JioBlackRock Flexi Cap Fund's 1st Portfolio since NFO is out.

• Currently holding 141 stocks in portfolio. (Shared top 15 holdings)
• 5th largest holding is a NIFTY LONG position.
• Holds 4.52% in cash.

Portfolio construction is as per BlackRock’s Systematic Active Equity (SAE) Model.

- @InvestRepeat

Motilal Oswal Midcap Fund's Oct Portfolio is out.

• Currently holding 15 stocks in portfolio. AUM stands at ₹37,501 Cr.
• Cash holding: 2.61% (Aug) to 8.99% (Sept) to 12.77% (Oct)

- @InvestRepeat

Capitalmind Flexi Cap Fund's Oct Portfolio is out.

• Top 5 holdings: Bajaj Finance, Airtel, Paytm, Indigo, Fortis
• 1.91% Infosys is hedged.
• Cash holding (including arbitrage): 16.14% (Sept) to 13.85% (Oct)

Didn't list stocks with no changes compared to Sept holding.

- @InvestRepeat

PPFAS DAAF Mutual Fund's Oct Portfolio is out.

• Holding same 9 stocks - Power Grid, Petronet LNG, ITC, Coal India, Swaraj Engines, Nesco, REC, Nirlon, VST Industries
• Debt + Arbitrage exposure at 86.58%.

Note: Parag Parikh team runs their DAAF kinda like a debt fund.

- @InvestRepeat

Helios Flexicap Fund's Oct Portfolio is out.

• Top 5 holdings: HDFC, ICICI Bank, Adani Ports, Zomato, Paytm
• Cash holding: 1.14% (Sept) to 0.69% (Oct)

Didn't list stocks with no changes compared to Sept holding.

- @InvestRepeat

⚡️ Today PPFAS Mutual Fund has filed papers with SEBI for Parag Parikh Large Cap Fund.

Benchmark is Nifty 100 TRI.

- @InvestRepeat

quant Small Cap Mutual Fund's Oct Portfolio is out.

NAV is down -2.57% YoY and MoM AUM is up by ₹1216 Cr+

• Top 3 holding: Reliance, Jio Fin & RBL Bank.
• Additional 0.12% futures LONG position in NCC
• Cash holding - 6.35% (Aug) to 5.79% (Sept) to 8.62% (Oct)

Didn't list stocks with no changes compared to Sept holding.

- @InvestRepeat

Old Bridge Focused Fund's Oct Portfolio is out.

• Top 5 holdings: Shriram Finance, Maruti, HCL Tech, Airtel, UPL
• Cash holding: 10.63% (Sept) to 7.47% (Oct)

- @InvestRepeat

Mutual Funds BUY & SELL Alert:

⚡️ Today Kotak Mahindra Mutual Fund BOUGHT 74,94,900 shares of HFCL at an average price of ₹78.45

- @InvestRepeat

Vishesh Sadhana Details - Kalabhairav Jayanti

Check drikpanchang.com for your local tithi. It has just started in most places.

🧘‍♂️ Do the following steps

1. Arrange sweets & fruits for bhog
2. Arrange flower
(Complete above 2 before tithi starts)
3. Light a diya (ghee or mustard oil or sesame oil)
4. Do some yoga or breathing exercises in your sadhana/puja room or place.
5. Light a dhoop from an organic brand. Keep windows open to not inhale that directly a lot.
6. Complete your nitya sadhana.

7. Take a sankalpa for dharma raksha or anything other than material things
8.a. Chant oṁ bhairavāya namaḥ (ॐ भैरवाय नमः), minimum 8 malas
8.b. Recite Kalabhairava Ashtakam minimum 8 times.
(Imagine Bhairava picture in your mind while doing 8)

Continued…

9. Mentally offer the bhog, water, chanting (sadhana) to Bhairava & also ask for forgiveness if any mistake.
10. Close your eyes and visualise the picture (iconography) of Bhairava in the middle of your heart for minimum 5-10 mins.

DO NOT CONSUME the bhog/prasad. Keep it on a 4-road crossroads if possible. If not, then place it under a clean tree. Place the bhog & leave. Do not look back to see who is eating it or not.

If you aware about how to do achamana, you can do it before step 6.

Note: Do as many step as possible. Don't do anything fancy or chant any other mantras randomly from the internet.

Already posted this in advance for SIR Community. All sadhana related discussions inside SaveInvestRepeat.com/community

Shubh Kalabhairava Jayanti 🙏

quant Flexi Cap Mutual Fund's Oct Portfolio is out.

NAV is down -1.34% YoY and MoM AUM is up by ₹113 Cr+

• Top 3 equity holding: Reliance, Adani Power & Samvardhana Motherson

• Additional 6.61% futures LONG position: L&T, Kotak, Aurobindo Pharma

• Cash Holding: 2.93% (Sept) to 2.07% (Oct)

- @InvestRepeat

HDFC Flexi Cap Mutual Fund's Oct Portfolio is out.

• Top 5 holding: ICICI Bank, HDFC, Axis, SBI, SBI Life

• Cash holding: 9.2% (Sept) to 10.28% (Oct)

Didn't list stocks with no changes compared to Sept holding.

- @InvestRepeat

This is for all the salaried individuals looking for increasing their side income.

✅ It contains real-life examples, case studies, links & screenshots for every single idea listed in the material.

Study and implement now: SaveInvestRepeat.com/income

Had a discussion with a family in my society.

🛺 Father drives auto.
📚 Mother takes coaching classes at home.
💻 Daughter works in IT.

Father handles family expenses with some contribution from mother. Rest amount & daughter's entire salary gets invested in physical gold.

- @InvestRepeat

Top 5 mutual funds with highest % of anchor investor portion in Physics Wallah IPO:

1. Nippon India Small Cap: 5.35%

2. Kotak Smallcap: 4.57%
Kotak ELSS Tax Saver: 4.57%

3. Motilal Oswal Flexi Cap: 3.97%

4. ICICI Flexi Cap Fund: 3.83%
ICICI Equity & Debt: 3.83%

5. ICICI Technology Fund: 3.51%

- @InvestRepeat

✅ All the datasets I share on the WhatsApp channel: https://whatsapp.com/channel/0029Va9aeRjHQbS9P2Akma2p

So all data in 1 channel will help with ease of access for everyone for studying.

SIP is not to increase return but increase discipline.

And less discipline often leads to lower returns.

- @InvestRepeat

Accumulated 6623.62 Mutual Fund units this month.

My first 'personal' goal is to hit 2,00,000 units of this particular portfolio. (And no, goal isn't to buy any random funds with lower NAV just to reach 2L units)

Small small steps 🏃 → Financial Freedom 💸

Specific funds discussion inside SaveInvestRepeat.com/community

Zerodha's most underrated feature is "Privacy".

Checked on DuckDuckGo's App Tracking Protection & Brave Browser - Zerodha's website & app DO NOT have any creepy trackers.

Zerodha hardly sends any personal data to Big Tech like Google.

Whenever I "want" something & I purchase it "immediately" - in 90% cases I regret it later. So applied - 1 week rule.

Today if I "want" to purchase something, I would add it to my cart & only purchase it next Saturday.

Observed that - Most things I wanted, I never purchased by next week. And those few I bought, I never regretted later.

- @InvestRepeat