NAM India’s Analyst Day: Scale, Distribution Depth, and a Process Built to Travel

The presentation reports closing AUM of 8.62 trillion rupees in Q1 FY27, comprising mutual funds 7.49 trillion rupees, managed accounts 975 billion rupees and international 147 billion rupees, with GIFT City 4.5 billion rupees.

Based on quarterly average mutual fund monthly average assets under management, the presentation shows market share at 7.28% in Jun-23 rising to 9.04% in Jun-26, a gain of 176 basis points over three years.

The presentation states 271 locations, more than 125,200 distributors, 40.2 million folios and 24.1 million unique investors as of Jun-26.

The presentation shows quarterly systematic book at 110.3 billion rupees in Q1 FY27, SIP folios at 10.9 million and SIP AUM at 1.84 trillion rupees.

The company reports digital transaction share rising to 77% in FY26 and 78% in FYTD FY27, with unique digital investors at 47% in FYTD FY27 and transactions per minute reaching 50.

The presentation highlights a Rural and Emerging Markets Group since 2018, with 71 locations as of Jun-26, using a lean initial setup and converting locations to branches after sustained business traction.