Dipak🇮🇳

here to read finance related tweets only

[Dipak🇮🇳 @who_3D]

X handles today be like

I'll also post about Dharmendra Pradhan's resignation.

Maybe my post will get a lot of impressions too.😂😂

[Dipak🇮🇳 @who_3D]

Dear @cricbuzz,

The ads in your app have become extremely annoying. They frequently auto-redirect to the Play Store/App Store even when I don't click on them. This completely ruins the user experience.

Please fix this issue ASAP. Many users are facing the same problem.

[Dipak | MF & IPO insights @dipak_ipo_in]

39 stocks turns multibaggar in last 2 years

Vs Nifty50 : Give Only 2%

2-Year Return👇🏻
1. Cupid : 933%
2. Sigma Advanced Systems: 805%
3. Acutaas Chemicals: 450%
4. Sterlite Technologies: 357%
5. MTAR Technologies: 307%
6. Apollo Micro Systems: 280%
7. MCX : 271%
8. Shaily Engineering Plastics: 261%
9. Laurus Labs : 254%
10. Thangamayil Jewellery : 252%
11. TD Power Systems : 246%
12. CarTrade Tech : 241%
13. GE Vernova T&D India: 231%
14. Avalon Technologies : 230%
15. Wockhardt: 184%
16. Garware Hi-Tech Films: 182%
17. One97 Communications : 182%
18. Syrma SGS Technology: 175%
19. Welspun Corp : 175%
20. Hitachi Energy India: 171%
21. Black Box :165%
22. Gabriel India :164%
23. Lloyds Enterprises :161%
24. Lumax Auto Technologies :158%
25. Privi Speciality Chemicals :149%
26. Lloyds Metals & Energy :147%
27. Sansera Engineering: 144%
28. Neuland Laboratories: 141%
29. Cemindia Projects :138%
30. Viyash Scientific :131%
31. Deepak Fertilisers :128%
32. Authum Investment: 123%
33. Aster DM Healthcare :121%
34. Radico Khaitan :117%
35. Sarda Energy & Minerals: 117%
36. Navin Fluorine International : 109%
37. Anand Rathi Wealth : 103%
38. Shilpa Medicare: 101%
39. Fortis Healthcare : 100%

Source: ET MARKET

[Dipak | MF & IPO insights @dipak_ipo_in]

Nifty delivered positive returns in 18 out of the last 25 Julys (2001–2025).
That's a 72% success rate✅
#trend

[Dipak | MF & IPO insights @dipak_ipo_in]

🎯Helios Mutual Fund

Helios Flexi Cap Fund does not hold traditional, large-cap IT stocks like Infosys or TCS, as the fund actively maintains a zero-exposure strategy toward them.

However, it allocates roughly 7.2% of its portfolio to the broader Technology sector by investing in tech-enabled service platforms, hardware manufacturers, and fintech players rather than conventional software exporters.

According to the latest portfolio updates from Angel One and Moneycontrol,

👉🏻the fund manages around ₹7,094 crore across 67 stocks.
👉🏻Instead of traditional IT companies, the fund's technology and digital exposure includes:

🔸Dixon Technologies: A major electronics and data centre hardware manufacturer added to the portfolio with a 2.04% allocation.
🔸One97 Communications (Paytm): A prominent digital fintech platform.
🔸CAMS: A technology-driven financial infrastructure provider.

📢Top Sector Allocations:
The fund's core strategy relies on other sectors for growth, leaving standard IT out of its top focus areas:
🔸Banks & Finance: 20.5% combined
🔸Capital Markets: 10.4%
🔸Services & Retailing: Significant portions including

🔥Adani Ports (the largest single holding at 4.56%).
#IT

[Dipak | MF & IPO insights @dipak_ipo_in]

TRUSTMF Small Cap Fund 👏

Delivered handsome return in 1 year 24.90% vs 1.57%( Benchmark)

When most investors were worried about the small-cap correction, TRUSTMF Small Cap Fund quietly focused on stock selection instead of chasing momentum.

🏵️ Some impressive milestones:
👉🏻Launched in October 2024
👉🏻AUM has grown to around ₹1,900 crore

Fund managed by
CIO @theMihirV sir,
- Mihir Vora is the most well-known name and is widely regarded as the key investment leader behind TRUSTMF's equity platform.
-Over 30 years of investment experience
-Previously served as CIO at Max Life Insurance and Birla Sun Life Asset Management, and held senior fund management roles at ABN AMRO AMC and SBI Funds.

[Dipak | MF & IPO insights @dipak_ipo_in]

Avience Biomedicals LTD
(SME IPO) Listed at ₹395.20
Vs IPO Price of ₹208 (+90%) 🚀

Blockbuster Listing 🔥🔥🔥

[Dipak | MF & IPO insights @dipak_ipo_in]

✴️NSE filed a DRHP with SEBI
FULL OFS

KEY DETAILS👇
👉🏻Size : around ₹30,000 Cr

Top Sellers
1⃣Tigar Global
- Single largest seller in OFS, Offering 13% of total issue
2⃣SBI
- Largest amongs Domestic shareholders
👉🏻Other Notable names- Aranda Investments, SAIF II-SE Investments, IDBI Bank, IFCI, HDFC, HDFC Standard Life, Bank of Baroda, and Bajaj Holdings & Investment.

Retail quota: 35%😄🔥

[Dipak | MF & IPO insights @dipak_ipo_in]

🚨 JIO IPO IS OFFICIALLY UNDERWAY

Today, India witnessed one of the biggest capital market moments in its history.

📄 Jio Platforms has submitted / filed its DRHP with SEBI
taking the first official step towards a public listing.

Why This Is Bigger Than Just An IPO

✅ Jio transformed India's telecom industry by making data affordable.

✅ Built one of the world's largest digital ecosystems with telecom, broadband, cloud, AI, entertainment and enterprise services.

✅ Serves 500+ million subscribers, making it among the largest telecom networks globally.

✅ Backed by global giants including Meta Platforms and Google.

The Numbers That Matter

🔹 Fresh Issue: 27 Crore Shares

🔹 Expected IPO Size: Around $4 Billion (~₹33,000–37,000 Crore) as per market estimates.

🔹 Potential Valuation: $130���170 Billion (₹11–15 Lakh Crore+) according to various analyst estimates.

Global Significance

When listing happens, Jio won't just be another telecom stock.

It will be:

🌍 One of the world's largest telecom & digital platform listings.

🌍 A showcase that India can build technology companies at global scale.

🌍 A landmark event for international investors looking for India's digital growth story.

Mukesh Ambani called the Jio listing a moment that will demonstrate to the world that India can create technology companies of global scale, capability and value.

Interesting Fact

Few companies have changed a country's digital infrastructure as dramatically as Jio. From disrupting telecom tariffs in 2016 to now preparing for what could become India's biggest-ever IPO, the journey has been extraordinary.

India's digital revolution is now preparing for its biggest stock market chapter.

🔥 Jio IPO isn't just an IPO. It's India's technology coming-of-age moment.

#JioIPO #RelianceJio

[Dipak | MF & IPO insights @dipak_ipo_in]

🚨 IPO opening Today

Full Review

Susan Electricals india Ltd. (SME)

Price:₹120-₹127
Size: 70.38Cr
M/cap on upper price: ₹258 Cr
EPS post issue (March26) : ₹8.97
PE post issue: 14.15

🚩Business Model
👉🏻manufactures and supplies:
🔹Aluminium winding wires
🔹Copper winding wires
🔹LT (Low Tension) cables
🔹HT (High Tension) cables
🔹Aerial Bunched (AB) cables
🔹Medium Voltage Covered 🔹Conductors (MVCC)

Its products used by:
- power distribution companies
- Transformers manufacturers
- EPC contractors

💰Financials
FY24
Revenue: ₹103Cr
PAT: ₹0.76 Cr

FY25
Revenue: ₹136Cr
PAT: ₹5.65 Cr

FY26
Revenue: ₹270Cr
PAT: ₹18.25Cr

🎯 Business Moats
🔹 Strong Position in Power Infrastructure Theme.
🔹Wide range Product Basket
🔹Existing Utility Relationships
🔹Manufacturing Capability: Integrated production of winding wires and cables improves customer stickiness.

👔 Management Qualifications & Profile
1. Mr. Vishal Jain (Founder, Managing Director, and Chairman):
over 22 years of hands-on experience in the electrical wires, cables, conductors, and winding wires industry.
2. Mr. Pujari (Whole-Time Director):
Actively focused on corporate governance, business operations, and regulatory compliances ensuring delivery of standard-compliant electrical components.

✏️PEERS Comparison
Sasun's post IPO PE : 14.15x

Peers
1. prime cable: 14.7x
2. V-marc india: 35x
3. Divine power: 46x

Anchor Book
🔹Motilal Oswal Finvest Limited: ~7 Cr
🔹Sageone - Flagship Growth OE Fund: ~3.75Cr

📢 Key Takeaways
Positives ✅
🔹Revenue almost doubled in FY26
🔹PAT growth is very strong
🔹Beneficiary of India's power capex cycle
🔹Operating margins improving

Concerns ⚠️
🔹Rising debt
🔹Working capital intensive business
🔹Highly competitive industry
🔹Need to monitor whether FY26 profitability is sustainable

My Conclusion 👇🏻
💎Strong growth story, attractive industry tailwinds, but investors should closely monitor debt, cash flows and execution before getting carried away by recent financial performance.

Disc: This analysis is only for information & educational purposes not buy sell reco.

🎯FOLLOW ME (@dipak_ipo_in) for IPO reviews.

[Dipak | MF & IPO insights @dipak_ipo_in]

Mutual fund overlap series
Post No: 02

Bhandan Small cap Vs Nippon small cap

These 2 funds have 1 similarity they own 250+ stock in their basket.
But out of that 250+ stock they have 72 similar stocks in their portfolio.
AUM wise their portfolio overlap only 14.58% which is good.
If somebody hold this 2 mutual funds at a time, then he should not to worry about overlapping.

Apar industries Ltd, pradeep phosphates, SBI, PNB housing, Crompton graves these are some famous name they own commonly.

Two same kind of approach they own maximum no of stock but they have well diversified.

Disc: this post only for information & educational purposes not a buy sell reco.

🎯follow me(@dipak_ipo_in )for more MF insights

[Dipak | MF & IPO insights @dipak_ipo_in]

Carlsberg group gearing up for an IPO for its Indian unit
DRHP may file this month.
It could raise upto ₹6650cr, Full OFS.

FY24
Revenue: ₹8,044.9 Cr
PAT: ₹323.1 Cr

[Dipak | MF & IPO insights @dipak_ipo_in]

Turtlemint ipo coming soon➡️

Everyone knows Turtlemint is coming with an IPO.
But did you know this company reaches 19,000+ PIN codes, works with 6 lakh+ insurance advisors, and generates 75% of its business from small-town India?
Turtlemint isn't just an insurance app — it's building India's largest insurance distribution network.

[Dipak | MF & IPO insights @dipak_ipo_in]

Mutual fund House series
AMC no 3

Franklin Templeton AMC

Did you know? 🤔
The SIP you use today in India was introduced by Franklin Templeton AMC nearly 30 years ago.

The oldest global asset managers story began in 1947 today they manage over $1 trillion asset globally in multiple countries.

Franklin's operation starts in India before mutual fund boom in 1995-96.

🤔Lesser known fact about Franklin Templeton: in 2002 they acquired kothari pioneer AMC, which is India's 1st Private-sector mutual fund company, after that acquisition Franklin Templeton AMC become largest Private-sector mutual fund at that time.

🎯Psychology of the Franklin Templeton AMC:
👉🏻 investment psychology of Franklin Templeton AMC (India) is fundamentally defined by an active, high-conviction, and contrarian mindset.
👉🏻Low-Churn High-Conviction Strategy

🚩Flagship products:
👉🏻Franklin india Flexi Cap fund
Launched in 1994, Being over 31 years old, it is one of India's oldest surviving diversified equity funds.
👉🏻giving a handsome return since launch: ~17.25% CAGR

🛑There is one Controversial event in this AMC is : in 2020 this AMC close their 6 debt fund schemes due to liquidity issue during Civid.

Many AMCs sell mutual funds. Franklin Templeton helped build India's mutual fund industry itself bringing SIPs, industry-first products, and some of the country's oldest equity funds.

Disc: only for educational & information purposes, not any Advice.

🎯FOLLOW ME (@dipak_ipo_in) for valuable insights.

[Dipak🇮🇳 @who_3D]

@dipak_ipo_in @iRadhikaGupta 🎯👌🏻👌🏻👌🏻

[Dipak | MF & IPO insights @dipak_ipo_in]

Mutual fund House series
AMC no 4

🎯Edelweiss mutual fund

❤Most AMCs sell products. Edelweiss often focuses on solving investment problems.

👉🏻AMC offers 67 mutual fund schemes. Equity, debt, hybrid & passive products.

While many investors know Edelweiss for mutual funds, its roots lie in one of India's most diversified financial services groups.

Edelweiss Mutual Fund is backed by Edelweiss Financial Services, a diversified financial services company founded in 1995.

In 2016 edelweiss mutual fund acquired JP Morgan AMC then after its business significantly increased. Edelweiss has built a strong reputation in international investing, factor investing, and passive products.

Why investors choose Edelweiss mutual fund 👇🏻
1⃣Strong focus on passive and smart-beta investing.
2⃣ Early mover in global investment products.
3⃣ Wide range of asset allocation and solution-oriented funds.
4⃣ Backed by a diversified financial services ecosystem.

Psychology of this fund house
👉🏻No tinker, Goal Driven approach.
👉🏻Edelweiss isn't built for investors looking for the hottest stock tip. It's built for investors who believe a good process beats a good prediction.

🚩Flagship product:
👉🏻The BHARAT Bond ETF & FOF Series .
It's a passive Debt scheme, strictly invest in AAA- Rated public sector bonds.
Extremely low expanse ratio
~0.0005% for Bharat bond ETF
~0.05% for FOF

Edelweiss isn't usually the biggest player in the room. But it has often been among the first to spot where investing is heading next. 🚀

Disc: posted only for information & educational purposes, not ony buy sell reco

🎯FOLLOW ME (@dipak_ipo_in) for valuable insights.

[Dipak | MF & IPO insights @dipak_ipo_in]

Mutual fund House - 01/45

🎯Nippon india AMC

One of largest AMC of India.
Originally incorporated as Reliance Capital Asset Management, the firm is now promoted by Nippon Life Insurance Company, a leading private life insurer of Japan.

It manages a vast base of 7,24,965 Crores in Quarterly Average Assets Under Management (QAAUM) with approx 394.35 lakh investor folios

Nippon india AMC's flagship Scheme is
🎯Nippon india Small cap fund
Manage over ₹72k+ Cr AUM, It targets high-growth, small-sized companies. The fund has consistently outpaced category.

Nippon india is undisputed king of ETF segment of indian market.
Operating primarily under its iconic "BeES" (Benchmark Exchange Traded Scheme).
Every investor who thinks of an ETF, 1st comes their mind Niftybees, goldbees.

🎯psychology of fund house: Nippon India AMC operates with a process-driven corporate psychology that prioritizes systematic, institutional risk management over individual "star manager" intuition. By applying structural guardrails like strict inflow caps and rigorous bottom-up inversion screening, the fund house systematically removes human emotion from wealth compounding.

If SBI is known for scale and HDFC for trust, Nippon India is often known for reaching every corner of India and creating long-term wealth through equity and ETF products.

Disc: Post only for information & educational purposes not an any buy/sell reco

🎯FOLLOW ME (@dipak_ipo_in) for more MF insights

[Dipak | MF & IPO insights @dipak_ipo_in]

SEBI gives approval for 5 IPOs

1️⃣Advanta Enterprises : Global seeds business with presence across multiple countries.
FY25
Revenue: ₹5,566 Cr
PAT: ₹922 Cr

FY26
Revenue: ₹6,837 Cr
PAT: ₹1,079.88 Cr
Backed by UPL Limited🤗

2️⃣OYO : India's largest hotel aggregation and hospitality technology platform.
FY25
Revenue: ₹6,253 Cr
PAT: ₹245 Cr

Q1FY26
Revenue: ₹2,019 Cr
PAT: ₹200+ Cr

3️⃣Truhome Finance: Affordable housing loan and mortgage lender.
FY25
Revenue: ₹2,235 Cr+
PAT: ₹412 Cr+

9M FY26
Revenue: ₹1,807.34 Cr
PAT: ₹333.54 Cr

4️⃣Veegaland Developers Limited: Kerala-focused residential real estate developer.
FY25
Revenue: ₹192 Cr
PAT: ₹20 Cr

H1 FY26
Revenue: ₹125.00 Cr
PAT: 11.50 Cr

5️⃣Mehta Hitech Industries Limited: The industrial heavy machinery manufacturer
FY25
Revenue: ₹256 Cr
PAT: ₹19 Cr

H1 FY26
Revenue: ₹152.00 Cr
PAT: ₹7.30 Cr

[Dipak | MF & IPO insights @dipak_ipo_in]

Rajesh Exports
99% of revenue completely false
Even though there are 1,39,545 shares traded Today

Who are buyer's 🤔

[Dipak | MF & IPO insights @dipak_ipo_in]

@REDBOXINDIA Remove LTCG today but,
Applicable Only for those who buy shares from today