HDFC AMC FY21 Annual Report Takeaways
'We are the fiduciary to our customers โ their interests clearly supersede'
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1/ What has helped HDFC AMC to grow this large?
The Trust associated with the HDFC brand.
A one-stop shop for individuals, families, corporates, and institutions when it comes to their investments.
The most profitable Mutual Fund.
2/ Promoters continue to own 73.9% in the company:
52.7% by HDFC Ltd & 21.2% by Standard Life investments.
3/ Numbers that matter
Rev up 3%
76% EBITDA margin
Pat up 5%
AUM up 24% to 3.95 Cr (43% Equity, 39% Debt, 16% Liquid) | PMS & big accounts at 9.7K Cr
53 lakh investors
1254 employees
Digital transactions: 82% of total
13.7% market share in MAAUM & 12.6% in total AUM
4/ Product Portfolio
In Equity, will increase the diversity in their investment style & approach: have faced the brunt of underperformance in the past | 24 schemes
Debt schemes were able to tide through the tough phase of defaults by a large NBFC & HFC, COVID-19 | 68 schemes