Shares of Nippon Life India Asset Management Ltd. gained as much as 3% on Tuesday, September 1, following the company's analyst day presentation. According to reports from CNBC TV18, the stock is currently trading 1.5% higher at ₹1,189.9 on Tuesday. Among the 26 analysts that cover the stock, 20 have a 'buy' rating, five say 'hold', and one has a 'sell' rating. The consensus 12-month target price stands at ₹1,256.92, implying an upside of around 7% from Monday's closing price.
According to Nomura's latest analysis, Nippon AMC emerged as the standout performer in August 2026 with an 8.3% flow share, significantly outperforming its 7.4% AUM share by 2.1 percentage points. The brokerage noted that NAM strong is among the key takeaways from its August flow preview. In contrast, HDFC AMC saw its flow share decline to 7.0% from 9.1% in July, falling below its 12.7% AUM share due to outflows in BAF and aggressive hybrid funds. ICICI AMC maintained steady performance with an expected flow share of 7.4%, while SBI AMC is projected to see a sharp decline to 4.3% from 9.7% in July.
Nomura expects Indian mutual funds' net equity inflows to rise sharply in August 2026, with total flows estimated at ₹410 billion excluding arbitrage, representing a 36% month-on-month increase from ₹301 billion in July. Excluding new fund offers (NFOs), flows are estimated at ₹345 billion, implying a 15% month-on-month increase. Small-cap funds are expected to be the largest contributor at ₹88 billion (26% share), followed by mid-cap funds at ₹66 billion (19% share) and flexi-cap funds at ₹52 billion (15% share). The brokerage expects strong sectoral and thematic inflows of ₹25 billion compared with ₹13 billion in July, while ELSS flows remain negative amid the government's new tax regime push.
According to The Financial Express, Nippon AMC has emerged as a major beneficiary of the precious metals rally, with its shares gaining over 42% in the past year. The company's combined gold and silver ETF assets crossed ₹1 lakh crore earlier this year, making it the category leader. As per AMFI data for June 2026, Nippon's combined AUM stood at ₹87,320 crore, giving it a 35% market share in gold and silver ETFs across the industry. The shift towards equity is another important tailwind, with the share of equity assets in total AUM increasing from 29% in June 2020 to 41% in June 2026, while commodities ETFs grew from 2% to 11%. Nippon's total mutual fund AUM reached ₹7.5 lakh crore at the end of June 2026, with its quarterly average AUM market share rising to 9.04% from 7.28% in June 2023.
According to The Financial Express, Nippon AMC delivered strong FY26 performance with revenue rising 21.4% and net profit increasing 18.9% year-on-year. In Q1FY27, the company reported its highest-ever quarterly profit of ₹504 crore, up 27% YoY. The growth momentum is visible in SIP flows, with quarterly SIP inflows growing from ₹1,940 crore in FY22 to ₹10,590 crore in FY26, a 445% increase over four years. For Q1FY27, total SIP flow reached ₹11,030 crore. Nippon's SIP folios have reached 10.9 million, up 9% year-on-year, while SIP AUM crossed ₹1.84 lakh crore, up 20%. Notably, around 45% of Nippon's SIP AUM has remained invested for more than five years, compared with just 31% for the industry.
