FinAlpha⚡

#HDFC Multicap vs #ICICI Multicap 📈 Comparing two major Multicap funds: ICICI Multicap with an AUM of ₹16k Cr and HDFC Multicap with an AUM of ₹19.5k Cr. 👇 * Portfolio Overlap: 12.0% (representing 15.8% of AUM). 📊 * Common Holdings: 30 shared stocks. 🤝 * Top Common Stocks: Key shared allocations include Bharti Airtel (2.01% | 3.63%), Axis Bank (2.75% | 1.43%), and Interglobe Aviation (0.94% | 2.11%). 📡🏦✈️ * Industry Overlap: 100% overlap in Transport Infrastructure and Financial Technology, followed by Transport Services (50%). 🛣️💻 * Concentration: Both funds maintain highly diversified portfolios. ICICI Multicap allocates 26.5% to its Top 10 holdings, while HDFC Multicap has 23.7% in its Top 10. 🎯 So Overlap is low for these 2 funds. #HDFCMutualFund #ICICIMutualFund #FinAlpha #MFOverlap #FinAlpha1Pager #MultiCap

#WhiteOak Multicap 6 month journey - #FinAlpha1Pager This multicap fund has been demonstrating some very solid performance📈 @AashishPS 🔹 Sector Allocation & Key Shifts: • Banks firmly anchor the portfolio, holding the highest weight at 15.5%. • Overall sector allocations remained highly stable over the last 6 months, with no single industry witnessing a shift greater than 1.5%. 🔹 Portfolio Action: • The fund maintains a moderate 25% turnover. • It recorded a high activity of 42 total buys and 48 complete exits, slightly reducing the overall stock count from 185 down to 179. 🔹 CAGR vs NIFTY 500 Multicap: ⬆️ Strong outperformance across longer tracked periods, delivering a solid alpha of 3.2% over 1 year and 6.3% over 2 years. • Be sure to check the attached image for a detailed look at the SIP XIRR metrics! It takes a lot of time to make Journey card for a fund. Please RT 🤝 #WhiteOak #Multicap #MutualFunds

Seriously @zerodha @Nithin0dha ? Intraday positions will also require 50% cash or equivalent ! If this is implemented ( and it will) , time to look for another brokers. #Zerodha

What top #Multicap Funds bought and sold? 🧐 I analysed 10 top fundhouses so you don't have to. Sector Trends: Fund managers are heavily accumulating 🟢 Finance and 🟢 Banks this month. 🟢 Consumer Durables is also seeing strong inflows. On the other hand, 🔴 Realty and 🔴 Insurance are facing the most significant selling pressure. These are the major actions for Feb 2026: 📈 Top 5 Increased Exposure: • Pb Fintech Ltd (4 AMCs) • Indusind Bank Limited (3 AMCs) • Ntpc Ltd (3 AMCs) • Dixon Technologies India Ltd (3 AMCs) • Icici Bank Ltd (3 AMCs) 📉 Top 5 Decreased Exposure: • State Bank Of India (4 AMCs) • Persistent Systems Ltd (2 AMCs) • Larsen And Toubro Ltd (2 AMCs) • Vedanta Ltd (2 AMCs) • Shriram Finance Ltd (2 AMCs) 🆕 Top 3 Fresh Buys: • Bajaj Finance Ltd • Hindalco Industries Ltd. • Icici Bank Ltd 🚫 Top 3 Complete Exits: • Hindustan Petroleum Corporation • Nexus Select Trust Reit • Bajaj Holdings & Investment Ltd This took a lot of time and effort. A RT is a must so that I can keep bringing out such data! 🙌 #FinAlpha1Pager #FinAlpha #MutualFunds #Multicap #Motilal #ICICI #Quant #SBI #PBFintech #BajajFinance #HDFC

How 📊 Equity : #Multicap Funds are doing in this recent downtrend ? 🔹I analysed Multicap funds on custom dates between 26-Sep 2024 till today. 🔹26-Sept 2024 marks the Top of N500 on closing basis. Top 5 most resilient funds in this period : 🛡️ Whiteoak Multi Cap Fund 🛡️ Bank Of India Multi Cap Fund 🛡️ Mirae Asset Multicap Fund 🛡️ Kotak Multicap Fund 🛡️ Mahindra Multi Cap Fund @AashishPS @mohanty_swarup #FinAlpha1Pager #MutualFunds #Whiteoak #BankOfIndia #MiraeAsset #Kotak

How 📊 Equity: #SmallCap Funds are doing in this downtrend ? 🔹I analysed Smallcap Funds based on custom dates between 23-Sep 2024 till today. 🔹23-Sep 2024 marks the top of Smallcap 250 index. (Sorted by Absolute returns in the above period) Top 5 most resilient as compared to its TRI benchmark: 🛡️ Motilal Oswal Small Cap Fund 🛡️ Quantum Small Cap Fund 🛡️ Union Small Cap Fund 🛡️ DSP Small Cap Fund 🛡️ Invesco India Smallcap Fund Most active funds did good compared to their benchmark TRI. #FinAlpha1Pager #MutualFunds #MotilalOswal #Quantum #Union #DSP #Invesco

How 📊 Equity: #Focused Funds are doing in this recent downtrend ? 🔹I analysed Focused funds based on custom dates between 26-Sep 2024 till today. 🔹26-Sep 2024 marks the Top of Nifty500. (Sorted by Absolute returns in the above period) Top 5 most resilient as compared to its TRI benchmark: 🛡️ SBI Focused Fund 🛡️ ITI Focused Fund 🛡️ HDFC Focused Fund 🛡️ Kotak Focused Fund 🛡️ ICICI Prudential Focused Equity Fund #FinAlpha1Pager #MutualFunds #SBI #ITI #HDFC #Kotak #ICICIPrudential

How 📊 Equity : #Flexicap Funds are doing in this recent downtrend ? 🔹I analysed Flexicap funds on custom dates between 26-Sep 2024 till today. 🔹26-Sept 2024 marks the Top of N500 on closing basis. Top 5 most resilient funds in this period : 🛡️ Parag Parikh Flexi Cap Fund 🛡️ HDFC Flexi Cap Fund 🛡️ Mirae Asset Flexi Cap Fund 🛡️ Kotak Flexicap Fund 🛡️ Helios Flexi Cap Fund #FinAlpha1Pager #MutualFunds #ParagParikh #HDFC #MiraeAsset #Kotak #Helios @Iamsamirarora @mohanty_swarup