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ET Money

@ETMONEY

Jul 15, 2020 • 14 tweets • 6 min read • Read on X

@ETMONEY

Super proud to announce that @ETMONEY leads the way in the #MutualFund industry. Corners a whopping 28% market share of net equity sales in the month of June.

When you stay true to your customers, success always follows!!

For more details, visit our blog: etmoney.com/blog/etmoney-l…

What added to the cheer was that we played a pivotal role in ensuring money was invested in categories made for long-term investing, not flavor of the season

In #LargeCap & #MultiCap funds, which are a core holding for investors, we had positive net sales of ₹25+ crores while the industry inflows were negative ₹1,000 crores

We accounted for nearly 14% of total net sales in the entire #MidCap category. Out of ₹36.70 crore net sale of the industry, we contributed ₹4.9 crore

#HybridFunds are usually the best bet during volatile times like now. We had a net positive sale in these funds while the industry was in deep red with -₹3,000 crore net sales

Our contribution to the #GiltFunds sale was minuscule & we are happy about it. That's because the recent good return on this category is driving the inflows. And that's not the reason to invest in a category

We were able to pull this off thanks to robust growth in our #SIP book, and less than industry SIP cancellation rates. While the industry had -3% m-o-m change in SIP inflows, we had a +1% growth

This wasn't a coincidence but a result of our deep commitment to help Indians make the right investing decisions. And here is what we did post the big market crash of March

As the markets crashed, we asked our users what their concerns were. We then got CEOs of top AMCs to answer those questions. This as the country was being put under lockdown
👉
👉
👉

Once the initial panic subsided, and uncertainty faded off, we continued hand-holding users through blogs, videos, and our Quora community
👉etmoney.com/blog
👉youtube.com/channel/UCxv9T…
👉quora.com/q/allaboutmoney

We also understood it is only human to get swayed by emotions & make decisions that might hurt long term goals. So before our users hit the final redemption or SIP cancellation button, we gave them options that they could go for rather than canceling

All this wouldn't have been possible without the efforts of our teams across #product, #marketing, #operations, and #customersupport. A big shout out to them🙌

Lastly a special mention to our #engineering team for sweating it out and making all of it possible by building industry-leading and highly helpful features on the app

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More from @ETMONEY

ET Money

@ETMONEY

Dec 14

Toppers in different categories by 1-year returns:

- Mid Cap: Motilal Oswal Midcap

- Large & Midcap: Motilal Oswal Large & Midcap

- Flexi Cap: Motilal Oswal Flexi Cap

What has worked for @MotilalOswalAMC?

We dug into their portfolios & found 4 fascinating insights. A 🧵

1. Common Stocks

There’s a lot of overlap among the top holdings of the four schemes.

For instance, they all have sizable investments in Kalyan Jewellers, Trent, & Zomato.

Interestingly, these are missing in the Focused Fund, which hasn’t done well.

This is not a recent phenomenon.

If you check their portfolios from a year ago, you will see a similar trend—the four schemes have many common stocks.

Since these stocks have done well, they have benefitted all of them.

Read 18 tweets

ET Money

@ETMONEY

Dec 10

Vishal Mega Mart’s ₹8,000 crore IPO is here.

The retailer lags behind its rival DMart in profits. But it’s growing faster & has more stores.

However, this IPO has ONE BIG concern & many investors may not like it (Refer to Tweet 9).

Let’s dive into the details. A🧵

(1/15)

We will cover 5 key aspects in this analysis:

- Vishal Mega Mart’s business model
- Financials and valuations
- Compare its numbers with Avenue Supermarts
(DMart)
- Key IPO details
- Strengths and challenges

Let’s start. 👇

(2/15)

1. Business Model

Vishal Mega Mart targets middle-class consumers with a diverse portfolio:

-Apparel: 45% of revenue
-General merchandise: 28%
-FMCG goods: 27%

Over 70% of its revenue comes from in-house brands. This boosts its margins and reduces dependence on third-party products.

(3/15)

Read 17 tweets

ET Money

@ETMONEY

Dec 3

When markets tumble, small-cap funds usually fall the hardest.

Large-cap funds tend to hold up better.

But over the past two months, it has been the complete opposite.

Why did this happen?

Is it time to invest more in small-cap funds?

A 🧵

This performance of small-cap funds is in line with the returns of their benchmark.

In the last two months, Nifty 100 fell 8.2%.

Meanwhile, Nifty Smallcap 250 dropped nearly 5.7%.

There are two key reasons for this unusual trend.

1. The FII Factor

Foreign Institutional Investors (FIIs) are on a selling spree.

In the past two months, they have sold Indian stocks worth ₹1.5 lakh crore.

Since FIIs mainly invest in blue chip stocks, their selling has hit large-cap indices the hardest.

Read 7 tweets

ET Money

@ETMONEY

Nov 23

Last 10-year returns of some top-performing Focused Funds:

Quant Focused Fund: 16.91%
Franklin India Focused Fund: 15.41%
SBI Focused Fund: 15.32%

But there’s a little-known name which has done even better. Which is that dark horse?

What has been its secret? A 🧵

We are talking about 360 One Focused Equity Fund.

It has recently completed 10 years and has also been the top performer over the last decade.

That said, this scheme has had its ups and downs.

Let’s review its performance & strategy.

First, some basics on Focused Funds.

In these schemes, fund managers can invest across large, mid or small caps.

However, the total no. of stocks cannot exceed 30.

Due to this investment constraint, the margin of error in these schemes is very thin.

Read 19 tweets

ET Money

@ETMONEY

Nov 19

NTPC Green Energy has come up with this year’s third-largest IPO.

But much of the discussion is around its valuations.

Even though it's smaller than Adani Green Energy on multiple metrics, NTPC Green Energy’s valuations are much higher.

Is this IPO worth considering? A 🧵

We will cover 3 key aspects in this analysis.

- Understand NTPC Green’s business model

- Compare financials & valuations with Adani Green

- Looks at some key IPO details

Let’s start.

1. Business Model

NTPC Green Energy, a subsidiary of NTPC, was founded in April 2022 to manage NTPC’s renewable energy assets.

It generates renewable energy (solar, wind, etc.) and supplies it to the grid. From there, utilities (firms that supply power to consumers) or big companies buy and use the energy.

Read 16 tweets

ET Money

@ETMONEY

Nov 17

Markets tumbled in Oct, giving cash-heavy mutual funds a buying opportunity.

But, funds like PPFAS Flexi Cap & SBI Contra raised their cash holdings.

We looked at 5 such latest mutual fund trends. A🧵

Don't miss Tweet 6. It has stocks that MFs bought after steep correction.

1. Cash Holding

31 diversified equity funds in September were holding over 10% cash.

By October, this number was reduced to 25 schemes.

So, there are exceptions, but most schemes have reduced their cash holdings last month.

You can check some popular names in the table.

2. Stocks whose popularity took a hit

There are some favourite stocks of mutual fund managers.

One such name is Avenue Supermarts (DMart).

But last month, it fell out of favour amid concerns about its future growth.

You can look at more such names in the table.

Read 10 tweets

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