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@kalramukesh

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@ETMONEY

Mar 2

Many equity schemes of Invesco MF (@invescoindia) gave stellar returns in 2024.

-Invesco Contra: 31.37% vs Cat Avg: 21.97%

-Invesco Flexi Cap: 36.51% vs 21.99%

-Invesco Focused: 44.95 vs 21.00%

What has worked for them?

Are they using some high-risk strategies? A 🧵

1. Growth Investing

Fund managers of Invesco MF don’t mind high valuations if the growth potential is strong. This is clear from the high PE ratio in their schemes.

As of Dec 2024, all Invesco equity funds had P/Es above 60, while P/Es of key indices ranged between 20-40.

Not just December, we found this pattern throughout 2024.

Except for the large-cap fund, all schemes had a P/E above 50 throughout the year.

In contrast, the benchmark indices fluctuated between 20-40.

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@ETMONEY

Feb 28

Imagine having a fund that makes returns amid both rising and falling markets.

This is possible through long-short strategies, which mutual funds don’t offer.

So, SEBI is introducing Specialized Investment Funds (SIFs) for retail investors.

How will they work? A 🧵

What Makes SIFs Special?

Like mutual funds help you ride on the stock-picking skills of fund managers, SIFs let you leverage their expertise in derivatives trading.

With long-short strategies, SIFs will aim to profit in both rising and falling markets.

Think of these short calls as an insurance policy against market crashes—hedging your portfolio so you either gain or fall less when markets tumble.

Will there be categories in SIFs like mutual funds?

The answer is YES.

Read 13 tweets

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@ETMONEY

Feb 26

Markets are bleeding.

Nifty 100 is down 15.35% from its peak in September 2024.

The fall in mid-cap and small-cap indices is even worse.

But even in this sea of red, a few stocks have stayed afloat.

Which are these companies? A thread. 🧵

Let’s start with large-cap stocks.

The Nifty 100 index touched its peak on Sep 26, 2024.

Since then, 94 out of 100 large-cap stocks have delivered negative returns.

Only six are in the green, with Bajaj Finance leading the pack.

See the other 5 stocks in the table.

Mid-cap Universe

Only 16 out of 150 stocks have braved the market carnage.

BSE and Lloyds Metals & Energy gave 38.2% and 28.1% returns, respectively.

In fact, there are 5 mid-cap stocks that have risen more than 10%. (See table)

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@ETMONEY

Feb 20

ICICI Pru Bluechip Fund has beaten the Nifty 100 across different periods.

It is also the biggest large-cap fund.

Lately, it has gained traction amid valuation concerns in mid-cap & small-cap stocks.

So, we reviewed its performance & strategies. A 🧵

In this analysis, we will cover 3 key aspects:

-Performance (SIP, calendar year, and rolling returns)
-Ability to protect losses during tough times
-Stand-out investment strategies

Let’s start. 👇

SIP RETURNS

An SIP in ICICI Pru Bluechip delivered 15.4% returns over the last 15 years.

So, a monthly SIP of ₹10,000 would have grown to nearly ₹65 lakh.

Nifty 100 would have delivered a 13.9% return, turning the same SIP into nearly ₹57 lakh.

Read 16 tweets

ET Money

@ETMONEY

Feb 13

India’s 64-year-old Income Tax law is getting a complete makeover.

A new Bill promises a simpler and more modern tax system.

There are 6 big changes. Let’s have a look. 🧵👇

Before discussing the changes, let’s first talk about what has NOT changed.

The old tax regime is NOT being abolished.

You can still choose between the old & new regimes.
And no new taxes are being introduced.

The bill is about simplification, not increasing your tax burden.

1. INTRODUCTION OF "TAX YEAR"

Currently, we have two separate terms—"Previous Year" and "Assessment Year."

The Previous Year (PY) is when you earn your income.
The Assessment Year (AY) is the year after that when you file taxes.

This often confuses people.

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@ETMONEY

Feb 12

Hexaware Technologies is making a comeback to the Indian stock markets with a massive ₹8,750 crore IPO.

This is the biggest IT services listing since TCS in 2004.

Should you consider subscribing?

Let’s find out🧵

Hexaware was delisted in 2020 by its previous owner, Baring PE Asia.

A year later, Carlyle Group acquired the company.

Now, Carlyle is taking it public again.

We will discuss 4 key aspects in this analysis:

-Business model
-Financials & valuations
-Key IPO details
-Key challenges

Let’s start. 👇

Read 13 tweets

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