🚨 Capital Infra Trust is quietly building one of India’s FASTEST growing highway InvIT platforms 👀
In just one quarter:
🛣️ Added 3 new HAM assets
💰 Raised ₹15,950 Mn capital
📈 AUM jumped 57%
🏦 Debt costs reduced
💵 Strong annuity cash flows continue
And the road infra cycle in India is only getting started 🧵👇
Concall Highlights - UTI AMC Ltd.
Results Between the lines-
1. MF AUM: ₹3.88 lakh Cr (vs ₹3.39 lakh Cr YoY)
2. Group AUM: ₹23.42 lakh Cr
3. Pension AUM: ₹4.02 lakh Cr (+11.8%)
4. Added: 7.16 lakh new investors (PAN-based)
5. Total folios: 1.38 Cr
6. Gross sales market share:5.5% (quarter)
Learnings from Concall -
1. The broader industry continues to remain strong, with steady retail participation and SIP flows acting as the core driver, even during periods of volatility. Management emphasized that the key shift is not short-term flows, but structural stability in investor behaviour toward financial assets.
2. A key trend is the increasing role of SIPs and digital channels, with 76% of new SIP registrations coming digitally and overall SIP inflows growing ~13% YoY.
3. Passive business continues to scale meaningfully, with ETF + index AUM nearing ₹25,000 crore, supported by a strong pipeline of new launches, while active equity remains a key focus area for improving mix and flows.
4. Yield may see slight pressure due to mix shift toward passive and lower-duration products, though management indicated that top-line growth is a higher priority than yield optimization.
Interesting Management Quotes -
1. “Rather than rely on one or two flagship schemes…
we are trying to diversify inflows across multiple funds.”
2. “Foreign investors are pulling money out…
while domestic investors remain committed for the long term.”
3. “There is no need to add more cash to the balance sheet…
we are happy to return it to shareholders.”
Read full transcript & notes here:
https://t.co/eHrEkz9AYg
Disc: Not a Buy/Sell Recommendation
#stockscans
Banking and financial services play a crucial role in powering India’s economy.
Presenting Canara Robeco Banking and Financial Services Fund - An open-ended equity scheme investing in Banking and Financial Services Sector.
NFO is Now Open.
Know more - https://t.co/RRuSS2terQ
#MoneyInMotion
’Money in Motion’ is used in context of Banking and Financial Services Sector only and not the Scheme.
#PersonalFinance | This mutual fund has turned a monthly SIP of ₹10,000 into ₹6 crore over 33 years, delivering a CAGR of 11.58% since inception
Planning on investing?
Read on | @anshul91_m | #MutualFund#MutualFunds
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