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
👍6
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
👍6
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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