EDGE

@spandanvyas @kirubaakaran From where you are getting this data, especially stock holdings level data for each scheme

Monthly portfolio review used to take 2-3 days. Now it's 2-3 minutes.. Built a tool that compares MF returns and model how a new fund changes your portfolio's drawdown profile. Instant. Most distributors are still eyeballing factsheets. PS - Thanks to @kirubaakaran for pushing me to use lovable

@kirubaakaran Hi, But how come you get data of fund managers and ratings? May I know please

New Features Added: fundlens.lovable.app Top Ranking: Analyses 17,000+ schemes, shows top 10 by SIP XIRR and Lumpsum CAGR. Portfolio Builder: Add 3–10 funds, set weights, pick a benchmark proxy (Nifty 50 TRI, etc.), choose lumpsum or SIP mode, and analyse. Overview: AUM, expense ratio, fund manager, star rating. Along with Sharpe, Sortino, volatility and max drawdown

@KalpenParekh @growth_edge_ @KalpenParekh when do you think will DSP International mf opens for fresh allotments for people to invest <10k monthly abroad

All markets can have long periods of zero returns Whether 🇮🇳 or 🌎 Equity markets are equity markets Whether 🇮🇳 or 🌏 A blended portfolio increases surface area for spreading risks and maintaining / increasing returns if done sensibly

@sarang_contra @Prouspering @KrishAlpha7 @JoyfulGiri @valueclarity @vini546 @AnkitFinAlpha @RamTeluguTrader @hariniv2505 @anhad_virk @InvestNifty_ETF What about giving 1% to Financial Advisor for Direct MFs vs paying 0.5% to Financial Advisor wit Regular funds :(

#MutualFunds 📔 Expense Ratio Decoded 📔 Small tweaks can save you lakhs💰

@Rollingstraddl @optionstraddler Is it automated or all are discretionary trades

Discretionary Option Selling capital: 25 Lakhs Markets are very kind to me. overall gain: 14% From March. #intraday #optionselling #verifiedbysensibull #niftyoptions #optionselling #nifty50 #nifty #optionstrading #trading

@sagarkankanala @kirubaakaran From which broker api you are fetching. Is that broker supports all historical data since 2019

@VigneshMitta @kirubaakaran Throufh broker api

Time to build my own version of Algotest for internal research.

@kirubaakaran Looks great. But from where you are feeding in the Options data

@sagarkankanala @kirubaakaran Hi, From where you have got Options data. May I know please

@kirubaakaran Created Backtesting platform using claude.

@RakJhun Easy in theory. Hard in reality!

'Smallcap Momentum Quality Index' has 100 stocks picked on quality (high RoE) & momentum (trending). It gave 25.4% CAGR in 10 years & outperformed Small cap 250 Index by 5.2% & Nifty 50 by 11.4%. It outperformed 83% active funds in last 1 year & 81.8% active funds in last 10 year

@mohitsharmadl As a MFD. Am too not a big fan of a diversified portfolio. But what matters is balanced returns over time/Nifty. Also this list of 4 funds you picked now may be varied when you try to pick 8 years ago. After all what matters is your ability to pick funds based on clients goals

A friend asked me to review his family's mutual fund portfolio. 24 schemes. 17 AMCs. 8 years of holding. Result: 9.7% CAGR. A simple Nifty 50 index fund did 9.2%. All that complexity, all those advisor meetings, all those expense ratios -- for half a percent. I ran the same capital through just 4 funds: - Parag Parikh Flexi Cap - Nippon India Multi Cap - Quant Flexi Cap - ICICI Prudential Multi Asset Equal weight. No rebalancing. No timing. 14.5% CAGR. On a 1Cr portfolio, that's a 93L difference over 8 years. Diworsification is real. Concentration wins. 4 high-conviction picks and patience > 24 average ones.

@JayneshKasliwal @kotakneo @Ashish1Nanda Hi @JayneshKasliwal @Ashish1Nanda . May I know what is the process of switching mf units from zerodha to kotak. Can we do it through online or offline

Lately been noticing how much brokerage quietly eats into trades… Switched to Kotak Neo recently flat ₹10 on F&O and no intraday interest. Didn’t think it would matter this much, but in the current context, it actually does over time. @kotakneo @Ashish1Nanda

I think it's high time to transition from @zerodha to other platform. Not happy with the new pledging brokerage fee. For new age brokers I think this is a golden opportunity to attract new customers base. @Nithin0dha @zerodha

@FamyRasheed Which app is this?

⚡️Flexi Cap Mutual Funds – 5Y Rolling Returns Period: 01-Jan-2019 to 16-Feb-2026 📊 **(Post SEBI Reclassification) Avg 5Y Rolling Returns: Quant: 32.3% JM: 26.47% HDFC: 25.97% Parag Parikh: 25.81% Std Dev | Sharpe: Parag: 13.24% | 1.12 Quant: 18.68% | 0.85 HDFC: 17.34% | 0.75 JM: 17.86% | 0.71

@Mf360WW @finvibe @Garg_Aditya_ @hariniv2505 @InvestorOfJAMMU @rohantantia @sharmaaniket03 @swingcrafthq @T_Investor_ @vishpradp @IRInvesting This is a nice one. But we cannot compare newly launched funds against the old ones. E.g. Whiteoak midcap never seen cycles older than 2022. Best is to compare funds for those whole period respectively. Otherwise it will become a curve-fitting/incorrect data.

📘 Equity Funds That Never Lost Over Any 3-Year Period A Rolling Return Consistency Study (Data as on 06-02-2026) This analysis identifies equity mutual fund schemes that maintained non-negative returns across every observed 3-year rolling window, cutting across market cycles, volatility regimes, and drawdown phases. Download the full PDF here: t.me/+MVCmKWU5l6BiY… ⚠️ This is a research study, not an investment recommendation. Mutual fund investments are subject to market risks. #EquityMutualFunds #RollingReturns #RiskManagement #InvestmentResearch #WealthManagement

@FamyRasheed Which app is this. May I know is this Value research

⭐ The most consistent large-cap funds • Canara Robeco Large Cap • Edelweiss Large Cap - based on daily 5-year rolling return (From Dec 2015 to Dec 2025)

@RajkumarPR8 Which app/portal is this @RajkumarPR8

Funds go through cycles! Underperformance happens! It is important to know the fund strategy to assess recovery. Some stay at the bottom forever & few recover as well! One of the funds that I hold for long. I have accumulated this at NAVs of 90s & 100. Today, the NAV is ~7X!

@tsarun1992 Which app is this?

Systematic Investment Planning (SIP) 🌱 Why SIPs Matter — And How Simple They Really Are Here’s a small example (my own new SIP) of how consistent investing quietly builds wealth over time: 🔵 Monthly SIP: ₹25,000 🟢 Number of SIPs: 3 • Large & Mid Cap Fund – ₹2,000/month • Mid Cap Fund – ₹8,000/month • Small Cap Fund – ₹15,000/month Total = ₹25,000 every month ⸻ 📈 What This Means for You Even a moderate SIP like ₹25,000/month has the power to change your financial future. 💡 If you continue this for 20 years at an average 12% return: • Invested Amount: ₹60 lakhs • Expected Value: ~₹2 crore+ That’s the magic of compounding — slow, silent, powerful. ⸻ 🚀 Why SIPs Are the Smartest Way to Build Wealth ✔ No need to time the market ✔ Beats inflation in the long run ✔ Rupee-cost averaging reduces risk ✔ Perfect for salaried and busy individuals ✔ Works beautifully with 10–40 year horizons You don’t need to be an expert. You just need consistency. SIP does the heavy lifting for you. ⸻ 🔥 Start Small. Stay Consistent. Let Wealth Follow. Whether it’s ₹5000, ₹10,000, or ₹25,000 a month — your future self will thank you. You may reach out to @aaminvestor_ to create a balanced SIP based on your expectations and risk appetite ❣️

@justnottamomma Link to that webinar please, seems msgs was restricted in that post, so posting here

Lakh burai thi Ravan mein lekin kabhi kisiko naked Puts short ki advice nahi di 🤡

@justnottamomma Link please

📌 Learn *“The Power of Selling Options: A Systematic Approach” with Industry Expert Shikha Gupta* 📌 📅 Date: 26th October, 2025, Sunday 🕒 Time: 10:00 AM onwards It’s a completely Free webinar , anyone interested to join can Dm for link to register .

@justnottamomma Link olease