FinAlpha⚡

#PPFAS Flexicap 6 month journey - #FinAlpha1Pager Lets see some of the fund kourneys today : Here is a detailed look at the latest 6 month portfolio journey for the #PPFAS Flexicap fund. 📊 🔹 Sector Allocation & Key Shifts: • Banks continue to heavily anchor the portfolio, holding a massive 19.9% weight. ⬆️ IT & Software witnessed aggressive buying activity, increasing significantly by 3.9%. 🔹 Portfolio Action: • The fund maintains good stability with a relatively low 12% turnover. • It recorded 7 total buys and 2 complete exits, gently expanding the total stock count from 36 to 39. 🔹 CAGR vs NIFTY 500 TRI: ⬇️ Short term lag with -2.3%, fund underperformed over the 1yr period. ⬆️ Solid long term outperformance, delivering an alpha of 1.8% over 3 years and 2.8% over 5 years. • Be sure to check the attached image for a detailed look at the SIP XIRR metrics! #PPFAS #Flexicap #MutualFunds

Lump sum CAGR looks good on paper, but SIP XIRR shows the actual investor experience. Here is the SIP comparison of Large & MidCap funds up to May 25, 2026. #FinAlpha1Pager Quick Highlights: 🔹 Short-term: Resilient but fragmented. While the NIFTY LargeMidcap 250 TRI has kept its head above water at 4.14% for 1Y, individual fund performance is highly split—ranging from negative territory (-6.89%) to massive alpha generations crossing 14% to 20%. 🔹 Mid-term: Clear alpha separation. The 3Y to 5Y benchmark clocks in at a steady 9.3% to 13.5%. However, active managers making the right tactical switches between large and mid-caps have completely outpaced the index, scoring an impressive 15% to 20%+ XIRR. 🔹 Long-term: Solid, steady wealth creation. Over the 7Y and 10Y horizons, this category delivers on its core promise of balancing stability and growth. The top performers are healthily outperforming the benchmark’s ~16% to compound patient capital at an excellent 18% to 21%+ XIRR. By mandating a minimum 35% allocation to both large caps (for stability) and mid caps (for growth), this category continues to offer a highly reliable structural sweet spot for equity investors. How is your Large & Mid Cap SIP performing against the benchmark ? Full breakdown below. Repost this if you want more such data deep-dives, and drop your thoughts below! #MutualFunds #StockMarket #FinAlpha

What top #LargeAndMidcap Funds bought and sold? 🧐#FinAlpha1Pager I analysed 8 top fundhouses so you don't have to. Sector Trends: Fund managers are heavily accumulating 🟢 Banks and 🟢 Finance this month. 🟢 Consumer Durables and 🟢 Pharmaceuticals & Biotech are also seeing strong inflows. On the other hand, 🔴 Capital Markets and 🔴 IT Software are facing the most significant selling pressure. These are the major actions for Apr 2026: 📈 Top 5 Increased Exposure: • HDFC Bank Ltd (5 AMCs) • ICICI Bank Ltd (3 AMCs) • Cummins India Ltd (2 AMCs) • Vedanta Ltd (2 AMCs) • Tube Investments Of India Ltd (2 AMCs) 📉 Top 5 Decreased Exposure: • Reliance Industries Ltd (2 AMCs) • Infosys Ltd (2 AMCs) • Eternal Ltd (2 AMCs) • Axis Bank Ltd (2 AMCs) • The Federal Bank Ltd. (2 AMCs) 🆕 Top 3 Fresh Buys: • Titan Company Ltd. • Apollo Hospitals Enterprise Ltd • Billionbrains Garage Ventures 🚫 Top 3 Complete Exits: • Prestige Estates Projects Ltd • State Bank Of India. • SRF Ltd. This took a lot of time and effort. A RT is a must so that I can keep bringing out such data! 🙌 #FinAlpha #MutualFunds #LargeAndMidcap #ICICI #WhiteOak #MiraeAsset #Motilal #Helios #HDFCBank #Reliance

#Invesco Multi Asset Portfolio Update (Apr 2026) 📊#FinAlpha1Pager A relentless "buy everything" mode at Invesco this month ! Rather than adding new names or exiting current bets, the fund went on a massive accumulation spree, increasing its share count in an astonishing 72 out of its 74 active listings. Asset Allocation Changes : Equity ⬆️ International Equity ⬇️ REITs/InvITs ⬇️ Gold ⬇️ Silver ⬇️ Debt ⬆️ 🟢 0 Fresh Buys (None this month) 🔴 0 Full Exits (None this month) 📈 72 Increase in Holdings (Including: ICICI Bank Limited, Reliance Industries Limited, Jio Financial Services Limited, NTPC Limited, Larsen & Toubro Limited etc.) 📉 0 Decrease in Holdings (None this month) ⏸️ 2 Listings - No Change With 70+ active equity stocks, the fund relies on a balanced core of Banks (10.7%) and IT (2.6%), while maintaining a substantial 23.8% cushion in Debt to anchor the portfolio. Detailed 1-Pager attached! 📄 #MutualFunds #StockMarket #Invesco #MultiAsset

Simple, undisturbed #SIPs work best. Here is my younger brother’s portfolio. Started this ₹1K SIP in Nov 2018 when he was still a minor. Gradually increased it to ₹3K and then ₹5K. Currently, there is no active SIP in this fund. The amount was small, so never tracked it much or disturbed it. The result :

Here is the SIP comparison of ELSS (Tax Saver) funds up to May 21, 2026 : #FinAlpha1Pager With the New Income Tax Regime becoming the default choice for many, this category has slightly fallen out of favor. Nonetheless, the mandatory 3-year lock-in forces disciplined investing, making it an excellent category for long-term wealth creation. Quick Highlights: 🔹 Short-term: Disappointing trend. The Nifty 500 TRI is sitting at -2.27% for 1Y, and a significant portion of ELSS funds have slipped into deep negative territory (-9% to -11%). However, a couple of agile players have completely decoupled from the benchmark to post strong 10% to 13%+ alpha. 🔹 Mid-term: Spotty alpha generation. Over the 3Y to 5Y periods, the benchmark hovers between 6% and 10.4%. While many funds are merely tracking or lagging behind the index, the category outliers are shining bright, delivering a massive 14% to 19% XIRR. 🔹 Long-term: The lock-in advantage. Over the 7Y and 10Y horizons, the forced compounding shows its true strength. The top-tier funds are multiplying wealth beautifully, compounding at an outstanding 18% to 21%+ XIRR compared to the benchmark's ~13.8%. Even if you aren't investing purely for tax deductions under the old regime, the structural 3-year lock-in of ELSS funds often prevents panic-selling and helps secure multi-year compounding. How is your ELSS SIP performing against the benchmark? Full breakdown below. Repost this if you want more such data deep-dives, and drop your thoughts below ! #MutualFunds #StockMarket #FinAlpha

#DSP Multi Asset Portfolio Update (Apr 2026) 📊 #FinAlpha1Pager So many requests for this Multi Asset Fund DSP Multi Asset @KalpenParekh @SahilKapoor is back with a major pivot this month, leaning heavily into its strong international mandate while aggressively scaling up domestic banking. The standout move ? A massive 37 Lakh share accumulation in HDFC Bank to cement it as the top holding, alongside a fresh global entry into Chinese appliance giant Midea Group. Asset Allocation Changes : Equity ⬆️ International Equity ⬆️ REITs/InvITs ⬇️ Gold ⬇️ Silver ⬆️ Debt ⬆️ 🟢 2 Fresh Buys (Midea Group Company Limited, Citius Transnet Investment Trust) 🔴 1 Full Exit (Sapphire Foods India Limited 📉) 📈 10 Increase in Holdings (Including: HDFC Bank Limited, Axis Bank Limited, ICICI Bank Limited, Alibaba Group Holding Limited, Hero Motocorp Limited) 📉 5 Decrease in Holdings (Includes: Archean Chemical Industries Ltd., Craftsman Automation Limited, Mahindra & Mahindra Financial, Bajaj Finserv Limited, Godrej Consumer Products Limited) ⏸️ 45 Companies - No Change (Held steady on: Microsoft Corp, NVIDIA Corp, Infosys Limited, Larsen & Toubro Limited, Power Grid Corporation, SK Hynix Inc etc.) The fund maintains a highly diversified book, perfectly balancing a heavy domestic banking core (11.7%) with a robust 13.4% international equity allocation spanning global tech and consumer giants. Both gross and net allocation shown for Metals. Take time to read the details. And Repost if you like such content, this takes a lot of time to prepare. Detailed 1-Pager attached! 📄 #FinAlpha1Pager #MutualFunds #StockMarket #DSP #MultiAsset