AMC AUM growth supported by SIP run rate and product vintage
Current AUM of ₹1.8 lakh crore is 15% higher than FY26 average; SIP run rate of ₹1,500 crore/month and 8 funds crossing 3-year vintage by March 2027 will drive flows.
MOTILALOSWALFINANCIAL / guidance tracker
Keep management guidance in view.
Motilal Oswal Financial · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
growth
Alternates AUM to grow with new fund launches
Maiden private credit fund of ₹3,000 crore and first commercial real estate credit fund expected in H2 FY27, plus series 7 of residential real estate credit fund.
Carry income run rate to increase
More funds entering carry income recognition threshold; current carry income run rate of ₹250 crore per annum expected to rise.
Broking revenues to recover in FY27
Regulatory impact behind; volumes have caught up to pre-change levels; Q4 broking revenue growth of 33% YoY indicates recovery.