Vishan Profile picture
Aug 4 β€’ 6 tweets β€’ 2 min read β€’ Read on X
Parag Parikh Flexi Cap becomes the 1st actively managed scheme to cross β‚Ή1L Cr AUM! πŸ”₯

Known for its consistency & outperformance

🟩 Returns (vs Benchmark):

β€’ 1Y: 14.65% vs 6.37%
β€’ 5Y: 31.5% vs 26.27%
β€’ 10Y: 17.95% vs 13.08%
β€’ Since inception: 19.89% vs 14.93%

(1/5) Image
🟩 About PPFAS:

It runs 6 schemes, but >95% of its AUM is in just one - the Flexi Cap Fund.

A true investor favourite and the flagship performer.πŸ”₯

Schemes:

1. Flexi Cap
2. Liquid
3. ELSS Tax Saver
4. Conservative Hybrid
5. Arbitrage
6. Dynamic Asset Allocation

(2/5)
🟩 PPFAS Investors' Growth:

Investor count jumped from 33.7L in FY24 to 49L in FY25 β€” a solid 45% growth πŸ”₯

With 95% being retail investors, signs of a rising equity culture in India πŸ“ˆ

Also, ~22–23% cash holding in both equity funds shows caution.

(3/5) Image
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🟩 Let's talk about PPFAS AUM -

πŸ—“οΈ Inception: 2013 (12 yrs ago)

β€’ Last 1Y: β‚Ή36,207 Cr (34%)
β€’ Last 3Y: β‚Ή77,845 Cr (73%)
β€’ Last 5Y: β‚Ή1,00,123 Cr (94%)
β€’ Total AUM: β‚Ή1,06,358 Cr

Bulk of the money came after years of trust-building. Classic case of compounding! πŸš€

(4/5) Image
Slowly and steadily, Parag Parikh Flexi Cap has delivered industry-best returns - all by staying true to value investing principles. πŸ’―

Trust, patience & discipline paying off in style! πŸ’ͺπŸ”₯

(5/5) Image
Follow @vishan_khadke for more updates..

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More from @vishan_khadke

Jun 21, 2024
Warehousing Sector πŸ”₯πŸ”₯

A thread πŸ§΅πŸ‘‡

β€’ India’s warehousing sector experienced a remarkable growth in 2023, with a year-on-year increase of 15% in the total warehousing stock across Grade A and B spaces, reaching a total of 371 Mn sq ft.

(1/n)

#logistics
#warehousing Image
This post covers the following ⚑

β€’ Indian Warehousing market
β€’ Market Drivers
β€’ National Logistics Policy
β€’ Other Govt Policies
β€’ Warehouse Absorption
β€’ Vacancy
β€’ Rent
β€’ Sector wise share in Warehousing
β€’ Top 8 cities
β€’ Stock Distribution and Vacancy

(2/n)
🎯 Indian Warehousing market

β€’ The Market (Top 8 cities) is poised to grow at a CAGR of 12% from 2023-2027 from 371 to 595 Mn sq ft.

β€’ Top 8 cities are Mumbai, Ahmedabad, Bengaluru, Chennai, Hyderabad, Kolkata, Delhi NCR, Pune

(3/n) Image
Read 16 tweets
Jun 17, 2024
Electric Vehicles (EV) - Futuristic πŸ”₯πŸ”₯

β€’ EV is highly intuitive and has fewer parts.
24 moving parts with battery to wheel efficiency of 80-90% compared to 150 moving parts in ICE with tank to wheel efficiency of 25%

Read complete 🧡 πŸ‘‡

(1/n)

#ev
#electricvehicles Image
This post covers the following ⚑

β€’ Transition to EV from ICE
β€’ EV Ecosystem
β€’ Govt policy
β€’ Components of EV
β€’ EV battery
β€’ Increase in efficiency of battery by 2025
β€’ Fuel cells vs Li-ion battery
β€’ EV charging
β€’ Indian Charging Market Potential

(2/n)
(Contd.)

β€’ Total Cost of Ownership
β€’ Factors which will drive EV adoption
β€’ Overall Indian Market Potential
β€’ Key Players

(3/n)
Read 25 tweets
Jun 8, 2024
Indian Data Center Industry Research πŸ”₯πŸ”₯

- One of the fastest growing markets & ranked 14th globally
- 151 datacenters in India, with US ranked #1 with 5,375
- India has 880 Mn internet users (2x US & 12x UK)

Read thread below!

(1/n)

Source: Colliers-CII

#datacenter
Image
Image
(Contd)
- Data center space per Mn internet users is just 2.3 compared to 145.9 in Singapore
- Drivers - availability of space, global connectivity, low land & power costs, Digital India
- As of Aug'23, DC capacity stands at 819MW in top 7 cities in India spread on 11 msf

(2/n) Image
(Contd.)
- Indian DC space almost doubled from 2020 to 2023
- Internet users inc. by 23% from 2020 to '23
- Avg. data consumption inc. 44% from 2020-'22
- Cloud mkt rose 2x from 2020-'22
- Due to high capex, top 5 operators hold 75% share

(3/n) Image
Read 12 tweets
Jun 8, 2024
Anant Raj - Datacenter Stock ⚑⚑

β€’ Dominant RE player in Delhi NCR
β€’ Preferred contractor for govt projects
β€’ Portfolio comprises of Residential (Townships, Affordable housing) and Commercial (Datacenter, IT parks, Hospitality, Warehouse et.)

Read πŸ§΅πŸ‘‡

(1/n)

#anantraj Image
β€’ Presence across 300 acres in NCR
β€’ Present in 5 states

β€’ Residential (in msf)
- Group housing 3.18
- Villas/Floor 3.33
- DDJAY 1.34
- Affordable housing 1.22

β€’ Commercial 0.59 msf
- Datacenter 307 MW
- Retail 0.26 msf
- Hotels 1 msf

(2/n) Image
Industry Tailwinds

β€’ Inventory (99.8k in 2023) continuously declining while launches (28.8k) picking pace

β€’ High absorption rates with 99% in apartment and 96% independent floors

(3/n) Image
Read 12 tweets
Jun 3, 2024
Advait Infra - Futuristic πŸ”₯

β€’ The company is into power transmission, green hydrogen and carbon consultancy services

Product Portfolio
β€’ Power Transmission
-Optical fibres
- ACS wire
- Stringing tools
- Emergency restoration system

Read the completeπŸ§΅πŸ‘‡

(1/n)
#advait
Image
Image
β€’ Green Hydrogen

- Electrolyser manufacturing
- Fuel cell assembly and manufacturing
- Supplying GH2 equipment
- EPC projects

Others
- Solar EPC
- Carbon consultancy

(2/n)
Market Opportunity

β€’ Optical fibre

- Current global mkt - $ 578.4 Mn
- CAGR 2024-32 - 4.8%
- Govt. Plan to invest Rs. 2.4Tn by 2030 would provide a boost to this

β€’ ERS - used in elec. Transmission, defence etc. towers

- Total mkt size - 300 Cr
Advait share - 7%

(3/n)
Image
Image
Read 7 tweets
May 27, 2024
EMS Limited - Water theme ⚑

β€’ A multi-disciplinary EPC company which specialises in providing services in water and wastewater collection.

β€’ They have completed 50+ projects, laid 1000+ km sewage pipeline, 250 Bn+ L water treated

Read complete 🧡 πŸ‘‡

#ems
#wastewater
(1/n)
Some of their noteworthy clients include

β€’ Delhi Jal Board
β€’ UP Jal Nigam
β€’ Noida
β€’ Gaziabad Development Authority

They got listed on NSE on Sept'23.

Projects undertaken:

β€’ Wastewater treatment plants
β€’ Water transmission and distribution system
β€’ Irrigation

(2/n)
Market Opportunity

β€’ Water requirement in 2025 would be 843 Bn cubic metre while in 2050 it would rise to 1,180 Bn cu. meter

β€’ Sewage treatment capacity gap in 2021 was atleast 70% or more in diff. tiers and should be the same now as well.

(3/n)
Image
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Read 7 tweets

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