Joined April 2010
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- Followers 22,682
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2,209 Photos and videos
Upar gaya to acha tha
Neeche gaya to fund manage nahi karna aata
Motilal Oswal midcap is worst performance in this category just because of they are holding 16 per in IT sector.
Can't they manage this much of IT sector percentage from this fund. ???
Any mf expert can explain here. What went more wrong here ??
@vini546 @MFIndiaGyan
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Jun 13
Step 1: open the app
Step 2: press the exit button
Step 3: pay taxes
#hargharfundmanager
don't understand why most of MF schemes have HDFC, ICICI , AXIS bank, which are all underperforming, don't they have expertise to find out new stocks, we don't need funds which invest in same old underperforming stocks, no brainer or no brains
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Jun 13
Interesting mandate change in DSP value fund, banks gets added and in a short span, it's now 17% of portfolio. All 4 private banks.
Has 20% cash !!
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Jun 13
Interesting to see fund houses have started adding more info (voluntarily) in their factsheets. May be every one realising that factsheets are being seen.
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Jun 11
Documentary ki jaroorat Titan ko nahi TCS ko hai ;)
Loved the series!!!
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Jun 11
If indian business news channels take one shot of vodka every time they mentioned korea, hynix and nvidia
They will make up for the lost liquor sales due to GenZ drinking habits
Jun 11
If you did a shot of vodka every time financial television said "Space X" today, you would've died 6 hours ago.
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Crazynaval retweeted
Jun 11
This will have to re-written for 2020s!
2 Aug 2024
Book 37
"Bull!: A History of the Boom and Bust, 1982β2004"
by Maggie Mahar.
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Jun 11
cc:myfundmanager
Hear me out-
Op Sindoor2 will be announced any random day at 11pm. Pakistan won't be ready, and us investors won't be ready
Since we may be 'aggressors', Trump may impose sanctions within 3 days
This will be bad for Nifty, whenever it happens.
Always stay hedged. Always.
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Jun 10
welcome to the fascinating world of under performance ;) on a two year horizon
~ micro cap investor
Jun 10
Can't help but think of Mr. Rajiv Thakkar's meme and list of confessions from the 2022 unitholders meet after seeing this.
Btw fund isn't even underperforming.
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Jun 10
Total dhammal
Jun 10
Stock market Twitter is on fire today, fund managers going at each other, mutual fund schemes getting shit upon, and kuch nahin toh equity inflows ke upar outrage. Lol, this bear market is fun. Great day to be an FD.π
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Jun 10
twitter is the best place to see fund managers fighting with each other with a 0% fund management cost
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Jun 10
What the Fuzz !! @ask_fuzz with @bankonbasak
Gonna talk about why this boring fund is the reason for half of Indian fintwit to come on twitter and tell the fund manager * ITC kyu kharida bhai*
The other half has 41% xirr and 28 well performing funds in their portfolio along with a telegram link
Jun 10
Every month, hundreds of investors open the PPFAS factsheet? β
Thousands of investors wait for @crazynaval to post the breakdown? β
Tonight, I'm hosting him to decode why he's obsessed about @PPFAS. π
Set a reminder for X Spaces below:
x.com/i/spaces/1NGarremMavJjβ¦
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Jun 10
if you want the drama of indian fintwit and lores of CNBC/NDTV's of the world
do one thing, Read the Book " The Bull". It will be one of the best investment you will make:)
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Crazynaval retweeted
Jun 10
My dislike for the mutual fund distributors grows every day.
Nearly every individual I know has been fooled by them. It was driven by either fear or greed.
The dishonesty that these folks work with is astounding.
And donβt even get me started on bank relationship managers / insurance salesmen. They prey on the vulnerable.
Jun 9
Amusing how some of the country's best fund managers are managing money for around 0.6% of assets.
While advisers charge 1% for asset allocation.
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Jun 10
Good luck finding the best fund and best strategy
Play in range of outcomes, focus on goals and be happy if you are able to ride growth assets to make your life better (financially)
Jun 10
Even if someone does manage to find a winning strategy, they rarely stick around to reap the rewards. Every active strategy, even the best ones, will experience periods of brutal underperformance relative to the index.
Human psychology is hardwired for loss aversion. When an investor sees their "differentiated strategy" losing money while the boring Nifty 500 or S&P 500 is chugging along, cognitive dissonance sets in.
They capitulate.
They abandon the strategy at the exact moment of maximum pain (the bottom of the drawdown) and switch to whatever else is currently winning. They end up constantly buying high and selling low, paying a heavy behavioral tax.
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Jun 9
Gurgaon land prices will find another reason to sustain.
Behrampur village will have more of kings college look alike πππ
INDIA OPENS DOORS TO TOP GLOBAL UNIVERSITIES IN MAJOR EDUCATION PUSH
Indian Ministry of Education has granted Letters of Approval to three foreign universities: University of Bristol and University of York from the UK, and University of New South Wales from Australia, to establish campuses in India
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Crazynaval retweeted
Jun 9
If you are looking to buy good businesses at reasonable valuations, you should be content with many naysayers and doom predictors. The discouraged incremental buyer and the emboldened bear bring down the price you are going to pay. Ultimately, the performance of your investment will be a function of how much you pay to acquire it.
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Jun 9
PPFAS Flexicap changes for May 2026 are out
~ Cash at approx 14.5%
~ Shopped across but most in ITC
~ Muted month other wise from a big bang shopping point of view:)
~IT is now 9% of portfolio. Let's see if they add more of it not.
~picked up small incremental in IEX too. Almost touching 10% of company ownership.
Basically you are looking at pretty diversified fund (at-least from industries point of view)
Banks/IT/ FMCG/Power& Energy/Auto/Overseas Fangs/Pharma & offlate Reits
#onefund
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Crazynaval retweeted
Jun 8
Signature Global - a listed real estate developer from Gurgaon has launched branded residences by borrowing a fast car's logo.
It sounds premium etc., until you realise its NOT Lamborghini, it's Tonino Lamborghini - the perfume & accessories brand. As in North India they say "its a sister concern". Or in Hindi "Bhai ki company hai"
Anyway,
the apartments start at 4.8 crore
Lamborghini - the car [Urus Se?] starts at 6 crore,
and the Tonino Lamborghini brand?
Perfume starts at βΉ880, with a 78% discount on Myntra.com.
Anyway. I expect Cretas and Innovas to drive in and out of the complex, well, that too, if only the project ever gets delivered ;-)
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Jun 8
Guess what disappeared from the Indian Fin-twit in last 3 months
Silver
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