Bhagavan

📊 Mutual Funds | Portfolio Analysis | Stocks Insights
💭 Views are Personal & Educational Purposes Only
⚠️ Not SEBI Registered | Not Financial Advice

[Bhagavan @BhagavanEquity]

@BaluGorade ✅ Good upgrade. But investors should choose quality businesses 📈 instead of blindly SIPing into individual stocks without proper research. 🔍

[Bhagavan @BhagavanEquity]

@growth_edge_ Exactly. Large AUM doesn't automatically mean lower returns, just as small AUM doesn't guarantee outperformance.
Portfolio strategy and execution matter far more than fund size.

[Bhagavan @BhagavanEquity]

👀 2 Popular Flexi Cap Funds. VERY Different Bets.

🏦 HDFC Flexi Cap 🆚 Parag Parikh Flexi Cap

Where are they putting your money? 👇

🏦 Financial Services
HDFC 36.30% → PPFAS 27.01%

⚡ Energy & Utilities
HDFC 5.67% → PPFAS 13.00%

🛒 Consumer
HDFC 8.47% → PPFAS 7.46%

🚗 Automobiles
HDFC 11.35% → PPFAS 6.41%

💻 IT
HDFC 4.88% → PPFAS 8.93%

❤️ Healthcare
HDFC 11.16% → PPFAS 4.50%

🏭 Industrials
HDFC 9.07% → PPFAS 0.44%

🧱 Materials
HDFC 3.78% → PPFAS 0%

📡 Telecom
HDFC 2.87% → PPFAS 2.96%

🏢 Realty
HDFC 0.49% → PPFAS 0%

The big differences 👀
🏦 HDFC → Financials: 36.30%
⚡ PPFAS → Energy: 13.00%
🚗 HDFC → Auto: 11.35%
💻 PPFAS → IT: 8.93%

📊 As of 30 June 2026
Note:Includes domestic stocks only. Excludes Arbitrage & Reits
Source: AMC portfolio disclosures
Disclaimer:Educational purposes only. Not investment advice.

[Bhagavan @BhagavanEquity]

🚨 7 Stocks Where Promoters Increased Their Stake. 👀

One jumped from 31.77% → 41.66%!

Here’s the list(Mar2026 vs Jun2026)👇

🥇 Manappuram Finance — 31.77% → 41.66%

🥈 Gabriel India — 55.02% → 63.55%

🥉 Paisalo Digital — 41.75% → 46.71%

4️⃣ Jio Financial — 47.12% → 49.13%

5️⃣ Adani Energy — 72.72% → 74.71%

6️⃣ Neogen Chemicals — 51.22% → 53.00%

7️⃣ Bharti Airtel — 48.87% → 50.07%

💬 Which stock do you own?

📌 Source: https://t.co/rNQqfFNBCy
⚠️ Disclaimer: For information only. Not investment advice.

[Bhagavan @BhagavanEquity]

👀 Not every Mid Cap fund performs the same every year.

👇See which funds stayed consistent over 11 years.

📌 Bookmark this post.

[Bhagavan @BhagavanEquity]

🚀 25.55% CAGR in 3 Years. 👀

🎯 Only 44 Stocks. ₹13,767 Cr AUM.

🏆 Invesco India Mid Cap Fund — 3Y CAGR Leader

👇 Top 10 Stocks = 47.29% of Portfolio

🥇 Prestige Estates — 7.09%
🥈 Federal Bank — 5.58%
🥉 BSE — 5.08%
4️⃣ AU Small Finance Bank — 4.47%
5️⃣ Meesho — 4.47%
6️⃣ Global Health — 4.37%
7️⃣ Max Healthcare — 4.30%
8️⃣ InterGlobe Aviation — 4.18%
9️⃣ Eternal — 3.95%
🔟 L&T Finance — 3.80%

👀 10 stocks make up nearly HALF the portfolio.

💭 How many do you own?

Source: Monthly portfolio disclosure(June-2026).
Disclaimer: For information purpose only.Not investment advice.

[Bhagavan @BhagavanEquity]

👀 Not every Small Cap fund performs the same every year.

👇See which funds stayed consistent over 11 years.

📌 Bookmark this post.

[Bhagavan @BhagavanEquity]

👀 Everyone compares mutual fund returns.

📊 But not the categories.

See how they've performed over 1, 3, 5 & 10 years. 👇

[Bhagavan @BhagavanEquity]

🚀 22.83% CAGR in 5 Years. 👀

🎯 Only 29 Stocks. ₹37,474 Cr AUM.

🏆 Motilal Oswal Midcap Fund — 5Y CAGR Leader

👇Top 10 Stocks = 53.32% of Portfolio

🥇 One97 Communications — 7.34%
🥈 Kalyan Jewellers — 6.34%
🥉 Coforge — 6.04%
4️⃣ Eternal — 5.96%
5️⃣ KEI Industries — 5.61%
6️⃣ Aditya Birla Capital — 5.49%
7️⃣ Persistent Systems — 4.59%
8️⃣ Groww — 4.56%
9️⃣ Shriram Finance — 3.78%
🔟 BSE — 3.61%

👀 10 stocks control more than HALF the portfolio.

💭 How many do you own?

Source: Monthly portfolio disclosure.
Disclaimer: Not investment advice.

[Bhagavan @BhagavanEquity]

👀 ₹10,000 SIP. 10 Years. Which Mid Cap Fund Created the Most Wealth?

💵 Total Invested: ₹12 Lakh

👇 Final Corpus

🥇 Invesco India Mid Cap — ₹38.05 Lakh
🥈 Baroda BNP Paribas Mid Cap — ₹37.91 Lakh
🥉 Edelweiss Mid Cap — ₹37.12 Lakh
4️⃣ Nippon India Growth — ₹35.98 Lakh
5️⃣ Motilal Oswal Midcap — ₹35.37 Lakh
6️⃣ Quant Mid Cap — ₹34.87 Lakh
7️⃣ HDFC Mid-Cap Opportunities — ₹34.61 Lakh

🤔 Which Mid Cap Fund would you pick for the next 10 years?

📊 Source: Advisorkhoj(Data as on 31-07-2026)
⚠️ Past performance is not indicative of future returns. Not a buy/sell recommendation.

[Bhagavan @BhagavanEquity]

“Not the right time to invest.
Better to wait.” 😟

Sounds familiar?

This is what many investors think whenever uncertainty hits like this. 👇

🦠 2020 — COVID
🌍 2022 — Russia–Ukraine War
🇺🇸 2025 — Trump Tariffs
🇺🇸🇮🇷 2026 — US–Iran Conflict

Different events.
Different reasons to worry.

But after going through all this uncertainty…

📈 Look how the markets have grown in last 6Y:

🇮🇳 Nifty 50 — 14.0% CAGR
🚀 Nifty Midcap 150 — 25.7% CAGR
🔥 Nifty Smallcap 250 — 26.7% CAGR

The pattern is often the same:

📉 Market falls
😰 Investors wait
📈 Market recovers
🤦 "I missed the rally.waited too long."

So instead of predicting the bottom or waiting for the recovery:

💰 Keep your SIP running.
📈 Stay invested in quality assets for the long term.
🎯 Use market corrections as opportunities to accumulate.

Don't let uncertainty stop your wealth-creation journey. 💪📈

⚠️Disclaimer: Past performance doesn’t guarantee future returns. For educational purposes only.

[Bhagavan @BhagavanEquity]

👀 10 Small Cap Stocks Where Institutions Own More Than Public 👇

🏦 Institutional Ownership (%)

🥇 Crompton Greaves — 86.35%
🥈 Le Travenues (ixigo) — 74.28%
🥉 Cartrade Tech — 70.00%
🔹 CAMS Services — 68.42%
🔹 Equitas Small Finance — 66.95%
🔹 UTI AMC — 66.51%
🔹 Samhi Hotels — 61.97%
🔹 CMS Info Systems — 58.70%
🔹 CARE Ratings — 54.99%
🔹 Ujjivan Small Finance — 50.26%

📌 Institutional Ownership = FII + DII

📅 Source: https://t.co/rNQqfFNBCy (Latest quarter: Jun 2026)
⚠️ Disclaimer: For informational purposes only. Not investment advice.

💬 Which one do you hold? 👇

[Bhagavan @BhagavanEquity]

💰 14 Years. This Fund Never Had a Losing Year. 👀

📈 ICICI Prudential Multicap Fund

Yearly Returns 👇

2013 — 🟢 +5.15%
2014 — 🟢 +50.73%
2015 — 🟢 +3.77%
2016 — 🟢 +11.35%
2017 — 🟢 +29.57%
2018 — 🟢 +1.20%
2019 — 🟢 +7.01%
2020 — 🟢 +10.27%
2021 — 🟢 +37.62%
2022 — 🟢 +5.61%
2023 — 🟢 +36.48%
2024 — 🟢 +21.69%
2025 — 🟢 +6.56%
2026 YTD — 🟢 +6.95%

📊 10-Year CAGR: 15.30%
📅 As on 31-Jul-2026

Source: AMFI
Disclaimer: Not investment advice.

[Bhagavan @BhagavanEquity]

🎯 Just 23 Stocks. ₹47,274 Cr AUM. 👀

🏆 India’s Largest Focused Fund — SBI Focused Fund

👇Top 10 stocks — 53.68% of Portfolio

🥇 ICICI Bank — 7.85%
🥈 SBI — 6.52%
🥉 Kotak Mahindra Bank — 5.81%
4️⃣ Bharti Airtel — 5.48%
5️⃣ Bajaj Finance — 5.41%
6️⃣ Adani Power — 5.21%
7️⃣ Adani Energy Solutions — 4.79%
8️⃣ Muthoot Finance — 4.44%
9️⃣ Solar Industries — 4.38%
🔟 Bajaj Finserv — 3.77%

📊 Total 23 stocks hold 82.22% of the portfolio

📈 10-Year CAGR: 15.83%

👀 How many do you own?

Source: Monthly portfolio disclosure.
Disclaimer: Not investment advice.

[Bhagavan @BhagavanEquity]

📉** Worst-Performing Mutual Funds — Based on 5-Year return (CAGR)**

👇 Is your fund among the bottom 5 ?

Small Cap | Mid Cap | Flexi Cap

🔴** Small Cap**
📊 Category Avg: 17.00%

1️⃣ Aditya Birla Sun Small Cap — 13.75%
2️⃣ PGIM India Small Cap — 13.95%
3️⃣ Kotak Small Cap — 14.00%
4️⃣ ICICI Prudential Smallcap — 14.55%
5️⃣ SBI Small Cap — 14.58%

🟠** Mid Cap**
📊 Category Avg: 17.10%

1️⃣ Taurus Mid Cap — 12.61%
2️⃣ PGIM India Midcap — 12.67%
3️⃣ DSP Midcap — 13.11%
4️⃣ UTI Mid Cap — 13.43%
5️⃣ LIC MF Mid Cap — 14.03%

🔵 **Flexi Cap**
📊 Category Avg: 13.00%

1️⃣ UTI Flexi Cap — 7.01%
2️⃣ PGIM India Flexi Cap — 9.77%
3️⃣ SBI Flexi Cap — 9.80%
4️⃣ Shriram Flexi Cap — 10.22%
5️⃣ Axis Flexi Cap — 10.57%

📅 Data as on 30-07-2026
Source: AMFI
Disclaimer: Not investment advice. For educational purpose only.

[Bhagavan @BhagavanEquity]

👀 India's Biggest Mutual Funds in Each Category

By AUM👇

🟣 Flexi Cap
🥇 Parag Parikh — ₹1,43,388 Cr

🟢 Mid Cap
🥇 HDFC — ₹1,00,858 Cr

🟠 Small Cap
🥇 Nippon India — ₹78,407 Cr

🔵 Large Cap
🥇 ICICI Prudential — ₹79,421 Cr

🔷 Multi Cap
🥇 Nippon India — ₹54,585 Cr

🟡 ELSS
🥇 SBI — ₹31,839 Cr

🔴 Large & Mid Cap
🥇 Mirae Asset — ₹44,048 Cr

🟤 Sectoral / Thematic
🥇 ICICI India Opportunities — ₹37,257 Cr

💬 Which category Mutual fund surprised you the most?

Source: AMFI (Data as of June 2026)
Disclaimer: Information Purpose only. Not investment advice

[Bhagavan @BhagavanEquity]

@InvestorOfJAMMU Interesting..

If current profits alone don't decide valuation, what else is the market pricing in?

• Future growth
• Earnings consistency
• ROE
• Business quality
• Risk profile 🤔

[Bhagavan @BhagavanEquity]

🔎 10 Common Stocks Parag Parikh Is Holding Across 3 Funds

📊 These 10 stocks account for :

🟢 Flexi Cap — 50.52%
🔵 ELSS — 54.00%
🟠 Large Cap — 28.20%

% Holding — Flexi Cap | ELSS | Large Cap
🏦 HDFC Bank — 8.33% | 8.23% | 9.02%
🏦 ICICI Bank — 5.52% | 5.00% | 7.26%
⚡ Power Grid — 6.23% | 6.98% | 0.96%
🏢 ITC — 6.07% | 5.29% | 2.04%
⛏️ Coal India — 5.35% | 6.44% | 0.75%
💼 Bajaj Holdings — 4.63% | 6.68% | 0.34%
🏦 Kotak Bank — 4.23% | 4.27% | 2.13%
🚗 M&M — 3.56% | 3.52% | 2.02%
💻 HCL Tech — 3.44% | 3.67% | 0.83%
🏦 Axis Bank — 3.16% | 3.84% | 2.85%

👀 Same 10 stocks. Very different allocations.

Source: Monthly portfolio disclosure — June 2026
Disclaimer: Not investment advice.

[Bhagavan @BhagavanEquity]

📊 Popular Flexi Cap funds didn't win every year. 👀

👇 Here's how they performed year by year over the last 10 years.