Ronaq

@sandipsabharwal Wouldn't freight cost impact the export business in future? Hearing that cost is almost 3x now or that is too small as a cost ?

Massive numbers from Mahindra and Mahindra Auto Sales up 26% Tractor sales up 20% Exports in first 4 months of the year up 60% bseindia.com/xml-data/corpf…

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.

Which AMC has the most Top-5 performing mutual funds across categories based on 5-year returns ? By @Mf360WW

This whole insta marketing is ok, you get crazy amount of leads but finally when seriously gets down to business, there is isn't much conversion that happens to be true, it's more like a weekend trip to gurgaon for majority of people. Is it with us or the whole community ? No one can beat referalls for sure.

@AnkitFinAlpha @Mf360WW Icici and woc

Which AMC has the widest bench of top-performing mutual funds ? By @Mf360WW

Which ones sir ? How do you tackle poor performance of schemes in your portfolio, which havent been significantly performing poor for more than 3-5 years, have multiple ones in my kitty, axis elss, sbi small. How do we not churn then with relatively more active funds and how do you keep them for over decades ?

My 5 MF schemes have completed 10 years+ holding period Around 7 stocks have completed 10 year holding.. The real flex is holding your nerves and staying put. God has been kind !!

@InvestRepeat What is the issue with sbi small cap? Such poor performance from a very long period of time, still no churning. This fund has really disappointed. Size can't be the only excuse, look at nippon, they are firing even with such huge aum.

> PPFAS Flexi Cap is again out of the most bought list. 2nd such week in years. Seems like fresh inflows have reduced a bit. > People continued to buy arbitrage funds. > Bandhan Small Cap fund's trend continues. > Mirae Asset Mutual Fund's schemes got heavily dumped. From mutual fund platform Kuvera's last week platform data.

@BaluGorade Too early to conclude anything here.

When AI was rising, traditional IT was falling. Now IT is rising, while AI is falling. Every theme has its cycle. 🔥

@gurjota No real estate exposure ?

Almost 50% of my current net worth is profits, both realized and unrealized, from the stock market. This number keeps going up consistently, and sometime in the future, I expect it to be more than 90%. Practically my entire net worth will be from the stock market!

@BaluGorade White oak as well

Some really good investment firms have entered the mutual fund space in recent years. - Abakkus - Helios - Old Bridge - Capitalmind All of them built a track record through PMS/AIF first. Now, Carnelian is joining the list. 🙌

@kawal279 Oh nice, right to next to conscient mall, opposite ellan ?

Tomorrow morning- Car Dining Take-Away Mini Dine-In Zomato/Swiggy 📍 Conscient Road, Sec 109, Gurgaon❤️

@GauravGupta_RE @WeekendInvestng There is this nala which is there and by and large that area is mostly industrial with majority of banquets built in, except dlf midtown there isn't much residential development, could be the reason for the pricing. Moreover this is pure west delhi.

@WeekendInvestng Also surprised with the rate, its opposite to Midtown, has an issue with the surroundings but still quite low rate, unless there was some other arrangement

L&T Realty buys 2.5 acres in Central Delhi for Rs 200 crore. Will be demolishing its existing office for a Luxury Residential Project. Three months ago they spent Rs 1,123 crore on 20 acres in New Gurgaon and a year before launched a luxury project in Noida.

@BaluGorade Icici, 35per

Did you know? Many of India's biggest mutual fund companies have foreign owners. 1] Nippon India AMC - 71.9% owned by Nippon Life (Japan) 2] Mirae Asset AMC - 100% owned by Mirae Asset (South Korea) 3] Franklin Templeton AMC - 100% owned by Franklin Templeton (USA) 4] HSBC AMC - 100% owned by HSBC (UK) 5] PGIM India AMC - 100% owned by Prudential Financial (USA) 6] Invesco AMC - 100% owned by Invesco (USA) 7] Baroda BNP Paribas AMC - 50% owned by BNP Paribas (France) 8] Mahindra Manulife AMC - 49% owned by Manulife (Canada) 9] SBI AMC - 36.3% owned by Amundi (France) 10] ICICI Prudential AMC - 35% owned by Prudential (UK) Which one surprised you the most?

@RakJhun Pls add volaitily as well

The BSE Midcap 150 Momentum 30 Index has historically outperformed 100% of the active large and midcap funds across 3, 5, 7 & 10 year investment horizon for regular plans. In 5 years, the Index gave 30.4% CAGR while the average of the active midcap funds was 17.1%. (Mirae ETF)

@propertylenden I don't see apart from Max who has operated and dominated this space. They genuinely build homes for senior. Ashiana has tried this space as well

Senior living is emerging as an important segment in Gurugram Real estate. Recently Haryana government increased permissible FAR for senior living projects. Many developers are exploring this space. One established player in this sector is expected to launch senior living project near Greater SPR. Signature Global has done good job in affordable housing segment & now company is evaluating opportunities in senior living as well. If it can replicate the kind of success it achieved in affordable housing. it could be a big positive for the growth of senior living market in Gurugram.

@propertylenden Was the inventory premium in first phase or will be there in next phase ?

Those interested in buying Oberoi 360 North Gurgaon in Phase 2 will have to wait until next year. According to Vikas Oberoi M D Oberoi Realty company plans to launch the second phase of Oberoi 360 North next year. The 600+ interested buyers who came to purchase homes in Phase 1 will now either have to wait for Phase 2 launch or consider alternative options offered by other developers.

Been someone who's gallbladder is removed, that is the worst thing that happened to my body, it has rather complicated or rather made chaos for my digestive health. Not sure whether it is right or wrong, have been trying to move to 2 meals a day, morning meal with eggs and avacado with extra virgin oil and little acv, evening is rice and dal with any veggies. Sugar and coffee makes thing worst for me. Running and body weight exercises have helped. Good fat in moderation have helped overtime. What you put in your body, is the single most imp thing, post my surgery I have realised.

Your gallbladder is not a passive storage sac. It is an active participant in fat digestion, cholesterol regulation, and gut microbiome shaping. Gallstones are not bad luck. They are the end result of years of metabolic drift insulin resistance, biliary stasis, cholesterol supersaturation reaching a tipping point. And removing the organ without addressing the underlying chemistry doesn’t solve the problem. It just moves it downstream.

@neerajarora91 Ah got it

@RonaqRealtor I also paid 7.6k approx

Bought a Jimny Alpha AT Here is the price breakdown Credit Card Points Earned 1,54,443. Feel free to ask questions regarding this

@BaluGorade I belive top 3 out of the lot, will grow for sure.

Some of these AMCs have the potential to become the next big names. Curent AUM: WhiteOak - ₹34,000 Cr Helios - ₹9,400 Cr Abakkus - ₹6,000 Cr Old Bridge - ₹3,600 Cr Capitalmind - ₹575 Cr More competition. More choices for investors. Your favourite? 😍

@GauravGupta_RE Best wishes gaurav

In under construction real estate, the difference between people who make money and people who lose it is information asymmetry. Homebuyers, investors, NRIs, brokers advising a client on their first purchase all making multi-crore decisions on renders, rumours, and relationships with people whose commission depends entirely on the deal closing today. We built ReraTracker to end that. 2,000+ RERA registered projects across Gurgaon, Noida. NCR first and beyond later. Every project tracked from launch to completion. HRERA filings, not developer claims. Verified insights, not market rumours. Drone shots, floor plans, developer track records, price history from day one to today. Everything you need to research and decide. Without a single broker call unless you ask. If you are a homebuyer, investor, NRI, brokers, an IFA advising families on real estate or an industry player then Reratracker is now yours. Research. Track. Transact. Drop any project name in the comments. I will send you the link personally.👇 This is just Day Zero. A lot more gets built on top of this with your feedback and support. Let’s go 🚀