RTN India : Breakout in this counter - Swing Trading. Track the Move.
🎉✨ Happy New Year 2026! ✨🎉
Dear Stock Market Enthusiasts,
As we step into a brand-new year filled with opportunities, Stock Phoenix extends heartfelt wishes for a prosperous and successful 2026! 🌟
May your portfolios grow like never before, and may every trade bring you closer to financial freedom. Together, let's aim for the stars and make this year truly remarkable!
Thank you for trusting us as your partner in your stock market journey. Here's to another year of learning, growth, and achievement! 🚀
Cheers to success and happiness in 2026!
~ Team Stock Phoenix
Dear Stock Market Enthusiasts,
As we step into a brand-new year filled with opportunities, Stock Phoenix extends heartfelt wishes for a prosperous and successful 2026! 🌟
May your portfolios grow like never before, and may every trade bring you closer to financial freedom. Together, let's aim for the stars and make this year truly remarkable!
Thank you for trusting us as your partner in your stock market journey. Here's to another year of learning, growth, and achievement! 🚀
Cheers to success and happiness in 2026!
~ Team Stock Phoenix
Portfolio Turnover Ratio
Portfolio Turnover Ratio (PTR) reveals the hidden side of mutual fund performance —
📌 trading intensity
📌 embedded costs (brokerage + STT)
📌 tax efficiency
📌 impact on long-term compounding
Two funds can deliver the same gross return, but the one with higher PTR often delivers lower post-tax wealth.
✔ Low PTR → Buy & hold | cost-efficient | tax-friendly
✔ High PTR → Justified only if risk-adjusted alpha compensates for higher churn
PTR should never be viewed in isolation.
It must be analysed alongside Sharpe Ratio, expense ratio, taxation, and category benchmarks.
📊 Detailed A4 institutional infographic attached.
⚠️ Disclaimer: This content is for educational purposes only and does not constitute investment advice. Mutual fund investments are subject to market risks. Please read scheme-related documents carefully.
Portfolio Turnover Ratio (PTR) reveals the hidden side of mutual fund performance —
📌 trading intensity
📌 embedded costs (brokerage + STT)
📌 tax efficiency
📌 impact on long-term compounding
Two funds can deliver the same gross return, but the one with higher PTR often delivers lower post-tax wealth.
✔ Low PTR → Buy & hold | cost-efficient | tax-friendly
✔ High PTR → Justified only if risk-adjusted alpha compensates for higher churn
PTR should never be viewed in isolation.
It must be analysed alongside Sharpe Ratio, expense ratio, taxation, and category benchmarks.
📊 Detailed A4 institutional infographic attached.
⚠️ Disclaimer: This content is for educational purposes only and does not constitute investment advice. Mutual fund investments are subject to market risks. Please read scheme-related documents carefully.
Equity Savings Mutual Funds
Hybrid funds combining
Equity + Arbitrage + Debt.
Category insights:
• 24 funds tracked
• Highest 3Y return: 14.25%
• Largest AUM: ₹9,853 Cr
• Top inflow: ₹198.19 Cr
Portfolio trend:
Kotak Mahindra Bank added by 22 funds
Disclaimer: Educational purpose only. Mutual fund investments are subject to market risks.
Hybrid funds combining
Equity + Arbitrage + Debt.
Category insights:
• 24 funds tracked
• Highest 3Y return: 14.25%
• Largest AUM: ₹9,853 Cr
• Top inflow: ₹198.19 Cr
Portfolio trend:
Kotak Mahindra Bank added by 22 funds
Disclaimer: Educational purpose only. Mutual fund investments are subject to market risks.
A very interesting article on SWP in today's edition of etwealth
SWP can't be just planned with debt funds as claimed by many. Inflation is there to stay for long. Equity should be a portion of your portfolio until death. The allocation % varies based on various factors.
At the same time, it can't be just equities alone.
Despite the recent turmoil in equity mkts, SWP from Midcaps have generated superior returns. Invested in 2015, SWP Started in 2018. The portfolio has seen the impacts of Demonetization, COVID, Russia-Ukraine War & the recent fall from 2024!
Data courtesy - Advisorkhoj as highlighted by ET_Wealth
SWP can't be just planned with debt funds as claimed by many. Inflation is there to stay for long. Equity should be a portion of your portfolio until death. The allocation % varies based on various factors.
At the same time, it can't be just equities alone.
Despite the recent turmoil in equity mkts, SWP from Midcaps have generated superior returns. Invested in 2015, SWP Started in 2018. The portfolio has seen the impacts of Demonetization, COVID, Russia-Ukraine War & the recent fall from 2024!
Data courtesy - Advisorkhoj as highlighted by ET_Wealth
You’ve started your SIPs, but have you thought enough about your exit strategy?
Even if you are diligent with your SIP, withdrawing funds in haste or during a market decline can leave you short of your financial goal.
Three broad ways to improve your existing strategy to make sure your patient investment bears fruit.
1) Defer your SWP; let your SIPs / lump-sum investments grow reasonably first,
2) Choose your SWP funds wisely,
3) Keep your withdrawal rate real.
Even if you are diligent with your SIP, withdrawing funds in haste or during a market decline can leave you short of your financial goal.
Three broad ways to improve your existing strategy to make sure your patient investment bears fruit.
1) Defer your SWP; let your SIPs / lump-sum investments grow reasonably first,
2) Choose your SWP funds wisely,
3) Keep your withdrawal rate real.
PPFAS Flexicap changes for January 2026 are out
Cash is now at 21.34%
a. Shopping in 17 positions, insignificant reduction in 3 (could be covered calls)
b. 2 new positions in CIE Automative and CMS infosystem (was there in tax saver for a while)
c. ITC: 41% new addition!! so PPFAS has been buying the dip:)
d. Added in IT across HCL and TCS. IT is now 7% of PF.
Cash is now at 21.34%
a. Shopping in 17 positions, insignificant reduction in 3 (could be covered calls)
b. 2 new positions in CIE Automative and CMS infosystem (was there in tax saver for a while)
c. ITC: 41% new addition!! so PPFAS has been buying the dip:)
d. Added in IT across HCL and TCS. IT is now 7% of PF.
Helios Flexicap vs WhiteOak Flexicap: Portfolio Comparison
Overlap Summary
- Portfolio overlap: 16.9% (32.9% of AUM).
- Common holdings: 30 shared stocks.
Top Common Holdings
- ICICI Bank: 4.62% (Helios) | 7.96% (WhiteOak).
- HDFC Bank: 4.78% | 7.16%.
- Reliance Industries: 4.52% | 2.33%.
Industry Alignment
- 50% overlap in key sectors: Telecom Services, Banks, Financial Technology, Aerospace & Defense.
Concentration Profile
- Helios: 36.2% in top 10 holdings.
- WhiteOak: 35.4% in top 10 (close match).
Key Takeaway
Similar concentration and 17% overlap make both strong flexicap picks for diversified large-cap exposure.
Overlap Summary
- Portfolio overlap: 16.9% (32.9% of AUM).
- Common holdings: 30 shared stocks.
Top Common Holdings
- ICICI Bank: 4.62% (Helios) | 7.96% (WhiteOak).
- HDFC Bank: 4.78% | 7.16%.
- Reliance Industries: 4.52% | 2.33%.
Industry Alignment
- 50% overlap in key sectors: Telecom Services, Banks, Financial Technology, Aerospace & Defense.
Concentration Profile
- Helios: 36.2% in top 10 holdings.
- WhiteOak: 35.4% in top 10 (close match).
Key Takeaway
Similar concentration and 17% overlap make both strong flexicap picks for diversified large-cap exposure.
TOP 13 MUTUAL FUNDS ACROSS KEY CATEGORIES – TELEGRAM READY
Flexi Cap
- Parag Parikh Flexi Cap Fund
- HDFC Flexi Cap Fund
- Helios Flexi Cap Fund
Small Cap
- Nippon India Small Cap Fund
- HDFC Small Cap Fund
- Quant Small Cap Fund
- Invesco Small Cap Fund
Mid Cap
- HDFC Mid Cap Fund
- Motilal Oswal Mid Cap Fund
- Invesco Mid Cap Fund
Large Cap
- ICICI Prudential Large Cap Fund
- Nippon India Large Cap Fund
- Mirae Asset Large Cap Fund
Note
- This is only an illustrative and commonly tracked list across categories; no recommendation or endorsement is implied.
- Investors should factor in their risk profile, time horizon, and diversification before deciding on any fund.
Flexi Cap
- Parag Parikh Flexi Cap Fund
- HDFC Flexi Cap Fund
- Helios Flexi Cap Fund
Small Cap
- Nippon India Small Cap Fund
- HDFC Small Cap Fund
- Quant Small Cap Fund
- Invesco Small Cap Fund
Mid Cap
- HDFC Mid Cap Fund
- Motilal Oswal Mid Cap Fund
- Invesco Mid Cap Fund
Large Cap
- ICICI Prudential Large Cap Fund
- Nippon India Large Cap Fund
- Mirae Asset Large Cap Fund
Note
- This is only an illustrative and commonly tracked list across categories; no recommendation or endorsement is implied.
- Investors should factor in their risk profile, time horizon, and diversification before deciding on any fund.
🚀 ABVL – BUY / HOLD (TREND STRONG) 🚀
🔔 Symbol: ABVL | 💰 CMP: ₹7.00 – ₹8.50
✅ Strong accumulation near support (momentum building)
Why buy/hold now (key triggers):
• Heavy accumulation visible at ₹6.50–7 support zone
• Volume expansion confirming fresh momentum
• Micro-cap space heating up — Stock Phoenix welcomes all the new members to our channel. Stock Phoenix is created to educate Indian Stock Market Investors. All the views are for educational purpose and its our personal views. Consult your personal investment advisor before investing. Please read disclaimer in our website. Visit us at www.StockPhoenix.com to know more about us. Request all the new members to register free in our website for daily learning videos.Stock Phoenix does not provide any Tips. Reach us @StockPhoenixTeam and + 91 99620 46497. Please do not initiate Secret Chat. Secret chats are not monitored.
🔔 Symbol: ABVL | 💰 CMP: ₹7.00 – ₹8.50
✅ Strong accumulation near support (momentum building)
Why buy/hold now (key triggers):
• Heavy accumulation visible at ₹6.50–7 support zone
• Volume expansion confirming fresh momentum
• Micro-cap space heating up — Stock Phoenix welcomes all the new members to our channel. Stock Phoenix is created to educate Indian Stock Market Investors. All the views are for educational purpose and its our personal views. Consult your personal investment advisor before investing. Please read disclaimer in our website. Visit us at www.StockPhoenix.com to know more about us. Request all the new members to register free in our website for daily learning videos.Stock Phoenix does not provide any Tips. Reach us @StockPhoenixTeam and + 91 99620 46497. Please do not initiate Secret Chat. Secret chats are not monitored.
Stock Phoenix welcomes all the new members to our channel. Stock Phoenix is created to educate Indian Stock Market Investors. All the views are for educational purpose and its our personal views. Consult your personal investment advisor before investing. Please read disclaimer in our website. Visit us at www.StockPhoenix.com to know more about us. Request all the new members to register free in our website for daily learning videos.Stock Phoenix does not provide any Tips. Reach us @StockPhoenixTeam and + 91 99620 46497. Please do not initiate Secret Chat. Secret chats are not monitored.