Computer Age Management Services (CAMS) reported an all-time high quarterly revenue in Q2 FY26, fueled by strong performance in both MF and non-MF segments. MF revenue grew by 6.4% Q-o-Q (3.2% Y-o-Y), while non-MF revenue surged by 17.9% Q-o-Q (15% Y-o-Y). CAMS’ AuM crossed ₹52 lakh Cr, retaining market leadership with approximately 68% market share. The unique investor base reached over 4.3 Cr, a 17% Y-o-Y increase.
Financial Performance
CAMS achieved its highest-ever quarterly revenue in Q2 FY26, propelled by robust performances in both its mutual fund (MF) and non-MF segments. The company’s MF revenue increased by 6.4% Q-o-Q (3.2% Y-o-Y), while its non-MF revenue demonstrated even stronger growth, rising by 17.9% Q-o-Q (15% Y-o-Y).
Assets Under Management
CAMS’ Assets Under Management (AuM) exceeded ₹52 lakh Cr during September, maintaining its market leadership with roughly a 68% market share. CAMS’ AuM grew by over 16% Y-o-Y, mirroring the industry’s AUM growth.
Equity Net Sales and SIP Collections
Equity net sales hit an all-time high, exceeding ₹1.02 lakh Cr, resulting in a net sales market share increase to 69% in Q2 from 65% in Q1. Equity assets stood at ₹28.7 lakh Cr, sustained by inflows despite market volatility. SIP collections saw healthy growth, with collections by CAMS serviced funds rising by 21% Y-o-Y, averaging gross sales of ₹17,555 Cr this quarter. The live SIPs market share improved to 63.4% Q-o-Q. New SIP registrations were at 1.14 Cr during Q2 FY’26.
NFOs and Unique Investors
New Fund Offer (NFO) sales experienced strong momentum, with 33 schemes launched during the quarter. CAMS secured approximately an 80% share of NFO collections in Q2 FY’26, amounting to around ₹28,150 Cr. The unique investor base surpassed 4.3 Cr in the quarter, growing 17% Y-o-Y, outpacing the industry’s 14% growth rate.
New Mandates and Onboarding
CAMS secured two new RTA mandates in Q2 FY’26: ASK Asset Managers and Alphagrep Asset Managers, bringing the total MF RTA client count to 28. The successful migration of Taurus Mutual Fund was also completed. Over the past nine months, CAMS has onboarded 6 AMCs. Additional asset managers are slated to go live in the coming months.
Non-Mutual Fund Revenue
Non-MF revenue share rose to 14.4% in Q2 FY’26. CAMSPay’s revenue grew 26% Q-o-Q, with 25 deals signed in Q2 FY’26. CAMS Alternatives achieved its highest-ever quarterly revenue, reinforcing market leadership at over ₹2.8 Lakh Cr AUA, while CAMS KRA Q-o-Q revenue grew 45%.
Source: BSE
