Ajath

Building Fabits, a wealth management platform like no other | Share sustainable and disciplined fabulous habits

[Ajath @aajath]

Launching "Fabits"!

Our aim is to help people build simple and effortless financial habits that set them on a journey towards financial freedom - giving them wings to pursue their dreams and passion to fulfill their goals.

https://t.co/CVVkGI3aRG

https://t.co/c9JIwfgMN3

[Ajath @aajath]

@CapitalmindMF @deepakshenoy One of the reasons why we are recommending this flexi cap. I don’t need another large cap biased flexi cap fund.
D: invested.

[Ajath @aajath]

@ActusDei I think better option would be DSP global Fund or Edelweiss Greater China Fund than ETFs.

[Ajath @aajath]

@Crazynaval They have been a lot more aggressive in the ELSS and have deployed more cash. At this point, the size of the fund is becoming a challenge. Generally, they don’t hold more than 40-45 companies.

[Ajath @aajath]

@Parveen2Bharat @ETMONEY @MrMotilalOswal They are an aggressive fund - chasing trends and momentum stocks. So nothing changed - they stayed true to their investment philosophy

[Ajath @aajath]

@Rational1947 @CalmInvestor @CapitalmindMF @deepakshenoy Again, churn isnt bad. This is expected considering their investment philosophy.

[Ajath @aajath]

One fund with zero IT exposure right now?

👉 @CapitalmindMF’s Flexi Cap Fund.

That’s a bold, conviction-driven call by @CalmInvestor and @deepakshenoy.

[Ajath @aajath]

@Rational1947 @CalmInvestor @CapitalmindMF @deepakshenoy Too early to judge.

And comparing all flexi cap funds using the same metric isn’t the most effective approach. Each fund manager follows a distinct investment philosophy and strategy, which performs differently under different market conditions.

[Ajath @aajath]

@NihitKshatriya @CalmInvestor @CapitalmindMF @deepakshenoy I’m kidding :) Will be good to catch up.

[Ajath @aajath]

@CalmInvestor @CapitalmindMF @deepakshenoy Would love to do that. I have been chasing Nihith for this meeting. 😁

[Ajath @aajath]

@deepakshenoy Was just checking with Nihith if this was happening 😄
A budget without Deepak’s insights & dad jokes feels incomplete.

[Ajath @aajath]

@chandrarsrikant @Goenka_Tushar1 Lenskart growth projection ! We aren’t that creative to understand the math 🥲

[Ajath @aajath]

@deepakshenoy Congrats @deepakshenoy ! Finally a slice of Captialmind for a larger audience.
We never invest with new AMC or NFOs at @fabitssocial but happy make an exception since we know what to expect :)

May the force be with you and team.

[Ajath @aajath]

@deepakshenoy Congrats !! Looking forward to this.

[Ajath @aajath]

Thank you, China and President Xi.
They stood up to the bully and called his bluff.
While the rest of the world hesitated, China was prepared for the Trump tariffs. They didn’t flinch.

[Ajath @aajath]

@ZerodhaVarsity Thank you. There is no clarity on this subject.

[Ajath @aajath]

@ZerodhaVarsity What’s the tax implications if you buy from the market and hold it till maturity?

[Ajath @aajath]

Biden pardons his son.
Trump pardons Capitol rioters.

Same game, different players, different ways.

Some do it under the table, others over it —or switch sides entirely.

Apologies for the political rant 🙏

[Ajath @aajath]

With SEBI’s move to disclose risk-adjusted returns, it’s now easier to make apples-to-apples comparisons across funds. As a DIY investor, you can better identify mutual funds that offer consistent returns relative to the risk taken.

At Fabits, we go beyond the basics, analyzing multiple parameters to match you with mutual funds that align with your goals and risk tolerance. Our approach ensures that your investments work for you.

D: This is not Investment Advice

Fabits is a member of SEBI, NSE, BSE, CDSL and AMFI

[Ajath @aajath]

SEBI is making mutual fund selection more consistent and transparent! Here’s how 👇

SEBI now requires mutual funds to disclose the information ratio, a key metric for risk-adjusted returns.

But what does this mean for you?

[Ajath @aajath]

- While this could potentially deliver better long-term returns, it also comes with higher volatility (read: more swings in NAVs and your portfolio's P/L).

The challenge? Many DIY investors focus solely on returns without fully understanding the risks involved. This could lead to picking funds that are riskier than they’re comfortable with.