Shareholding Pattern: Shareholding Pattern HDFC Asset Management Company Limited An Examination of Financial Performance for FY (Q4-Mar 2023-2024)

Shareholder Name	Previous Quater Quantity(In Crores)	Current Quater Quantity(In Crores)	Previous Quater Shares(in %)	Current Quater Shares(in %)	Quater to Quater Difference
Promoters	11.22	11.22	52.55	52.55	0
Public	10.13	10.13	9.95	9.07	-0.88 %
DII	4.16	3.92	19.51	18.37	-1.14 %
FII	3.84	4.27	17.99	20.01	+2.02 %
Government	0.00	0.00	0	0	0

Promoters shareholding remained stable, at 52.55% in both December 2023 and March 2024. This indicates that the promoters’ control over the company did not change during this period. The percentage of shares held by the public decreased from 9.95% in December 2023 to 9.07% in March 2024.This reduction indicates that the public’s stake in the company diminished during this period.Domestic Institutional Investor’s (DII) shareholding decreased slightly from 19.51% in December 2023 to 18.37% in March 2024 , indicating that domestic institutions reduced their -1.14 stake in the company.FIIs (Foreign Institutional Investors): There was a significant increase from 17.99% in December 2023 to 20.01% in March 2024. This suggests that foreign institutions grew their investments 2.02 in the company during the quarter. During quater from December 2023 to March 2024, Goverenment ownership remained steady at 0%.This indicates that the government’s stake in the company remained consistent during this period.

Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Directors and their relatives (excluding independent directors and nominee directors)	0.051	0.050	0.24	0.23	-0.01 %
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	1.551	1.417	7.27	6.64	-0.63 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	0.236	0.225	1.11	1.06	-0.05 %
Non Resident Indians (NRIs)	0.097	0.088	0.45	0.41	-0.04 %
Bodies Corporate	0.129	0.108	0.61	0.5	-0.11 %
Any Other (specify)	0.056	0.044	0.26	0.2	-0.06 %
HUF	0.044	0.040	0.21	0.19	-0.02 %
Clearing Members	0.010	0.003	0.05	0.02	-0.03 %

Observations show a significant difference of -0.01 % in Directors and their relatives (excluding independent directors and nominee directors)’s financial performance between quarters.Observations show a significant difference of -0.63 % in Resident Individuals holding nominal share capital up to Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.05 % in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.04 % in Non Resident Indians (NRIs)’s financial performance between quarters.Observations show a significant difference of -0.11 % in Bodies Corporate’s financial performance between quarters.Observations show a significant difference of -0.06 % in Any Other (specify)’s financial performance between quarters.Observations show a significant difference of -0.02 % in HUF’s financial performance between quarters.Observations show a significant difference of -0.03 % in Clearing Members’s financial performance between quarters.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Mutual Funds/	2.492	2.319	11.67	10.86	-0.81 %
Mirae Asset Mutual Fund	0.268	0.298	1.25	1.4	+ 0.15 %
SBI Mutual Fund	1.328	1.222	6.22	5.73	-0.49 %
Nippon India Mutual Fund	0.321	0.270	1.5	1.27	-0.23 %
Alternate Investment Funds	0.062	0.074	0.29	0.35	+ 0.06 %
Insurance Companies	1.610	1.529	7.54	7.16	-0.38 %
LIFE INSURANCE CORPORATION OF INDIA	1.371	1.295	6.42	6.07	-0.35 %

Mutual Funds/ decreased their stake from 10.86% in the previous quarter to 11.67% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.81 %.The latest quarter saw a considerable enhancement in stakeholding for Mirae Asset Mutual Fund, reflecting an uptick of 0.15 % in their shares.SBI Mutual Fund decreased their stake from 5.73% in the previous quarter to 6.22% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.49 %.Nippon India Mutual Fund decreased their stake from 1.27% in the previous quarter to 1.5% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.23 %.The latest quarter saw a considerable enhancement in stakeholding for Alternate Investment Funds, reflecting an uptick of 0.06 % in their shares.Insurance Companies decreased their stake from 7.16% in the previous quarter to 7.54% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.38 %.LIFE INSURANCE CORPORATION OF INDIA decreased their stake from 6.07% in the previous quarter to 6.42% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.35 %.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Foreign Portfolio Investors Category I	3.765	4.179	17.64	19.58	+ 1.94 %
GOVERNMENT PENSION FUND GLOBAL	0	0.270	0	1.26	+1.26%
Foreign Portfolio Investors Category II	0.075	0.092	0.35	0.43	+ 0.08 %

During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category I, which experienced a significant increase of 1.94 % .During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category II, which experienced a significant increase of 0.08 % .GOVERNMENT PENSION FUND GLOBAL had no shares in the previous fiii quarter but now holds 1.26% of shares in the current quarter.