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How has been the week for Equity: #Smallcap Funds? 📈
Sorted by Weekly returns [Mon-Fri]
Most Smallcap funds ended positive. ✅
The index ended -0.44%
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Ankit | FinAlpha
6.5K posts
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 เข้าร่วม Aralık 2020
1.2K กำลังติดตาม4.7K ผู้ติดตาม
@AnkitFinAlpha @FinAlpha_in @InvestNifty_ETF @Ishan_Narayan_ @JoyfulGiri @KrishAlpha7 @sharmaaniket03 @vini546 @vishpradp @finvibe Can u share Nifty 50 n Nifty 500 with similar comparison???
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⚡Market breadth tells the real story behind the index.
🔹Top chart: % of stocks above/below their 200 DMA , broken down by how far below.
🔸Bottom chart: % of stocks in drawdown from their 52-week high.
Three snapshots of damage :
☢️🔻COVID (Mar 2020): 88% of stocks were >20% below their 200 DMA.
88% were down >40% from their 52W high. Absolute carnage across the board.
🔻Mar 2025 correction: ~60% of stocks fell >20% below their 200 DMA.
~59% were >40% off their 52W highs. Not COVID, but the small & midcap damage was deep and silent.
🔻Today: 43% still >20% below their DMA. 42% still >40% off their 52W high.
Lets see will we go below 2025 correction ?
Built this in-house. ~2000 NSE stocks, daily data since 2018.
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@thevicky_roy @FinAlpha_in yup. We will see this performance every week. Lets see how active funds do in recovery and long run.
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@AnkitFinAlpha @FinAlpha_in Most funds beat the index because they're overweight the momentum names that didn't correct. Wait for the reversal week.
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How has been the week for Equity: #Smallcap Funds? 📈
Sorted by Weekly returns [Mon-Fri]
Most Smallcap funds ended positive. ✅
The index ended -0.44%
English
@InvestNifty_ETF @FinAlpha_in @KrishAlpha7 @JoyfulGiri @sharmaaniket03 @vishpradp @vini546 yeah. doing good.
x.com/AnkitFinAlpha/…
Ankit | FinAlpha@AnkitFinAlpha
#Kotak Multicap Portfolio Update (Feb 2026) 📊 Let's take a look at the Kotak multicap fund! Managing a portfolio of 70 stocks, here is a breakdown of their latest moves for February. 🧐 🟢 6 Fresh Buys (Bandhan Bank Ltd., Aditya Birla Sun Life AMC Ltd, Tata Steel Ltd, Happy Forgings Ltd., Larsen And Toubro Ltd., Hindalco Industries Ltd.) 🔴 3 Full Exits 📉 Canara Bank, LIC Housing Finance Ltd., Hindustan Petroleum Corporation 📈 24 Increase in Holdings (Accumulating: UltraTech Cement Ltd, SRF Ltd., Bharti Airtel Ltd, Ashok Leyland Ltd, Hero Motocorp Ltd, Indus Towers Ltd, Power Finance Corporation Ltd.) 📉 6 Decrease in Holdings (State Bank Of India, Jubilant Foodworks Ltd, Shriram Finance Ltd, Mphasis Limited., FSN Ecommerce Ventures Limited, Tata Motors Commercial Vehicles) ⏸️ 34 Companies - No Change (Held steady on core positions: Infosys Ltd, Reliance Industries Ltd, Tata Consultancy Services Ltd, Life Insurance Corporation Of India) Detailed breakdown and FinAlpha 1-Pager attached. 📄 #KotakMutualFund #Multicap #MutualFunds #StockMarket #FinAlpha #FinAlpha1Pager
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@AnkitFinAlpha @FinAlpha_in @KrishAlpha7 @JoyfulGiri @sharmaaniket03 @Ishan_Narayan_ @vishpradp @vini546 Kotak multi cap is in my portfolio
Indonesia
#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
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How was the week for Equity: #Flexicap Funds? 📈
Sorted by Weekly Returns [Mon-Fri]
Most Flexicap funds closed in Red this week.
The benchmark index Nifty 500 TRI closed at -0.29%.
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How was the week for Equity: #Midcap Funds? 📈
Sorted by Weekly Returns [Mon-Fri]
More than half Midcap funds ended the week on a positive note. ✅
The benchmark index closed at -0.03% Flat.
#MutualFunds #FinAlpha1Pager #MotilalOswal #Quant #Bandhan
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@AimInvestments Interesting.
I hope this helps people of India manage their diabetes.
Beginning of a new phase.
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@Proud_Engineer @FinAlpha_in Showing initial signs of stability.
Long way to go.
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@AnkitFinAlpha @FinAlpha_in Quant seems getting on track now
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@AnkitFinAlpha @FinAlpha_in @KrishAlpha7 @JoyfulGiri @sharmaaniket03 @Ishan_Narayan_ @InvestNifty_ETF @vishpradp @vini546 Low overlap means both managers have strong convictions. The question is whose stock-picking edge is actually defensible.
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@JoyfulGiri @saddam_biswas61 @FinAlpha_in @KrishAlpha7 @sharmaaniket03 @Ishan_Narayan_ @InvestNifty_ETF @vishpradp @vini546 Yup. Good performance.
x.com/i/status/20338…
Ankit | FinAlpha@AnkitFinAlpha
#Kotak Multicap Portfolio Update (Feb 2026) 📊 Let's take a look at the Kotak multicap fund! Managing a portfolio of 70 stocks, here is a breakdown of their latest moves for February. 🧐 🟢 6 Fresh Buys (Bandhan Bank Ltd., Aditya Birla Sun Life AMC Ltd, Tata Steel Ltd, Happy Forgings Ltd., Larsen And Toubro Ltd., Hindalco Industries Ltd.) 🔴 3 Full Exits 📉 Canara Bank, LIC Housing Finance Ltd., Hindustan Petroleum Corporation 📈 24 Increase in Holdings (Accumulating: UltraTech Cement Ltd, SRF Ltd., Bharti Airtel Ltd, Ashok Leyland Ltd, Hero Motocorp Ltd, Indus Towers Ltd, Power Finance Corporation Ltd.) 📉 6 Decrease in Holdings (State Bank Of India, Jubilant Foodworks Ltd, Shriram Finance Ltd, Mphasis Limited., FSN Ecommerce Ventures Limited, Tata Motors Commercial Vehicles) ⏸️ 34 Companies - No Change (Held steady on core positions: Infosys Ltd, Reliance Industries Ltd, Tata Consultancy Services Ltd, Life Insurance Corporation Of India) Detailed breakdown and FinAlpha 1-Pager attached. 📄 #KotakMutualFund #Multicap #MutualFunds #StockMarket #FinAlpha #FinAlpha1Pager
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@saddam_biswas61 @AnkitFinAlpha @FinAlpha_in @KrishAlpha7 @sharmaaniket03 @Ishan_Narayan_ @InvestNifty_ETF @vishpradp @vini546 @AnkitFinAlpha do you analyzed on kotak mulit cap?
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@JoyfulGiri @FinAlpha_in @KrishAlpha7 @sharmaaniket03 @Ishan_Narayan_ @InvestNifty_ETF @vishpradp @vini546 True. The aim of this is to show overlap. If overlap is low, one can have both funds in family's pf.
And high overlap funds should be avoided.
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@AnkitFinAlpha @FinAlpha_in @KrishAlpha7 @sharmaaniket03 @Ishan_Narayan_ @InvestNifty_ETF @vishpradp @vini546 then both can be used for diversifiction across fund houses.
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@grok @AarpanPatel @zerodha @Nithin0dha Which brokers are currently not mandating 50% cash requirement for FNO intrday.
Kotak
Groww
And @grok , add more to the list.
Check recent updates as well.
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For Groww: Equity intraday offers up to 5x leverage (20% margin) on most stocks per their calculator; pledged collateral accepted fully for intraday (no mandatory 50% cash). For F&O (intraday or overnight), SEBI rule requires brokers maintain min 50% cash in total margin.
For Dhan: Same, 5x leverage on most equity intraday stocks; collateral ok for intraday. 50% cash applies to F&O positions only.
Shoonya’s policy appears stricter on cash for their intraday setup—double-check apps for your stocks as rules vary by volatility & can update (new RBI tweaks hit April 1).
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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
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@AarpanPatel @zerodha @Nithin0dha Shoonya I know they also have 50% cash margin required for intraday since a long time.
Confirm for groww and dhan @grok
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@JoyfulGiri So 2015 it is for both of us.
Long way to go.
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Share your Mutual fund or Equity Investment journey
#Weekend
Ankit | FinAlpha@AnkitFinAlpha
When did you start your first #SIP or Mutual fund investment ? Here’s my story 📘 I registered my first SIP in Dec 2014. The first installment went through in Jan 2015. I was in the second year of my B.Tech then — from a small town, with almost no proper guidance around investing. A few agents were available, but everything was offline and old-style. I wanted something I could track on my phone and laptop 💻 Discovered FundsIndia and opened my account there — back when KYC meant printing forms and sending documents by courier 📮 That’s how my first real equity exposure began. My first fund: Franklin India Smaller Companies Fund — a smallcap fund. Straight into the deep end 📈 Then opened my Zerodha account in 2016. Been a continuous learning curve ever since — cycles, drawdowns, rallies, behavior, discipline. Small start. Long journey. Still compounding. #InvestingJourney #MutualFunds #FinAlpha #SIP
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#Nippon Multicap vs #Kotak Multicap 📈
Comparing the portfolio overlap of the top two Multicap funds by AUM ( 50k cr : Nippon , 23k cr : Kotak)
* Portfolio Overlap: 11.4% (representing 16.0% of AUM). 📊
* Common Holdings: 20 shared stocks. 🤝
* Top Common Stocks: Key shared allocations include Maruti Suzuki India (1.02% | 5.22%), ITC (1.73% | 3.77%), and State Bank of India (1.89% | 3.27%). 🚗🚬🏦
* Industry Overlap: 100% overlap in Ferrous Metals, Diversified FMCG, and Petroleum Products, followed by Entertainment (50%). 🏭🧴🛢️
* Concentration: Kotak Multicap maintains a slightly more concentrated portfolio, allocating 35.3% to its Top 10 holdings, compared to Nippon Multicap at 30.4%. 🎯
Any overlap request you have in mind ?
Comment down below.
Free today, will post.
#NipponIndiaMutualFund #KotakMutualFund #FinAlpha #MFOverlap #FinAlpha1Pager #MultiCap
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Filipino
#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
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