mfunda

Understand your mutual fund portfolio beyond returns. Track overlap, risk, drift, and hidden exposure in real-time

Not Sebi Registered. DYOR before investing

[mfunda @mfundaDotCom]

Most mutual fund portfolios don’t fail loudly

They fail silently

Overlap builds
Risk concentrates
Allocations drift

And by the time you notice, it’s already messy

We built mfunda to fix this

https://t.co/eQTj2ArDJy

[mfunda @mfundaDotCom]

@Anvith_ @BaluGorade It is following the index thus far. Nothing special really so far

[mfunda @mfundaDotCom]

@BaluGorade Raju ne dhekha aaju-baju, isliye usko nahi mila kaju 🤣 !!

[Curious Pleb 🤷‍♂️ @CuriousPleb_]

@BaluGorade Mutual fund research and alerts @mfundaDotCom https://t.co/ck7GwzlFNF

[mfunda @mfundaDotCom]

@puba1983 Good performance thus far !

[mfunda @mfundaDotCom]

@imAbhishek9596 Helios Midcap & Helios Midcap 😀

Performance + Lower Drawdown = 🔥

@Iamsamirarora

https://t.co/KO7bVW8Olw

[mfunda @mfundaDotCom]

@timeistheanswer @Iamsamirarora And ofcourse they’re bullish. Why wouldn’t an equity fund manager be bullish? Their mandate is to identify winning companies, stay invested for the long term and not to predict crashes every month. Money management is serious work !

[mfunda @mfundaDotCom]

@timeistheanswer @Iamsamirarora Lots of active funds charge 0.5%-1%. Fees are transparent. If you don’t think an active manager earns the fee,invest in an index fund or pick stocks yourself. But dismissing active mgmt as “too expensive” without considering the manager’s long-term track record is a lazy argument

[mfunda @mfundaDotCom]

@timeistheanswer @Iamsamirarora You’re comparing passive index funds with active funds. Different products, different costs. Active managers spend time researching and managing portfolios. Why shouldn’t they charge for their work?Investors should simply ask if the manager earns the fee and the value they offer

[mfunda @mfundaDotCom]

People spend weeks comparing fund houses and barely think about staying invested

The platform matters less than discipline
The perfect fund doesn't exist
The investor who keeps investing usually wins

[mfunda @mfundaDotCom]

@AdityaD_Shah Index funds are the best for starters but their total AUM is surprisingly only 4% of the total mutual fund industry AUM

https://t.co/lHTbFrbQTz (3.36L Cr)

https://t.co/6HsNAUnoxu (81.25L CR)

[mfunda @mfundaDotCom]

@ThetaVegaCap HDFC Flexi Cap is also close second

https://t.co/0Uvjp7GfmQ

[mfunda @mfundaDotCom]

Introducing Mutual Fund Explorer

• Asset class hubs (Equity, Debt, Hybrid & more)
• Category pages
• Fund comparisons with sortable metrics
• Category AUM and performance
• Fast navigation across 8,000+ schemes

https://t.co/6HsNAUnoxu

[mfunda @mfundaDotCom]

Most Indian mutual fund portfolios become messy for one reason.

People keep buying “good funds” instead of building a portfolio

Three ELSS funds and multiple flexi caps rarely improve returns
They just increase overlap and confusion

A simple 3 to 5 fund setup beats constant fund collecting over 10 years

Join https://t.co/y2hgYAdopU to solve all this confusion today !

[mfunda @mfundaDotCom]

Every decade has a “this time India is finished” narrative

Meanwhile disciplined SIP investors keep accumulating

FDs feel safe in the moment
Equities build wealth over time

Fear has terrible CAGR

[mfunda @mfundaDotCom]

@Klibbu1694 @zoo_bear @IndiaToday It did perform much better. Many reasons for it - weaker dollar, ZIRP era, better FII capital inflows, better global liquidity - all this helps emerging economies. Looking at exchange rates purely through a political lens is oversimplified

[mfunda @mfundaDotCom]

The CAGR has stayed between 4-5% for the past 50 years !!

[Atul Modani @atulmodani]

BJP won an absolute majority on 16th May 2014, that day 1 US Dollar was ₹ 58.80

Today exactly after 12 years 1 US Dollar is ₹ 95.96

[mfunda @mfundaDotCom]

@atulmodani The CAGR has stayed between 4-5% for the past 50 years !!

[mfunda @mfundaDotCom]

People love talking about best mutual funds

Very few talk about surviving 30% drawdowns without stopping SIPs

The edge in investing is emotional stability

Not fund selection

[mfunda @mfundaDotCom]

@BaluGorade Most investors do not need 5 funds

A good multicap fund plus a disciplined multi asset allocation is already a complete framework for long term wealth creation

The real edge is staying invested for 15 years without panic