🏦 Bandhan Small Cap delivered 31% CAGR over 3 years

🏦Inside Bandhan Small Cap’s bold strategy that’s driving consistent alpha

💰Top Stocks Added by Bandhan Small Cap Fund in Recent Months

A Thread.....🧵👇 1⃣Launched on 25 February 2020 as IDFC Small Cap Fund, the scheme became part of Bandhan Mutual Fund after the Bandhan-led consortium acquired IDFC Asset Management Company. The rebrand took effect in March 2023.

✈️DAC approves defence procurement proposals worth ₹ 79,000 crore to boost armed forces’ capabilities

✈️The Order Book status of 19 companies in the Aerospace & Defence sector

Which company has the highest orderbook to revenue ratio?

A Thread......🧵👇 🔶Hindustan Aeronautics Ltd.:
🔹Market Cap: ₹3,23,406 Cr
🔹Order Book: ₹ 1,89,300 Cr
🔹3 years Sales Growth: 8%
🔹3 years Profit Growth: 18%

🤝India–US Trade Deal: Key Sectors in Focus

Lower tariffs. Bigger opportunities. Here’s how India’s top sectors could benefit from the new US–India trade deal.

[A thread..]🧵 🔹The United States and India are close to finalizing a major trade agreement that may cut tariffs on key Indian exports from around 50% to 15–16%, marking a significant boost for Indian industry and export competitiveness.

🔹The agreement aims to boost Indian exports, while addressing long-standing tariff disputes.

🪔Diwali Picks By Top Brokerage Houses 🪔

🪔50+ Diwali Picks

[A Thread.....]🧵👇 🪔JM Financial

✨Reliance Industries: 28% Upside
✨Power Grid: 17% Upside
✨Bajaj Finance: 19% Upside
✨ICICI Lombard: 17% Upside
✨Jindal Steel: 19% Upside
✨National Aluminium: 17% Upside
✨Gravita India: 21% Upside
✨Macrotech Developers: 23% Upside
✨Olectra Greentech: 27% Upside
✨Ashoka Buildcon: 15% Upside

💰Debt Reduction

💰18 Companies that have consistently reduced their debt over the last 5 years.

[A thread…]🧵👇 ✍️Colgate-Palmolive (India) Ltd:
🔹M Cap: ₹62,236 Cr
🔹Debt : ₹60.84 Cr
🔹Debt Preceding Year: ₹71.75 Cr
🔹Debt 3 Years Back: ₹83.05 Cr
🔹Debt 5 Years Back: ₹101.50 Cr

💰Smart Money Moves!

💰17 Companies where FIIs & DIIs raised their stakes in the recent quarter

[A thread..]🧵👇 ✍️Bajaj Finserv Ltd
🔹Change in FIIs Holding ⬆️0.87%
🔹FIIs Holding 8.40%
🔹Change in DIIs Holding ⬆️1.10%
🔹DIIs Holding 10.09%

🛢️ Russia Gives Cheap Oil. The U.S. Gives Pressure. What Should India Choose?

🛢️India imports 36% oil from Russia, but if India reduces Russian oil due to global pressure, what happens to:

✅ Our FX reserves?
✅ Import bill & inflation?
✅ Rupee stability?
✅ U.S. vs Russia pricing power?

Let’s break it down in detail… 👇 India is the world’s 3rd largest oil consumer and 2nd largest importer of crude. Because domestic production covers only 15% of its needs, India is heavily dependent on global suppliers.

🪔Diwali Picks By Top Brokerage Houses🪔

[A Thread...]🧵👇 🪔HDFC Securities

✨Bank of India: 26% upside
✨JK Lakshmi: 15% upside
✨Jyothy Labs: 14% upside
✨L&T Finance: 30% upside
✨National Aluminium: 24% upside

⚡️LG Electronics India vs Voltas

⚡️A parallel view of two market leaders powering India’s home appliances & cooling ecosystem

Detailed Comparison🧵👇 ✍️About the company
🔶LG Electronics India Pvt. Ltd., a key player in India’s home appliances & consumer electronics market (excluding mobile), has built its leadership on strong global parentage, technological innovation, and trusted brand equity. Backed by Interbrand Top 100 (2024) “LG,” the company continues to set industry benchmarks.

✨ Decoding Motilal Oswal’s Bulls & Bears Report (Sep’25)

Sectors where Motilal Oswal is scouting for opportunities

@Raamdeo
A Detailed Thread 🧵👇

Source - Motilal Oswal report 📊 This Motilal Oswal report, September 25 version offers a monthly snapshot of India’s equity valuations:
🔹 Compares Indian market valuations vs. global peers
🔹 Tracks sector & company valuation
🔹 Highlights which sectors trade at a premium/discount to long-term averages

🏗️Index Trading near all time Highs - Metals

🏗️With rising production and strong policy backing, India’s mining sector is set for a transformative phase.

Know Why 🧵👇 🔹India’s mining and steel sectors are critical to its industrial ecosystem, offering vast opportunities for growth and innovation. With the government's push for self-reliance and green steel initiatives, India is setting the stage for a dynamic future in global steel production

🏦 New IPO Alert: Tata Capital td

🏦 A comparison of three NBFC giants – Tata Capital V/s HDB Financial Services V/s Bajaj Finance

A Detailed KPI Comparison....... 🧵👇 ✍️About the Company:
🔶Tata Capital Ltd:
🔹Tata Capital Limited, the flagship NBFC of the Tata Group, offers retail, MSME, commercial, and housing finance, alongside wealth management and advisory services. Strengthened by the merger with Tata Motors Finance, it has a strong presence in vehicle and consumer finance.

🎊 Festival Special Consumption Theme

🎊 6 Sectors and Their Companies That May Benefit from Festive Spending

[A Thread...] 🧵👇 1⃣ Sector: Retail & E-commerce:
🔶Avenue Supermarts Ltd (DMart)
🔹 3-Year Sales Growth: 24%
🔹3-Year Profit Growth: 22%

🔶 FSN E-Commerce Ventures Ltd (Nykaa)
🔹 3-Year Sales Growth: 28%
🔹3-Year Profit Growth: 17%

🤔 Copper: The Next Gold?

🤔Why is Copper Price Rising? Global Deficit and Freeport Fallout Behind the Rally!

Trap or Opportunity? 🧵👇 ✍️Gold has long been the traditional haven for investors. But copper — once viewed mainly as an industrial metal — is increasingly being called the ‘new gold.’ The reason lies in its critical role in the energy transition, electrification, and digital economy, where demand is surging even as global supply remains under pressure.

🌟India’s Data Centers: A 5x Growth Opportunity

🌟 Insights from the Jefferies Data Center Industry Report

Decoding Jefferies’ Analysis 🧵👇 ✍️India’s data center capacity is expected to leap from 1.7 GW in 2025 to 8.1 GW by 2030, a fivefold rise fueled by surging data traffic, AI adoption, policy push, and localization norms. This growth will demand US$30 bn in infrastructure capex and US$33 bn in server hardware investments.

🌟“Semiconductor and Beyond 2026”

🌟 Insights from PwC on the Global Semiconductor Industry

Decoding PwC Luxembourg’s Report 🧵👇 1⃣The semiconductor industry is at a structural inflection point. What was once a cyclical sector driven by PCs and smartphones has now transformed into the backbone of global technological innovation, economic growth, and national security.

💰 Stocks Bought & Sold by Top 4 Mutual Funds in August

✅ Nippon India Small Cap Fund
✅ Quant Small Cap Fund
✅ Parag Parikh Flexi Cap Fund
✅ Motilal Oswal Small Cap Fund

[A thread..]🧵👇 🌟Nippon India Small Cap Fund

🔶 Paradeep Phosphates Ltd
🔹 Reduction: 4,03,62,502 ➝ 3,80,89,109 shares
🔹 Weightage in Portfolio: 1.28%
🔹 Holding Value: ₹700.84 Cr

🔶 Karur Vysya Bank Ltd
🔹 Addition: 3,17,84,062 ➝ 3,81,40,874 shares
🔹 Weightage in Portfolio: 1.26%
🔹Holding Value: ₹800.96 Cr

🔋Battery Energy Storage System (BESS)

🔋Battery Energy Storage System: Storage capacity is projected to grow 12X by FY32

A detailed overview of growth plans and listed companies poised to benefit from India’s Battery Energy Storage System sector. 🧵👇 ✍️Battery Energy Storage System:
🔹This is an advanced technological solution that allows energy storage in multiple ways for later use.
🔹Given the possibility that an energy supply can experience fluctuations due to weather, blackouts, or geopolitical reasons, battery systems are vital for utilities, businesses, and homes to achieve a continual power flow.

🏗️Action Construction Equipment V/s Indo Farm Equipment

🗞️Big Opportunity for Equipment Makers: Govt plans ₹13,000 Cr incentive for construction equipment sector

🏗️ Comparing Two Key Players in the Construction Equipment Space

A Detailed Comparison 🧵👇 ✍️About the company:
🔶Action Construction Equipment Ltd:
🔹ACE manufactures and markets hydraulic mobile cranes, tower cranes, forklifts, road construction equipment like backhoe loaders and compactors, as well as agricultural machinery such as tractors and harvesters.

🏗️M & B Engineering V/s Interarch Building Solutions V/s Pennar Industries

🏗️ Pre-Engineered Buildings (PEBs) are revolutionizing modern construction: A Comparison of Three Small-Cap Players in this sector

A Detailed Comparison 🧵👇 ✍️About the Company:
🔶Pennar Industries Ltd:
🔹PIL is a multi-location, multi-product company manufacturing precision engineering products, pre-engineered building systems, hydraulics, and warehousing solutions. It has a presence in India, the US, and France.

💰New Stock Picks by India’s Superstar Investors

💰Explore the stocks Ace Investors added to their portfolios during Q1FY26

A Thread......🧵👇 🌟Mr. Ashish Kacholia

✍️(New Addition)
🔶Gujarat Apollo Industries Ltd:
🔹Holding Value: ₹5.9 Cr
🔹June 2025 Holding: 1.1%

✍️(Increasing Stakes)
🔶Agarwal Industrial Corporation Ltd
🔹Holding Value: ₹53.9 Cr
🔹Addition: 0.3
🔹June 2025 Holding: 4.3%