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Bloomberg Quint

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Image Credit: Bloomberg Quint

Financial Services Q4 Results Preview: DRChoksey Expects Stress To Bottom Out; HDFC AMC Among Top Picks

  • DRChoksey expects stress to bottom out in the financial services sector.
  • HDFC AMC and Poonawalla Fincorp are DRChoksey's top picks in the sector due to their strong brand equity and market positioning.
  • The mutual fund industry's net AUM declined from Rs 67.25 Tn to Rs 64.53 trillion in February 2025, despite net inflows of Rs 400.6 billion during the month.
  • DRChoksey remains optimistic about high-quality NBFCs with diversified asset profiles and prudent risk management as credit cycles normalize and digital leverage reflects in margins and return ratios.

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