NSE: HDFCAMC | BSE: 541729

Expensive Performer

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2784.40 -9.60 (-0.34%)

33.38% Gain from 52W Low

838.8K NSE+BSE Volume

NSE 22 Apr, 2026 12:59 PM (IST)

119,283.8

Market Cap

Market Runner Up

Beta 1Year

Very High Volatility

Target Downgrade

BOB Capital retains a 'Buy' rating on HDFC Asset Management Co; cuts the target price to Rs 3,175 See details

HDFC Asset Management Company Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for HDFCAMC, BSE:541729 HDFC Asset Management Company Ltd.

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HDFC Asset Management Company Ltd.

17 Apr 2026

2784.40

-0.34%

HDFC Asset Management Company (HDFCAMC IN) Q4FY26 Result Update New TER guidelines may not have a material effect BUY

Buy: HDFC Asset Management Comp...

Prabhudas Lilladhar

Soft quarter; core income miss due to lower revenue New TER guidelines may not have a material impact Net equity flows remain strong driving market share gains HDFCAMC saw a soft quarter as core income at INR 8.4bn was 2.3% lower to PLe due to miss on revenue. Management attributed this to lesser days in Q4FY26 (90 days) vs Q3FY26 (92 days). Company suggested that GST impact as per new TER directives may be 3-4 bps which could be passed to distributors. Led by strong equity performance in 3-yr bucket, market share in net flows remains 2nd highest; it was 15%...

HDFC AMC has gained 16.70% in the last 1 Month

HDFC Asset Management Company Ltd.

17 Apr 2026

2784.40

-0.34%

HDFC AMC (BUY): Lower other income, core revenue impact PAT

Buy: HDFC Asset Management Comp...

Target

BOB Capital Markets Ltd.

HDFC AMC reported in line operating performance sequentially, while core revenue declined 2% QoQ

Number of FII/FPI investors decreased from 984 to 978 in Mar 2026 qtr

HDFC Asset Management Company Ltd.

17 Apr 2026

2784.40

-0.34%

Core compounds 18%; Q4 PAT miss is treasury noise, not franchise signal

Buy: HDFC Asset Management Comp...

Target

Deven Choksey

HDFC AMC's Q4 PAT miss is a one-time treasury MTM drawdown on SEBI skin-in-the-game equity holdings, not a franchise issue. Core operations held firm FY26 revenue +18% YoY, operating profit +18%, PAT +16%, margin at 35 bps of AUM.

HDFC Asset Management Company Ltd. is trading above all available SMAs

HDFC Asset Management Company Ltd.

17 Apr 2026

2784.40

-0.34%

HDFC Asset Management Co. Ltd.

Buy: HDFC Asset Management Comp...

ICICI Direct

Strong distribution network with 280 branches and over 1,09,000 empanelled distribution partners Q4FY26 performance: HDFC AMC reported steady set of Q4FY26 results. Quarterly average AUM (QAAUM) grew ~20% YoY, 0.3% QoQ to 9.3 tn, while market share remained stable at ~11.4%. Sequentially, revenue yield was down ~1 bp at 45.3 bps owing to lower number of days i.e. 90 days in Q4 vs 92 in Q3. Revenue grew 17% YoY, -2% QoQ to 1,050 crore. EBITDA margin was broadly stable. PAT reported at 623 crore, declining by 2.5% YoY and 19.1% QoQ mainly owing to lower other...

HDFC AMC has gained 16.70% in the last 1 Month

HDFC Asset Management Company Ltd.

16 Apr 2026

2784.40

-0.34%

Non-MF business to drive incremental growth

Buy: HDFC Asset Management Comp...

Target

Motilal Oswal

HDFC AMC’s operating revenue grew 17% YoY, but it declined 2% QoQ to INR10.5b (in line). Yields came in at 45.4bp in 4QFY26 vs. 46.6bp in 4QFY25 and 46.5bp in 3QFY26. For FY26, revenue grew 18% YoY to INR41.2b.

HDFC Asset Management Company Ltd. is trading above all available SMAs

HDFC Asset Management Company Ltd.

23 Mar 2026

2784.40

-0.34%

Well-positioned with reasonable valuations

Buy: HDFC Asset Management Comp...

Target

Motilal Oswal

HDFC AMC is one of the top three mutual fund houses, with QAAUM of INR9.2t and overall/active equity market share of 11.4%/13% as of Dec’25, supported by steady net inflows, robust SIP momentum, favorable equity mix, and a strong distribution network.

BOB Capital Markets Ltd. decreased Buy price target of HDFC Asset Management Company Ltd. to 3175.0 on 17 Apr, 2026.

HDFC Asset Management Company Ltd.

16 Jan 2026

2784.40

-0.34%

HDFC Asset Management Co. Ltd.

Buy: HDFC Asset Management Comp...

ICICI Direct

Strong distribution network with 280 branches and over 1,06,000 empanelled distribution partners Q3FY26 performance: HDFC AMC continued to deliver a healthy set of results in Q3FY26, aided by industry tailwind, steady market share and a favourable asset mix. Quarterly average AUM grew 5% QoQ to 9.25 trillion, with market share broadly stable at 11.4%. The high-yielding equity-oriented mix remained strong at ~65% of QAAUM versus the industry average of ~56%. Revenue rose 5% QoQ to 1074 crore, supported by AUM growth while operating profit increased 10% QoQ...

HDFC AMC has gained 16.70% in the last 1 Month

HDFC Asset Management Company Ltd.

16 Jan 2026

2784.40

-0.34%

Well placed to benefit from sectoral tailwinds; better yield outlook is a positive

Buy: HDFC Asset Management Comp...

ICICI Securities Limited

We have been positive on asset management space, considering the levers of stable systematic investments and a better yield outlook now led by the passage of recent regulations on TER.

HDFC Asset Management Company Ltd. is trading above all available SMAs

HDFC Asset Management Company Ltd.

15 Jan 2026

2784.40

-0.34%

Revenue in line; higher other income drives PAT beat

Buy: HDFC Asset Management Comp...

Motilal Oswal

HDFC AMC’s operating revenue grew 15% YoY/5% QoQ to INR10.8b (inline). Yields came in at 46.5bp in 3QFY26 vs. 47.5bp in 3QFY25 and 46.6bp in 2QFY26. For 9MFY26, revenue grew 18% YoY to INR30.7b.