External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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Equity Bottom-Up

Nippon Life India Asset Management / Equity Bottom-Up

Nippon Life India Asset Management (NAM IN)

<ul><li>B30 is No Longer the Ceiling; B100/B200 Emerging as the Next Growth Market</li><li>NAM believes opportunity lies beyond the traditional B30 framework, with the company increasingly focusing on B100/B200 markets.</li><li>Opportunity lies in deeper penetration and replicating this model across smaller cities and towns beyond the B30 geographies</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

B30 is No Longer the Ceiling; B100/B200 Emerging as the Next Growth MarketNAM believes opportunity lies beyond the traditional B30 framework, with the company increasingly focusing on B100/B200 markets.Opportunity lies in deeper penetration and replicating this model across smaller cities and towns beyond the B30 geographiesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Nippon Life India Asset Management Ltd - 05th September, 2026

<ul><li>B30 Is No Longer the Ceiling; B100/B200 Emerging as the Next Growth Market: The management is clear that the opportunity lies beyond the traditional B30 framework, with the company increasingly focusing on B100/B200 markets.</li><li>The strategic intent behind the Rural &amp; Emerging Markets Group (REMG) was specifically created to establish an early presence in these markets and build a first-mover advantage.</li><li>The model is deliberately assetlight: new locations initially operate with a lean single-resource structure and are converted into full branches only after traction and market penetration are established. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

B30 Is No Longer the Ceiling; B100/B200 Emerging as the Next Growth Market: The management is clear that the opportunity lies beyond the traditional B30 framework, with the company increasingly focusing on B100/B200 markets.The strategic intent behind the Rural &amp; Emerging Markets Group (REMG) was specifically created to establish an early presence in these markets and build a first-mover advantage.The model is deliberately assetlight: new locations initially operate with a lean single-resource structure and are converted into full branches only after traction and market penetration are established. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd - Wider Reach, Deeper Wallet; Longer Runway

<ul><li>Distribution Franchise Remains Well Diversified; Digital Channel Continues to Gain Share: NAM continued to witness healthy traction across both its distribution channels, with incremental direct equity inflows benefiting from rising SIP contributions through fintech platforms.</li><li>The company’s distribution channel remains well diversified and de-risked, with no single distributor accounting for a disproportionate share of flows (&gt;5%).</li><li>The banking channel continues to deliver steady growth, contrary to industry-wide slower growth, aided by NAM’s relationship depth and geographic reach across PSU, Private and MNC banks. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Distribution Franchise Remains Well Diversified; Digital Channel Continues to Gain Share: NAM continued to witness healthy traction across both its distribution channels, with incremental direct equity inflows benefiting from rising SIP contributions through fintech platforms.The company’s distribution channel remains well diversified and de-risked, with no single distributor accounting for a disproportionate share of flows (&gt;5%).The banking channel continues to deliver steady growth, contrary to industry-wide slower growth, aided by NAM’s relationship depth and geographic reach across PSU, Private and MNC banks. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd. - Strong Quarter; Gaining Market Share And Investing In Scale

<ul><li>SIP Momentum Plateaus; Mix Shift and Channel Dynamics to Shape Growth: SIP inflows have remained range-bound and plateaued at ~Rs 3,600-3,700 Cr per month over the last few months, reflecting a broader industry-level flattening in net additions.</li><li>Despite this, the company has been proactively building its SIP book in hybrid and commodity-oriented funds over the last six months, while incremental focus is now shifting towards flexi-cap and sectoral funds to drive net sales growth.</li><li>Encouragingly, SIP market share continues to remain higher than both equity AUM and equity net sales market share, with the latter trending in high single digits and approaching double digits. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SIP Momentum Plateaus; Mix Shift and Channel Dynamics to Shape Growth: SIP inflows have remained range-bound and plateaued at ~Rs 3,600-3,700 Cr per month over the last few months, reflecting a broader industry-level flattening in net additions.Despite this, the company has been proactively building its SIP book in hybrid and commodity-oriented funds over the last six months, while incremental focus is now shifting towards flexi-cap and sectoral funds to drive net sales growth.Encouragingly, SIP market share continues to remain higher than both equity AUM and equity net sales market share, with the latter trending in high single digits and approaching double digits. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd - Good Quarter, Strong SIP Franchise to Support Steady Growth

<ul><li>SIF to Remain a Profitability-Focused Strategic Segment: NAM views SIF as a structurally important long-term business and is likely to have an inherent demand, and is currently in the process of building a strong foundation to tap the strong growth potential in the product.</li><li>The company has constituted a 6-member team and is investing in risk management and backtesting capabilities.</li><li>The management stated that the company’s strategy in SIF will be to prioritise higher yields and profitability over rapid asset aggregation, positioning SIF as a premium, value-added offering. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SIF to Remain a Profitability-Focused Strategic Segment: NAM views SIF as a structurally important long-term business and is likely to have an inherent demand, and is currently in the process of building a strong foundation to tap the strong growth potential in the product.The company has constituted a 6-member team and is investing in risk management and backtesting capabilities.The management stated that the company’s strategy in SIF will be to prioritise higher yields and profitability over rapid asset aggregation, positioning SIF as a premium, value-added offering. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd. - Strong Quarter, Market Share Gains Continue; Maintain BUY!

India

Nippon Life India Asset Management Limited is one of India's largest asset management companies, serving as the investment manager for Nippon India Mutual Fund. The company offers a diversified suite of investment solutions including mutual funds, exchange-traded funds (ETFs), portfolio management services, alternative investment funds, pension funds, and offshore advisory mandates. It was founded in 1995 and is headquartered in Mumbai, India.

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Pick of the Week: Nippon Life India Asset Management Ltd - 05th September, 2026

NAM believes opportunity lies beyond the traditional B30 framework, with the company increasingly focusing on B100/B200 markets.

Axis Direct

Nippon Life India AMC Ltd - Wider Reach, Deeper Wallet; Longer Runway

The management is clear that the opportunity lies beyond the traditional B30 framework, with the company increasingly focusing on B100/B200 markets.

Axis Direct

Nippon Life India AMC Ltd. - Strong Quarter; Gaining Market Share And Investing In Scale

The company’s distribution channel remains well diversified and de-risked, with no single distributor accounting for a disproportionate share of...

Axis Direct

Nippon Life India AMC Ltd - Good Quarter, Strong SIP Franchise to Support Steady Growth

SIP inflows have remained range-bound and plateaued at ~Rs 3,600-3,700 Cr per month over the last few months, reflecting a broader industry-level...

Axis Direct

Nippon Life India AMC Ltd. - Strong Quarter, Market Share Gains Continue; Maintain BUY!

NAM views SIF as a structurally important long-term business and is likely to have an inherent demand, and is currently in the process of building...

Axis Direct