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SBI Mutual Fund IPO: Compare Profitability, AUM Mix and Listed AMC Valuations
Original: SBI Mutual Fund IPO! Important RHP points?
Takeaway
Compare an AMC's earnings growth, asset mix and valuation rather than equating the largest AUM with the best investment.
Summary
- The host argues that SBI's leading assets-under-management position is insufficient on its own to judge the IPO; passive and institutional mandates must be distinguished from higher-value business mix.
- The comparison cites roughly 27% three-year revenue growth and 21% profit growth for SBI AMC, while noting that ICICI's profit growth was stronger despite slightly lower revenue growth.
- Canara Robeco is identified as a company to track for a possible valuation reassessment if fund performance improves; this is presented as a conditional investment thesis, not a guaranteed rerating.
amcipomutual-funds
Original description
Our SEBI Registration:Our promoters-owned company & promoters hold various registrations with regulators®ulated entities Money Purse FinservLLP (SEBI:INA000022260,AMFI:ARN116900,APMI:APRN06893) RKSV Securities:Sai Krishna Pathri AP2513030911 Angel One:Shahin Shaik AP011061201164011 ๐ ๐๐ฉ๐๐ง ๐๐จ๐ฎ๐ซ ๐๐๐ฆ๐๐ญ ๐๐๐๐จ๐ฎ๐ง๐ญ ๐จ๐๐๐๐ ๐ฉ๐๐๐๐๐๐ ๐ https://angel-one.onelink.me/Wjgr/8vx... ๐ ๐๐จ๐ข๐ง ๐๐ฎ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ ๐๐๐ฅ๐๐ ๐ซ๐๐ฆ ๐ https://telegram.openinapp.co/money-p... ๐๐ก๐๐ญ๐ฌ๐๐ฉ๐ฉ ๐๐ก๐๐ง๐ง๐๐ฅ ๐ https://tinyurl.com/32cra3sc ๐๐๐ญ ๐ ๐ข๐ญ ๐ ๐๐ฆ๐ข๐ฅ๐ฒ (๐๐ญ๐ซ๐๐ฏ๐) ๐ https://strava.app.link/4U0TAr1zzTb ๐ค ๐๐ญ๐๐ฒ ๐๐จ๐ง๐ง๐๐๐ญ๐๐ ๐๐ข๐ญ๐ก ๐๐ฌ ๐๐ง๐ฌ๐ญ๐๐ ๐ซ๐๐ฆ ๐ / moneypurseadv ๐๐ฐ๐ข๐ญ๐ญ๐๐ซ ๐ / moneypurseadv ๐ ๐๐๐๐๐จ๐จ๐ค ๐ / moneypurseadv Thanks for watching. Team Money Purse 00:00 Intro 01:26 Business 02:28 AUM Breakup 04:59 Management 06:42 AUM Comparison 09:46 Financials 10:13 Peer Comparison 12:06 IPO Details 13:00 Valuations Our Mission: Our mission is to build a financially aware and empowered community by providing practical, easy-to-understand financial knowledge in Telugu. Disclaimer: The information shared on this channel is strictly for educational purposes only and should not be considered as financial advice or buy/sell recommendations. Please consult your financial advisor before making any investment decisions. Insurance is a Subject matter of solicitation & "Mutual Fund investments are subject to market risks". Please read the scheme information document carefully before investing