I just noticed that HDFC AMC closed the past fiscal year with quite strong momentum. The figures released are quite interesting, but there are some points that need to be closely monitored.

What caught my attention the most is the continued strong inflow of SIPs, which remains at ₹3,450 billion per month, reflecting investor confidence in the Indian stock market. The AUM also surged to ₹8.44 trillion, an increase of 19.4% compared to last year, indicating that the investor base is steadily expanding.

On the operational side, EBITDA increased by 19.3%, which is not much different from the growth in AUM. This suggests that operational leverage is quite stable. However, I observe that there needs to be close monitoring of pressure from returns and TER risk in the upcoming quarter, as these factors could impact the short-term movement of the HDFC AMC share price.

From a long-term investment perspective, I see that this company has a solid infrastructure, high ROE, and attractive dividend power. If you are an investor looking at India’s financial outlook, these companies could be part of a long-term investment strategy worth considering.