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

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
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
May 10
If you understand the financials of a burger-selling stall, you can easily read the financial statements of a conglomerate like Reliance Industries.

Let’s simplify the Balance Sheet, Income Statement and Cash Flow Statement to the extent even your child can understand.

A🧵 Image
1. Balance Sheet

Imagine you start a burger stall.

You invest ₹50,000 from your pocket. This is your equity.

Further, you borrow ₹20,000 from a friend @ 5% Interest. This becomes your liability.

Total money you raised = Rs 70,000
Say, from the corpus you have, you buy a cart, a stove, a gas cylinder, and ingredients worth ₹60,000. These are assets that help you make money.

The remaining ₹10,000 is with you as cash.

This is how the opening Balance Sheet will look for this business. 👇 Image
Read 31 tweets
May 7
One in three active equity funds fail to justify the risks they are taking.

The amount of risk they take does not match the returns they deliver.

SEBI’s recent metric reveals this.

Once you know this, it may change how you choose mutual funds.

A 🧵 Image
Why Risk-Adjusted Returns Matter

Say, two people invest ₹1L. After a year, both have ₹1.08L.

One chose FDs, the other equities.

Same return, different risk.

Was it worth it for the equity investor? NO.

That’s why risk-adjusted returns are important, not just returns.
Two funds may give similar returns, but one could have taken far more risk.

The Information Ratio helps you spot this gap.

That is why SEBI has asked fund houses to publish this ratio every month from April onwards.
Read 17 tweets
May 4
Markets have started to recover.

During this phase, Value/Contra funds shine.

So, we examined the 3 most popular schemes in this space:

SBI Contra
ICICI Pru Value Discovery
Invesco India Contra

All of them have given impressive returns. Which one is better for you? 🧵 Image
Let’s start with their trailing returns.

The Contra Fund from @SBIMF shines in the short to medium term, while Invesco India Contra leads in the long term.

However, all 3 funds have comfortably outperformed their category average and benchmark in the 3, 5, and 10-year periods.
Now, strong returns in a bull market don’t tell the whole story.

How did they perform when the market crashed?

Let’s zoom in on 2025’s correction.

ICICI Pru Value Discovery fell nearly 10%.

On the other hand, SBI Contra dropped 21%, and Invesco India Contra crashed 30%.
Read 16 tweets
Apr 27
Ather’s IPO issue opens tomorrow (Apr 28, 2025).

Backed by Hero MotoCorp, it has slick tech and big expansion dreams.

Its listed rival Ola’s EV ride has been anything but smooth so far.

Can Ather be a better bet for the EV two-wheeler race?

A🧵 Image
We will cover 4 key aspects in this analysis:

- Ather’s business model
- Financials
- Compare its numbers with competitors
- Key IPO details
Finally, we will wrap up with the positives and key concerns.
1. Business Model

Founded in 2013, Ather is a pure-play EV brand – selling e-scooters, software, charging gear, and smart accessories.

- 90% of revenue comes from vehicles
- 10% from the restImage
Read 14 tweets

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