Stockrabit · Analysts
Questions across 2 calls

Prayesh Jain

Motilal Oswal Financial Service

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited CC-Apr26.pdf · 2026-04-16
Yes, hi. Just one question on the -- so if you look at the top three schemes as they account for a significant portion of our AUM on equity side, probably closer to above 50% of equity plus hybrid put together. So, you know, and given that the smaller schemes would have relative more advantage in the new TER structures, do you think that that can be a strategy for us wher e we kind of push these more the smaller category product, smaller sized schemes to kind of protect our yields as well and also from a diversification of AUM perspective?
Okay. The other question was on the yields on the AIF and the PMS book. If you could spell that out for us, so it's kind of easier for us to t hink about what kind of incremental revenue contribution that can come in from these two products over the next few years?

Nippon Life India Asset Management Limited

Nippon Life India Asset Management Limited CC-Jun24.pdf · 2024-07-19
Congrats on a good set of numbers. Firstly, if we think about the strategy with respect to branch expansion or deepening your presence, further presence into the country, what are your thoughts there, what are your strategies there? You added some 2,900 distributors in the quarter . So what is the strategy there? That would be my first question. And related to that, second question as to how should we think about your other expenses growing in this year where you guided for the employee cost, but from other expenses standpoint, how do we see this increasing? And coming back to the employee cost of it, addition of employees at the sales and distribution level, do you think that this should continue? Or are we reaching an optimal stage whether you invested enough for the next 1 or 2 years? Or is it that you still will continue to add?
12% to 13% increase and a large portion of that would be in what, because generally, there should be a good scale benefits. So a large portion of this increase would come in from what element, the digital, advertisement, what would kind of take away a large portion of this increase?