The complete 5-year equity MF category guide 📊
Each category has a purpose:
🏆 Multi Cap (25.18%) → Wealth creation
🚀 Small Cap (22.61%) → Aggressive growth
📈 Mid Cap (22.35%) → Growth tilt
🎯 Focused (19.21%) → Manager bet
🌐 Flexi Cap (19.19%) → Flexibility
🛡️ Large Cap (17.36%) → Stability
Pick by goal, not by past returns 💎
#MutualFunds #SIP #DhanAlpha
The most underrated Small Cap MF? 👀
Bandhan Small Cap:
✅ 32.72% over 5Y
✅ 32.31% over 3Y (most consistent!)
✅ 0.40% lowest expense ratio
✅ +5.5% YTD (while Quant is -8%)
✅ GARP strategy
Sometimes #2 quietly wins 🏆
#SmallCap#BandhanMF#DhanAlpha
Motilal Oswal Nifty Midcap 150 Index Fund 🤔
✅ 5-Yr Return: 20.21%
✅ Expense: 0.18%
✅ Beats 9 of 12 active funds
Active managers charge 0.4-0.95% to underperform.
Sometimes boring beats brilliant 📈
#IndexFunds#MidCap#MutualFunds#DhanAlpha
₹10K SIP for 5 years in Flexi Cap MFs:
🚀 Quant FC → ₹14.7 L (31.9% CAGR)
✅ HDFC FC → ₹10.4 L (21% CAGR)
📊 Avg fund → ₹9.6 L (19% CAGR)
😬 Worst fund → ₹7.9 L (13.6% CAGR)
Same category. ₹6.8 lakh difference. Choose wisely 💡
#MutualFunds#FlexiCap#SIP#DhanAlpha
While IT bled this week, pharma stayed strong
⭐ Our Stock of the Week: Laurus Labs
✅ PAT +172% YoY
✅ Near 52W high (₹1,144)
✅ Institutions accumulating (38.95%)
⚠️ Rich at PE 70x
Q4 earnings 30 Apr → key catalyst
#LaurusLabs#StockMarket#DhanAlpha#PharmaRally
#Market View (Negative impact at present)
- Escalation of war between Isarel Vs. Iran
- F&O recent rules changed by SEBI
- Global sentiment
- India core Ind data average/down in this quarter
- GDP growth data will also slow down in this quarter (Only estimate)
#StockMarket
Negativity for the @narendramodi Ji's government is all time high.
Its not because he is doing anything bad, but because he let some babus, some RS members run crucial ministries.
These people don't have any touch with reality and are full of arrogance. Arrogance is problem.
The Institute of Chartered Accountants of India congratulates @isro & the Team of Scientists behind #Chandrayaan3 Mission for the Successful Landing of #VikramLander today at the South Pole of Moon making India the first Nation to achieve this feat. The Nation is proud of you!!!
The more opposition talk about PM Modi’s education more support he will get. People never voted him by seeing his degree. His connect with ground root and his patriotic politics is unquestionable.