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Nov 30 • 12 tweets • 3 min read
HDFC Mid Cap Opportunities is the largest actively managed equity fund.
Its AUM (~ Rs 48,000 cr) is bigger than widely discussed funds like PPFAS Flexi Cap (2nd biggest fund).
But why’s this scheme from @hdfcmf such a hit?
We analyzed its performance & strategy. A 🧵
Let’s start with performance.
This @hdfcmf scheme has been around for over 15 years.
Had you invested Rs 10,000 every month since its launch, your money would have grown to:
That’s what our analysis shows when we looked at 4 categories:
Large Cap
Mid Cap
Small Cap
Flexi Cap
Of course, there are exceptions, like Nippon India Small Cap (~190 stocks).
Details in🧵
First, a brief on how we analysed the 4 categories.
We placed all funds under 4 buckets.
A. Funds with 50 stocks or less
B. 51-75 stocks
C. 76-100 stocks
D. Over 100 stocks
We checked the performance of schemes in each bucket for the past 6 years.
Let’s see what we found.
Nov 21 • 15 tweets • 5 min read
You can choose from 10 NPS fund managers at present.
But picking the right one is crucial.
Why?
The difference between the best & worst performers is sizable. (See image)
So, we crunched the numbers to find the best-performing #NPS fund managers.
A 🧵
First, some essential basics.
As an NPS investor, you can spread your money across 4 asset classes (See image)
To find out the best fund manager, we dissected their performances in all 4 asset classes.
We also went one step further in our research.
Nov 17 • 12 tweets • 3 min read
Parag Parikh Flexi Cap has a proven track record.
But it has no exposure to exciting sectors like:
Railways
Defence
Infra
Renewable energy
EV
Rajeev Thakkar, CIO of @PPFAS Mutual Fund explains why.
He also shares why PPFAS doesn’t have a small-cap fund.
A 🧵
Mr Thakkar recently wrote a letter to PPFAS MF’s unitholders.
We found 3 points quite interesting:
1. Why PPFAS doesn’t invest in many exciting companies 2. Why it doesn’t plan to launch a small-cap fund 3. What returns investors should expect from equities hereon
Nov 16 • 13 tweets • 3 min read
Last week, some BIG changes were rolled out in 3 savings schemes: