@connectgurmeet ALM mismatch can happen at times, Assuming portfolio corrects/inability to pay emi bcoz of various reasons. Cash flow is king, which needs to be charted out and paid every month, looking final value in isolation is not a great plan.
Nifty Midcap 150? Three consecutive quarters of accumulation — 15.7% → 16.1% → 16.4%.
Foreign money isn't leaving. It's migrating down the cap curve. FII exposure to index heavyweights has roughly halved over four years, while the number of Indian stocks in FII portfolios has grown from ~900 to ~1,300.
2026 CY showing wide dispersion of returns, with microcap to midcap delivering 13% to 5% returns and largecap index delivering negative 7%.
The question isn't whether to own SMID. It's whether your asset allocation reflects where smart money is moving — before it's fully priced.
Disclaimer - Not investment advice. Investments are subject to market risks.
@LadcoCrest
About 2 years ago, there was a tussle between Reliance and TCS for the title of India's largest company by market cap. TCS's market cap was about 16.3 Lk Cr.
Today, TCS+INFY+HCL TECH+Wipro+Tech M barely reach that number. The top 5 IT companies' combined mkt cap is approx. 18 Lk Cr.
Today the market cap of Reliance Industries is Rs. 17.7 Lk cr.
@RIL_Updates
#TCS #Infosys #hcltech #Wipro #tech_mahindra
@Sanjay__Bakshi@rblbank@RBI to reset pin of netbanking, they ask for debit card pin and other details, in case that happens, again start the bank run !!!
TCS, bottoms out in general at 20-22% drawdown from 200 dma, in 2008 it took a drawdown of 40-45% for bottoming out. In last 5 years, it bottomed out multiple times at 20%. So this becomes the critical zone for bottoming, in case if it does not holds, then the door for 40-45% drawdown begins.
@Ashish_4vedi You should check the shareholding pattern, and ask the value preaching fund house and group, why are they holding such an expensive stock.
Can you upgrade the commercial parking pickup , it’s horrible in present state @BLRAirport, or you want to only improve music and pub environment in the airport.
@ActusDei@sashindnj You guys should post real-time example of booking and cancelling on various portals. Will be clear what is refunded and what is not.
@Iamsamirarora These days delivery apps are doing multi order pickup and delivery. Delivery person carries 3-4 orders together, to improve their bottomline. Food is no more hot. @Swiggy is practising this for quite sometime.