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
1.7K Takip Edilen9.8K Takipçiler
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
A compilation of all the SIP comparison 1Pagers for different categories. I will keep posting this once every 6 months. Did i miss any category ? #FinAlpha1Pager #MutualFunds 1. Flexicap Funds : x.com/AnkitFinAlpha/… 2. Multicap Funds : x.com/AnkitFinAlpha/… 3. Midcap Funds : x.com/AnkitFinAlpha/… 4. MultiAsset Funds : x.com/AnkitFinAlpha/… 5. Smallcap Funds : x.com/AnkitFinAlpha/… 6. Focused Funds : x.com/AnkitFinAlpha/… 7. ELSS Funds : x.com/AnkitFinAlpha/… 8. Large & Midcap Funds : x.com/AnkitFinAlpha/… 9. Largecap Funds : x.com/AnkitFinAlpha/…
Ankit | FinAlpha@AnkitFinAlpha

Highly requested one, here is a comparison of #MultiCap funds SIP across identical time horizons, all measured up to May 15, 2026 : #FinAlpha1Pager Quick Highlights: 🔹 Short-term: With the Nifty 500 Multicap TRI at -0.54% for 1Y, some active funds have done well. 🔹 Mid to Long-term: True compounding shines. While the 3Y benchmark sits at 7.23%, the structural allocation to mid and small caps helps top-performing funds deliver a massive 16% to 20%+ XIRR over the 7Y and 10Y horizons. The strict 25% mandate across large, mid, and small caps makes active fund management critical here, leading to wide performance gaps across the category. How is your Multi Cap SIP performing against the benchmark ? Comment down below. #MutualFunds #StockMarket #FinAlpha

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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
TRUST Mutual Fund Investment Philosophy. Explained by @Mf360WW
Ankush Prajapati@Mf360WW

Investment Philosophy of the Day | Day 17 What differentiates a good investment philosophy from a great one? It's not just generating returns—it's generating consistent risk-adjusted returns through a disciplined and repeatable process. TRUST Mutual Fund combines: ✔ Terminal Value Investing for equities ✔ Research-backed stock selection ✔ Megatrend & Intangible-led investing ✔ CRISIL-supported debt framework ✔ LimitedACTIV® methodology for fixed income A philosophy built around research, discipline, and long-term wealth creation. Infographic by Ankush Prajapati #InvestmentPhilosophy #TRUSTMutualFund

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Prousper with Anjan 📈
Prousper with Anjan 📈@Prouspering·
If we follow the ~10Y historical data, smallcap has a ~47% probability of becoming top performer every year.. However, midcap has given the highest returns in equity! ✍️What is your view on this?
Prousper with Anjan 📈 tweet media
Swing Trader Rishabh@stocksbyrishabh

Smallcap Index is flashing the same signal that started the 2023–24 bull market. In 2023, the #smallcap Index broke above the 20-week Moving Average. That marked the start of the 2023–24 bull market. Over the next 18 months, Smallcaps delivered 120%+ returns. Later, when the index broke below the 20-week Moving Average, the bull market ended and a sideways phase began. Now, in 2026, the Smallcap Index has once again broken above the 20-week Moving Average. Just like before, this marks an important change in trend. Throughout the last bull market, every correction found strong buying interest around the 20-week Moving Average. Once again, price is trading above it. A fresh upside bull market can start from here. That's why the 20-week Moving Average is one of the most important indicators I track. #stockmarket #nifty50

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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
How was the month of July for Equity : #FlexiCap Funds ? 📈Sorted by Monthly Returns #FinAlpha1Pager Flexi Cap funds saw broad-based positive momentum this July, with most schemes posting solid green returns and the top performers comfortably beating the market benchmark! 🚀 The benchmark index, NIFTY 500 TRI, posted a gain of 2.20%. This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊 I've added CFY - Current FY and CCY - Current Calendar year returns as well as per request. #MutualFunds #FinAlpha1Pager #FlexiCap #UTI #Taurus #MotilalOswal
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
💯 Some people have made AUM the sole factor while selecting a mutual fund, which is a bad approach. Funds with high AUM often reached that size because they performed well and stayed near the top of the charts for a long time. On the other hand, funds with a reasonable track record but low AUM may simply not have performed well enough to attract investors. While very large AUM is a valid concern, don't chase low-AUM funds just because you believe they'll perform better. There are many factors to consider when selecting a mutual fund.
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The Boring Money with Aniket🇮🇳
The Boring Money with Aniket🇮🇳@sharmaaniket03·
A DIY investor recently told me: “I am shifting my investments to funds with lower AUM.” I asked, “Why?” He said, “A small fund can show higher percentage returns. A large fund earns more money, but because the AUM is bigger, the returns shown are lower.” I smiled and replied: “If that were true, everyone should invest only in NFOs.” Every mutual fund starts with a tiny AUM. Investors should carefully do the research, watching reels by finfluencers does not mean research. @AnkitFinAlpha your take on this ?
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Ronaq
Ronaq@RonaqRealtor·
Very easy to state that on hindside, but no body knows what will happen in future. I beleive the call is more on amc rather than on funds, one has to individually align with an amc and their style of investing, so that they have the conviction to invest even in bad times. Somehow i had this with icici for years now. Try similar thing with woc. Moreover, this aum challenge has really pilushed an avg investor to go with some younger amcs who has relatively smaller aums and can genuinely manage funds actively and are not typical benchmark hugging funds.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
@Prouspering @Mf360WW @JoyfulGiri @atul1602 @opportunist_inv Only a handful of funds have consistently beaten the Midcap Index. So whichever route you choose, you probably won't go wrong. As of now, I'm invested only in active funds. If I ever switch to index funds, a Midcap Index Fund will be the first one I add.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
@Mf360WW Yes, bhai. Five years paints a much clearer picture. Although no one can predict the future, funds that have navigated a full five-year cycle while consistently outperforming their benchmark give us some confidence that they can continue to do well.
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Ankush Prajapati
Ankush Prajapati@Mf360WW·
@AnkitFinAlpha Thank you for sharing Ankit bhai, i think this version is more convenient to select consistent performing fund.
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Ankush Prajapati
Ankush Prajapati@Mf360WW·
Which AMC has the most Top-5 performing mutual funds across categories based on 5-year returns? #MutualFunds
Ankush Prajapati tweet media
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
#Edelweiss Midcap vs #Invesco Midcap 📈 #FinAlpha1Pager Comparing two top performing midcap funds side-by-side to analyze their portfolio overlap and performance ! 👇 The Data: Portfolio Overlap: 14.3% (representing 20.7% of AUM). 📊 Common Holdings: 17 shared stocks. 🤝 Top Common Stocks: Shared allocations in key high-conviction picks featuring The Federal Bank (3.87% | 5.58%), Prestige Estates Projects (0.86% | 7.09%), and BSE (2.61% | 5.08%). Industry Overlap: 100% overlap in Cement & Cement Products, followed by Retailing (50%) and Power (50%). Concentration: Edelweiss Midcap allocates 22.4% to its Top 10 holdings, compared to Invesco Midcap at 47.3%. 🎯 Which of these top performing midcap funds do you hold in your portfolio ? Comment down below ! #EdelweissMutualFund #InvescoMutualFund #FinAlpha #MFOverlap #MidCap
Ankit | FinAlpha tweet media
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No Jumper
No Jumper@nojumper·
Jeff Hardy says he was bigger than Barack Obama during the peak of his WWE career.
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Ankit | FinAlpha
Ankit | FinAlpha@AnkitFinAlpha·
How was the month of July for Equity : #MidCap Funds ? 📈Sorted by Monthly Returns #FinAlpha1Pager Mid Cap funds delivered a solid performance this July, with most schemes posting positive returns and top performers outperforming the market benchmark by a wide margin! 🚀 The benchmark index, NIFTY Midcap 150 TRI, posted a gain of 1.73%. This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊 #MutualFunds #FinAlpha1Pager #MidCap #Taurus #MotilalOswal #MiraeAsset
Ankit | FinAlpha tweet media
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Keşfet

@Mf360WW @Prouspering @JoyfulGiri @atul1602 @opportunist_inv @ItsmeSraj @FinAlpha_in @sarang_contra