Sumit Jha

AMFI Registered Mutual Fund Distributor, Personal Finance Enthusiast, Fixed Income specialist, Founder at InvestEnable

[Sumit Jha @investEnable]

@Iamsamirarora I sometime feel @ActusDei journalism is more focused on sensationalism than genuinely creating awareness among investors. Real financial journalism should educate and inform — not just stir controversy.

[Sunil Gurjar, CFTe @sunilgurjar01]

A goldmine for Microcap Investor!!

Bookmark it!!

[Samit Vartak CFA @SamitVartak]

In my experience, this is probably the first time the Mid & Small cap indices have outperformed the Nifty 50 during a crisis time. It's also extremely rare to see the Mid & Small cap indices (avg of the two) beating the Nifty 50 near the bottom of the cycle. Their avg CAGR has outperformed during the last two tough years as well as all the below trailing years. I am not that surprised as their balance sheet, P&L and cash flow quality has substantially improved post COVID. I believe the biggest multi-baggers will emerge from this space as the earnings growth differential will be significant going forward. Because of the quality differential today vs during pre-COVID period, I would be surprised if their valuations correct to levels seen during the previous crashes. We probably have the best corporate quality and least stressed financials currently compared to any other previous big crisis.

[Sumit Jha @investEnable]

@connectgurmeet Where faith flows, capital compounds — spirituality isn’t just uplifting souls, it’s uplifting balance sheets too.😀

[Pankaj Tibrewal @pankajtibre]

Halfway through earnings season: 263/500 companies reported.
• Revenue: +12.1% YoY
• Adj PAT: +12.2% YoY

PAT growth by market cap tells an interesting story:
Large caps: +8.7%
Midcaps: +17.8%
Small caps: +39.9%

Our ground checks across steel, cement, auto anc, OEMs, pipe manufacturers and discretionary consumption point to a recovery since mid-Dec.

Add the positive turn in US trade deal sentiment—mood has shifted fast. Let’s see if it sustains.

[Deepak Shenoy @deepakshenoy]

On a 10 year rolling basis, as @Sanjay__Bakshi had mentioned, has gold outperformed the Nifty? I look at post-inflation returns (removing the impact of inflation)

Gold currently is outperforming Nifty on 10y basis, but Nifty outperforms in 118 of 192 times in rolling returns.

[Sumit Jha @investEnable]

@KothadiyaSpeaks "Chara Chor" ko "Chara Chor" Aur "Nauvi Fail" ko "Nauvi Fail" bolna kaha galat hai. Bihar ko jagruk kiya...

[Sumit Jha @investEnable]

@IncomeTaxIndia. Have been trying to pay Advance TAx, but not able to pay for last 2 days.

[Sumit Jha @investEnable]

@siddhantk12 @LarissaFernand @KalpenParekh @dspmf @arunrajendran @KCJ_Niveshak Is the bond of that era available today at 14%????

[Sumit Jha @investEnable]

When enquired on the same, you team is asking to provide the PAN and AAdhar. In myunderstanding the refund can be allocated to the wallet which can be used for any ride. Why are you asking for PAN and AAdhar details?

[Sumit Jha @investEnable]

@rapidobikeapp - the auto ride was taken on 19th June 2025 (ID: RD17496115713038192) which was overcharged by Rs. 120. The refund was processed but the refund cannot be used for my ongoing auto ride as you have credited the refund to be used only for Bike Ride. Have a look at it.

[Sumit Jha @investEnable]

@stepbystep888 @kishornimbarte This is my first investment in 2005....More than 19 years still holding it. "Investor performance matters more than the performance of the investment"

[Sumit Jha @investEnable]

Loved hearing @Iamsamirarora at Bangalore, here’s what stood out:
👉US uncertainty as India’s gain
👉India’s EM edge
👉China’s not a worry
👉'Panic’s over till we spark a new one'—classic Smair! Or as he might tweet in Hindi: 'Ab shanti hai, par naye hungame ka intezar karo!'

[Sumit Jha @investEnable]

@LGIndia pathetic customer care service, have been trying to raise complaint (non-cooling of both freezer & Refrigerator ) Model GL-432/502 but the customer care executive is not have any understanding of the issue. Kindly connect at the earliest.

[Sumit Jha @investEnable]

@themahavir Interested

[Sumit Jha @investEnable]

@NagpalManoj Redvision (@redvisionindore ) is one of the best platforms.

[vijaimantri @vijaimantrimf]

RIA (Registered Investment Advisor) business in India versus the MFD (Mutual Fund Distributor) model highlights a crucial reality of the financial services industry shaped by consumer behavior, regulatory frameworks, and cultural economics.

Let’s break it down: (1/14)

[Sumit Jha @investEnable]

@ActusDei @sashindnj @PosteAnil Kindly correct the qualification part, the minimum qualification requirement is proposed to be reduced from an existing requirement of a post-graduation or professional qualification to a graduate degree (screenshot attached).

[Mahesh 🇮🇳 @invest_mutual]

Current PE and the 10 yr average PE of various market cap segments and themes/sectors