Aditya Birla Sun Life AMC Ltd. benchmarking: Performance to industry peers

Financial

	Aditya Birla Sun AMC	HDFC Asset Mngt. Co	Nippon LifeInd.Asset
Operational Metrics
Asset Management
AUM - Mutual Funds	435680.14 Crs	969059.41 Crs	777422.23 Crs
5 Yr AUM CAGR - Mutual Funds	9.39 %	17.67 %	25.72 %
% of AUM in equity fund	42.57 %	52.68 %	47.98 %
Financials
5 yr Average ROE	25.61 %	28.0 %	26.63 %
5yr average Equity Multiplier	1.1	1.08	1.1
5yr Average Asset Turnover Ratio	0.44	0.37	0.41
5yr Avg Net Profit Margin	53.28 %	70.13 %	58.41 %
Price to Book	7.07	11.86	15.83
P/E	28.38	37.12	45.06
5yr Avg Cash Conversion Cycle	11.13 Days	12.94 Days	9.96 Days
Inventory Days	0.0	0.0	0.0
Days Receivable	11.13 Days	12.94 Days	9.96 Days
Days Payable	0.0	0.0	0.0
5yr Average Interest Coverage Ratio	202.01	274.22	249.47
5yr Avg ROCE	32.95 %	35.3 %	33.1 %
5yr Avg Operating Profit Margin	59.15 %	77.53 %	62.11 %
5 yr average Debt to Equity	0.0	0.0	0.0
5yr CAGR Net Profit	7.7 %	14.96 %	15.5 %
5yr Average Return on Assets	23.2 %	26.05 %	24.13 %
Shareholdings
Promoter Holding	74.71 %	52.34 %	71.8 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	-11.78 %	-0.21 %	-1.84 %
Change in Mutual Fund Holding (3 Yrs)	8.43 %	-3.04 %	8.1 %

Business

	Aditya Birla Sun AMC	HDFC Asset Mngt. Co	Nippon LifeInd.Asset
Product Wise Break-Up	Product Wise Break-Up Fees & Commission Income 100.0 Net Gain on Fair Value Changes 0 0 Investment Management Fee 0 Portfolio Management Fees 0 Management Fees 0	Product Wise Break-Up Investment services 99.53 Fees & Commission Income 0 Management Fees 0 Net Gain on Fair Value Changes 0 Portfolio Management Fees 0.47 Portfolio Management Fees 0	Product Wise Break-Up Investment Management Fee 0 Fees & Commission Income 0 Management & Maintenance services 98.94 Net Gain on Fair Value Changes 0 0 Portfolio Management Fees 1.06
Segment Break-Up	Segment Break-Up Asset Management 93.75 Others 6.25	-	-
Location Wise Break-Up	Location Wise Break-Up India 98.6 Rest of the World 0 Others 1.4	Location Wise Break-Up India 100.0 Rest of the World 0	Location Wise Break-Up India 100.0 Rest of the World 0
AUM Break-Up - Asset Management	AUM Break-Up - Asset Management Equity 41.39 Debt 28.5 Liquid/ Money Market 22.62 Balanced Schemes 3.73 Exchange traded fund 2.97 Balanced schemes 0 EQUITY 0 FMP 0 Gilt 0 ETFs 0 Liquid 0 Others 0.79	AUM Break-Up - Asset Management ETFs 0 Exchange traded fund 0 Gilt 0.22 Balanced schemes 14.8 Equity 0 Liquid 0 Equity 54.19 Liquid/ Money Market 12.11 Debt 13.79 Balanced Schemes 0 FMP 0.17 Others 4.72	AUM Break-Up - Asset Management ETF 13.7 Exchange traded fund 0 Gilt 0 Balanced schemes 0 Equity 57.2 Liquid 9.5 EQUITY 0 Liquid/ Money Market 0 Debt 15.5 Balanced Schemes 0 FMP 0 Others 4.1

Aditya Birla Sun Life AMC Ltd.

Aditya Birla Sun Life AMC Ltd.

Financial

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