HDFC AMC LIMITED

During the Q1 FY27 earnings conference call held on July 15, 2026, management provided an overview of the mutual fund industry, noting a 15% year-on-year increase in quarterly average AUM to INR83.1 trillion. HDFC Asset Management Company (HDFCAMC) reported a 13% year-on-year growth in QAAUM to INR9.35 trillion, with a market share of 11.2%. Equity-oriented AUM grew 16% to INR5.74 trillion, representing 65.7% of HDFCAMC's QAAUM. The company experienced net inflows of INR1,272 billion in equity-oriented funds, a 40% increase from the previous year. Revenue from operations rose 14% to INR11 billion, while profit after tax increased by 12% to INR8.4 billion. Management highlighted the growth in systematic transactions and the expansion of their alternatives platform, which reached INR148 billion. They also discussed the impact of recent regulatory changes on their business model and investor behavior.

Management emphasized growth in AUM and revenue, highlighting strong inflows and market share.