Top 5 AMC Stocks in India 2025 – Overview and Insights

Imagine while reading a newspaper you came to know that the mutual fund industry currently has around 68,00,000 crores of assets under management (AUM), delivering impressive returns to investors. But did you know there are some companies that manage these funds that are also listed on the Indian stock market? 

In this blog, we will give you an overview of the stock of top asset management companies stocks in India.

What are Asset Management Companies?

Asset management companies (AMC) are those financial institutions which manage the funds or investments of different categories of investors such as individuals, institutions, businesses, etc. Their main objective is to earn a profit for their investors, and for their services, they charge a certain amount of fees depending on the Asset Under Management or AUM. The asset management company stocks are the shares issued by the companies managing the mutual funds.

List of AMC Stocks in India

Below mention are the listed Asset Management Companies (AMC) in India:

1. HDFC Asset Management Company Limited
2. Nippon Life India Asset Management Limited
3. Aditya Birla Sun Life AMC Limited
4. UTI Asset Management Company Limited
5. Shriram Asset Management Company Limited

Company	Current Market Price (INR)	Market Capitalisation (In Crore)	52-Week High	52-Week Low
HDFC Asset Management Company Limited	3,865	82,583	4,864	3,255
Nippon Life India Asset Management Limited	638	40,378	816	430
Aditya Birla Sun Life AMC Limited	738	21,296	912	450
UTI Asset Management Company Limited	1,186	15,231	1,408	802
Shriram Asset Management Company Limited	485	631	697	226

Overview of AMC Stocks

1. HDFC Asset Management Company Limited

The HDFC Asset Management Company Limited was incorporated in 1999 as a joint venture between HDFC Limited and Standard Life Investments Limited. In 2003, it acquired Zurich Mutual Fund and Morgan Stanley Mutual Fund in 2014. The company launched its IPO in 2018 and became a publicly listed company.

Key Highlights: 

1. As of 30th September 2024, the company manages an AUM of more than ₹7.5 Lakh crores. 
2. The company has more than 90,000 distributors empanelled with them.
3. It has 255 branches and more than 1,597 employees.
4. The company’s headquarters is situated in Mumbai.

Know the Returns:

1Y Return (%)	3Y Return (%)	5Y Return (%)
16.37%	64.64%	26.95%

2. Nippon Life India Asset Management Limited

The company was incorporated in 1995 under the sponsorship of Reliance Capital Limited. Initially, it was known as Reliance Mutual Fund. Nippon Life Insurance acquired a 26% stake in Reliance Mutual Fund, and by this, it entered into the asset management sector. In 2017, the company got itself listed on the Indian Stock Exchange and rebranded itself as Reliance Nippon Life Asset Management Limited. After that, in 2019, Nippon Life Insurance acquired 75% of the total equity in the company and renamed it Nippon Life India Asset Management Company.

Key Highlights:

1. The company’s AUM is around 5.49 lakh crores.
2. The total number of folios managed by the company is 287.77 lakhs.
3. As of 31st March 2024, the company has 263 branch offices across India.

The company’s headquarters is situated in Mumbai.

Know the Returns:

1Y Return (%)	3Y Return (%)	5Y Return (%)
34.02%	83.13%	95.01%

3. Aditya Birla Sun Life AMC Limited

Aditya Birla Sunlife Mutual Fund was incorporated in 1994, and it was a joint venture between Aditya Birla Group and Sun Life Financial Incorporation. In 2017, the company changed its name to Aditya Birla Sun Life Asset Management Company. The company launched an IPO in 2021 and got itself listed on the Indian Stock Exchange.

Key Highlights

1. The company has more than 1.02 crore folios managed under its brand.
2. The company has a presence across 300 locations.
3. The total amount of assets managed by the company is around 4 Lakh crores.
4. The company’s headquarters is situated in Mumbai.

Know the Returns:

1Y Return (%)	3Y Return (%)	5Y Return (%)
52.38%	30.60%	7.48%

4. UTI Asset Management Company Limited:

UTI Mutual Fund is India’s oldest mutual fund and played an important role in channeling the savings of the Indian people into equity investments. Unit Trust of India was established in 1963, and later, in 2003, after the restructuring of Unit Trust of India, UTI Mutual Fund was made a separate entity and registered with the Securities and Exchange Board of India. The company launched its IPO in 2020, and with this, it became a publicly listed company.

Key Highlights

1. The total number of folios managed by the company is 1.22 crore.
2. The company has a presence across 210 locations.
3. The total amount of assets managed by the company is around 2.83 Lakh crores.
4. The company’s headquarters is situated in Mumbai.

Know the Returns:

1Y Return (%)	3Y Return (%)	5Y Return (%)
40.59%	15.90%	150.59%

5. Shriram Asset Management Company Limited

Shriram Asset Management Company was incorporated in 1994 with the aim of managing investor funds. It is a part of the Shriram Group, which was incorporated in 1974. The company launched its first mutual fund scheme in 1995 and is currently focusing on improving its investment platform using innovative technologies. 

Key Highlights

1. The company is currently managing an AUM of around 876 crores.
2. The company’s headquarters is situated in Mumbai.

Know the Returns:

1Y Return (%)	3Y Return (%)	5Y Return (%)
43.47%	388.40%	402.92%

Key Performance Indicators (KPIs)

Company	Operating Profit Margin (%)	Net Profit Margin (%)	Return on Equity (%)	ROCE (%)	Current Ratio
HDFC Asset Management Company Limited	96.12	75.17	27.45	33.99	29.79
Nippon Life India Asset Management Limited	82.68	67.32	27.87	32.75	17.32
Aditya Birla Sun Life AMC Limited	74.91	57.66	24.62	30.73	16.04
UTI Asset Management Company Limited	57.46	46.17	17.44	19.69	17.83
Shriram Asset Management Company Limited	-70.08	-86.37	-8.84	-7.08	48.15

Read Also: Top AMCs in India

Advantages of Investing in the Finance Asset Management Sector Stocks

The advantages of investing in Finance Asset Management Companies stocks are as follows:

• Revenue Source: Asset management companies’ revenue source is very steady as they charge fees from their customers based on the assets they manage.
•  Growth potential: With the growing penetration of the Indian mutual fund industry, asset management companies have high growth potential. With an increasing AUM, the companies are expected to perform well in the future.
• Low capital requirement: Asset management companies require less capital expenditure than other industries, which eventually increases their profit margin.
• Diversification: One can diversify their portfolio by investing in asset management companies and protecting their portfolio from stock-specific or sector-specific risks.  

Risk Involved while Investing in Finance Asset Management Sector Stocks

There are certain risks involved while investing in asset management companies, a few of which are mentioned below:

•  Competition:  The finance asset management sector is highly competitive since there are established players in this sector. Companies with strong brand recognition tend to have a competitive advantage over others.
• Regulation:  In India, the mutual industry is regulated by the Securities and Exchange Board of India, and any new regulation introduced by the regulatory authority could impact the profit of these companies.
• Economic Downturn: Asset management companies are dependent upon the investments made by the investor; any economic slowdown will reduce the company’s AUM and directly impact its revenues.
• Key Person Risk: The performance of asset management companies depends on the fund manager who manages the AUM. If their investment approach generates significant profits for the investor, then other companies might try to convince that particular fund manager to work for them.

Future of Asset Management Sector Stocks

This sector will benefit from the rise of the Mutual Fund Industry. The industry has a significant growth potential in the long run due to the constant rise in the assets under management. With the rise in SIP amounts and retail participation, the mutual fund industry has grown at a compounded annual growth rate of more than 17.5% in the past five years. As of November 2024, the AUM of the mutual fund industry stood around ₹68 lakh crores and is expected to cross ₹100 lakh crores in the next five years. Due to the reasons mentioned above, the companies engaged in this sector are likely to perform well in the coming years as they are the direct beneficiaries of it.

Conclusion

On a concluding note, financial asset management companies have high growth potential in the long run, especially during the bullish market trends. Their revenue sources are based on fee structures and will increase with the increasing participation of investors. However, it is crucial to analyze the investment opportunities in this sector as asset management companies work in a highly regulated environment, and the industry is highly competitive. One can diversify its investment portfolio by including a few stocks of listed asset management companies (AMC). However, before making any investment decision, you must consult your investment advisor.

You can open a free Demat account with Pocketful to start investing in finance asset management companies.

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