If you invest ₹ 1 lakh in Mutual Fund scheme which has an expense ratio of 1 percent
If You think they take ₹1,000 at year-end.
Then this 🧵is for you.
Here's What No Mutual Fund or advisor would tell you.
Do like & retweet to pass on the info to many 🙏
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People in markets since long already know well about Vikas Khemani.
Those who don't should watch his Podcast with Sonia Shenoy.
One of his very early investments in KEI Industries when the mcap of the co was 40 Cr & today it's nearly 50000 Cr.
Lot to learn from his thought process and identifying trends early.
https://t.co/1davi4a7Ty
While Vikas Khemani bought the largest stake in PTC Industries.
In August 2020 Porinju & Pankaj Prasoon also bought in bulk deal when mcap of the co was in triple digits.
Ashish Kacholia and Mukul Agarwal both joined the party when PTC Industries was valued at 9000 Cr.
Pankaj Prasoon holds over 1 percent in the co.
If you want to understand businesses like
Welspun corp
Venus
APL apollo
Sambhv etc etc
Best to watch this video from an industry expert @saket1974
https://t.co/VRFyyYtofR
@Rahul_Invest Any reason why reacently listed RMC switch gear is not able to attract the investor money after migration?bcz of current market conditions.? Is it possible to relate.?
@UpdatesChennai Not a big surprise….if you look at Navallur …opposite to marina mall….koovam river is on the road no action….more than 3000 families are there..we are walking on the same path daily…after complaining so many times no action from panchayat
@nid_rockz i hope #Accentmicro will be flat. utilization percentage is already high and there is no capacity addition. only price appreciation will increase the revenue and margin. Hope there is no new capacity added in recent past. it suppose to be added in Nov- dec-2025
Painful 18 months for Indian equities but not so painful for global equities
Superior double digit returns generated by overseas funds, not a single fund generated negative returns
Indian equities have heavily underperformed indicating tremendous upside opportunity 🚀