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ET Money Profile picture
@ETMONEY
Nov 17, 2024 • 10 tweets • 3 min read • Read on X
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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. Image
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.Image
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.Image
If you want to analyze these companies in detail, we have recently launched the stock-discovery feature on the ET Money app.

With just one tap, you can now get every detail about a stock and its underlying business. Plus, a lot more. Do check it out.
3. Stocks added by more than 20 funds

Stocks that gained popularity among mutual funds include names like Mahindra & Mahindra, Punjab National Bank, and Bharti Airtel.

The full list is in the table.Image
4) Stocks Bought After Steep Correction

These are stocks that mutual fund managers have picked up after a significant price dip (over 15%) in them. Typically, this signals potential value opportunities.Image
5) Most popular mutual funds

October saw equity fund inflows hit a record high of Rs 41,887 crore.

The total amount invested through SIP crossed Rs 25,000 crore.

Which funds saw the highest inflows?
There aren't a lot of surprises here.

The list includes popular names such as Motilal Oswal Midcap Fund, PPFAS Flexi Cap Fund, and SBI Contra Fund.

These record inflows could be a key reason why schemes like PPFAS Flexi Cap and SBI Contra saw a rise in their cash holdings.

If you are wondering why the AUM has reduced despite record inflows, this is because the scheme gave negative returns in October.Image
Do you prefer schemes that take huge cash calls?
If you found this useful, show some love.❤️

Please like, share, and retweet the first tweet.

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More from @ETMONEY

ET Money Profile picture
Oct 29
The fee you pay to mutual funds could soon decrease.

SEBI has proposed 3 BIG changes:

- Lower transaction costs
- Performance-based fee
- Transparency in expense ratio

Great move for investors, but the stocks of AMCs fell post the proposal.

Here’s everything you must know. 🧵 Image
To understand these changes clearly, you first need to know how mutual fund expenses work.

Funds have two main cost buckets, TER and brokerage costs.

One is visible to you. The other is not.
TER (Total Expense Ratio) is the main cost you see.

It includes fund management fees, GST, and statutory charges like securities and commodity transaction taxes and stamp duty.

These are deducted daily from your NAV.
Read 18 tweets
ET Money Profile picture
Oct 28
Lenskart is set to raise ₹7,278 crore through an IPO.

On Twitter, many users are saying they will stay away from this offer.

Reason: A massive PE of 234x.

But PE may not be the best metric to judge the company.

So, are the concerns justified? A🧵
We will cover 5 key aspects in this analysis:

- Business Model of Lenskart
- Financials
- Valuations
- Key IPO details
- Strengths and challenges

Let’s start.
1. BUSINESS MODEL

Lenskart is a tech-driven eyewear company.

It focuses on designing, manufacturing, branding, and retailing of eyewear products.

Key Products: Prescription eyeglasses, sunglasses, and other products such as contact lenses and eyewear accessories.
Read 14 tweets
ET Money Profile picture
Oct 17
When you buy a car, you pay for it with POST-tax money.

When you lease one through your employer, you pay with PRE-tax money.

That one difference can save you lakhs in income tax in the New Regime.

Here’s everything you need to know. 👇🧵
Let’s start with the basics.

In a car lease program, your employer ties up with a leasing company and a financier.

You choose the car. The leasing company buys it and hands it over to you.

Your employer then pays a monthly rental (deducted from your salary) to the leasing company.
There are two types of leases:

Dry lease: Only the car is leased. You pay for maintenance yourself.

Wet lease: Everything (maintenance, insurance, and fleet management) is bundled into the monthly rental.
Read 18 tweets
ET Money Profile picture
Oct 12
Gold has now outperformed every major equity market in the world.

In 2025 alone, it’s up 57%, the highest annual gain in its history.

But after such a sharp rise, is there still room left in this rally?

Or is it time to turn cautious? Let’s look at what the data says. 🧵 Image
A RECORD-BREAKING RALLY

The scale of this rally has been historic.

Gold was around ₹47,958 in Feb 2022.

In just over 3.5 years, it has surged nearly 150%.

2025 alone saw a 57% increase, making it the strongest year ever for gold. Image
GOLD VS NIFTY 500

This isn’t just a short-term spike.

Over the past three years, gold has grown at a 30% CAGR, while the Nifty 500 has grown at 16.5%.

Even over 15 years, gold has compounded at 13% annually, similar to long-term equity returns. Image
Read 14 tweets
ET Money Profile picture
Oct 11
Until recently, the GIFTING of mutual fund units was NOT possible.

This has changed.

You can now gift mutual fund units to your family, just like shares or cash.

NO need to sell your units. NO need for a demat account.

Here’s everything you need to know. 🧵
If your units were in non-demat form, you couldn’t transfer them until recently.

The only way was to convert to demat and then transfer or add them as a nominee.

Both routes were slow and heavy on paperwork.

Now, the transfer of units is far easier.
SEBI’s NEW FACILITY

SEBI has introduced a facility that allows mutual fund units held in the non-demat form (also known as Statement of Account, or SOA) to be transferred online.

ETFs and age-restricted solutions, such as children’s or retirement funds, are excluded.
Read 15 tweets
ET Money Profile picture
Oct 7
Jio Payments Bank is giving its accountholders a facility to earn up to 6.5% “returns”.

But there’s a catch.

It’s not the “interest” you earn on the savings A/C.

Then what is it? Let's decode.

We will also discuss FOUR alternatives that can help you earn similar returns. A🧵
WHAT IS JIO OFFERING?

The payments bank will take your money and invest it in overnight funds – essentially, a debt scheme.

While the advertised return is 6.5%, it’s not guaranteed. Returns are market-linked.

If you don’t opt for this, you get around 2.5% on the savings A/C.
To avail this facility, you need to get a ‘Savings Pro’ A/C.

You must keep a min balance of ₹5,000.

Any amount above that can be invested in the debt fund through the swipe-out option.

The max investment limit is ₹1.5 lakh a day.

For withdrawal, there are some restrictions. 👇Image
Read 16 tweets

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