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ET Money Profile picture
@ETMONEY
Nov 8, 2019 • 5 tweets • 3 min read • Read on X
1/5 Wow, we just turned 3years old! What an amazing journey it has been. A BIG THANK YOU to all our Users & Partners🙏🙏Together, we have scaled a few mountains 👇👇 Image
2/5 Lucky to have a passionate & crazy team sweating it out to make @ETMONEY awesome! When the occasion came, we partied hard & then after-partied harder 🍻 👯
A personalized Thank You note to the family of each team member created super-proud Parents, Spouses & Children👏 ImageImageImageImage
3/5 It's not just us. The impact we have created is getting recognized with ETMONEY bagging 4 awards!🏆🥇🏆
#togetherwehitharder Image
4/5 Our journey has just begun! Thrilled to have received Stock Broking, NPS, Insurance Corporate Agency & NBFC licenses by the country's top regulators to enable us to carry forward our mission of simplifying user's financial journey. Soon you will see a revamped ETMONEY 3.0🤞🤞
5/5 Want to know the exclusive details of the last 3 years & what's coming...? head over to this detailed account of the innovations, their impact & future penned down by @kalramukesh 👇
etmoney.com/blog/product-u…

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More from @ETMONEY

ET Money Profile picture
Jun 4
Amid concerns about weak earnings and an economic slowdown, four companies promised more than 50% revenue growth in FY25.

And they delivered.

Now, they are guiding for similar growth in FY26.

What do these 4 companies do? What is driving their growth? A 🧵 Image
1. Kaynes Technology India

This company makes complex electronic components used in various high-growth industries, such as aerospace, EVs, and railways.

-91% of revenue comes from India
-The remaining 9% from exports Image
Growth Story

Kaynes benefits from long-standing customer relationships.

Its top 10 clients have been with the company for over 7 years.

A surge in its order book is the primary reason behind its solid growth projection. Image
Read 17 tweets
ET Money Profile picture
May 31
After Operation Sindoor, defence stocks are back in focus.

Do they have enough ammunition to rally further?

Which companies stand out?

We answer these and many more questions you may have in this thread 🧵 Image
We will focus on 3 aspects in this analysis:

-India’s promising defence story

-Valuations

-Financials of key companies

Let’s start.
1. India’s Defence Story Looks Battle-Ready

The Indian government is the largest customer for defence companies.

In FY26, it raised the defence budget by 10% to ₹6.81 lakh crore. Over the last 5 years, this budget has grown at 7.6% annually.Image
Read 18 tweets
ET Money Profile picture
May 30
Bandhan Small Cap Fund has delivered exceptional returns in recent years.

It’s among the top 3 small-cap funds based on 3-year and 5-year returns.

What’s working for this fund? Has it been a consistent performer? A 🧵 Image
Let’s start with performance.

One thing that stands out in this scheme’s performance is its solid downside protection.

Since its inception in Feb 2020, the Nifty Smallcap 250 TRI registered over 5% monthly fall 6 times. The fund performed better on all 6 occasions. Image
No wonder this scheme’s downside capture score is 73.4.

This means if the index fell by 100 points, the fund declined only 73 points.

That is quite an impressive stat for a small-cap scheme.
Read 17 tweets
ET Money Profile picture
May 28
Flexi Cap funds have a lot of freedom. But each has a distinct style.

@PPFAS Flexi Cap: Value-focused + bold cash calls

JM Flexi Cap: Aggressive, prefers mid & small caps

HDFC Flexi Cap: Steady performer + large-cap heavy

So, which one fits you the best? Let’s find out. A🧵
We analysed every Flexi Cap fund in India across 5 key parameters:

-Allocation to Large Caps

-Exposure to Mid & Small Caps

-How frequently the fund buys and sells stocks

-Performance during good times

-Performance during tough times

Here’s what we found. 👇
1. Large Cap Allocation

Flexi Cap funds, on average, invest ~60% in large-cap stocks.

We used this as the benchmark to judge each fund’s style.

Let’s see which funds stick close to this 60% mark and which schemes go heavy.
Read 19 tweets
ET Money Profile picture
May 22
Markets move in cycles, and winning sectors keep changing.

If you can spot which sectors will lead next, you can earn market-beating returns.

Here are 4 smart strategies to help you pick winning sectors. A 🧵 Image
1. Tracking Economic Cycles

The economy moves in cycles: expansion, peak, contraction, and recovery.

Tracking economic and business indicators can help you figure out where we are in that cycle and which sectors are likely to perform well next.
For instance, when credit picks up, companies start spending more, interest rates ease, and earnings improve, which usually signals an expansion phase.

During this period, cyclical sectors like financials, real estate, metals, and consumer discretionary tend to lead the way. Image
Read 14 tweets
ET Money Profile picture
May 13
HDFC Focused 30 Fund is topping the charts across 1, 3, and 5-year returns.

But it wasn’t always like this. It has turned around since 2020.

That’s why its 5-year returns are more impressive than its 10-year returns.

What are the factors working for the fund? A🧵 Image
The fund was launched in September 2004.

Until 2020, its performance was a mixed bag.

Between 2005 and 2020 (16 calendar years), the fund managed to beat its benchmark (Nifty 500 TRI) only 8 times.

It saw some good years, but some forgettable ones as well. Image
Since 2021, it has been a different story.

The fund has beaten both its category average and the Nifty 500 every year.

Every year since 2021, the fund has been among the top 10 performers in its category.

Let’s see what has changed for this scheme. Image
Read 16 tweets

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