HDFC AMC eyes 4 regulatory tailwinds after Sebi tweaks expense ratio rule, brokerages see upside intact

HDFC AMC anticipates positive regulatory changes following Sebi’s revised mutual fund expense rules. Brokerages believe these adjustments will boost earnings and valuations. The new framework, effective April 2026, is less punitive than initially feared. This clarity allows focus to shift back to HDFC AMC’s growth potential and market share.