CAMS Bottomed Out? | Reasonable PE Valuation? | CA Rachana Ranade

CA Rachana Phadke RanadeMarch 14, 202500:14:38

CAMS Bottomed Out? | Reasonable PE Valuation? | CA Rachana Ranade

In this video, we dive into what exactly CAMS (Computer Age Management Services) does and how it generates revenue. We explore its strong correlation with the market, as its earnings depend on the Assets Under Management (AUM) of mutual funds. Additionally, we analyze CAMS' current valuation, which is lower compared to its historical P/E ratio. Finally, we discuss key factors investors should watch next to make informed decisions.

✔️Magic of Mutual Fund: https://link.rachanaranade.com/MMF

✔️Mutual fund Feb 2025 Data:
SIP Contribution : Feb 25,999 Cr Vs Jan 26,400 Cr (-2%)
Equity Net Inflow: Feb 29,242 Cr Vs Jan 39,669 Cr (-26%)
AAUM of MF: Feb 67,58,305 Cr Vs Jan 68,04,761 Cr (-1%)

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What is covered?
00:00 - Start
00:35 - CAMS History
03:15 - Revenue Mix
05:00 - What's wrong with CAMS ?
07:33 - Revenue Linkage with MF AUM
09:03 - Q3 FY 2025 Results
09:58 - CAMS PE Valuation
12:40 - What next ?

#CARachanaRanade #ShareMarket #Cams