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Aditya Birla Sun Life AMC
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Aditya Birla Sun Life AMC Share price and Fundamental Analysis
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Aditya Birla Sun Life AMC Management and History
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Company History
Aditya Birla Sun Life AMC Limited (ABSLAMC) was originally incorporated as Birla Capital International AMC Limited' at Mumbai as Public Company on 05 September 1994 and commenced operations with Certificate for Commencement of Business dated 10 November 1994. Further, name of the Company changed from 'Birla Capital International AMC Limited' to Birla Sun Life Asset Management Company Limited' pursuant to a revised Certificate of Incorporation issued by RoC dated 29 June 1999. Subsequently, name of the Company changed from 'Birla Sun Life Asset Management Company Limited' to 'Aditya Birla Sun Life AMC Limited' on 17 July 2017. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the Promoters and Major Shareholders of the Company.
The Company is a Joint Venture between the Aditya Birla Group and Sun Life Group. The Share Capital of the Company is owned by Aditya Birla Capital Limited (Subsidiary of Grasim Industries Limited) - and Sun Life (India) AMC Investments Inc., (wholly owned subsidiary of Sun Life Financial, Inc.). The principal activity is to act as an Investment Manager to Aditya Birla Sun Life Mutual Fund. It manages investment portfolios of Aditya Birla Sun Life Mutual Fund and Aditya Birla Real Estate Fund. It provides Portfolio Management Services (PMS) and Investment Advisory Services to Offshore Funds and High Net Worth Investors. It has set-up two Alternate Investment Fund (AIF) one under Category III & other under Category II with Securities Exchange Board of India (SEBI). Aditya Birla Sun Life AMC Limited has been appointed as an Investment Manager of the said AIF by the Trustee to the Fund.
The Company ranked as the largest non-bank affiliated AMC and fourth largest AMC in India managing Assets under management of Rs. 3,07,409 Crore under its suite of Mutual Fund, Portfolio Management Services, Alternate Investment Funds, Offshore and Real estate offerings. It has geographically diversified Pan-India distribution presence of over 280 location and subsidiaries in Singapore, Dubai, and Mauritius.
As on 31 March 2019, the company has 7 overseas subsidiary companies under its roof.
The Company stood as the 4th largest Asset Management Company in the Mutual Fund industry with Annual AAUM for the year ended March 31, 2020 of Rs 2,51,310 crore of AAUM and a market share of 9.58%. The Domestic Equity Annual AAUM reached Rs 90,234 crore representing a market share of 8.22% and 5 year CAGR growth of 35% which is also the 2nd highest amongst top 5 AMCs. The retail AAUM for March-2020 stood at Rs 1,06,496 crore with a market share of 8.25%, and a 5 Year CAGR of 18% which is 2nd highest among top 5 AMCs. Four new funds, Aditya Birla Sun Life Pharma & Healthcare Fund, Aditya Birla Sun Life PSU Equity Fund, Aditya Birla Sun Life Banking ETF and Aditya Birla Sun Life Fixed Term Plans garnered AUM of Rs 133 Crore, Rs 213 Crore, Rs 83 Crore and Rs 71 Crore respectively during their New Fund Offer (NFO) period.The company's presence across 310 Locations with greater than 75% locations in B-30 Cities.
As on 31 March 2021, the company has 6 overseas subsidiaries.
During the financial year 2021-22, New Horizon Fund SPC ceased to be the step-down subsidiary of the Company with effect from 30th September 2021. On the Real Estate front, the Company collaborated with Bentall Green Oak, an arm of SunLife International, to jointly source and underwrite deals for Real Estate funds. It completed its first close of Aditya Birla Real Estate Credit Opportunities Fund under Category II AIF. It has launched 13 new passive products including the Company's 1st Smart Beta and 1st Debt Index Fund.
In FY 2021-22, the Company came out with its IPO and diluted 13.50% of the paid-up equity share capital in favour of the public. Both the Promoters of the Company i.e. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc participated in the IPO by way of an Offer for Sale (OFS) and diluted 0.99% & 12.51% of their holdings, respectively, in favour of the public. The equity shares of the Company were listed on the National Stock Exchange of India Limited and BSE Limited with effect from 11th October 2021.
During the financial year 2021-22, Grasim Industries Limited and Aditya Birla Capital Limited, which continued to be Holding Company were as a result listed at National Stock Exchange of India Limited and BSE Limited. The Company set up a branch office at the Gujarat International Finance Tec-City (GIFT City) in January, 2022. As of 31st March, 2022, Aditya Birla Capital Limited manages aggregate assets under management over Rs. 3,706 billion.
As of 31st March, 2023, Aditya Birla Capital Limited manages aggregate assets under management of approximately Rs 3,600 billion.
During the year 2023, the Company launched and raised a commitment of Rs 734 Crore in India Equity Services Fund (CAT III AIF) and received a SEBI clearance for three more funds, namely ABSL India Special Opportunities Fund, ABSL India Equity Innovation Fund, ABSL Structured Opportunities Fund. On the real estate front, it completed the first close of the Aditya Birla Real Estate Credit Opportunities Fund (Category II AIF) and started deploying the first investment.
Overall Mutual Fund Quarterly Average Assets Under Management (QAAUM) in Q4 FY23 was Rs 275,204 Crore with a market share (excluding ETF) of 7.7%. Overall Mutual Fund Closing Assets Under Management was Rs 262,292 Crore. Mutual Fund Equity QAAUM in Q4 FY23 was Rs 115,827 Crore with market share of 5.6%. Equity Closing Assets Under Management was Rs 111,135 Crore. Mutual Fund Fixed Income QAAUM of the Company in Q4 FY23 was Rs 159,377 Crore with market share of 10.6%.
Aditya Birla Sun Life AMC Share Price
Aditya Birla Sun Life AMC share price reflects investor sentiment toward the company and is impacted by various factors such as financial performance, market trends, and economic conditions. Share price is an indicator which shows the current value of the company's shares at which buyers or sellers can transact.
Aditya Birla Sun Life AMC Market Cap
Market capitalization of Aditya Birla Sun Life AMC indicates the total value of its outstanding shares. Marketcap is calculated by multiplying share price and outstanding shares of the company. It is a helpful metric for assessing the company's size and market Valuation. It also helps investors understand how Aditya Birla Sun Life AMC is valued compared to its competitors.
Aditya Birla Sun Life AMC PE Ratio
Aditya Birla Sun Life AMC PE ratio helps investors understand what is the market value of each stock compared to Aditya Birla Sun Life AMC 's earnings. A PE ratio higher than the average industry PE could indicate an overvaluation of the stock, whereas a lower PE compared to the average industry PE could indicate an undervaluation.
Aditya Birla Sun Life AMC PEG Ratio
The PEG ratio of Aditya Birla Sun Life AMC evaluates its PE ratio in relation to its growth rate. A PEG ratio of 1 indicates a fair value, a PEG ratio of less than 1 indicates undervaluation, and a PEG ratio of more than 1 indicates overvaluation.
Aditya Birla Sun Life AMC ROE (Return on Equity)
Return on Equity (ROE) measures how effectively Aditya Birla Sun Life AMC generates profit from shareholders' equity. A higher ROE of more than 20% indicates better financial performance in terms of profitability.
Aditya Birla Sun Life AMC ROCE (Return on Capital Employed)
Return on Capital Employed (ROCE) evaluates the profitability of Aditya Birla Sun Life AMC in relation to its capital employed. In simple terms, ROCE provides insight to investors as to how well the company is utilizing the capital deployed. A high ROCE of more than 20% shows that the business is making profitable use of its capital.
Aditya Birla Sun Life AMC Total Debt
Total debt of Aditya Birla Sun Life AMC shows how much the company owes to either banks or individual creditors. In simple terms, this is the amount the company has to repay. Total debt can be a very useful metric to show the financial health of the company. Total debt more than equity is considered to be a bad sign.
Aditya Birla Sun Life AMC Debt to Equity Ratio
The Debt-to-Equity (DE) ratio of Aditya Birla Sun Life AMC compares its total debt to shareholders' equity. A higher Debt to Equity ratio could indicate higher financial risk, while a lower ratio suggests that the company is managing its debt efficiently.
Aditya Birla Sun Life AMC CAGR (Compound Annual Growth Rate)
CAGR shows the consistent growth rate of Aditya Birla Sun Life AMC over a specific period, whether it is over a month, a year, or 10 years. It is a key metric to evaluate the company’s long-term growth potential. Main metrics for which CAGR is calculated are net sales, net profit, operating profit, and stock returns.
Aditya Birla Sun Life AMC Technical Analysis
Technical analysis of Aditya Birla Sun Life AMC helps investors get an insight into when they can enter or exit the stock. Key components of Aditya Birla Sun Life AMC Technical Analysis include:
Support Levels (S1, S2, S3)
There are usually multiple support levels, but the main support levels for a stock are S1, S2, S3. Support levels indicate price points where stock might get support from buyers, helping the stock stop falling and rise.
Resistance Levels (R1, R2, R3)
There are usually multiple resistance levels, but the main resistance levels for a stock are R1, R2, R3. Resistance levels represent price points where Aditya Birla Sun Life AMC shares often struggle to rise above due to selling pressure.
Aditya Birla Sun Life AMC Dividends
Dividends refer to the portion of the company’s profits distributed to its shareholders. Dividends are typically paid out in cash and reflect Aditya Birla Sun Life AMC ’s financial health and profitability.
Aditya Birla Sun Life AMC Bonus Shares
Bonus shares are usually given by companies to make the stock more affordable, increase liquidity, boost investor confidence, and more.
Aditya Birla Sun Life AMC Stock Split
Stock split increases the number of its outstanding shares by dividing each existing share into multiple shares. When the company offers a stock split, the face value of the stock reduces in the same proportion as the split ratio.
Aditya Birla Sun Life AMC Financials
The financials of Aditya Birla Sun Life AMC provide a complete view to investors about its net sales, net profit, operating profits, expenses, and overall financial health. Investors can analyze financial data to assess the company’s stability and also understand how the company has been growing financially.
Aditya Birla Sun Life AMC Profit and Loss Statements
The profit and loss statement of Aditya Birla Sun Life AMC highlights its net sales, net profit, total expenditure, and operating profits in the current financial year. This Profit and Loss statement is crucial for evaluating the profitability and financial stability of Aditya Birla Sun Life AMC .
Aditya Birla Sun Life AMC Balance Sheet
The balance sheet presents a snapshot of Aditya Birla Sun Life AMC ’s assets, liabilities, and equity of shareholders, providing insights into the financials of the company.
Aditya Birla Sun Life AMC Cashflow Statements
Cashflow statements track the company's cash inflows and outflows over a period. It is an essential tool for understanding how well the company manages its liquidity and finances.
Aditya Birla Sun Life AMC Net Interest Margin (NIM)
Aditya Birla Sun Life AMC Net Interest Margin (NIM) tells about the profitability earned by all NBFCs and financial institutions. It represents the income generated by the bank from the difference between the interest earned on loans and the interest paid on public deposits. Net Interest Margin (NIM) is a metric that monitors the profitability generated from a bank's lending activities.
Aditya Birla Sun Life AMC Non-Performing Assets (NPA) Ratio
Non-Performing Assets (NPA) indicate the ratio of a bank's loans that are classified as non-performing. A lower NPA ratio reflects stronger asset quality and more effective risk management.
Aditya Birla Sun Life AMC Capital Adequacy Ratio (CAR)
Capital Adequacy Ratio (CAR) is a metric to measure the bank's ability to absorb losses and still remain financially stable. A higher CAR shows that the bank is financially sound and can absorb potential losses.
Aditya Birla Sun Life AMC Gross NPA
Gross NPA is the percentage of total non-performing loans before provisioning, while net NPA is the percentage after provisioning. Lower gross and net NPA ratios indicate better loan quality.
Aditya Birla Sun Life AMC Net NPA Ratio
Net NPA is the actual losses a bank has incurred due to NPA accounts. Lower the NPA, better the banks can maintain stable income from interest on loans.
Aditya Birla Sun Life AMC CASA Ratio
CASA ratio tells how much of a bank's total deposits are in both current and savings accounts.
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SEBI REGISTERED RESEARCH ANALYST REGISTRATION NUMBER: INH000015729Disclaimer: "Investments in securities are subject to market risks. Read all the related documents carefully before investing." Receiving registration from SEBI and certification from NISM does not assure the performance of the intermediary or guarantee returns to investors in any manner. Compliance Email: [email protected]
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