๐ช๐ฎ๐๐ฐ๐ต ๐ผ๐๐ฟ ๐๐๐ข ๐ฆ๐ฎ๐ป๐ฑ๐ฒ๐ฒ๐ฝ ๐๐ฎ๐ด๐น๐ฎ (@baggyboy007) ๐ฒ๐ ๐ฝ๐น๐ฎ๐ถ๐ป ๐๐ป๐ฑ๐ถ๐ฎโ๐ ๐ฑ๐ฒ๐บ๐ผ๐ด๐ฟ๐ฎ๐ฝ๐ถ๐ฐ ๐ฎ๐ฑ๐๐ฎ๐ป๐๐ฎ๐ด๐ฒ.
What powers Indiaโs growth despite global uncertainties?
Discover how a young, expanding workforce, rising incomes, and strong structural factors can create a long-term tailwind for consumption, savings, and investments.
Watch the video for deeper insights.
๐ช๐ฒ ๐ฎ๐ฟ๐ฒ ๐ฝ๐น๐ฒ๐ฎ๐๐ฒ๐ฑ ๐๐ผ ๐๐ต๐ฎ๐ฟ๐ฒ ๐๐ต๐ฎ๐ ๐ง๐ฅ๐จ๐ฆ๐ง๐ ๐ ๐ฆ๐บ๐ฎ๐น๐น ๐๐ฎ๐ฝ ๐๐๐ป๐ฑ ๐ต๐ฎ๐ ๐ฐ๐ฟ๐ผ๐๐๐ฒ๐ฑ โน๐ฎ,๐ฌ๐ฌ๐ฌ+ ๐๐ฟ ๐ถ๐ป ๐๐จ๐ .
Thank you for being a part of this journey. Hereโs to many more milestones together.
๐ช๐ฎ๐๐ฐ๐ต ๐ผ๐๐ฟ ๐๐๐ข ๐ ๐ถ๐ต๐ถ๐ฟ ๐ฉ๐ผ๐ฟ๐ฎ (@TheMihirV) ๐ฑ๐ฒ๐ฐ๐ผ๐ฑ๐ฒ โ๐๐ผ๐ฟ๐ถ๐น๐น๐ฎ ๐ฆ๐๐ผ๐ฐ๐ธ๐.โ
What makes a company rare, dominant, and built for decades of compounding?
Discover how our LIM framework helps identify these potential long-term wealth creators early.
Watch the video for deeper insights.
A common question that I get these days is about the risks of โnew ageโ companies and business models and whether valuations are โtoo highโ for these companies
For this, it is worth reminding ourselves that the process of โcreative destructionโ has always been an integral part of the market and economics.
โNewโ technologies and businesses are always emerging and creating new OR disrupting existing businesses
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Of the 30 companies in the BSE Sensex in 1987:
** 24 are no longer in the Sensex (80% churn)
** 8 of the original 30 donโt exist (bankrupt or taken over or merged)
** there were no FINANCIALS (banks/ NBFC/ capital market, - today 31% weight) and no TELECOM / IT companies (today 22% weight). I.e. more than 50% of sector weight is new
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Any new tech or business model will feel โNew Ageโ during the initial adoption phase and growth phase - the first two legs of the โSโ curve. Then it becomes so common that we donโt even talk about it being anything โspecialโ.
In the 1990-2000s, IT services companies were considered โnew ageโ, fast-growth: now they are commodity businesses providing non-differentiated services. There are dozens of such examples.
Moreover, when the sector or company is in the growth phase, valuations will look optically expensive as the market starts appreciating the longer-term growth potential.
The question is whether valuations are discounting high-growth with a long runway of growth or are โeuphoric / irrationaโ - and thatโs where wisdom, sanity checks need to be applied.
We launched TRUSTMF SmallCap Fund exactly a year ago. Glad to report that our investors & distributors had a significantly favourable experience with TRUSTMF SmallCap Fund.
A Big thank you for being with us Equities is a long term asset class. Miles to go before we redeem!!๐
The Indian real GDP growth for Q1 came out at 7.8% - much higher than estimates of market participants!!
It shows that structural India growth story is very much intact. The domestic economy is strong and resilient on back of growth in capex and services sector
#amfi#trustmf
Watch our CEO Sandeep Bagla (@baggyboy007) in conversation with @CNBCTV18News
๐๐๐ฎ ๐๐๐๐๐ก๐๐๐๐ฉ๐จ:
โข ๐๐พ๐๐ถ๐๐ ๐ถ๐ป๐ณ๐น๐ผ๐๐ ๐ฎ๐ฟ๐ฒ ๐๐ฝ ๐ฎ๐ฑ% ๐ฌ๐ผ๐ฌ โ markets remain strong, and momentum is expected to continue.
โข ๐ญ๐ฑ+ ๐ก๐๐ข๐ (๐ถ๐ป๐ฐ๐น๐๐ฑ๐ถ๐ป๐ด ๐๐ต๐ฒ ๐ง๐ฅ๐จ๐ฆ๐ง๐ ๐ ๐ ๐๐น๐๐ถ ๐๐ฎ๐ฝ ๐๐๐ป๐ฑ) are set to launch, boosting investor mobilization.
โข ๐ฆ๐๐ฃ ๐ถ๐ป๐ณ๐น๐ผ๐๐ ๐ฟ๐ผ๐๐ฒ ๐ณ๐ฟ๐ผ๐บ โน๐ฎ๐ฒ,๐ฒ๐ฌ๐ฌ ๐๐ฟ ๐๐ผ โน๐ฎ๐ณ,๐ฎ๐ฌ๐ฌ ๐๐ฟ, reflecting steady and growing retail participation.
โข ๐๐ถ๐๐๐ฟ๐ถ๐ฏ๐๐๐ผ๐ฟ๐ ๐ฎ๐ฐ๐ฟ๐ผ๐๐ ๐๐ป๐ฑ๐ถ๐ฎ are driving both new SIP registrations and retention efforts.
โข ๐ ๐ถ๐ฑ-๐ฐ๐ฎ๐ฝ earnings are projected to ๐ด๐ฟ๐ผ๐ ~๐ญ๐ฑ%, ๐๐บ๐ฎ๐น๐น ๐ฐ๐ฎ๐ฝ๐ ~๐ญ๐ฏ% over the next two years โ a compelling opportunity.
โข The ๐ฆ๐๐ฃ ๐๐๐ผ๐ฟ๐ ๐ถ๐ ๐ฎ ๐ฝ๐ผ๐๐ฒ๐ฟ๐ณ๐๐น yet underappreciated trend in Indiaโs mutual fund journey.
๐ Do give it a watch โ plenty of valuable takeaways!
๐ Hereโs a first look at our upcoming podcast featuring our CEO Sandeep Bagla (@BaggyBoy007), in conversation with Dr. Alisha Lalljee (@alishalalljee).
From Indiaโs economic outlook to the TRUSTMF Multi Cap Fund NFO โ this conversation gives a crisp perspective on what lies ahead. Stay tuned โ full podcast coming soon!
#TRUSTMF #mutualfunds #mutualfundssahihai #NFO #multicap #podcast #CEO #india #economy #outlook #insights #knowledge #learning #teaser
Our CIO @theMihirV Mihir Vora tells @livemint why he leans toward mid & small-caps over large caps in the current market cycle. With broader markets set to outperform, he shares insights on key trends, sectoral opportunities & Indiaโs growth resilience.
๐ Click to read the full interview. https://t.co/P7MfJtSJ9V
#Markets #Investing #Midcaps #Smallcaps #MutualFunds
"There are many monkeys in the jungle, but very few gorillas."
Gorillas are rare market leaders with unique qualities that set them apart, makes them rare, dominant , have longevity and a MOAT"
On episode 10 of The Money Mindset , we had an opportunity to speak to investing legend and veteran market watcher @utpalsheth
Utpal Sheth is the Founder & Mentor, TRUST Group and Former Senior Partner & CEO, RARE Enterprises
he is someone with over 25 years of market knowledge and wisdom
The topic of this conversation was how to find Gorilla companies in your portfolio, A blueprint for spotting market leaders that dominate, adapt and create wealth over decades
Full episode drops on 13th March at 4 pm on The Money Mindset podcast โจ
Catch our CEO Sandeep Bagla (@BaggyBoy007) in conversation with Nandita Khemka of @moneycontrolcom
Key Takeaways:
- T20 is overโnow itโs time for Test cricket! Stop looking to hit sixes; take singles and stay on the crease.
- It's time to be patientโmarkets are repricing from extreme optimism to realism.
- A great time to invest, as India's long-term structural story remains intact.
- Growth and recovery may slow occasionally, but the key drivers remain strong.
- Stay observant, curb enthusiasm, set realistic goals, and be prepared for whatever the market does.
Our CEO, Sandeep Bagla (@baggyboy007) pens an exclusive article for The Economic Times (@EconomicTimes), highlighting key insights into the current market landscape.
Key Highlights:
Trump: Aims to reshape the global order, with his unconventional team of influencers making bold pronouncements that are likely to fuel market volatility. The true impact, however, will unfold gradually.
RBI: Expected to cut rates, reduce the liquidity deficit, and revive consumption. However, high inflation and FPI-driven deficits may limit the effectiveness of rate cuts and transmission.
Budget: Focus areas should include freeing up labour, land, capital, and technology to drive sustained growth. Likely outcomes: a lower fiscal deficit, minor tax adjustments, and flat capex plans.
Indiaโs structural growth story remains strong despite slowing momentum. Investors should manage expectations, use volatility to their advantage, and invest prudently with advice from trusted experts.
Read the full article on https://t.co/PzkqIX6r8Z