Alpha

Contrarian thinker

[Alpha @Studentofmkt]

Excellent results by Jindal Drilling, they are masked by Fx losses, if adjusted for Fx loss, the operational profits are up 30% YoY

[Kaustubh Yeole @KaustubhYeole]

🚨 Capital Infra Trust is quietly building one of India’s FASTEST growing highway InvIT platforms 👀

In just one quarter:

🛣️ Added 3 new HAM assets
💰 Raised ₹15,950 Mn capital
📈 AUM jumped 57%
🏦 Debt costs reduced
💵 Strong annuity cash flows continue

And the road infra cycle in India is only getting started 🧵👇

[Advisorkhoj @Advisorkhoj]

Canara Robeco Multicap Fund: Consistent returns since launch https://t.co/KELNz5WeQR

@CanaraRobeco

#FinancialTime #wednesday

[Capital Conviction @garg27415]

Reopening the file on Canara Robeco AMC https://t.co/oXkP6IVhLT

[StockScans By SOIC @stockscansin]

Concall Highlights - UTI AMC Ltd.

Results Between the lines-
1. MF AUM: ₹3.88 lakh Cr (vs ₹3.39 lakh Cr YoY)
2. Group AUM: ₹23.42 lakh Cr
3. Pension AUM: ₹4.02 lakh Cr (+11.8%)
4. Added: 7.16 lakh new investors (PAN-based)
5. Total folios: 1.38 Cr
6. Gross sales market share:5.5% (quarter)

Learnings from Concall -
1. The broader industry continues to remain strong, with steady retail participation and SIP flows acting as the core driver, even during periods of volatility. Management emphasized that the key shift is not short-term flows, but structural stability in investor behaviour toward financial assets.

2. A key trend is the increasing role of SIPs and digital channels, with 76% of new SIP registrations coming digitally and overall SIP inflows growing ~13% YoY.

3. Passive business continues to scale meaningfully, with ETF + index AUM nearing ₹25,000 crore, supported by a strong pipeline of new launches, while active equity remains a key focus area for improving mix and flows.

4. Yield may see slight pressure due to mix shift toward passive and lower-duration products, though management indicated that top-line growth is a higher priority than yield optimization.

Interesting Management Quotes -
1. “Rather than rely on one or two flagship schemes…
we are trying to diversify inflows across multiple funds.”

2. “Foreign investors are pulling money out…
while domestic investors remain committed for the long term.”

3. “There is no need to add more cash to the balance sheet…
we are happy to return it to shareholders.”

Read full transcript & notes here:
https://t.co/eHrEkz9AYg

Disc: Not a Buy/Sell Recommendation
#stockscans

[Alpha @Studentofmkt]

@CalebFranzen @PeterSchiff But you’re cherry picking the time frame that suits your narrative, why not a year

[Abhishek Basumallick @a_basumallick]

UTI AMC seems to have a very sticky SIP book.

#Q4investorppt

[Alpha @Studentofmkt]

@StockOptions888 @jaywhitcraft $SPY

[Canara Robeco Mutual Fund @CanaraRobeco]

Banking and financial services play a crucial role in powering India’s economy.
Presenting Canara Robeco Banking and Financial Services Fund - An open-ended equity scheme investing in Banking and Financial Services Sector. 
NFO is Now Open.
Know more - https://t.co/RRuSS2terQ
#MoneyInMotion

’Money in Motion’ is used in context of Banking and Financial Services Sector only and not the Scheme.

[CNBC-TV18 @CNBCTV18News]

#PersonalFinance | This mutual fund has turned a monthly SIP of ₹10,000 into ₹6 crore over 33 years, delivering a CAGR of 11.58% since inception

Planning on investing?

Read on | @anshul91_m | #MutualFund #MutualFunds

https://t.co/JXLI908eCG

[ET Mutual Funds @ETMutualFunds]

#CanaraRobeco #Equity Hybrid Fund turns Rs 10,000 #SIP to Rs 6.20 crore in 33 years
#ETMarkets

https://t.co/3e7jkt4dJ7

[Alpha @Studentofmkt]

@marketplunger1 Tracking the same, sounds like GenusPlus Group!

[Alpha @Studentofmkt]

@LukeGromen This is misleading conclusion, its a financing arrangement by Exim bank, and it covers all critical minerals, the portion for Silver will be a drop in the bucket in terms of overall supply demand dynamics