Research ReportsFinancial Services Q4 Results Preview: DRChoksey Expects Stress To Bottom Out; HDFC AMC Among Top Picks
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Financial Services Q4 Results Preview: DRChoksey Expects Stress To Bottom Out; HDFC AMC Among Top Picks
HDFC AMC and Poonawalla Fincorp stand out for their strong brand equity and robust market positioning., hence remains DRChoksey's top pick in the sector
In February 2025, the mutual fund industry's net AUM declined from Rs 67.25 Tn to Rs 64.53 trillion, despite reporting net inflows of Rs 400.6 billion during the month.
(Photo: Radha Raswe/NDTV Profit)
DRChoksey remains constructive on high-quality NBFCs with diversified asset profiles, scalable operating models, and prudent risk management. These players are expected to outperform as credit cycles normalize and digital operating leverage begins to reflect meaningfully in margins and return ratios.