Save Inverst Repeaft 📈

My Mission: Spread Financial Freedom / Stock Market / Mutual Funds / Gold / Crypto / FIRE Group →

[Save Inverst Repeaft 📈 @GeraldineIqq]

Best part about SIR Community group is everyone is learning from each other.

❎ No get-rich-quick discussion, no F&O trading, no magic stock picking ideas.

Everyone is only there to build long-term 'slow' wealth for Financial Freedom.

More details below 👇

[Save Inverst Repeaft 📈 @GeraldineIqq]

> PPFAS Flexi Cap & Nifty 50 are both back in most bought list. The week prior it was out.

> Mid & Small Cap funds continue to fetch inflows.

> Seems like people are moving money from arbitrage to equity funds.

This is from mutual fund platform Kuvera's last week platform

[Save Inverst Repeaft 📈 @GeraldineIqq]

Currently cyber attacks by a nation state on another is considered low to medium threat.

In an AI world, I believe that threat level will increase drastically.

Initial phases of war will be AI agents attacking each other. Country A's agents will try to bring down country B's

[Save Inverst Repeaft 📈 @GeraldineIqq]

ICICI Pru Mutual Fund's Equity Valuation Index is again in the "Invest in Equities" zone.

Its only the 2nd time since Covid that this index has flashed the green signal.

[Save Inverst Repeaft 📈 @GeraldineIqq]

In the world of quantum & AI - importance of physical gold in personal custody increases.

With AI its much easier to crack online security, get into databases, mess with websites etc.

At the end of the day - savings bank account, FD, stocks are all 0s & 1s in some database.

[Save Inverst Repeaft 📈 @GeraldineIqq]

US electronics retail chain Best Buy is transitioning from its own GCC in India to handing it over completely to TCS.

One of the first such movement away from GCC to an Indian IT company.

TCS will now completely handle whatever Best Buy’s own GCC was delivering.

[Save Inverst Repeaft 📈 @GeraldineIqq]

IT company Accenture Q4 revenue beats estimates.

Revenue up 6.3% YoY. Q4 bookings at $22.2 billion, up 4%. Full-year bookings at $84.5 billion.

EPS up 8%. Company executed 141 quarterly client bookings of $100 million or more, a record high.

Accenture expects revenue to

[Save Inverst Repeaft 📈 @GeraldineIqq]

3 year monthly SIP return of Multi Asset Mutual Funds. (Data till 25th Sept)

Fund Score is calculated by assigning
1. 10 points for best XIRR, 9 points for 2nd best & so on.
2. 10 points for least Std Dev & so on.
3. Then both 1 & 2 points are summed up to get to Fund Score.

[Save Inverst Repeaft 📈 @GeraldineIqq]

In last 5 years, many of SBI Mutual Funds schemes have really performed poorly compared to other funds of same category.

SBI Mutual Fund is one of the largest AMCs as per AUM.

Seems like their style isn't working out in current phase of the market.

[Save Inverst Repeaft 📈 @GeraldineIqq]

5 year monthly SIP return of Midcap Mutual Funds. (Data till 25th Sept)

Fund Score's goal is to kinda map out top 10 AUM funds on a comparative basis which has given the highest return with least volatility.

[Save Inverst Repeaft 📈 @GeraldineIqq]

My feeling is 'burnout' in the IT or tech industry will be growing.

Top management folks wants much faster code delivery now as they're spending money on AI accounts for each developers.

Also cutting teams as "you can take help from AI & get it done".

So one person will have

[Save Inverst Repeaft 📈 @GeraldineIqq]

5 year monthly SIP return of Smallcap Mutual Funds. (Data till 25th Sept)

Fund Score is calculated by assigning
1. 10 points for best XIRR, 9 points for 2nd best & so on.
2. 10 points for least Std Dev & so on.
3. Then both 1 & 2 points are summed up to get to Fund Score.

Fund

[Save Inverst Repeaft 📈 @GeraldineIqq]

More than half of the world's top AI talent is being produced by China.

Looks like China has massively started upskilling people on AI related education paths.

[Save Inverst Repeaft 📈 @GeraldineIqq]

> PPFAS Flexi Cap & Nifty 50 Fund out of most bought list again.

> Mid & Smallcap funds received massive inflows.

> For the first time, a PPFAS equity scheme has been heavily sold.

This is from mutual fund platform Kuvera's last week platform data.

[Save Inverst Repeaft 📈 @GeraldineIqq]

FDI into India increased 6.4% YoY to hit $19.8 billion in Q1.

Top investors into India:
🇯🇵 Japan $5.71 billion
🇸🇬 Singapore $5.22 billion
🇲🇺 Mauritius $2.31 billion
🇳🇱 Netherlands $1.38 billion
🇺🇸 USA $1.34 billion
🇦🇪 UAE $868 million

Top 5 sectors that received investment:

[Save Inverst Repeaft 📈 @GeraldineIqq]

Bloomberg mapped the global economy (GDP growth)

• In last 10 years, India was the 2nd fastest growing nation.

• In coming 10 years, India will be the fastest growing nation, while further increasing it’s GDP growth.

• China’s growth rate to be almost cut in half in this

[Save Inverst Repeaft 📈 @GeraldineIqq]

Some international mutual funds have reopened for new investments, but don't rush it out of FOMO.

Funds that are open are all actively managed funds. And its very clear from years of data that its incredibly difficult for international active funds to outperform the index.

Even

[Save Inverst Repeaft 📈 @GeraldineIqq]

OECD’s September forecast states that India will be the fasting growing economy among all major countries.

Also it raised its forecast the most for India.

[Save Inverst Repeaft 📈 @GeraldineIqq]

Among 12 major Emerging Economies, India ranks 1 in Macroeconomic performance.

That’s 4th continuous month of India being at the top. 🇮🇳 🚀

[Save Inverst Repeaft 📈 @GeraldineIqq]

Oil prices in India may be hiked soon. Seems likely.

• Houthis striking Saudi oil.
• Ukraine striking Russian oil
• East-West pipeline remains impaired forcing more dependency on Hormuz, while Iran striking Hormuz.
• Armed groups trying to shut valves on Libya’s Sharara