Very passionate to learn and apply in real life from Investing Legends. Interested in Shares,Real Estate,Gold.Little drops of water make an occean.Big dreamer.
TrustMF Small Cap Fund :
Recent Entry:
๐ข R R Kabel
๐ข Ather Energy
๐ข Aditya Infotech
๐ข Cemindia Projects
๐ข SEDEMAC Mechatronics
๐ข Sansera Engineering
๐ข Kirloskar Oil Engines
๐ข Laurus Labs
Current Top Holdings:
โข Navin Fluorine
โข MCX
โข Acutaas Chemicals
โข ITD Cementation
โข Sai Life Sciences
โข Data Patterns
โข Sansera Engineering
โข Godawari Power
The portfolio is concentrated in high-conviction ideas rather than holding hundreds of stocks.
Sectors:
โ๏ธ Manufacturing & Industrials
๐ Auto Components & EV Ecosystem
๐ Electronics & Electricals
๐๏ธ Infrastructure
๐ Pharmaceuticals
The portfolio continues to lean toward businesses benefiting from India's manufacturing and capex cycle rather than chasing momentum.
Since launch, TrustMF Small Cap Fund has comfortably outperformed its benchmark despite a volatile market.
Fund Manager: @theMihirV
That's why I track every monthly portfolio disclosureโit often reveals where smart money is moving before the narrative catches up.
#TrustMF #MutualFunds
A few companies I believe are worth tracking closely, with strong growth potential over the next few years
Consumption - Timex, V2 Retail
Auto Ancillary - Sedemac
Datacenter Proxy - Schneider Electric Infra
Gold - Sky Gold, Thangamayil
EMS - Syrma, Avalon
Dredging - Knowledge Marine
Water Treatment - Va Tech Wabag
Hospitals - Park Medi, Yatharth
Power T&D - KSH International
Refurbished Elec - GNG Electronics
CCTV - Aditya Infotech
๐ Repost & follow for more updates.
๐ด Disclaimer: No recommendation. For educational purposes only.
Arvind Kothari ๐ฅ
Walked away from a secure job at ICICI Bank.
Built Niveshaay from managing family & friends' wealth.
Known for going from plant to plant, conducting deep on-ground channel checks to build conviction.
Some Of His Most Spectacular Multi-Baggers
Made 8x In Sanghvi Movers
Made 10x In Apar Industries
Made 20x In Borosil Renewables
Made 14x In Shivalik Bimetal Controls
Believes in taking big entrepreneur bets over quarterly performance.
Advisory footprint & (AUM) of Arvind Kothari's firm, Niveshaay is approximately โน661. Cr ๐ฅ
If you still donโt have atleast 10โ20% of your portfolio in Pharmaโฆ slap yourself. ๐ญ
Today 5 more Pharma stocks just generated long-term buy signals on my setup.
Iโve already shared names like Aurobindo Pharma, ind-swift labs. Granules, NGL Fine-Chem, Akums Drugs, Kwality Pharma.
The sector will have dips for sure and thats normal.
But when this many charts start triggering fresh buy signals with strong volume accumulation at the same timeโฆ that should tell you something.
Pharma is the way to goโฆ ๐โจ
Pharma looks like one of the strongest long-term themes on the board. ๐
Everyone is tracking Apollo Hospitals, Max Healthcare, Fortis Healthcare and Narayana Health.
We asked a different question.
Who is quietly building the technology behind India's digital hospitals?
That's how we came across a ~70 Cr mcap company that most retail investors have never heard of.
No TV coverage. No social media hype. Just a niche business operating in medical electronics and telemedicine.
We don't spend our time chasing what's already popular.
We spend it reading annual reports, financial statements and management commentary to understand businesses that are still underfollowed.
If you enjoy discovering lesser-known businesses through deep fundamental researchโnot market noiseโyou'll probably enjoy our research.
โ Institutional-style research in simple language
โ Hidden small & micro-cap businesses
โ Monthly Zoom discussions
โ Focus on understanding businesses, not chasing headlines
The next business we research probably won't be trending on your timeline.
It'll already be inside our research.
๐ Link in bio.
FIIs are accumulating these businesses. ๐
We covered one of them with Sadhan Prime members 1 year ago and are already sitting on ~80% gains.
Now, something much bigger is changing in the business.
๐ฅ A fresh deep dive is coming soon.
Can you guess the company? ๐๐