Stockrabit · Analysts
Questions across 39 calls

Lalit Deo

Equirus Securities

Nuvama Wealth Management Limited

Nuvama Wealth Management Limited CC-Jun24.pdf · 2024-07-29
Yes, hi, sir. Congratulations on a good set of numbers. S ir, I have two questions actually. So, firstly, on the assets of MPIS in Nuvama Wealth and ARR assets, could you give us more details about the nature of the assets, how much is debt and equity? Because the reason I am asking this question is because if you look at the flow side, then if you calculate the MTM gains on these two books that is hardly in the range of about 2% to 3% on a sequential basis.
But as of now, how much would it be? Can you give us a sense and how it has improved over the last two years?
Nuvama Wealth Management Limited CC-Sep23.pdf · 2023-10-30
Yes. Hi, sir. Good afternoon. So firstly, like in the Nuvama Wealth business, so like there are two models. One is the RM model and the second one is the external RM model. So, could you give us more colour in it like the accounting treatment and what is the like does the sub -broker payout in the external RMs add pressure? That would be my first question.
So, is it fair to say like that then the clients on the wealth side will have some overlap, wealth we have -- will be managed by the RMs as well as the external managers or they are exclusive, the clients are also exclusive as per data we have?

Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited CC-Jun24.pdf · 2024-07-25
Congratulations on a good set of numbers. S ir, my first question is on the SIP flows. So, we have seen a good ramp-up in our SIP book as well as in registrations. So, could you highlight the channels from where we are receiving the increased interest with the same ? And also I wanted to understand that this SIP flow also includes systematic transactions. So, could you just give us the breakup between the SIP and STP flows?
Sure, sir. And sir, apart from the SIP, how has been our trend in the lump sum flows also on the equity side?
Aditya Birla Sun Life AMC Limited CC-Sep23.pdf ·
Yes. Good evening, sir. Thanks for the opportunity. Sir, just a small question like. Sir, last quarter, we have highlighted that we have selected a pool of schemes where we have seen improvement in our performance. And then flow market share has been improving. So, could you tell us like what is your strate gy over there? Like have we added any more schemes over there. And what is our gross flow market share in the last three months to four months over in those schemes, particularly?
Yes. Just to follow up on this, so within these schemes like currently, qualitatively what would be our gross flow market share in the last three months to four months. Like if any quantification could be helpful?

Nippon Life India Asset Management Limited

Nippon Life India Asset Management Limited CC-Jun24.pdf · 2024-07-19
Congratulations on a good set of numbers. So just two questions. So firstly, with respect to the consultation paper which SEBI has come up with, could you share the comments around the same like what -- how are we looking at this on the new asset class? So that will be my first question.
Yes. The second question is like so during the quarter like we have seen some compression on the yield side. So what were the reasons for the same? And like also could you give us yields on the asset class wise, like equity, debt, liquid?
Nippon Life India Asset Management Limited CC-Dec23.pdf · 2024-01-30
Good morning, everyone. Firstly on the yields side, like as you mentioned that the equity yield is around in the mid 60s so we have seen a sharp decline over the past two quarters like it has gone down from mid 70s to mid 60s so can you qualitatively highlight the difference between the stock yield and the flow yield like what is the current status over there?
Sure and second one on the ETF side so like in the volume market share , we have seen some decline in the overall volume market share in the ETF side. In the industry level we are seeing that there are a lot of players who have been launching ETFs and lot of schemes on the ETF si de, what are the ways we are trying to do to maintain this kind of a market share going ahead? Could you give us some sense over there?
Nippon Life India Asset Management Limited CC-Sep23.pdf · 2023-10-30
Sir, I just have one question on the distribution side, so like as you mentioned that we are seeing like about 7% market share on the gross flows, so but across channels could you give us more color like where we are seeing the highest pickup in this flows and which are the segments where we want to see more pickup in this distribution channel?
And sir, just two data keeping questions, so like you mentioned that this quarter we have a net addition of 70 basis points on the equity, so like what was it during the last quarter, could you quantify?

Anand Rathi Wealth Limited

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited CC-Dec23.pdf · 2024-01-11
Good evening, sir, and congratulations on a good set of numbers. So, one clarification, sir. So , like you mentioned that the market share in other channels, the direct channel in equity is in the late 20s. The late ‘24, was it something else?
Sir, so in one of the earlier questions which have been asked, so in the equity AUM channel mix, sir, the direct channel has been increasing at a much higher pace. So , like qualitatively, what would be our market share in the direct channel in the equity space itself? Or an y comments around that?
HDFC Asset Management Company Limited CC-Sep23.pdf · 2023-10-12
So, just wanted to understand, sir like, if we see the equity AUM channel mix, so we s ee that the share of direct plan originated equity AUM has increased. So just wanted to know your thoughts on the channel-wise market share on the flow side, like where we are seeing the most improvement in our market share across which channels? That would be my first question. And the second question will be, so now with the change of control to HDFC Bank now. So , what are the changes which we have done at the ground level to improve the mix to move the contribution from HDFC Bank to HDFC AMC?

Computer Age Management Services Limited

Computer Age Management Services Limited CC-Sep23.pdf · 2023-11-09
So, coming on the AIF revenue piece, so if you see the overall AUM growth in the AIF segment that has grown materially during this quarter, but since the revenues have not grown , have remained broadly flattish on a sequential basis. So, do we expect that from this growth in the AUM the revenues could come up in the coming quarters , t hat was the first question. And second, like you mentioned b ecause of the renegotiation happening there were some kind of pressure on the revenue yields. So, what is the pipeline over the next 12 to 18 months, is there any major contract negotiations going to take place with our mutual fund plans?
Sure. And sir just last, one data question you mentioned, a clarification you mentioned that the fixed expenses will be 12% of our revenue will be below 1 2% of the revenues, or was it something else?

IDFC First Bank Limited

IDFC First Bank Limited CC-Sep23.pdf · 2023-10-28
So, sort of just ask a couple of questions. So first in the retail loan portfolio, so like we are seeing a strong growth in the digital loan segment. So, could you give us more color like what is the nature of these loans and what is the ticket over there like like who are the major customers as well?
My second question was on like while we have indicated that our collection efficiency has been strong at about 99.5%, but if we see the segment wise GNPA in the retail segment, we see that in the credit card, consumer durables, there has been a small increase on a sequential basis in the GNPA. So, on a sequential basis, d o we see higher slippages in these segments, could you tell us more color in this?

Kfin Technologies Limited

Kfin Technologies Limited CC-Sep23.pdf · 2023-10-23
Good afternoon, sir. Congratulations on a good set of numbers. Sir, I have just two questions. So, firstly, on the issuer solution business, we have seen a material increase in our revenues in this quarter. So, could you give us more light in terms of the unit economics in the IPO business? Like how does it help in increasing the revenues over there? And also on the newer contract in the LIC pension fund business, what is the quantum of revenues which we can expect in that contract over the coming years? That will be the two question.
Yes, the second question was on the LIC pension fund contract.

Karur Vysya Bank Limited

UTI Asset Management Company Limited

UTI Asset Management Company Limited CC-Mar24.pdf ·
Sir, the first question is, as you mentioned on the yields, can you repeat the numbers on the cash and arbitrage, and as you mentioned on the debt stream, what were the yields and how much expense for the group?
On the flow side, while we are taking steps to increase our flows across channels, but then on the net sales side, and on the equity side, we are still seeing some pressure on redemption. Right? Could you highlight what the gross sales were during the quarter in the equity and hybrid category?