lines. A fresh results preview by Nomura paints a picture … Read more

Analysts Maintain ADD Rating on HDFC AMC, Cites Strong Quarterly Performance

JM Financial keeps target price unchanged at Rs 2,900 as asset manager beats estimates with 4% PAT surprise JM Financial Institutional Securities has maintained its ADD rating on HDFC Asset Management Company (HDFC AMC) with an unchanged price target of Rs 2,900, following a robust third-quarter performance that saw the company beat profit estimates despite … Read more