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Manjushri Sharma SEBI RA

17th Jul · SEBI-Registered Analyst

Operational Performance : 5-Year AUM CAGR Comparison

Lets Learn From the chart $AXISBANK $ICICIAMC $KOTAKBANK Axis Bank (Black): ~12.51% ICICI Prudential AMC (Blue): ~22.55% Kotak Mahindra Bank (Yellow): ~20.33% Interpretation Axis Bank (12.51%) The 5-year growth rate has declined significantly over time. This suggests the mutual fund business associated with Axis has grown much more slowly than before. Possible reasons include weaker inflows, redemption pressure, or industry competition. This is negative for the mutual fund franchise, although it doesn't necessarily mean the bank itself is weak. ICICI Prudential AMC (22.55%) Strong and improving AUM growth. Indicates healthy investor inflows. Positive for future management fee income. Suggests a stronger competitive position. Bullish indicator for the AMC business. Kotak Mahindra (20.33%) Healthy growth. Slightly below ICICI Prudential. Still indicates a strong mutual fund franchise.

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