Accumulated 5425 Mutual Fund units last 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 💸
More FIRE discussion inside SaveInvestRepeat.com/community
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 💸
More FIRE discussion inside SaveInvestRepeat.com/community
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After Edelweiss, now Motilal Oswal Mutual Fund has filed papers with SEBI for Nifty REITs & Realty Index Fund and ETF.
Multiple AMCs are coming into REITs now. Recently WhiteOak Capital launched a REITs heavy Dividend Yield Fund.
- @InvestRepeat
Multiple AMCs are coming into REITs now. Recently WhiteOak Capital launched a REITs heavy Dividend Yield Fund.
- @InvestRepeat
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Transparency time - Aug 2026:
💸 Savings rate
Last month 76.52%
Average 65.36%
💰 Net Worth increased by 5.67% MoM.
More FIRE discussion inside SaveInvestRepeat.com/community
💸 Savings rate
Last month 76.52%
Average 65.36%
💰 Net Worth increased by 5.67% MoM.
More FIRE discussion inside SaveInvestRepeat.com/community
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Yesterday JM and Edelweiss Mutual Fund bought 41,90,846 shares of Pine Labs at an average price of ₹155.10.
- @InvestRepeat
- @InvestRepeat
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Interesting filing from WhiteOak Capital Mutual Fund.
They have filed for a Diversified Equity Small Cap Active Fund of Fund. Means this FoF will invest in other actively managed smallcap funds.
WhiteOak themselves doesn't run any smallcap fund & it seems like they have no intention of launching one anytime soon.
- @InvestRepeat
They have filed for a Diversified Equity Small Cap Active Fund of Fund. Means this FoF will invest in other actively managed smallcap funds.
WhiteOak themselves doesn't run any smallcap fund & it seems like they have no intention of launching one anytime soon.
- @InvestRepeat
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Save Invest Repeat
Interesting filing from WhiteOak Capital Mutual Fund. They have filed for a Diversified Equity Small Cap Active Fund of Fund. Means this FoF will invest in other actively managed smallcap funds. WhiteOak themselves doesn't run any smallcap fund & it seems…
WhiteOak Capital Mutual Fund CEO has shared more clarification about their new small cap fund of fund filing with me.
- @InvestRepeat
- @InvestRepeat
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Transparency time - Investing in Aug 2026:
🔼 Increased Position:
Bitcoin
PPFAS DAAF
Physical Gold
Nifty Midcap 150
🔽 Decreased Position:
None
Charts show my total net worth when calculated in different assets or currency.
More mutual fund discussion inside SaveInvestRepeat.com/community
🔼 Increased Position:
Bitcoin
PPFAS DAAF
Physical Gold
Nifty Midcap 150
🔽 Decreased Position:
None
Charts show my total net worth when calculated in different assets or currency.
More mutual fund discussion inside SaveInvestRepeat.com/community
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WhiteOak Capital Mutual Fund won't launch a smallcap fund but rather going for a Smallcap Fund of Fund, which will invest in other AMC's smallcaps.
It's not too bad, to be honest. Anyway smallcap fund investors keep changing their funds; here they would get an expert doing it for them in a tax-efficient manner.
Anyway, data is very clear - 60-70% smallcap fund AUM will underperform the Nifty Midcap 150 index.
- @InvestRepeat
It's not too bad, to be honest. Anyway smallcap fund investors keep changing their funds; here they would get an expert doing it for them in a tax-efficient manner.
Anyway, data is very clear - 60-70% smallcap fund AUM will underperform the Nifty Midcap 150 index.
- @InvestRepeat
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2026 return so far
🇺🇸 Nasdaq 100: +37.93%
🇺🇸 S&P 500: +18.43%
🥇 Gold: +14.99%
🥈 Silver: +3.63%
🇮🇳 Nifty 500: -2.74%
🌐 Bitcoin: -4.4%
🇺🇸 Nasdaq 100: +37.93%
🇺🇸 S&P 500: +18.43%
🥇 Gold: +14.99%
🥈 Silver: +3.63%
🇮🇳 Nifty 500: -2.74%
🌐 Bitcoin: -4.4%
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Monthly Reminder: Before buying any supplements, grocery etc. do check HealthyProducts.in ☀️
You don't need to use fake, adulterated products anymore.
Share this with your friends & family too. Bharat should consume clean products.
You don't need to use fake, adulterated products anymore.
Share this with your friends & family too. Bharat should consume clean products.
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> PPFAS Flexi Cap continues to fetch high inflows.
> HDFC Midcap & Flexi cap remains investor's favourite
> Bandan Small Cap fund continues its inflow trend
From mutual fund's platform Kuvera's last week platform data.
- @InvestRepeat
> HDFC Midcap & Flexi cap remains investor's favourite
> Bandan Small Cap fund continues its inflow trend
From mutual fund's platform Kuvera's last week platform data.
- @InvestRepeat
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Nifty 50 SIP Return
3Y: 2.5%
4Y: 5.69%
5Y: 6.92%
So technically for last 5 years Nifty 50 has failed to match 5Y FD returns.
Another reason why "asset allocation" is so important for a portfolio.
- @InvestRepeat
3Y: 2.5%
4Y: 5.69%
5Y: 6.92%
So technically for last 5 years Nifty 50 has failed to match 5Y FD returns.
Another reason why "asset allocation" is so important for a portfolio.
- @InvestRepeat
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Costs less than half of 1 Nifty Next 50 ETF once & you get access forever, including all future updates.
✅ No repeated fees, no paywalls ever: SaveInvestRepeat.com/Income
✅ No repeated fees, no paywalls ever: SaveInvestRepeat.com/Income
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⚡️ quant Mutual Fund in its monthly note to unitholders:
> In India, lack of AI exposure & over-dependence on high ticket imports such as Oil, Gold has impacted sentiments at
a broader level.
> Profit growth in Q1 FY27 for the Nifty, Nifty Next 50 and Nifty Midcap indices was quite healthy at 14%, 27% and 38%, excluding oil marketing companies.
> Our Predictive Analytics framework showcased its capabilities by preempting sharp movements in Copper and WTI
crude in the recent months, generating outsized returns.
> In 2020, whole world went for ESG, we understood the crowded trade & deployed an anti-ESG thesis in our portfolio, which worked very well. Our Behavioral Analytics is now identifying opportunities in the anti-AI trade.
> We are under-weight manufacturing, increased exposure to IT services.
- @InvestRepeat
> In India, lack of AI exposure & over-dependence on high ticket imports such as Oil, Gold has impacted sentiments at
a broader level.
> Profit growth in Q1 FY27 for the Nifty, Nifty Next 50 and Nifty Midcap indices was quite healthy at 14%, 27% and 38%, excluding oil marketing companies.
> Our Predictive Analytics framework showcased its capabilities by preempting sharp movements in Copper and WTI
crude in the recent months, generating outsized returns.
> In 2020, whole world went for ESG, we understood the crowded trade & deployed an anti-ESG thesis in our portfolio, which worked very well. Our Behavioral Analytics is now identifying opportunities in the anti-AI trade.
> We are under-weight manufacturing, increased exposure to IT services.
- @InvestRepeat
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You have just received your salary.
Don't forget:
⚡️ Save 'minimum' 30-40% of it.
⚡️ Don't leave all of it in Savings account or FD.
⚡️ Invest in yourself first (Courses, Study Materials, gym etc.)
⚡️ Invest in a family health insurance. If sole earner, term insurance too.
⚡️ Invest rest of the savings as per your asset allocation in index funds, gold, bitcoin.
- @InvestRepeat
Don't forget:
⚡️ Save 'minimum' 30-40% of it.
⚡️ Don't leave all of it in Savings account or FD.
⚡️ Invest in yourself first (Courses, Study Materials, gym etc.)
⚡️ Invest in a family health insurance. If sole earner, term insurance too.
⚡️ Invest rest of the savings as per your asset allocation in index funds, gold, bitcoin.
- @InvestRepeat
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Save Invest Repeat
Payment of ₹15,000 for 10th instalment of Kalyan Jewellers Scheme is completed. ✅ This scheme allocates gold as per the price when I pay the instalment each month. Kinda like a SIP in physical gold. Running multiple such schemes for a long time now.
Payment of ₹15,000 for 11th instalment of Kalyan Jewellers Scheme is completed.
✅ This scheme allocates gold as per the price when I pay the instalment each month. Kinda like a SIP in physical gold.
Running multiple such schemes for a long time now.
✅ This scheme allocates gold as per the price when I pay the instalment each month. Kinda like a SIP in physical gold.
Running multiple such schemes for a long time now.
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Data on how much will be your SIP return % as per different monthly SIP duration.
The longer your SIP runs, the higher the probability of higher return.
Data as of 4th Sept.
- @InvestRepeat
The longer your SIP runs, the higher the probability of higher return.
Data as of 4th Sept.
- @InvestRepeat
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📊 Don't miss out on the polls I specifically do on the SIR WhatsApp channel: https://whatsapp.com/channel/0029Va9aeRjHQbS9P2Akma2p
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