The Indian Investor

India First | Investing | FIRE | All Views are Personal |
No Recommendation.

[The Indian Investor @Anvith_]

Wow, such a wonderful gift 🎁 on a Saturday morning. Many thanks for the follow, 👑 @LuckyInvest_ARK Ashish sir. 😎 🤩😇🎉

It certainly means a lot and pushes me to put in the time to add more valuable, productive content to the equity investors community, sir.

✍️ Your indispensable knowledge in picking stocks and sound research have always inspired in my investment journey, sir.

It's such an honor, sir.. I'm grateful and truly humbled. 🙏🏻🙏🏻

[The Indian Investor @Anvith_]

@erienamunson70 @wendyp4545 Lol 😂

[The Indian Investor @Anvith_]

🇨🇳 China is playing on 🇺🇸 another level 💥

Nvidia 🇺🇸
Coinbase 🇺🇸
Meta 🇺🇸
Oracle 🇺🇸
News Corp (FOX) 🇺🇸
Republican Senator McConnell 🇺🇸

[The Indian Investor @Anvith_]

@NoreenMurp87240 👍🏻👍🏻

[The Indian Investor @Anvith_]

11.11 When Yellow Meets Orange! 💛🧡

Music composer Anirudh Ravichander and Sunrisers Hyderabad co-owner Kavya Maran got married in Greece, with Superstar Rajinikanth attending the wedding.

#KavyaMaran #AnirudhRavichander #IPL #CSKvsSRH #Anirudh #CSK #SRH

[The Indian Investor @Anvith_]

🔥 🇮🇳 Nifty 50 Gains 10% In November; Beats US 🇺🇸 Japan 🇯🇵 And South Korea 🇰🇷

[The Indian Investor @Anvith_]

@Krasnkv 😁😁

[The Indian Investor @Anvith_]

@Akash17971 Indeed ✅

[The Indian Investor @Anvith_]

@Ina551x 100%

[The Indian Investor @Anvith_]

@snow_snow125 😉👍🏻

[The Indian Investor @Anvith_]

@Sumit2129J 😁😁

[The Indian Investor @Anvith_]

@solomon_xiong ✅✅

[The Indian Investor @Anvith_]

@jatony57 Ok 👍🏻

[The Indian Investor @Anvith_]

@lajohnstondr 👍🏻👍🏻

[The Indian Investor @Anvith_]

@jsDD9BR0UCXJFjX 🤣🤣

[The Indian Investor @Anvith_]

@hgc990206 😂😂

[Akash Chaudhary @Akash17971]

🚨 62 BSE SME COMPANIES – MARKET LOT SIZE REDUCTION EFFECTIVE NOVEMBER 16, 2026 📢

The exchange has revised the lot sizes for standardisation of lot sizes in SME stocks.

🔹 The revised market lots will allow trading members and investors to trade in smaller quantities compared to the existing lot sizes.

📊 The attached notification contains the complete list of 62 companies, along with their existing and revised market lot sizes.

Important: Investors and traders dealing in BSE SME stocks should take note of these changes before the effective date.

Disclaimer: This is shared for educational and informational purposes only.

[Akash Chaudhary @Akash17971]

QUALITY MUTUAL FUNDS ACROSS CATEGORIES TO STUDY, TRACK & RESEARCH 📊🔥🔥

1. EQUITY MUTUAL FUNDS
Small Cap Funds
Abakkus Small Cap Fund
Helios Small Cap Fund
TrustMF Small Cap Fund
Motilal Oswal Small Cap Fund

Mid Cap Funds
5. HDFC Mid Cap Fund
6. Invesco India Mid Cap Fund

Large Cap & Large and Mid Cap Funds
7. ICICI Prudential Large Cap Fund
8. Invesco India Large & Mid Cap Fund

Flexi Cap Funds
9. Parag Parikh Flexi Cap Fund
10. Abakkus Flexi Cap Fund

ELSS / Tax Saver Funds
11. SBI ELSS Tax Saver Fund
12. Mirae Asset ELSS Tax Saver Fund

Sectoral & Thematic Funds
13. HDFC Defence Fund
14. SBI PSU Fund

Multi Cap Funds
15. Kotak Multicap Fund
16. Nippon India Multi Cap Fund

Value & Contra Funds
17. SBI Contra Fund
18. DSP Value Fund

2. DEBT MUTUAL FUNDS
Aditya Birla Sun Life Liquid Fund
Edelweiss Liquid Fund
SBI Liquid Fund

3. HYBRID MUTUAL FUNDS
HDFC Balanced Advantage Fund
ICICI Prudential Multi-Asset Allocation Fund
SBI Aggressive Hybrid Fund

4. COMMODITIES – Gold & Silver funds
Kotak Silver ETF Fund of Fund
Nippon India Silver ETF Fund of Fund
HDFC Silver ETF Fund of Fund
HDFC Gold ETF Fund of Fund
SBI Gold Fund

5. INDEX MUTUAL FUNDS
HDFC Nifty 50 Index Fund
HDFC Nifty Next 50 Index Fund
Motilal Oswal Nifty Microcap 250 Index Fund
ICICI Prudential Nifty Midcap 150 Index Fund
HDFC BSE 500 Index Fund

The objective is to study these funds, analyse their underlying portfolios, understand their investment strategies and track how different fund managers navigate various market conditions.

Don't just look at past returns. Pay attention to portfolio quality, consistency, risk management, valuations, sector allocation and performance across different market cycles.

Disclaimer: This is a research and tracking watchlist shared for educational and informational purposes only. Inclusion in this list does not imply a recommendation or endorsement of any mutual fund.

[The Indian Investor @Anvith_]

📊 Where ₹100 Goes in HDFC Flexi Cap Fund?

▪️ ICICI Bank: ₹9.28
▪️ HDFC Bank: ₹5.79
▪️ Axis Bank: ₹5.55
▪️ State Bank of India: ₹3.88
▪️ Eternal: ₹3.76
▪️ Kotak Mahindra Bank: ₹3.75
▪️ SBI Life Insurance: ₹3.13
▪️ L&T: ₹3.11
▪️ Bharti Airtel: ₹3.07
▪️ Interglobe Aviation: ₹2.88
▪️ HCL Technologies: ₹2.72
▪️ Cipla: ₹2.48
▪️ Maruti Suzuki: ₹2.46
▪️ Cash & Cash Equivalents: ₹2.53
▪️ Other Stocks (70): ₹45.60 

(Source: ACE MF | Portfolio as of 31st October 2026) 

ℹ️ For educational purposes only. Not a recommendation. DYODD.

[Akash Chaudhary @Akash17971]

HDFC Flexi Cap Fund 🚀
Portfolio Disclosure – January 2026 📑✅

📙 Top 15 Equity Holdings (% to NAV)
ICICI Bank Ltd. – 8.90%
HDFC Bank Ltd. – 7.82%
Axis Bank Ltd. – 7.59%
State Bank of India – 4.86%
SBI Life Insurance Company Ltd. – 4.10%
Kotak Mahindra Bank Ltd. – 3.81%
HCL Technologies Ltd. – 3.13%
Maruti Suzuki India Ltd. – 3.00%
Cipla Ltd. – 2.85%
Power Grid Corporation of India Ltd. – 2.40%
Eicher Motors Ltd. – 2.34%
Bharti Airtel Ltd. – 2.22%
Hyundai Motor India Ltd. – 2.03%
Bajaj Auto Ltd. – 1.97%
Infosys Ltd. – 1.80%

📙 Top Sector Allocation
Banks – 34.58%
Automobiles – 9.34%
IT – Software – 5.65%
Pharmaceuticals & Biotechnology – 5.37%
Insurance – 4.10%
Ferrous Metals – 3.36%
Auto Components – 2.49%
Power – 2.40%
Telecom – Services – 2.22%
Oil – 1.52%
Cement & Cement Products – 1.48%
Retailing – 1.45%
Construction – 1.42%
Healthcare Services – 1.35%

The sector data clearly shows banking as the dominant exposure, accounting for over one-third of the total portfolio.

◾️ Total Portfolio Size: ₹97,450 crore

◾️ Asset Allocation Summary (% to NAV)
As per the portfolio 👇
1. Equity & Equity-Related Instruments: 84.44%
2. Government Securities: 0.53% of NAV
3. TREPS (Tri-Party Repo): 15.07%
Net Current Assets / (Liabilities): -0.04%
Grand Total: 100.00%

This confirms that the fund remains equity-oriented, while liquidity and short-term requirements are handled through money-market instruments and government securities, not idle cash.

◾️ What this portfolio structure is signaling (important insights)
1⃣ High conviction on equities
At 84.44% equity exposure, the fund is clearly positioned for:
1. Medium-to-long term equity upside
2. Not preparing for a sharp de-risking event

2⃣ Debt is being used as a “parking bay”, not as a hedge
The 15.07% allocation to debt:
1. Improves liquidity
2. Helps manage volatility
3. Gives the fund flexibility to deploy quickly during corrections

This is active asset management, not conservative positioning.

3⃣ No meaningful cash drag
1. Very low idle cash
2. Negative net current assets show efficient capital utilisation
3. NAV performance is not diluted by unused cash

◾️ Portfolio hygiene & risk management
1. Clean reconciliation between assets and NAV
2. No excessive cash hoarding
3. Balanced liquidity management
4. Equity exposure kept high without leverage risk

Overall, this is a well-run, tightly managed portfolio rather than a reactive or defensive one.

◾️ Final Summary
1. The fund is fully invested with the intent
2. Liquidity is managed smartly via debt instruments
3. Equity exposure reflects confidence, not caution

Portfolio structure supports long-term compounding rather than short-term timing ✔️

Disclaimer: This analysis is for informational and educational purposes only. It is not investment advice or a recommendation to buy, sell, or hold any security or mutual fund.

[The Indian Investor @Anvith_]

📊 Which of these potential mega IPOs are you most excited for?

👇 Vote in the replies

1️⃣ Flipkart
2️⃣ PhonePe
3️⃣ Zepto
4️⃣ OYO
5️⃣ Razorpay
6️⃣ Hero Fincorp
7️⃣ CarDekho

ℹ️ For educational purposes only. Not a recommendation. DYODD.

[The Indian Investor @Anvith_]

@BhagavanEquity 👍🏻👍🏻

[The Indian Investor @Anvith_]

📊 Where ₹100 invested in PPFAS Flexi Cap Fund goes - October 2026

▪️ HDFC Bank: ₹7.49
▪️ ITC: ₹5.49
▪️ ICICI Bank: ₹5.48
▪️ Power Grid: ₹5.63
▪️ Coal India: ₹4.95
▪️ Kotak Bank: ₹4.86
▪️ Bajaj Holdings & Investment: ₹4.65
▪️ HCLTech: ₹4.54
▪️ Mahindra & Mahindra: ₹3.95
▪️ Infosys: ₹3.45
▪️ Alphabet (Google): ₹3.42
▪️ Netflix: ₹3.06
▪️ Amazon: ₹2.17
▪️ Microsoft: ₹1.42
▪️ Other Indian core equity: ₹24.76
▪️ REITs & InvIts: ₹5.90
▪️ Cash, debt & arbitrage: ₹8.78 

Source: October 2026 factsheet

ℹ️ For educational purposes only. Not a recommendation. DYODD.

[The Indian Investor @Anvith_]

📊 Where Your ₹100 Goes in PPFAS Flexi Cap Fund

The latest fact sheet (Sept 2025) shows how India’s most respected value fund allocates every rupee 👇

▪️ ₹25 – Non-Equity (Arbitrage, Debt, Special Situations)
▪️ ₹20 – Banks (HDFC, ICICI, Kotak)
▪️ ₹12 – Overseas (Alphabet, Meta, Amazon)
▪️ ₹7 – Automobiles (Maruti, Bajaj Auto, M&M)
▪️ ₹6 – Power (PowerGrid, NTPC)
▪️ ₹6 – Finance Holdings (Bajaj Holdings, Maharashtra Scooters)
▪️ ₹5 – Consumable Fuels (Coal India)
▪️ ₹4 – FMCG & Pharma (ITC, Cipla, Dr. Reddy’s)
▪️ ₹3 – IT & Telecom (HCLTech, Airtel)

💭 Are you holding or tracking any of these companies?

🚫 No Recommendation.

[Akash Chaudhary @Akash17971]

HDFC MID CAP FUND – OCTOBER 2026 PORTFOLIO UPDATE 🔥

▪️ The portfolio statement provides details of individual stock holdings, quantity held, market value and percentage allocation to NAV.

▪️ Key holdings include Federal Bank, AU Small Finance Bank, Ipca Laboratories, Coforge, Indian Bank and Max Financial Services, among several other companies.

📊 Check out the attached image for the complete stock-wise portfolio allocation and holdings.

Disclaimer: Shared for educational and informational purposes only. This is not an investment recommendation.