Save Invest Repeat 📈
@InvestRepeat
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My Mission: Spread Financial Freedom / Stock Market / Mutual Funds / Gold / Crypto / Inner Circle →
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Joined September 2019
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If I am not answering your 𝕏 DM, it is because I have 200+ unread messages. And I get new ones every day, so it becomes difficult to keep track.
You have to wait until I go through them one by one. Or just join the group; lot faster response time there.
More knowledgeable
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Someone finally asked two important tax questions.
FM couldn't answer both.
Interesting.
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🚨Most people who bought Mutual Fund from Zerodha on 4th June (before 2PM) got NAV allocated for 5th, which actually should be 4th.
As per Zerodha, there was a delay in reporting fund from their payment aggregator to the Indian Clearing Corporation (ICCL). T Day is applicable
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#Zerodha
's most underrated feature is "Privacy".
I use DuckDuckGo's App Tracking Protection & Brave Browser and found out Zerodha's website & app DO NOT have any creepy trackers.
Zerodha hardly sends any of my personal data to Big Tech like Google.
Thanks
@Nithin0dha
& Team 🙏
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Ministry of Propaganda told you inflation is below 4%
And am not just talking about India.
🚨Healthcare costs in India are rising by 14% annually: ACKO report.
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ETFs are better than most Mutual Funds. There are 122 different ETFs in India.
But only a few of them are good for long-term investors ₹ ₹ ₹.
These are the 5 ETFs that every Indian should own. And YES, you can own Apple, Microsoft etc. with an ETF mentioned below:
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A close friend of mine is worth $3 Million.
He has only 4 shirts, 2 pants, 1 home. No watch, no cars, no bikes.
He refuses to buy things. Spends time in travelling & sadhana.
All he wants is all of his possessions in a single backpack. True Sovereign Individual ☀️
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Today quant Mutual Fund has bought 1,20,000 shares of Heubach Colorants at an average price of ₹453.57.
Heubach Colorants is a small cap company.
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@HindenburgRes
Today I Learned, SEBI chairperson & her husband's net worth is $10 million.
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quant Small Cap Mutual Fund's June Portfolio is out.
NAV up 65.88% YoY and MoM they added ₹1724 Cr+ in AUM.
• Reliance remains the largest holding, now over 10% allocation.
• Added 6 new positions including Kotak Bank, Marico etc.
• More than doubled its position in HDFC
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🚨 SEBI has conducted search & seizure operations in quant Mutual Fund's Mumbai & Hyderabad offices.
This AMC's dealers & persons connected with the case were also questioned.
Front-running mainly means when a fund manager or associated people are aware of upcoming large trade
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@satyanadella
Satya Nadella is a master businessman. He solved this issue brilliantly. He knows he owns the hardware that runs OpenAI's software.
Step 1: Hire
@sama
,
@gdb
. (Currently we're here)
Step 2: Hire top OpenAI colleagues who side with Sam & Greg.
Step 3: Create an in-house
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quant Small Cap Mutual Fund's May Portfolio is out.
NAV up 64.64% YoY and MoM they added ₹1079 Cr+ in AUM.
• Reliance remains the largest holding.
• Added 9 new positions including HDFC Bank, IRFC etc.
• Significantly increased allocation in HUDCO, Thyrocare etc.
•
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quant Small Cap Mutual Fund's August Portfolio is out.
NAV up 53.90% YoY and MoM they added ₹1005 Cr+ in AUM.
• Reliance remains the largest holding.
• HFCL replaces Aegis Logistics for 3rd largest holding.
• Added only 1 new position - LIC.
• Like July, continued to
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US Market opens
Uber down 5%
TCMC down 5%
Paypal down 5%
Wells Fargo down 5%
Nvidia down 6%
Citi Group down 7%
ARM down 9%
Amazon down 10%
Snapchat down 25%
Intel down 28%
Nasdaq 100 down 2%
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🚨 Nitin Gadkari has appealed to Finance Minister Nirmala Sitharaman to remove GST on life and medical insurance premiums.
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Today SBI Mutual Fund bought IndiaMART at ₹2601.
Franklin Templeton bought Aster DM Healthcare at ₹340.
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Motilal Oswal Midcap Mutual Fund's August Portfolio is out.
• Kalyan Jewellers goes from 3rd to largest holding.
• Added 1 new position - Tata Elxsi.
• Increased position in Voltas, Deepak Fertilizer etc.
• Completely exited - Sonata Software.
• Decreased position in
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Today SBI Mutual Fund bought Indus Towers at ₹311.4
Canara Robeco Mutual Fund bought KNR Constructions at ₹350
Nippon India, Kotak Mahindra, SBI Mutual Fund bought ZF Commercial Vehicle Control Systems at ₹15378
Motilal Oswal bought Shaily Engineering Plastics at ₹675
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@mane3sha
Women used to be scared of their ημdes getting leaked.
Now they sell it for $9.99
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Parag Parikh Flexi Cap Mutual Fund's (PPFAS) June Portfolio is out.
• SIP inflows deployed mainly in Indraprastha Gas, ITC & Maruti.
• Dividends reinvested in Amazon & Alphabet (Google).
• Motilal Oswal allocation was slightly reduced. The 282% increase is due to bonus issue.
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UPI is not an Indian payment network as long as USA dominates it.
🇮🇳 I use Bharat's own BHIM or other UPI apps. Never the duopoly PhonePe (Walmart) or Google Pay.
BHIM app is good - they let me edit UPI ID name easily with other good features. Also, other UPI apps like Navi UPI
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@KolkataPolice
This is a MASSIVE attack on Freedom of Speech.
You are no one to decide what is misinformation or rumours. People should be allowed to speak freely & correct it on the way.
Your actions are faster against people's speech than actual goons.
You should be ashamed of yourself.
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quant Small Cap Mutual Fund's July Portfolio is out.
NAV up 59.28% YoY and MoM they added ₹1563 Cr+ in AUM.
• They also exited IRFC completely, not shown in above table as couldn't accommodate all.
• Reliance remains the largest holding.
• Added 12 new positions including
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After recent budget, it will be much harder for smallcase portfolios to outperform mutual funds.
In smallcase, every time the fund manager churns a stock; you pay the STCG.
In mutual funds, every time the fund manager churns a stock; you don't have to pay STCG.
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Some important claims by Sandeep Tandon, Founder & CIO of quant Mutual Fund; in his recent AlphaStreet interview:
• By 2047, US dollar won't be the reserve currency.
• US won't go away but their relevance will decrease.
• Japanese Yen will collapse.
• Europe will lose
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Summary of Neil Parag Parikh (
@npparikh6
), CEO of PPFAS Mutual Fund's recent interview with CNBC TV18:
• Time to be little cautious now. Market looks expensive, valuations aren't cheap.
• AMCs are launching new thematic & sectoral funds to gain AUM. And in new schemes, AMCs
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@dmuthuk
@narendramodi
You earn ₹100
Pay 30% income tax
You bring home ₹70
With that, you can buy ₹60 worth of goods (₹10 GST + Other charges)
Now add inflation (5-10%), you can only buy ~₹54 worth of goods.
💸 So your ₹100 has a purchasing power of just ₹54, half your actual income.
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Today quant Mutual Fund has bought 2,700,000 shares of Bajaj Consumer Care at an average price of ₹256.
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Dividend Investing is one of the best ways to achieve financial freedom. There are 2012 different stocks listed on NSE.
But only a few of them are good for long-term investors ₹ ₹ ₹.
These are the 4 things you MUST know for creating your dividend portfolio:
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₹10,000 SIP in Nifty Next 50 Index Mutual Fund for the last 20 years is worth more than ₹1.6 Crore today.
Simple & effective way to generate huge wealth.
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@StableInvestor
@dominos_india
Dominos, if that's even a policy it needs to go immediately.
Indian Govt already made this clear that outlets CANNOT force users to disclose PII (which includes phone numbers)
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I see so many guys & girls (generally who live away from home) get irritated when their mom or dad calls.
I can guarantee - you will crave for these calls when they aren't there anymore.
Cherish every single min you get to spend & talk with them.
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LTCG and STCG go up. Brutal.
LTCG goes up to 12.5% from 10%.
STCG goes up to 20% from 15%.
F&O gets hit as well. STT increased.
In short, equity taxation goes up.
#Budget2024
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Tax Saving is an Art. There are 100+ legal ways to reduce your income tax slab ₹ ₹ ₹.
But only a handful of them is applicable to almost every Indian reading this.
These are the 6 ways you MUST know to avoid paying huge amounts of tax 🧵👇
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Just met a senior IT employee who worked in HCL Tech since 2008. Initially, salary was the only source of income.
He invested most of his income in just 2 index funds. And just hold 1 stock -
#HCLTech
.
Last year he received ₹4 lakhs in just dividends. Inspiring.
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Not sure why some people are abusing
#HindenburgResearch
If you think they're correct, short whatever they're shorting.
If you think they're wrong, long whatever they're shorting.
That's the magic of markets. Put your money where your mouth is. Keyboard activism is a low
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As per the replies so far; looks like entire mutual fund industry collapsed on 4th June, not just Zerodha.
Dhan
Upstox
Kuvera
Groww
ETMoney
INDMoney
etc. all had issue for some or most users.
@amfiindia
and SEBI are silent meanwhile.
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Parag Parikh Flexi Cap Mutual Fund has officially become the largest actively managed fund.
PPFAS Flexi Cap: ₹63,934
HDFC Mid Cap Opportunities: ₹63,413
#MutualFund
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Flexi Cap Mutual Fund yesterday:
Parag Parikh Flexi Cap (PPFAS): -1.6%
HDFC Flexi Cap: -1.72%
Kotak Flexi Cap: -2.32%
SBI Flexi Cap: -2.49%
quant Flexi Cap: -5.13%
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quant Flexi Cap Mutual Fund's May Portfolio is out.
NAV up 59% YoY and MoM they added ₹709 Cr+ in AUM.
• Increased Reliance allocation. Remains the largest holding.
• Massive buying in HDFC Bank, now 2nd largest holding.
• Significantly increased position in Tata Power,
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Parag Parikh Flexi Cap Mutual Fund's (PPFAS) May Portfolio is out.
• Not much change, just routine buying to handle inflows.
• Comparitively allocated more to ITC.
• Trimmed position in Motilal Oswal & UTI AMC.
• Cash position almost constant - April (15.06%) & May (15.24%)
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8/8
Allocation
Once you exhaust ₹1.5 lakh (ELSS Fund, Term Insurance) for tax deduction under 80C, invest the rest with this allocation:
1. ICICIGOLD = 5%
2. MON100 = 40%
3. NIFTYBEES = 25%
4. JUNIORBEES = 20%
5. MID150BEES = 10%
You can adjust allocation as per your goals.
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Parag Parikh Mutual Fund is holding 37,950 naked
#Nifty
22000 call options of Dec 24.
Bought it at ₹1942.22
Current price ₹2365.05
Profit of 21.8%
An MTM unrealised gain of approx ₹1.3 Crore.
Interesting thing will be, will PPFAS book profit or hold till expiry.
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🚨 AMFI has urged the Indian Govt to roll back the increase in STCG, LTCG and STT.
As per them,
• Already there aren't enough mutual fund investors, STCG & LTCG hike will discourage Indians further.
• STT hike will increase the cost of Arbitrage and Equity Savings Funds.
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quant Flexi Cap Mutual Fund's April Factsheet.
• Added two new stocks - Kotak Bank & Ircon.
• Significantly increased stake in Swan Energy, Britannia, Motherson & Reliance.
• Exited 8 stocks including Infosys, Maruti, HDFC Life, IEX, Biocon etc.
• Rest of the holdings remain
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I have always said the investment mantra is - Minimum 70% index funds and maximum 30% actively managed mutual funds.
Here is the data for indices returns, sorted as per 15 years of performance (with back-tested data):
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🚨 PR Sundar settles with SEBI on complaints against him.
#PRSundar
, Mangayarkarasi Sundar & their company Mansun Consulting have agreed to refrain from buying, selling or dealing in securities for 1 year.
They will also have to return advisory fee of more than ₹4 Crore.
SEBI
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Since the raid in their offices, quant Mutual Fund schemes are now one of the worst performers.
In last 6 months, their top 3 AUM scheme's performance:
1. quant small cap fund ranked 37th out of 38 funds.
2. quant Active fund ranked 24th out of 24 funds.
3. quant ELSS Tax Saver
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@AdityaD_Shah
Zerodha.
Their most underrated feature is "Privacy". Their website & app DO NOT have any web trackers.
Every ither broker I check have 100s of online data tracked fetching info from devices.
Zerodha hardly sends any of my personal data to Big Tech like Google.
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This will happen more & more. States will compete on who can distribute more free money. And this isn’t about any particular political party, ALL are equally garbage.
Socialism is taking over India faster than I expected. And even Ministry of Propaganda (under different
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When you buy a home (property) with a loan, the bank owns the home until the time you pay it back.
But for the entire time, you pay the property tax despite the bank owning it.
Interesting.
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quant Flexi Cap Mutual Fund's June Portfolio is out.
NAV up 59.78% YoY and MoM they added ₹613 Cr+ in AUM.
• Increased Reliance allocation. Remains largest holding.
• Massive buying in HDFC Bank continues. Just 2 months ago, they had 0% allocation.
• Two stocks have crossed
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Many asked for this - quant Midcap Mutual Fund's May Portfolio.
NAV up 73.43% YoY and MoM they added ₹1033 Cr+ in AUM.
• Increased Reliance allocation. Remains the largest holding.
• Massive buying in HDFC Bank, now 2nd largest holding.
• Significantly increased position in
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#ITC
Dividends
FY19 = ₹5.75
FY20 = ₹10.15
FY21 = ₹10.75
FY22 = ₹11.5
FY23 = ₹15.5
🎯 In last 5 years, ITC has grown their dividends by ~28% CAGR.
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"Today is not the time to buy small & mid caps, valuations are much high than normal.
There will be better times to buy them."
- Rajeev Thakkar, CIO PPFAS Mutual Fund in their July Conference Call with distributors
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Yesterday quant Mutual Fund bought
⚡ 3,79,436 shares of Ador Welding
⚡ 16,88,963 shares of Om Infra
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Added ₹20,000 cash to
• quant Flexi Cap Fund
• ICICI Nifty Next 50 Index Fund
Still holding decent cash to deploy if it further corrects.
Accumulation of mutual fund units continues ☀️
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Play Store and App Store are the biggest threats to Indian digital economy.
Centralised organizations like Google & Apple should not be allowed to apply an 'internet tax' as high as 30% on Indian developers.
Alternatives are much needed.
#EvilGoogle
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Yesterday's NAV drop
⚡️ quant Small Cap: -8.3%
⚡️ quant Flexi Cap: -6.5%
⚡️ Parag Parikh Tax Saver: -4.3%
⚡️ Parag Parikh Flexi Cap (PPFAS): -4.2%
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Best equity mutual fund portfolio for the next 20 years
⚡️ 50% Nifty LargeMidcap 250
⚡️ 20% Nifty Next 50
⚡️ 20% Any 1 flexi cap fund
⚡️ 10% Any 1 small cap fund
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Today quant Mutual Fund sold 1,862,211 shares of HEG Ltd at an average price of ₹2260.
#HEG
is a smallcap company.
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“India is a socialist society pretending to be capitalistic”
- Zerodha CEO Nithin Kamath
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India's 2nd biggest Mutual Fund - HDFC Mid-Cap Opportunities Fund's May Portfolio.
NAV up 51.74% YoY (Benchmark 53.82%)
MoM they added ₹1980 Cr+ in AUM.
• India Hotels remains largest holding.
• Added 3 new positions.
• Exited 2 companies - Atul and HAL.
• Sector wise
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🚨 SEBI has launched India’s first website for Passive Mutual Funds at NSE.
This website has both NSE & BSE indices of Equity, Debt & Commodity. Site includes a screener to track Expense Ratio, Tracking Error etc.
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Top 10 Portfolio Management Service (PMS) portfolio returns and most invested nifty index funds.
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Today many people realised that a large portion of global economy depends on a relatively unknown $83 Billion company.
#Crowdstrike
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quant Small Cap Mutual Fund's April Factsheet.
• Total stocks for April remained same as March - 90 stock portfolio.
• Added 6 new stocks - Thyrocare, Deepak Fertiliser etc.
• Significantly increased stake in Orchid Pharma, Apeejay Hotels etc.
• Significantly decreased stake
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Just invested ₹24,000 in Nasdaq 100 Index Mutual Fund.
Will keep accumulating more units until they allow investments. Almost all overseas index funds have breached SEBI/RBI limit & stopped taking new investments.
Small small steps 🏃 → Financial Freedom 💸
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As per the replies so far; looks like entire mutual fund industry’s transactions collapsed on 4th June, not just Zerodha.
Dhan
Upstox
Kuvera
Groww
ETMoney
INDMoney
etc. all had issue for some or most users.
AMFI & SEBI are silent meanwhile.
🚨Most people who bought Mutual Fund from Zerodha on 4th June (before 2PM) got NAV allocated for 5th, which actually should be 4th.
As per Zerodha, there was a delay in reporting fund from their payment aggregator to the Indian Clearing Corporation (ICCL). T Day is applicable
550
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@Akshat_World
Smallcase is better than PMS
Active funds are better than 70% Smallcases
Index funds are better than 70% active funds
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First it was Prashant Jain (CIO of HDFC AMC)
Then it was Rajeev Thakkar (CIO of PPFAS AMC)
And now Sankaran Naren (CIO of ICICI AMC)
Slowly everyone is coming in support of index fund investing. And these are some of the most well-known mutual fund managers.
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Today Motilal Oswal Mutual Fund SOLD 28,470,148 shares of Zomato at an average price of ₹226.85
And Axis Focused 25 Fund BOUGHT 4,400,000 shares of Zomato at an average price of ₹226.85
This was a block deal with other participants as well.
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@NischalShetty
Nischal,
Whatever the options released for public, it must include WazirX's contribution to some extent.
1) WazirX management should contribute ALL profits made over the years.
2) Disclose ALL assets vs liabilities and company profits. Sell all fixed assets adjusted to
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Big influencers have now started to pick up the story as well - June 4th Mutual Fund Industry Blunder.
When I first made my post early morning, looked like a few got affected.
Now looks like retail investors were robbed by 1000s of Crores of cumulative potential gain.
On 4th June the markets had fallen. Many Retail Investors placed orders for their Mutual Funds before 3pm.
The NAV allotted to them should have been for 4th.
But, they got their Mutual Funds allotted based on NAV on 5th.
This robbed them of their rightful gains.
I thought
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5K
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Today quant Mutual Fund has bought 2,770,500 shares of Zydus Wellness at an average price of ₹2201.40.
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quant Flexi Cap Mutual Fund's July Portfolio is out.
NAV up 57.27% YoY and MoM they added ₹551 Cr+ in AUM.
• Reliance remains largest holding.
• ITC now 2nd largest holding, pushing HDFC Bank to 3rd.
• Trimmed HDFC Bank position after 2 months of massive buying.
• 7 new
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Most IMPORTANT investment in your lifetime is NOT
Gold
Stocks
Real Estate
Mutual Funds
It is "Health Insurance" and "Term Insurance".
Unfortunately, people know & study the least about it.
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Yesterday's NAV change of top 5 quant mutual fund with highest AUM.
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Seeing Aashirvaad's diary products in my area.
Other brands are selling 200g paneer for ₹85. ITC is selling 190g for ₹80.
Shopkeepers telling me ₹5 difference catching lots of eyes. Many who generally buy Amul are buying ITC as the brand name is already known.
@dmuthuk
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@KimDotcom
Major problem with this is:
Just like $ or any other fiat currency, you can't audit if your BRICS currency is actually backed by gold.
You have to 'trust' that Xi or Putin are keeping their promise. Kinda like "Trust me bro, there is gold backing this new fiat."
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Just invested ₹20,000 in Nippon India Nifty Midcap 150 Index Fund.
SIP in Index Mutual Funds continues despite any market price.
Small small steps 🎯 → Financial Freedom 💸
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Zerodha has filed papers with SEBI for Equity & Gold Fund of Fund.
Holding = 70% Nifty 200 + 30% Gold
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In Mutual Funds,
Key to generating wealth is - More units of few funds. It's not few units of more funds.
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quant Flexi Cap Mutual Fund's April Factsheet is out.
NAV up 58.49% YoY and MoM they added ₹946 Cr+ in AUM.
• Reliance remains largest holding.
• Significant buying in Kotak Bank, now 2nd largest holding; replacing TCS.
• Some selling in Jio Finance and L&T.
• Further
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🚨quant Mutual Fund now says that SEBI's raid in Mumbai & Hyderabad offices a few weeks ago was not 'routine enquiry' but was part of a court-approved search-and-seizure operation.
These types of operations are more serious than SEBI's standard inquiries.
SEBI investigation is
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Today Kotak Mahindra Mutual Fund bought 1,800,000 shares of Vijaya Diagnostic Centre at an average price of ₹783.
#VIJAYA
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Mutual funds with highest assets under management, along with a few broad market nifty index funds.
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🚨 Mirae Asset Mutual Fund has filed papers with SEBI for
Nifty Metal ETF
Nifty PSU Bank ETF
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@levelsio
Probably they're really proud as that payment system alone processes more online transactions than US, Brazil, South Korea and China combined.
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quant Small Cap Mutual Fund's Feb Factsheet is out.
NAV up 71.01% YoY and MoM they added ₹1529 Cr+ in AUM.
• Reliance remains largest holding.
• Doubled position in Jio Fin, now 2nd highest holding.
• Increased position in Bikaji Foods, from 8th to 3rd highest holding.
•
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Added ₹10,000 in quant Flexi Cap Fund.
Didn't want to invest more in direct stocks, nor wanted to time the market by holding the amount. So instead invested in a mutual fund.
Small small steps 🏃 → Financial Freedom 💸
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Just invested ₹20,000. Will invest some amount each month from my Emergency Fund (which I held back for months) in Parag Parikh Dynamic Asset Allocation Fund.
I already have
(1) 20L health insurance.
(2) 6 month family expenses stored in 3 liquid funds and savings account.
(3)
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