HDFC AMC vs UTI AMC vs Nippon India AMC | Top stock in AMC sector in India

Disclaimer: This video is only for education purpose. Consult your financial Advisor before investing your money.

Timestamp
0:00 Introduction
3:19 Growth driver for mutual fund industry in India
5:20 Financial comparison - Market cap
5:41 5 Year stock return
6:47 Revenue Size
7:19 5 year revenue growth
7:44 Profit size
8:13 5 year profit growth
8:41 Operating margin
9:14 ROE
9:43 ROCE
10:12 Debt to equity
10:19 Shareholding
10:57 Valuation
11:19 Conclusion

Mutual fund sector in India is still in nascent stage. However, recently the mutual fund industry has seen a sharp jump in investors. It is expected that this trend would continue in the future. There are various factors that would drive the growth in mutual fund sector. For example, there is increase in awareness level where young generation now understand the importance of mutual funds. Moreover, investment in mutual funds has become super easy due to rising finch players. On top of that, the interest rate on FD is at an all time low. Due to all these reasons, mutual fund sector would continue to grow. This would directly benefit the AMC in India. Hence, in this video I have covered the top 3 public listed AMCs in India i.e. HDFC AMC, UTI AMC and Nippon Life India AMC. I have compared all these three companies based on parameters like market cap, revenue size, revenue growth, profit size, profit growth, ROE, ROCE, debt to equity and valuation. Finally, I have selected my top pick among HDFC AMC, UTI AMC and Nippon life India AMC.

#mutualfundsector #topamcinindia #hdfcamcvsutiamcvsnipponindiaamc

[SathyaKumarM]

All 3 AMC are at almost the bottom, and valuations are very attractive now.

[ravisrinivasan]

Finallay this video gives a solid thumsup to CAMS, which is market leader in MF RTA of around 67%

[Alajeet]

Nippon, an MNC with a pedigree of Nippon life is definitely the best among three....I own 500 shares and will hold it like my family silver for my

[SarcasticAssertive]

Good education. Will add this to my portfolio once i see a good correction.

[PraveenKumar-pxbw]

HDFC is trading at 3k above with less ROE and ROCE whereas NIPPON 75% stake is with Japanese, hence it is evident that promoters and balance sheet will be clean and mainly trading 5 times lesser to HDFC, so Nippon is the best pick and this will surely become a giant in next 5 years(considering the market that will bet more on upcoming/growing firms that are less in valuation compared to overpriced HDFC). My Vote is for Nippon and I am waiting for a correction as this is trading at a 52 week high. A big thanks to you Sahil, if I would have not seen this video I would have been a victim of overvalued HDFC.

[aadhi]

hats off to you buddy for your dedication analyses knowledge and your helping mindset

[yatinawaal]

I'm already invested in HDFC AMC. But Nipon is a good choice too

[SHARADPATIL-tlor]

You covered emerging market segment that is top growing AMC in India. Good analysis & different type of information.

[suchetanachakraborty]

I am also thinking of choosing Nipoon.

[sushyantk]

Hi Sahil - thank you for the video - super useful and well researched. I would like to call out that the roe numbers you reported for hdfc amc seem to be incorrect.

For example - Hdfc amc did a 27 percent roe in fy22 and used to do much higher Roes in the previous years - as high as 40 percent 5 years ago. Hdfc amc gets the rich valuations it does (currently 6+ times book and 30 times earnings) because of the high ROE.

Regards

[deepakdkrishna]

Mind Blowing - Crystal Clear analysis and powerful knowledge sharing .

[amritaadhikary]

Please make an updated video. UTIAMC has given a good breakout.

[basheermu]

It will be much better to invest in CAMS than any of the mutual fund companies

[rajasekharv]

Thanks Sahil. From past month I have been struggling which AMC to invest. This video may help.

Edit: I am also checking amfi data. ETF are getting good inflows. Nippon AMC I want to invest too from a month.

[fgtljmm]

Hdfc amc price to earnings multiple is almost double of uti amc....just because of hdfc name people go after it

[AnandKumar-efff]

I am holding except NAM India at 2920 5 shares and at 1060 UTI AMC.Good or not for long term

[rajagopalparthasarathi]

Excellent and crisp presentation. Very informative

[ramamoorthyganga]

HATS OFF...thank you ji...every video is useful without any doubt...god bless you

[SuripeddiK]

I took all the 3 but HDFC AMC is my first choice.

[vinaysharma]

Thanks for such a crisp clear analysis definitely watch your other vedios keep it up brother