Ankit | FinAlpha

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Ankit | FinAlpha

Ankit | FinAlpha

@AnkitFinAlpha

Decoding Mutual Funds with Data 📊 Tracking portfolios of India’s top AMCs. Trader⚡ | Investor. • Fresh buys • Portfolio moves • Fund journeys #FinAlpha1Pager

India Katılım Aralık 2020
1.4K Takip Edilen7.8K Takipçiler
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
Master thread of all the #FinAlphaKYF – Know Your Fund that we have done till now : 1. #Bandhan Small Cap Fund : x.com/AnkitFinAlpha/… 2. #Nippon - Small Cap : x.com/AnkitFinAlpha/… 3. #HDFC Midcap Fund x.com/AnkitFinAlpha/… 4. #EdelweissMidcap Fund x.com/AnkitFinAlpha/… 5. #MotilalMidcap Fund x.com/AnkitFinAlpha/…
Ankit | FinAlpha@AnkitFinAlpha

The third fund in our #FinAlphaKYF - Know Your Fund series is #HDFC Midcap Fund. As the largest #midcap fund by AUM, it has delivered impressive long-term wealth creation with standout risk-adjusted performance. 📈 Performance : The fund has beaten the benchmark 55% of the time on a 5-year rolling returns basis (953/1,720 days). ⭐ Peer Leader : It has secured a spot in the top quartile 3 times and finished in the top half 3 out of the last 5 years, with its latest 2025 rank standing at a strong 4/31. 🛡️ Exceptional Alpha: The fund generated a massive Alpha of 3.3%, completely crushing the category average of -0.0%. Its a tough job to beat the Midcap benchmark index. 💰 SIP Wealth Builder: The 5-year SIP XIRR stands at an excellent 20.0%, comfortably outperforming the benchmark's 17.7%. Check out the full infographic below for a deeper dive into its risk ratios, market cap allocation, and recent portfolio changes. Only direct plans considered to get the accrate comparable metrics. A repost would be awesome if you like the analysis. #FinAlpha #MutualFunds #FinAlpha1Pager #HDFC

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Atul Kumar | Personal Finance 🇮🇳
Atul Kumar | Personal Finance 🇮🇳@atul1602·
@AnkitFinAlpha Portfolio review once every 2 years is the right timeline for most investors. More frequent = over trading. Less frequent = drift from goals. Also, i feel that Review triggers can be goal based and not return based everytime.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
Did some #MutualFund portfolio rebalancing today after procrastinating on it for a long time. It was due in March. Gave enough time for some funds to do well, but I guess the underperformance in some of them may continue. Stopped the existing SIPs. The accumulated units will continue to stay invested. Will check the bookable LTCG March 2026. Added more to other existing performing funds. For active DIY investors, this is an important exercise. Review your portfolio thoroughly once every 2 years and do not clutter it with too many funds. Keep asset allocation in check.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
@sc241145 True. I try to keep it simple, but some funds go through long periods of underperformance, so it makes sense to switch. This has been a major shuffle after 3-4 years in the family portfolio. Keeping it simple should be the priority.
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Suraj
Suraj@sc241145·
@AnkitFinAlpha Not saying this is the only right way but the idea is to have a simple portfolio that can be held for years without interrupting it.
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Suraj
Suraj@sc241145·
The accumulated units will continue to stay invested while we switch to other fund. This itself clutters the portfolio as we want to not leak taxes which interrupts compounding. Perhaps we could just index the portfolio and hold it for a longer time.
Ankit | FinAlpha@AnkitFinAlpha

Did some #MutualFund portfolio rebalancing today after procrastinating on it for a long time. It was due in March. Gave enough time for some funds to do well, but I guess the underperformance in some of them may continue. Stopped the existing SIPs. The accumulated units will continue to stay invested. Will check the bookable LTCG March 2026. Added more to other existing performing funds. For active DIY investors, this is an important exercise. Review your portfolio thoroughly once every 2 years and do not clutter it with too many funds. Keep asset allocation in check.

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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
No rush to become eligible for payouts or anything. I’ll keep posting quality content, try to add value, and hope to get there organically. Cheers.
Ankit | FinAlpha tweet media
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Kaustubh Yeole
Kaustubh Yeole@KaustubhYeole·
@AnkitFinAlpha Hi Ankit, all of us from the creator community are genuinely proud of you and really admire the hard work you put into your content and research. Wishing you all the very best ahead :)
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Trading IS Learning
Trading IS Learning@InvestNifty_ETF·
With the BLUE tick subscription MONEY ONE CAN BUY 15 #ITBEES etfs .
Ankit | FinAlpha@AnkitFinAlpha

@InvestNifty_ETF Yes Pavan bhai. Some of them follow and look for follow back, else they unfollow the next day. I follow if the content is worth it. Not here for X income anyway. It should pay for the blue tick, that's it.

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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
@vsvicky_ @mrmedhq Same. For regular meds I am also using truemeds now. Earlier it was NetMeds but their service quality dropped. What is mentioned above is for cancer and super speciality medicines which are not there in others. It's a niche service but was a life saver that time.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
Online platforms are a blessing for the general public. You can order the exact medicine the doctor prescribes, instead of being forced into generic alternatives whose efficacy people often question. I also want to thank platforms like @mrmedhq, which helped me get super-speciality medicines when my grandmother was diagnosed with aplastic anemia. At that time 2022-23, no medical store in Visakhapatnam or Chhattisgarh could arrange the medicine. One person said he could source it from Chennai, but quoted 2x the price and the medicine itself was already ₹26K a month. Then I found MrMed, and they delivered it to my doorstep in a small city in Chhattisgarh. So when such access is opposed, it feels like putting business interests above patient access during some of the most difficult phases of their lives.
Vineeth K@DealsDhamaka

IMPORTANT 🚨 Around 8 lakh pharmacies across India will remain shut tomorrow as chemists protest against online medicine sellers.

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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
@InvestNifty_ETF Yes Pavan bhai. Some of them follow and look for follow back, else they unfollow the next day. I follow if the content is worth it. Not here for X income anyway. It should pay for the blue tick, that's it.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
@JoyfulGiri 💯 Giri. These are add-ons. Main focus are my long term investments and some trading for cash flows. Plus I am in process of setting up another business, not related to financial markets.
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Giri
Giri@JoyfulGiri·
@AnkitFinAlpha Keep going!! Compared to trading income the x payout like a bonus. You creating a good content that showing 80% actively following you
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Mishra 🗿
Mishra 🗿@mishra_yaar·
@AnkitFinAlpha You're not getting paid? That's surprising to me. Ask your mutuals to help you reach 500 verified followers.
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Shamik
Shamik@shamikiscooking·
The one thing i realised today is i can't live without ac anymore And thats bad thing.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
Finally the most loved category : #Smallcap Lump sum CAGR looks good on paper, but SIP XIRR shows the actual investor experience. Here is the SIP XIRR comparison of Small Cap funds up to May 18, 2026 : #FinAlpha1Pager Repost and comment down how's your fund doing ? Quick Highlights: 🔹 Short-term: Massive divergence. The Nifty Smallcap 250 TRI flatlined at -0.08% for 1Y, but individual fund SIPs are wildly fragmented ranging from deep double-digit negatives (-11%) to staggering alpha generation above 22%. 🔹 Mid-term: True alpha shines. While the 3Y to 5Y benchmark clocks a healthy 6.5% to 13.6%, elite active small-cap managers are heavily breaking away from the pack to deliver a robust 17% to 22%+ XIRR. 🔹 Long-term: Ultimate wealth compounding. Over 7Y and 10Y horizons, small caps prove why they are the undisputed kings of long-term growth, with the category leaders compounding patient money at an extraordinary 21% to 28%+ XIRR. The massive variance in short-term performance shows just how critical active fund selection and stomach for volatility are in this space. How is your Small Cap SIP holding up against the benchmark ? Full breakdown below. Repost this if you want more such data deep-dives, and drop your questions below ! #MutualFunds #StockMarket #FinAlpha
Ankit | FinAlpha tweet media
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SarangT- NISM Certified
SarangT- NISM Certified@sarang_contra·
Finding next multibagger sector ❓ Stop Chasing Noise on Biz channels 🚨Look at where Government is repeatedly spending? 👀 From 2019-2024:
-Railways
-Defence
-Infra
-Solar Policy support & Capex kept increasing from Government! Then stocks exploded here 🚀🚀 Now ask yourself: Which sectors is Government aggressively pushing today? @VartikaSridhar
SarangT- NISM Certified tweet media
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Keşfet

@atul1602 @sc241145 @chat_GPTA @AmeyaInvests @DhawalDoshi5 @KaustubhYeole @InvestNifty_ETF @JoyfulGiri