Q1-FY27 · Navnit Singh
I think this is like India's 401k moment and the investor behavior is very different than what I've seen as a fund manager or as a CIO for a long time where retail flows would ebb and flow with market sentiment.
HDFCAMC / language trends
Read confidence between the lines.
HDFC Asset Management Company · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY27 · Simil Kanuga
The real risk is underinvesting and we will not underinvest.
Q1-FY27 · Simil Kanuga
We have demonstrated great capability on the investment management, on risk management and on product management, and the whole idea is that how do we become a one-stop solution for all kinds of investors.
Q2-FY26 · Navit Manut
We have put a mission for ourselves that is to be the wealth creator for every Indian... our vision may sound even more audacious which is to be the most respected asset manager in the world.
Q2-FY26 · Noad Survala
We don't view margin in isolation. It's simply an outcome. The real focus is on expanding absolute profitability.
Q2-FY26 · Navit Manut
The heartening feature of flows is increasing amount coming through the monthly SIP number of accounts also you should notice they have also been growing quarter after quarter.
Q3-FY26 · Navnit Morar
We don't sacrifice profitability just for market share or for a scale for us that's very critical.
Q3-FY26 · Siml Kanuga
The positive side of this change if I can highlight one is reduced ER and hence even better alpha.
Q3-FY26 · Navnit Morar
I hope that in my lifetime I don't have to answer that question. In my lifetime it will remain active and passive rather than active versus passive.