Olivia
Online
FinAlpha⚡
@FinAlpha_in
Data-Driven Mutual Fund Research and Insights. AMFI Registered Distributor |
NISM- Research Analyst.
Simplified Financial Analysis for novice investors.
India
Joined March 2019
580 Following
474 Followers
1.4K Posts
Motilal midcap fund - journey:
#Motilal Midcap 6 month journey - #FinAlpha1Pager
This is widely known as one of the most aggressive and concentrated portfolios in the mid-cap space, making its recent allocation shifts highly compelling to track. 🚀
🔹 Sector Allocation & Key Shifts:
• Capital Markets and Finance witnessed aggressive buying, increasing significantly by ⬆️ 8.5% and ⬆️ 7.5%.
• Electrical Equipment also saw a solid expansion, jumping by ⬆️ 6.1%.
• ⬇️ IT - Software faced heavy selling, dropping by 7.2%.
• ⬇️ Telecom - Services and Consumer Durables were both noticeably trimmed, sliding down by 6.0% and 5.2%.
🔹 Portfolio Action:
• The fund recorded a high 42% turnover.
• It registered 14 total buys and 7 complete exits, expanding the concentrated stock count from 19 to 26.
🔹 CAGR vs NIFTY Midcap 150 TRI:
• ⬇️ Short term lag with -12.5%, fund underperformed over the 1yr period.
• ⬇️ Medium term underperformance continues with a lag of -2.8% over 3 years.
• ⬆️ Strong long term outperformance remains intact over the 5yr horizon, delivering a solid alpha of 4.2%.
• Be sure to check the attached image for a detailed look at the SIP XIRR metrics!
#Motilal #Midcap #MutualFunds
#Motilal Large and Midcap Portfolio Update (May 2026) 📊 #FinAlpha1Pager
Integrating Market Cap also in 1Pager ( ongoing)
The Motilal Large and Midcap is holding 29 stocks as equity allocation rose by more than 1% to reach 98.7%, so let's dive in. 🧐
🟢 1 Fresh Buys
(Sterlite Technologies Limited)
🔴 1 Full Exits
📉 (Tvs Motor Company Ltd.)
📈 19 Increase in Holdings
(Accumulating: Apollo Hospitals Enterprise Ltd, Suzlon Energy Limited, Samvardhana Motherson Internat.., Ola Electric Mobility Ltd., Titan Company Ltd., etc.)
📉 5 Decrease in Holdings
(Includes trimming in: Billionbrains Garage Ventures .., Apar Industries Ltd, Bharat Electronics Ltd, Cg Power And Industrial Soluti.., Ge Vernova T&D India Ltd)
⏸️ 4 Companies - No Change
(Held steady on core positions: Bharat Dynamics Ltd., Multi Commodity Exchange Of In.., Waaree Energies Limited, Religare Enterprises Ltd)
Detailed breakdown and FinAlpha 1-Pager attached. 📄
#MotilalMutualFund #LargeAndMidcap #MutualFunds #StockMarket #FinAlpha
#Motilal Amc activity - May 2026 - based of 6 Equity funds that we track.
🔹Top Buys & Sells
Suzlon Energy Limited led the purchases with an inflow of approx ₹869 Cr. Other notable entries include Samvardhana Motherson International, Premier Energies Limited, and Waaree Energies Limited.
On the exit side, the AMC heavily trimmed exposure in telecom, auto, and major banking names, specifically Bharti Airtel Ltd (₹2,450 Cr), Tvs Motor Company Ltd., and Icici Bank Ltd, moving capital away from these segments.
🔹Industry Shifts
The portfolio saw a clear rotation away from telecom services, banking, and automobiles, reallocating capital significantly toward electrical equipment and auto components.
📈 Top 5 Increased Weightage:
Electrical Equipment: +2.94%
Auto Components: +1.40%
IT - Software: +0.76%
Healthcare Services: +0.55%
Capital Markets: +0.50%
📉 Top 5 Decreased Weightage:
Telecom - Services: -3.30%
Banks: -1.69%
Automobiles: -1.34%
Construction: -0.70%
Consumer Durables: -0.66%
#FinAlpha #MutualFunds #Motilal
It has been brought to my notice that a fake Telegram channel is impersonating me to run an investment and trading scam. Unemployment is really that bad.
I am NOT active on Telegram. I am active only here on Twitter. I am not associated with any financial schemes or account handling services on Telegram.
I have saved all evidence and screenshots and am currently filing a formal cyber complaint.
Please report the fake channel ( https://t.co/UxlMqVoclc ) immediately. Thank you.
#Motilal Multicap Portfolio Update (May 2026) 📊#FinAlpha1Pager
Motilal Multicap currently holds 36 stocks after expanding its net equity allocation to 97.8 percent during May 2026, so let's dive in. 🧐
🟢 4 Fresh Buys
(Interglobe Aviation Ltd, Pnb Housing Finance Ltd, Coal India Limited, Syrma Sgs Technology Ltd)
🔴 5 Full Exits
📉 (Reliance Industries Ltd, Muthoot Finance Ltd., Ntpc Ltd, Sai Life Sciences Ltd, Fractal Analytics Ltd)
📈 10 Increase in Holdings
(Accumulating: Ultratech Cement Ltd, Bse Ltd, Abb India Ltd., Uno Minda Ltd., Shriram Finance Ltd, etc.)
📉 4 Decrease in Holdings
(Includes trimming in: Hdfc Bank Ltd, Shaily Engineering Plastics Li.., Coforge Ltd, Mtar Technologies Ltd.)
⏸️ 18 Companies - No Change
(Held steady on core positions: Kalyan Jewellers India Ltd, Cg Power And Industrial Soluti.., Billionbrains Garage Ventures .., Sky Gold And Diamonds Limited, Healthcare Global Enterprises .., etc.)
Detailed breakdown and FinAlpha 1-Pager attached. 📄
#MotilalMutualFund #Multicap #MutualFunds #StockMarket #FinAlpha
#Motilal Focused Portfolio Update (May 2026) 📊 #FinAlpha1Pager
The Motilal Focused portfolio held 29 stocks in May 2026, marking a strategic shift as its net equity exposure climbed to 94.4%. Let's dive in. 🧐
🟢 6 Fresh Buys
(Abb India Ltd., Pnb Housing Finance Ltd, Kotak Mahindra Bank Ltd, Uno Minda Ltd., Bharti Airtel Ltd etc)
🔴 7 Full Exits
📉 (Icici Bank Ltd, Reliance Industries Ltd, Radico Khaitan Ltd, Shriram Finance Ltd, Maruti Suzuki India Ltd etc)
📈 13 Increase in Holdings
(Accumulating: Bse Ltd, Persistent Systems Ltd, Ultratech Cement Ltd, Apollo Hospitals Enterprise Ltd, Titan Company Ltd etc)
📉 4 Decrease in Holdings
(Includes trimming in: Jain Resource Recycling Ltd., Acutaas Chemicals Ltd., Mtar Technologies Ltd., Cg Power And Industrial Solutions Ltd.)
⏸️ 6 Companies - No Change
(Held steady on core positions: Aditya Infotech Limited, Gabriel India Ltd., Bharat Electronics Ltd, Religare Enterprises Ltd, Ptc Industries Limited etc)
Detailed breakdown and FinAlpha 1-Pager attached. 📄
#MotilalMutualFund #Focused #MutualFunds #StockMarket #FinAlpha
#Motilal Flexicap Portfolio Update (May 2026) 📊 #FinAlpha1Pager
The Motilal Flexicap portfolio held 33 stocks in May 2026, reflecting a notable asset shift as net equity was trimmed to 94.7% while cash levels rose to 5.3%. Let's dive in. 🧐
🟢 9 Fresh Buys
(Muthoot Finance Ltd., Bharat Dynamics Ltd., Premier Energies Limited, Rbl Bank Ltd, Bharat Heavy Electricals Ltd etc)
🔴 5 Full Exits
📉 (Bharti Airtel Ltd, Larsen And Toubro Ltd., Icici Bank Ltd, State Bank Of India., Radico Khaitan Ltd)
📈 12 Increase in Holdings
(Accumulating: Siemens Ltd., Samvardhana Motherson Internat.., Aditya Infotech Limited, Ashok Leyland Ltd, Onesource Specialty Pharma Lim.. etc)
📉 3 Decrease in Holdings
(Includes trimming in: Coforge Ltd, Cg Power And Industrial Soluti.., Persistent Systems Ltd)
⏸️ 9 Companies - No Change
(Held steady on core positions: Kalyan Jewellers India Ltd, Polycab India Ltd, Pg Electroplast Ltd, Apollo Hospitals Enterprise Ltd, Bharat Electronics Ltd etc)
Detailed breakdown and FinAlpha 1-Pager attached. 📄
#MotilalMutualFund #Flexicap #MutualFunds #StockMarket #FinAlpha
Motilal Multcap fund latest portfolio out :
#Motilal Multicap Portfolio Update (May 2026) 📊#FinAlpha1Pager
Motilal Multicap currently holds 36 stocks after expanding its net equity allocation to 97.8 percent during May 2026, so let's dive in. 🧐
🟢 4 Fresh Buys
(Interglobe Aviation Ltd, Pnb Housing Finance Ltd, Coal India Limited, Syrma Sgs Technology Ltd)
🔴 5 Full Exits
📉 (Reliance Industries Ltd, Muthoot Finance Ltd., Ntpc Ltd, Sai Life Sciences Ltd, Fractal Analytics Ltd)
📈 10 Increase in Holdings
(Accumulating: Ultratech Cement Ltd, Bse Ltd, Abb India Ltd., Uno Minda Ltd., Shriram Finance Ltd, etc.)
📉 4 Decrease in Holdings
(Includes trimming in: Hdfc Bank Ltd, Shaily Engineering Plastics Li.., Coforge Ltd, Mtar Technologies Ltd.)
⏸️ 18 Companies - No Change
(Held steady on core positions: Kalyan Jewellers India Ltd, Cg Power And Industrial Soluti.., Billionbrains Garage Ventures .., Sky Gold And Diamonds Limited, Healthcare Global Enterprises .., etc.)
Detailed breakdown and FinAlpha 1-Pager attached. 📄
#MotilalMutualFund #Multicap #MutualFunds #StockMarket #FinAlpha
#Motilal Small Cap Portfolio Update (May 2026) 📊 #FinAlpha1Pager
The Motilal Small Cap fund houses 57 stocks for May 2026 as its net equity exposure witnessed a significant ramp-up of over 4% to hit 96.3%, so let's dive in. 🧐
🟢 3 Fresh Buys
(Eternal Ltd, Ntpc Ltd, Solar Industries India Ltd)
🔴 0 Full Exits
📉 (None)
📈 22 Increase in Holdings
(Accumulating: Hexaware Technologies Ltd., Vijaya Diagnostic Centre Ltd., Syrma Sgs Technology Ltd, Asahi India Glass Limited, Rainbow Childrens Medicare Lim., etc.)
📉 6 Decrease in Holdings
(Includes trimming in: Ccl Products (India) Ltd, Pg Electroplast Ltd, Aditya Vision Ltd, Mtar Technologies Ltd., V2 Retail Ltd., etc.)
⏸️ 26 Companies - No Change
(Held steady on core positions: Aditya Infotech Limited, Triveni Turbine Ltd, Shaily Engineering Plastics Li.., Aditya Birla Real Estate Ltd, Jm Financial Ltd., etc.)
Detailed breakdown and FinAlpha 1-Pager attached. 📄
#MotilalMutualFund #SmallCap #MutualFunds #StockMarket #FinAlpha
Motilal Large & Midcap Fund :
#Motilal Large and Midcap Portfolio Update (May 2026) 📊 #FinAlpha1Pager
Integrating Market Cap also in 1Pager ( ongoing)
The Motilal Large and Midcap is holding 29 stocks as equity allocation rose by more than 1% to reach 98.7%, so let's dive in. 🧐
🟢 1 Fresh Buys
(Sterlite Technologies Limited)
🔴 1 Full Exits
📉 (Tvs Motor Company Ltd.)
📈 19 Increase in Holdings
(Accumulating: Apollo Hospitals Enterprise Ltd, Suzlon Energy Limited, Samvardhana Motherson Internat.., Ola Electric Mobility Ltd., Titan Company Ltd., etc.)
📉 5 Decrease in Holdings
(Includes trimming in: Billionbrains Garage Ventures .., Apar Industries Ltd, Bharat Electronics Ltd, Cg Power And Industrial Soluti.., Ge Vernova T&D India Ltd)
⏸️ 4 Companies - No Change
(Held steady on core positions: Bharat Dynamics Ltd., Multi Commodity Exchange Of In.., Waaree Energies Limited, Religare Enterprises Ltd)
Detailed breakdown and FinAlpha 1-Pager attached. 📄
#MotilalMutualFund #LargeAndMidcap #MutualFunds #StockMarket #FinAlpha
I get many messages asking the same thing : #MutualFunds / Indian markets have given no returns for 2 years. What should we do?
One simple answer.
Ask yourself: did you invest in an equity fund for just 2 years ?
For most people, the answer is no.
Do you have 100% equity allocation ?
For most people, the answer is also no.
Debt and other assets like gold usually provide some cushion during such periods. And gold has done more than just provide cushion.
We invest in equity for the long term. Long term means at least 5 years.
Markets may stay sideways for 2 more years, or they may hit a new all-time high next month. No one knows when that will happen, but most of us know that markets will eventually make a new ATH.
This is for the simple, disciplined investor who keeps investing every month.
There are also people who go all-equity or invest for less than a year while trading trends. That is a different approach and needs skill and experience.
Conclusion:
Whether you continue your SIPs or not is your call.
But this is the nature of equity. It is not a straight journey. It moves in cycles and keeps surprising us.
Do the things that are in your control : build your emergency fund before committing money to equities. Get your health and term insurance sorted.
And most importantly, set your asset allocation according to your risk appetite, goals, and stage of the investing journey.
Personally, I use 12–12.5% for all my future projections and goal calculations.
For me, 15%+ is a high expectation going forward.
If we do 15%+, it is a bonus.
Keeping expectations low will work in your favour and will push you to earn more.
Do not live like a miser trying only to save and invest. Life is a more precious gift ,enjoy it while it lasts.
Fully agreed.
Many of us are first-generation equity investors.
And many of us should feel proud that we saved our parents from falling into the trap of LICs, ULIPs and other products that sound good but turn out to be bad investments.
How was the month of May for Equity: #Focused Funds ? 📈
Sorted by Monthly Returns [30 Apr – 31 May]
#FinAlpha1Pager
Performance was mixed for Focused funds this May, showing a clear performance divergence between the top gainers and those that slipped into the red. ⚖️
The benchmark index, NIFTY 500 TRI, ended the month virtually flat at -0.01%.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #Quant #LicMf #Motilal #Invesco
![AnkitFinAlpha's tweet photo. How was the month of May for Equity: #Focused Funds ? 📈
Sorted by Monthly Returns [30 Apr – 31 May]
#FinAlpha1Pager
Performance was mixed for Focused funds this May, showing a clear performance divergence between the top gainers and those that slipped into the red. ⚖️
The benchmark index, NIFTY 500 TRI, ended the month virtually flat at -0.01%.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #Quant #LicMf #Motilal #Invesco](https://pbs.twimg.com/media/HJo91Kgb0AAwbar.jpg)
How was the month of May for Equity: #ELSS Funds ? ����
Sorted by Monthly Returns [30 Apr – 31 May]
#FinAlpha1Pager
What's up with ELSS funds this month, more than half of them closed in red ! 🚨
The benchmark index, NIFTY 500 TRI, ended the month virtually flat at -0.01%.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #Quant #Whiteoak #Edelweiss #Jm #Mirae
![AnkitFinAlpha's tweet photo. How was the month of May for Equity: #ELSS Funds ? ����
Sorted by Monthly Returns [30 Apr – 31 May]
#FinAlpha1Pager
What's up with ELSS funds this month, more than half of them closed in red ! 🚨
The benchmark index, NIFTY 500 TRI, ended the month virtually flat at -0.01%.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #Quant #Whiteoak #Edelweiss #Jm #Mirae](https://pbs.twimg.com/media/HJo6zhPbcAAHnBn.jpg)
#MultiAsset Funds Monthly:
How was the month of May for Hybrid: #MultiAsset Funds ? 📈
Sorted by Monthly Returns [30 Apr – 31 May] #FinAlpha1Pager
Performance was mixed for Multi Asset Allocation funds this May, showing a clear divergence across the category. ⚖️
Please note that while we have included Nifty 500 TRI in the pager, is not the ideal yardstick for multi-asset strategies.
We are currently working on a blended benchmark tailored for this category, which will follow next month.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #FinAlpha1Pager #Quant #Samco #Hsbc #Capitalmind
![AnkitFinAlpha's tweet photo. How was the month of May for Hybrid: #MultiAsset Funds ? 📈
Sorted by Monthly Returns [30 Apr – 31 May] #FinAlpha1Pager
Performance was mixed for Multi Asset Allocation funds this May, showing a clear divergence across the category. ⚖️
Please note that while we have included Nifty 500 TRI in the pager, is not the ideal yardstick for multi-asset strategies.
We are currently working on a blended benchmark tailored for this category, which will follow next month.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #FinAlpha1Pager #Quant #Samco #Hsbc #Capitalmind](https://pbs.twimg.com/media/HJoS-XOaoAEWpN_.jpg)
Good info on the currently open global fund from Edelweiss.
It is open only for SIPs, and that too limited to ₹5,000 per PAN per day.
More details here :
https://t.co/if8uGTxVQn
After researching and writing about global funds, I started SIPs in Axis Global Equity FoF and Edelweiss Greater China Offshore Fund.
Axis stopped fresh as well as existing inflows after 2 months.
Currently, only Edelweiss is running.
I am parking the pending amount in a liquid fund and will do a lump sum into direct ETFs on platforms like INDmoney or Vested.
If the accumulated amount becomes large enough, I may also consider the GIFT City route.
No reco.
Equity : Smallcap Funds Monthly -
How was the month of May for Equity: #Smallcap Funds ? 📈
Sorted by Monthly Returns [30 Apr – 30 May]
#FinAlpha1Pager
Smallcap funds maintained a steady positive momentum this May, with almost every fund on the list finishing the month in green territory. ✅
The benchmark index, NIFTY Smallcap 250 TRI, closed the month up by 1.60%
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #FinAlpha1Pager #Jm #TrustMf #Helios #BankOfIndia
![AnkitFinAlpha's tweet photo. How was the month of May for Equity: #Smallcap Funds ? 📈
Sorted by Monthly Returns [30 Apr – 30 May]
#FinAlpha1Pager
Smallcap funds maintained a steady positive momentum this May, with almost every fund on the list finishing the month in green territory. ✅
The benchmark index, NIFTY Smallcap 250 TRI, closed the month up by 1.60%
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #FinAlpha1Pager #Jm #TrustMf #Helios #BankOfIndia](https://pbs.twimg.com/media/HJkBVLeaAAAUOFY.jpg)
How was the month of May for Equity: #LargeAndMidcap Funds ? 📈
Sorted by Monthly Returns [30 Apr – 30 May]
#FinAlpha1Pager
Performance was mixed for Large & Mid Cap funds this May, showing a clear performance divergence as a handful of funds underperformed and slid into negative territory. ⚖️
The benchmark index, NIFTY LargeMidcap 250 TRI, managed a modest closing gain of 0.84%.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #Helios #Quant #Samco #Hsbc
![AnkitFinAlpha's tweet photo. How was the month of May for Equity: #LargeAndMidcap Funds ? 📈
Sorted by Monthly Returns [30 Apr – 30 May]
#FinAlpha1Pager
Performance was mixed for Large & Mid Cap funds this May, showing a clear performance divergence as a handful of funds underperformed and slid into negative territory. ⚖️
The benchmark index, NIFTY LargeMidcap 250 TRI, managed a modest closing gain of 0.84%.
This comprehensive list includes most funds in the category and tracks vital metrics such as SI CAGR and current drawdown (DD%). 📊
#MutualFunds #Helios #Quant #Samco #Hsbc](https://pbs.twimg.com/media/HJjTHs8aYAAFNC8.jpg)
Most Popular Users
Elon Musk 
@elonmusk
240.2M followers
Barack Obama
@barackobama
119.3M followers
Donald J. Trump
@realdonaldtrump
111.6M followers
Cristiano Ronaldo
@cristiano
109M followers
Narendra Modi
@narendramodi
107M followers
Rihanna
@rihanna
97.3M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.6M followers
KATY PERRY
@katyperry
86.8M followers
Taylor Swift
@taylorswift13
80.6M followers
Lady Gaga
@ladygaga
72.2M followers
Kim Kardashian
@kimkardashian
69.4M followers
YouTube
@youtube
68.6M followers
Virat Kohli
@imvkohli
68.6M followers
Bill Gates
@billgates
63.4M followers
The Ellen Show
@theellenshow
62.5M followers
CNN
@cnn
61.9M followers
Neymar Jr
@neymarjr
61.1M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
59.9M followers