Archive · 23 Aug 2025
Why are AMC Stocks Rallying?
Asset Management Companies (AMCs) are doing well, with their stocks increasing by about 43% recently.
This is because more money is coming in through Systematic Investment Plans (SIPs), which is a good sign.
The mutual fund industry is also growing, with more money being invested overall.
While some parts of the market are struggling, AMCs are attracting more investors because of their growth and stability.
This suggests AMCs are seen as a safe and profitable investment option.
AMC stocks have risen approximately 43% since the start of FY26.
Monthly gross SIP contributions increased by 7.6% to Rs 28,500 crore in July 2025.
Total SIP assets under management (AUM) grew by 11.5% in the first seven months of 2025.
Industry AUM rose by 11.1% and equity MF AUM grew by 9.7% during the same period.
The number of unique registered investors on the NSE increased by 72.60 lakh, though active clients decreased by 35 lakh.
- Who
- ICICI Securities analyzed the performance of AMCs.
- What
- AMC stocks are performing well and are increasing.
- When
- The information reflects changes since the beginning of FY26 and the first half of 2025, with the article published on Friday.
- Where
- The information is about the market in general.
- Why
- AMCs are performing well due to beneficial regulatory conditions and growing SIP contributions.
- Average AMC Stock Returns (FY26)
- 43%
- Monthly Gross SIP Contributions (July 2025)
- Rs 28,500 crore
- SIP AUM Growth (First 7 months of 2025)
- 11.5%
- Industry AUM Growth (First 7 months of 2025)
- 11.1%
- Equity MF AUM Growth (First 7 months of 2025)
- 9.7%
- Increase in Unique NSE Investors
- 72.60 lakh
- Decrease in Active NSE Clients
- 35 lakh
