External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Nippon Life India Asset Management / Equity Bottom-Up

Nippon Life India Asset Management (NAM IN)

<ul><li>Flows remain healthy: The management has indicated that the net flows in Jan’25 haven't shown any signs of distortion and stay at par with Dec’24 trends.</li><li>However, the management would adopt a wait-and-watch approach to gauge the behaviour of HNI and SIP flows.</li><li>Historical data suggests that in times of market volatility, HNI flows tend to dry up, while retail SIP flows remain healthy. be credited to the retail-focused, fragmented customer, ensuring better customer retention.</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.

Flows remain healthy: The management has indicated that the net flows in Jan’25 haven't shown any signs of distortion and stay at par with Dec’24 trends.However, the management would adopt a wait-and-watch approach to gauge the behaviour of HNI and SIP flows.Historical data suggests that in times of market volatility, HNI flows tend to dry up, while retail SIP flows remain healthy. be credited to the retail-focused, fragmented customer, ensuring better customer retention.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. - Healthy Quarter; Focus on Profitable Growth Continues!

<ul><li>Growth to remain healthy; Eyeing sticky customer base: The net flows momentum in sectoral, thematic, multi-cap and multi-asset allocation funds has continued to remain buoyant.</li><li>NAM has been averse to launching multiple new NFOs as the management believes that it is an asset-gathering strategy rather and the inflows generally do not tend to be sticky and sustainable.</li><li>Instead, the management will look to scale existing schemes to ensure consistent flows into existing schemes. </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.

Growth to remain healthy; Eyeing sticky customer base: The net flows momentum in sectoral, thematic, multi-cap and multi-asset allocation funds has continued to remain buoyant.NAM has been averse to launching multiple new NFOs as the management believes that it is an asset-gathering strategy rather and the inflows generally do not tend to be sticky and sustainable.Instead, the management will look to scale existing schemes to ensure consistent flows into existing schemes. 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. - Market Share Gain Continues; Focus on Profitable Growth!

<ul><li>Operational Performance – NAM reported a strong QAAUM growth of 54/12% YoY/QoQ and gained market share across all segments.</li><li>On an overall basis, MF QAAUM market share improved by 93bps/24bps YoY/QoQ.</li><li>The share of Equity AUMs continued to improve to 49.8% vs. 49.2% QoQ. Equity AUM market share improved by 62bps YoY and stood at 6.88%. </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.

Operational Performance – NAM reported a strong QAAUM growth of 54/12% YoY/QoQ and gained market share across all segments.On an overall basis, MF QAAUM market share improved by 93bps/24bps YoY/QoQ.The share of Equity AUMs continued to improve to 49.8% vs. 49.2% QoQ. Equity AUM market share improved by 62bps YoY and stood at 6.88%. 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 - Market Share Gains Across Segments, Outlook Healthy

External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Prabhudas Lilladher's research report onNippon Life India Asset Management</li><li>We initiate coverage on NAM with ‘BUY’ rating given (1) consistent equity outperformance translating to improved net flows and in-turn market share gains (2) focus on stronger investment process and risk management and (3) robust retail franchise as indicated by enhancing SIP AUM and healthy addition of unique investors plus folios over FY19 to 9MFY24.</li><li>Significant under-penetration in Indian MF industry suggests strong growth prospects of AMC space which could benefit NAM (4th largest player). </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.

Prabhudas Lilladher's research report onNippon Life India Asset ManagementWe initiate coverage on NAM with ‘BUY’ rating given (1) consistent equity outperformance translating to improved net flows and in-turn market share gains (2) focus on stronger investment process and risk management and (3) robust retail franchise as indicated by enhancing SIP AUM and healthy addition of unique investors plus folios over FY19 to 9MFY24.Significant under-penetration in Indian MF industry suggests strong growth prospects of AMC space which could benefit NAM (4th largest player). 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 Asset Management - Back with a Bang

<ul><li>AUM growth reported strong growth at 29/7% YoY/QoQ. Yields declined marginally by 0.4 bps sequentially majorly due to a marginal decline in equity yields.</li><li>With healthy growth in AUM, revenue grew by 20/7% YoY/QoQ. Market share gain across segments with equity market share up by 15 bps sequentially to 6.67%.</li><li>Since other income is based on mark-to-market movements it will remain fluctuating going forward.</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.

AUM growth reported strong growth at 29/7% YoY/QoQ. Yields declined marginally by 0.4 bps sequentially majorly due to a marginal decline in equity yields.With healthy growth in AUM, revenue grew by 20/7% YoY/QoQ. Market share gain across segments with equity market share up by 15 bps sequentially to 6.67%.Since other income is based on mark-to-market movements it will remain fluctuating going forward.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 - AUM Growth to Remain Healthy; Yield Compression to Continue

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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Nippon Life India AMC Ltd. - Healthy Quarter; Focus on Profitable Growth Continues!

The management has indicated that the net flows in Jan’25 haven't shown any signs of distortion and stay at par with Dec’24 trends.

Axis Direct

Nippon Life India AMC Ltd. - Market Share Gain Continues; Focus on Profitable Growth!

Growth to remain healthy; Eyeing sticky customer base: The net flows momentum in sectoral, thematic, multi-cap and multi-asset allocation funds has...

Axis Direct

Nippon Life India AMC Ltd - Market Share Gains Across Segments, Outlook Healthy

Operational Performance – NAM reported a strong QAAUM growth of 54/12% YoY/QoQ and gained market share across all segments.

Axis Direct

Nippon Life India Asset Management - Back with a Bang

Significant under-penetration in Indian MF industry suggests strong growth prospects of AMC space which could benefit NAM (4th largest player).

Prabhudas Lilladhar

Nippon Life India AMC - AUM Growth to Remain Healthy; Yield Compression to Continue

AUM growth reported strong growth at 29/7% YoY/QoQ. Yields declined marginally by 0.4 bps sequentially majorly due to a marginal decline in equity...

Axis Direct