Decoding Mutual Funds with Data 📊 Tracking portfolios of India’s top AMCs. Trader⚡ | Investor. • Fresh buys • Portfolio moves • Fund journeys #FinAlpha1Pager
India
Joined December 2020
- Tweets12.5K
- Following2K
- Followers12.2K
- Likes134K
Pinned Tweet
A compilation of all the SIP comparison 1Pagers for different categories. I will keep posting this once every 6 months.
Did i miss any category ?
#FinAlpha1Pager #MutualFunds
1. Flexicap Funds :
teapawt.org/AnkitFinAlpha/status/2…
2. Multicap Funds :
teapawt.org/AnkitFinAlpha/status/2…
3. Midcap Funds :
teapawt.org/AnkitFinAlpha/status/2…
4. MultiAsset Funds :
teapawt.org/AnkitFinAlpha/status/2…
5. Smallcap Funds :
teapawt.org/AnkitFinAlpha/status/2…
6. Focused Funds :
teapawt.org/AnkitFinAlpha/status/2…
7. ELSS Funds :
teapawt.org/AnkitFinAlpha/status/2…
8. Large & Midcap Funds :
teapawt.org/AnkitFinAlpha/status/2…
9. Largecap Funds :
teapawt.org/AnkitFinAlpha/status/2…
Highly requested one, here is a comparison of #MultiCap funds SIP across identical time horizons, all measured up to May 15, 2026 : #FinAlpha1Pager
Quick Highlights:
🔹 Short-term:
With the Nifty 500 Multicap TRI at -0.54% for 1Y, some active funds have done well.
🔹 Mid to Long-term: True compounding shines. While the 3Y benchmark sits at 7.23%, the structural allocation to mid and small caps helps top-performing funds deliver a massive 16% to 20%+ XIRR over the 7Y and 10Y horizons.
The strict 25% mandate across large, mid, and small caps makes active fund management critical here, leading to wide performance gaps across the category.
How is your Multi Cap SIP performing against the benchmark ?
Comment down below.
#MutualFunds #StockMarket #FinAlpha
Quant Small Cap Portfolio Update (October 2026) 📊
Plenty of movement at Quant this month: three fresh buys and three exits. Even large cap Jio Platforms Limited made the buy list.
🟢 3 Fresh Buys
(Jio Platforms Limited, Zetwerk Manufacturing Business Limited, Mangalore Refinery & Petrochemicals Ltd)
🔴 3 Full Exits 📉
(Jubilant Pharmova Limited, Delhivery Limited, Moneyview Limited)
📈 6 Increase in Holdings
(Accumulating: Piramal Finance Ltd, LIC Housing Finance Ltd, Info Edge (India) Ltd, Aequs Ltd, Adani Power Limited, etc.)
📉 3 Decrease in Holdings
(Includes trimming in: Bandhan Bank Ltd., Maharashtra Seamless Ltd, Sula Vineyards Limited)
⏸️ 92 Companies - No Change
(Held steady on core positions: HFCL Limited, RBL Bank Ltd, Adani Enterprises Limited, Sona BLW Precision Forgings Limited, Anand Rathi Wealth Limited, etc.)
Quant Flexicap Portfolio Update (October 2026) 📊
Quant Flexicap is out with its latest portfolio and this month, three fresh buys and no exits. Debt moved from 27.7% to 18.2%.
🟢 3 Fresh Buys
(Jio Platforms Limited, ITC Ltd, Divi's Laboratories Limited)
🔴 0 Full Exits 📉
(No exits this month)
📈 3 Increase in Holdings
(Accumulating: Bharti Airtel Limited, Sona BLW Precision Forgings Limited, ICICI Prudential AMC Ltd)
📉 1 Decrease in Holdings
(Includes trimming in: Alivus Life Sciences)
⏸️ 22 Companies - No Change
(Held steady on core positions: Samvardhana Motherson International Ltd, Adani Power Limited, Adani Enterprises Limited, Aurobindo Pharma Limited, Adani Green Energy Limited, etc.)
Helios AMC activity - October 2026 - based on the top 4 equity funds we track at FinAlpha.
Net bought ₹697 Cr: ₹727 Cr bought against ₹30 Cr sold.
🔹 Top Buys & Sells
Zetwerk Manufacturing Businesses Ltd. led the purchases with an inflow of approx. ₹81 Cr, followed by ICICI Bank Ltd at ₹70 Cr and PVR Inox Ltd at ₹53 Cr. Other notable buys include Bharti Airtel Ltd. and Aurobindo Pharma Ltd.
On the exit side, the AMC trimmed exposure in healthcare services, specifically moving capital away from Park Medi World Ltd. (₹30 Cr).
🔹 Industry Shifts
The portfolio saw a clear rotation into electrical equipment, industrial manufacturing and banks, while scaling back exposure in healthcare services.
📈 Top 5 Increased Weightage:
Telecom - Services: +0.55%
Banks: +0.49%
Entertainment: +0.46%
Automobiles: +0.45%
IT - Software: +0.42%
📉 Top 5 Decreased Weightage:
Retailing: -0.72%
Finance: -0.69%
Healthcare Services: -0.34%
Auto Components: -0.28%
Metals Trading: -0.26%
Helios Large and Midcap Portfolio Update (October 2026) 📊
Helios Midcap shared its October portfolio, with three fresh buys and no exits. Coforge Ltd. got the biggest top-up, up 0.64%.
Jio Platforms Ltd. has found its place in the portfolio.
🟢 3 Fresh Buys
(Jio Platforms Ltd., Bharat Heavy Electricals Ltd., Aurobindo Pharma Ltd.)
🔴 0 Full Exits 📉
(No exits this month)
📈 6 Increase in Holdings
(Accumulating: Coforge Ltd., ICICI Bank Ltd, Bharti Airtel Ltd., Eternal Ltd., Billionbrains Garage Ventures Ltd., etc.)
📉 0 Decrease in Holdings
(No trimming across existing positions this month)
⏸️ 53 Companies - No Change
(Held steady on core positions: One 97 Communications Ltd., Adani Ports and Special Economic Zone Ltd., HDFC Bank Ltd, Kotak Mahindra Bank Ltd., Titan Company Ltd., etc.)
Helios Midcap Portfolio Update (October 2026) 📊
Plenty of movement at Helios Midcap this month: three fresh buys and one exit (Park Medi World Ltd.). The biggest new buy was Aurobindo Pharma Ltd. at 1.8%.
🟢 3 Fresh Buys
(Aurobindo Pharma Ltd., PVR Inox Ltd, Zetwerk Manufacturing Businesses Ltd.)
🔴 1 Full Exit 📉
(Park Medi World Ltd.)
📈 18 Increase in Holdings
(Accumulating: The Indian Hotels Company Ltd., Ather Energy Ltd., Coforge Ltd., Multi Commodity Exchange of India Ltd., Sona Blw Precision Forgings Ltd., etc.)
📉 0 Decrease in Holdings
(No trimming across existing positions this month)
⏸️ 56 Companies - No Change
(Held steady on core positions: The Phoenix Mills Ltd., Apar Industries Ltd., Motilal Oswal Financial Services Ltd, Aditya Birla Capital Ltd., Fortis Healthcare Ltd, etc.)
Helios Small Cap Portfolio Update (October 2026) 📊
A steady October for the smallcap fund from Samir Arora's AMC, with three fresh buys and one exit (Park Medi World Ltd.). The biggest new buy was PVR Inox Ltd at 1.8%.
🟢 3 Fresh Buys
(PVR Inox Ltd, Zetwerk Manufacturing Businesses Ltd., Tonbo Imaging India Ltd.)
🔴 1 Full Exit 📉
(Park Medi World Ltd.)
📈 13 Increase in Holdings
(Accumulating: Leela Palaces Hotels & Resorts Ltd., GE Vernova T&D India Ltd, Rentomojo Ltd., Honasa Consumer Ltd., One 97 Communications Ltd., etc.)
📉 0 Decrease in Holdings
(No trimming across existing positions this month)
⏸️ 82 Companies - No Change
(Held steady on core positions: Ather Energy Ltd., Shadowfax Technologies Ltd., Tips Music Ltd., Multi Commodity Exchange of India Ltd., Piramal Pharma Ltd., etc.)
Helios Flexicap Portfolio Update (October 2026) 📊
First disclosure of the month and our new template :)
Helios Flexicap from Samir Arora's AMC is out with its latest portfolio and this month, one fresh buy (Zetwerk Manufacturing Businesses Ltd.) and no exits. ICICI Bank Ltd got the biggest top-up, up 0.8%.
🟢 1 Fresh Buy
(Zetwerk Manufacturing Businesses Ltd.)
🔴 0 Full Exits 📉
(No exits this month)
📈 10 Increase in Holdings
(Accumulating: ICICI Bank Ltd, Bharti Airtel Ltd., Bharat Heavy Electricals Ltd., Eternal Ltd., The Indian Hotels Company Ltd., etc.)
📉 0 Decrease in Holdings
(No trimming across existing positions this month)
⏸️ 61 Companies - No Change
(Held steady on core positions: HDFC Bank Ltd, Adani Ports and Special Economic Zone Ltd., One 97 Communications Ltd., Kotak Mahindra Bank Ltd., Coforge Ltd., etc.)
Dropping a new series :
Flexicap Funds in Detail : PPFAS vs HDFC vs Kotak vs Aditya Birla 📊
Top four flexi cap funds by AUM, side by side on returns, risk, holdings and six months of portfolio moves.
1️⃣ Returns (to 30 Oct 2026)
HDFC leads over 3Y and 5Y, with a 3Y CAGR of 15.8% against 10.3% for the index. Aditya Birla leads over 1Y.
2️⃣ Risk and consistency
PPFAS beat the index in 99.6% of rolling 3Y windows. HDFC has the best Sharpe at 0.72 and the smallest fall in 5 years.
*Rolling Returns use a common start point = inception of the youngest fund so that comparison is apples to apples.
3️⃣ What they hold (Sep 2026)
HDFC and Aditya Birla spread across around 80 stocks. PPFAS is the most concentrated, with its top 10 at 51.0% of the portfolio.
4️⃣ Portfolio moves (Mar to Sep 2026)
HDFC churned the most at 24.3% turnover. PPFAS was the calmest at 7.5% turnover. HDFC and Kotak both exited Tata Consultancy Services.
Which one do you hold ? 👇
Days like today show you the importance of adding small lumpsums when there’s blood on the streets.
Of course the market could have gone lower, and it will at some point.
But holding cash and tactically deploying it is what sets you apart.
Proper asset allocation and knowing when to act are things you must learn and practice.
A good day for the PF.
Luckily I booked some profits before the crack started and moved the funds to my positional system, which is now 70% in cash following yesterday’s rebalance.
It seems we’re the AI hedge trade now. ☠️
Been busy with some work and building a few things for my personal use.
Will write about them in detail once I’m done.
Sorry for missing your DMs. I’ve responded to everyone now.
What a shocker !
Broker selection matters when investing globally.
Stick to established, reputable names.
@grok In light of this news, what are the comparatively safer options for Indians looking to invest abroad ?
#Business | Investors lose over a Rs100 crores in Stockal Securities scam: Dozens of retail investors report unauthorized US stock liquidation
Nearly 30 retail investors have alleged that their Stockal accounts were accessed without authorisation and their US stock holdings liquidated, with the proceeds used to buy shares of thinly traded stocks.
@PriyanshVerma4 and @shwwetapunj report:
Read More:
moneycontrol.com/news/busine…
Helios Flexicap vs Bajaj Finserv Flexicap 📈
Portfolio Overlap Study : FinAlpha1Pager
Two Flexicap funds launched just months apart - let's check their portfolio overlap and side-by-side analysis!
The Data: Portfolio Overlap: 15.0% (representing 28.6% of AUM). 📊
Common Holdings: 18 shared stocks. 🤝
Top Common Stocks: Shared allocations in key high-conviction picks featuring HDFC Bank (4.31% | 5.86%), ICICI Bank (4.12% | 5.49%), and Reliance Industries (1.95% | 3.94%).
Industry Overlap: 100% overlap in Commercial Services & Supplies, followed by Petroleum Products (100%) and Textiles & Apparels (50%).
Concentration: Helios Flexicap allocates 34.3% to its Top 10 holdings, compared to Bajaj Finserv Flexicap at 34.1%. 🎯
