Investment Stacks

[DSP Mutual Fund @dspmf]

Small caps can reveal a lot about an investor.

Not on the days things go their way but on the days they don't.

Know how far your resilience really goes

[Moneycontrol @moneycontrolcom]

#MarketsOverCoffee | DSP CIO Anish Tawakley warns that when capital is abundant, governance issues can get overlooked—and often surface later.

His contrarian take?
"It's almost unfashionable to buy large caps in India."
"That's the time to buy large caps."

☕ Markets Over Coffee. Watch the full conversation here:  https://t.co/pIYD7uylrS

@SurabhiUpadhyay
#Markets

[The White House @WhiteHouse]

“The Deal with Islamic Republic of Iran is now complete. Congratulations to all!” President Donald J. Trump 🇺🇸

[Uday Kotak @udaykotak]

SpaceX IPO, listing, and beyond, is a true test for capitalism. The valuation does not fit any traditional matrix and is a huge bet on the future course of planet earth. Only time will tell whether we, the human race, have arrived into the fairy tale world we grew up in as children, or are in a mega bubble. Either ways, kudos to the man who came as an immigrant, and to the country that has allowed such boundless creativity to flourish despite all the risks it embeds.

[Uday Kotak @udaykotak]

Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.

[Roshan Rai @RoshanKrRaii]

This is the most terrifying 5 minutes you will see today.

We are literally living in a fake economic bubble created to shield the image of one man.

We are so cooked.

[Moneycontrol @moneycontrolcom]

#WATCH 🚨 | “The shock is coming and it’s coming big”: Uday Kotak warns Indians have not yet felt the real impact of the Middle East war on fuel prices.

“Consumers have not felt the pressure at all so far. A person with limited income will soon have to spend more directly on fuel and indirectly on everything dependent on fuel,” he said.

Kotak added that oil companies were acting as “shock absorbers” using old inventory, but that cushion may not last much longer. ⛽📈

#OilPrices #UdayKotak #Inflation #MiddleEast

[Investment Stacks @investmentstack]

https://t.co/vG6u66KrQX

[Investment Stacks @investmentstack]

During the March market correction, many fund houses deployed cash or increased equity exposure. However, @AxisMutualFund increased cash instead of adding to equities across large-, mid-, and small-cap funds.

[Yadnya Investment Academy @investyadnya]

No single factor wins every year.

Momentum, Value, Quality, Low Volatility — leadership keeps changing across market cycles.

That’s why diversification and factor allocation matter more than prediction in long-term investing.

Source: ET Wealth

#InvestingWisdom #MarketCycles #DiversificationMatters #FactorInvesting #LongTermGrowth

[Vivek Singhal @TheVivekSinghal]

Great

[Investment Stacks @investmentstack]

Why are Ola Electric Mobility Ltd shares still sitting in Mirae Large & Mid Cap and Mirae ELSS fund?

Looks like the CIO forgot these funds are still holding it.

@MiraeAsset_IN

[Famy ⚡ @FamyRasheed]

📊 Only 5 Mid-Cap Funds Consistently Beat the Nifty Midcap 150 in 15 Years

Out of 24 eligible funds…
Only 5 outperformed the index in ≥60% of all 5-year rolling periods (2011–2026).

That tells you how hard sustained alpha really is. 🧵👇

�� Methodology

• Period analysed: Feb 2011 – Feb 2026
• Metric: 5-year monthly rolling returns
• Benchmark: Nifty Midcap 150 TRI
• Consistency filter: Beat index in ≥60% of rolling periods

Beating half the time isn’t enough.

🏆 The 5 Consistent Winners

1⃣ Edelweiss Mid Cap Fund
✔️ Outperformance frequency: 68%
📈 Avg 5Y rolling return: 19.47%
💰 ₹10k SIP → ₹35.3 lakh (10 yrs)
📦 AUM: ₹13,802 cr

Highest consistency in the category.

2⃣ DSP Midcap Fund

✔️ 63% of the time beat the index
📈 Avg 5Y rolling: 16.48%
💰 ₹10k SIP → ₹26.6 lakh
📦 AUM: ₹19,047 cr
Quietly consistent across cycles.

3⃣ HDFC Mid Cap Fund

✔️ 62% outperformance
📈 Avg 5Y rolling: 19.44%
💰 ₹10k SIP → ₹34.9 lakh
📦 AUM: ₹92,187 cr
Large AUM + strong rolling alpha.

4️⃣ HSBC Midcap Fund

✔️ 62% consistency
📈 Avg 5Y rolling: 16.32%
💰 ₹10k SIP → ₹29.4 lakh
📦 AUM: ₹12,175 cr

Steady, less talked about performer.

5️⃣ Kotak Midcap Fund

✔️ 60% outperformance
📈 Avg 5Y rolling: 17.63% vs Index 16.29%
💰 ₹10k SIP → ₹32.6 lakh
📦 AUM: ₹59,041 cr
Crossed the 60% structural alpha bar.

💡 What This Tells Us

• Only 5/24 funds cleared 60%
• Only 9 beat the index more than half the time
• Sustained alpha in mid caps is rare

[B Padmanaban ([email protected]) @padhucfp]

Midcap funds have demonstrated impressive performance, yet many investors still view them as riskier compared to large-cap funds, which are often considered safer investments.

The returns over the past year have been remarkable, showcasing the potential of midcap investments. The 3, 5, 7, 10, and 15-year returns are notably impressive.

Conducting thorough due diligence is crucial before making any investment decisions.

Disclaimer: Please keep in mind that mutual fund investments are exposed to market risk. Before making any investment decisions, review all scheme-related documentation thoroughly. The material of the reports is intended solely for informational purposes and should be used by the recipient. While we made significant efforts to compile the data and contents of this report, we give no promises about the logic of the assumptions or the veracity of any data. Any decisions made using this material are completely the responsibility of the recipient. We reserve the right to correct any errors or discrepancies in the reports that are discovered or brought to our attention at any time. Perform your research thoroughly before making any investments. Why? Just because it's interesting.

[B Padmanaban ([email protected]) @padhucfp]

Small-cap investments have faced challenges over the past 18 months, leading many to reconsider their strategies. It’s important to note that for those looking at small-cap fund performances over longer periods—specifically 3, 5, 7, 10, and 15 years—most funds have consistently delivered returns above 15%, with only a rare few falling below this threshold.

While this category tends to be more volatile than others, investors who grasp the nature of this volatility can potentially reap significant rewards. As the saying goes, fortune favors the brave.

As always, it is crucial to conduct thorough due diligence before making any investment decisions.

Disclaimer: Please keep in mind that mutual fund investments are exposed to market risk. Before making any investment decisions, review all scheme-related documentation thoroughly. The material of the reports is intended solely for informational purposes and should be used by the recipient. While we made significant efforts to compile the data and contents of this report, we give no promises about the logic of the assumptions or the veracity of any data. Any decisions made using this material are completely the responsibility of the recipient. We reserve the right to correct any errors or discrepancies in the reports that are discovered or brought to our attention at any time. Perform your research thoroughly before making any investments. Why? Just because it's interesting.

[Investment Stacks @investmentstack]

CAMS/KFintech + MF

[Investment Stacks @investmentstack]

There’s nothing meaningful to address FIIs, who are selling aggressively and putting continuous pressure on retail investors.

Additionally, there’s no capital gains tax relief, even though the market is falling like there’s no tomorrow.

[Investment Stacks @investmentstack]

Even when you have zero expectations from the Budget, it somehow still manages to disappoint.

[Investment Stacks @investmentstack]

The new SGB rules are unfavorable for retail investors.

The increase in STT will reduce liquidity, which is not good for the overall market — even if you don’t trade in F&O.