Stockrabit · Analysts
Questions across 2 calls

Ansh Mehta

Value Partners

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited CC-Apr26.pdf · 2026-04-16
Thanks for the color so far and all the responses. Just one question from my side, this is on the other income component. You know, I am assuming this has come from the dip in yields towards the end of March. But just want to understand, because one of our, you know, one of the other AMCs reported a loss in this quarter. So, was this driven because of a heavier tilt towards sort of debt instruments as yields softened or was it more through active tactical rotation? I mean, how should we think about that? And also, you know, given the given the correction in Nifty in March because of the crisis, how are we adjusting our investment books, bond books duration or equity sensitivity to ensure that other income continues to remain a smoothed-in proportion of our total income?
Sure. And just going forward, I mean do you continue to do you plan to continue this, comfortable duration on the debt side?

ICICI Prudential Asset Management Company Limited