Market rebound to power up listed AMCs in the June quarter
For all asset managers, equity AUM increased by 14% in turn LaAs shown with data from the Investment Funds Association in India (Amphitheater), 32.69 trillion in the first quarter of 2025-26.
Amcs, by demanding a small fee in the total assets they manage – earn money – which is called as expense rate, that is, their assets (AUM) increases their income.
HDFC Asset Management Co. LTD, Nippon Life India Asset Management LTD and Aditya Birla Sun Life Amc Ltd revenues are expected to see that the revenues of 21%, 26%and 14%, respectively. Bloomberg Consensus estimates for the quarter. UTI Asset Management Co. Revenue is expected to decrease for LTD with 22 %.
Stockbrocker Angel One Ltd. Vaqarjaved Khan, the leading fund-financial stocks of his team, said, “Strong growth, increasing the participation of retail, improvement of product mixture and increasing stock market levels,” he said.
He added that the increase in the total Industry AUM is mainly directed by self -related schemes and fertile distribution networks.
However, according to Amphic data, the stock entrances witnessed a sequential decrease of 28.92% in April-June quarter.
The decline shows that there is some moderation in investor feelings. However, it is important not to see this decline alone, because this decrease in entrances is largely due to market volatility, global uncertainties and caused by cautious investor behaviors, Anand Rathi Wealth Ltd.
HDFC Asset Management Co. LTD, Nippon Life India Asset Management LTD and Aditya Birla Sun Life Amc Ltd revenues are expected to see that the revenues of 21%, 26%and 14%, respectively. Bloomberg Consensus estimates for the quarter. UTI Asset Management Co. Revenue is expected to decrease for LTD with 22 %.
Stockbrocker Angel One Ltd. Vaqarjaved Khan, the leading fund-financial stocks of his team, said, “Strong growth, increasing the participation of retail, improvement of product mixture and increasing stock market levels,” he said.
He added that the increase in the total Industry AUM is mainly directed by self -related schemes and fertile distribution networks.
However, according to Amphic data, the stock entrances witnessed a sequential decrease of 28.92% in April-June quarter.
The decline shows that there is some moderation in investor feelings. However, it is important not to see this decline alone, because this decrease in entrances is largely due to market volatility, global uncertainties and caused by cautious investor behaviors, Anand Rathi Wealth Ltd.
In the first part of the quarter, the authority added that despite its short -term market volatility and uncertainty, the strong market recoil in the last two months would support a strong earning performance for AMCs in the second quarter.
Benchmark Nifty increased by 50% of 10.15%, and Sensex won 9.97% for three months that ended on June 30, 2025.
Profit
The net profit of HDFC AMC is expected to increase 12.31% each year, 3% of Nippon Life India Asset Management, and Sun Life AMC will increase 13.19% per quarter. Bloomberg Consensus estimates.
Stockbrocker Samco Securities Research Analyst Raj Gaikar said that the trade (F&O) trade (F&O) trade (F&O) trade (F&O) trade (F&O) trade probably supports the market volumes (SIPs) and support profitability throughout the sector.
June, 27,269 Crore has seen the highest SIP contributions so far and showed the Amphite data.
“Net profit growth is estimated in a low range of twenty up to the high youth directed by a positive asset mixture, which is largely a greater share of the total AUM.”
He said that the edges are expected to be stable with a slight upward prejudice supported by the increase in income and relatively contained cost structures26. However, increasing competition and regulatory costs may limit margin expansion.
Assets
HDFC AMC, Nippon AMC and UTI AMC for AMCs listed in the three -month average AUM, the July 15 report refers to the AUM statements, respectively 7%, 10%and 6%is expected to increase.
In the report, HDFC amc, the average of the three -month AUM 8%, Nippon AMC 9%grew and the UTI AMC’nin 5%, he added.
AMCS will begin to declare earnings for Q1FY26 as of July 17th, HDFC AMC first declared the results.
Appearance
Over the next three years, AUM in the schemes is expected to record a 18-20%compound one-year growth rate (CAGR), but equity-related schemes are expected to grow around 22-25%.
The growth in AUM is expected to increase through SIPs, financial products go beyond the top 30 cities, and highly clear valuable individuals and mass -rich population.
Khan is expected to increase the equity of all these factors in industrial market leaders 200-400 basis points for the next 2-3 years.
When Gaikar looked forward, he said that the medium -term appearance of the AMC industry is constructive and supported by strong domestic savings, increasing financial literacy and digital penetration. However, regulatory changes and market volatility will need to follow closely.
