Telling investors the truth since 1992. Mutual funds, stocks & personal finance. Simplified.

India
Joined April 2009
Wealth Insight’s October edition is out now! 🧵
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Three companies had no mutual fund money at the end of August. By the end of September, funds had bought Rs 4,607 crore worth of their shares. One is a stock exchange. One rents out furniture. One runs campuses. These new entries sit alongside familiar names in our list of September's biggest mutual fund purchases. See which stocks made the cut.⤵️ #MutualFunds #StockMarket #IndianMarkets
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Your biggest winner quietly takes over your portfolio. A 10% slice has a great run, grows to 20%, and suddenly you’re carrying risk you never chose. The fix isn’t willpower. It’s a rebalancing rule you set in advance, before greed or fear gets a vote. Watch the full episode: youtu.be/nHJ87SvZWsI?si=WX3_… #Investing #Rebalancing
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AlphaGrep's Eminence Hybrid Long-Short Fund aims to beat arbitrage fund returns without taking on as much market risk as equity funds. Bhautik Ambani, CEO, AlphaGrep Mutual Fund, explains how it plans to do this, and what could go wrong. Watch now: youtu.be/-0YD2-EveAo?si=YbV4… @bhautik_ambani @Alphagrepmf #fundfocus
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1/3 Only five international funds are taking fresh money this week. 14 Indian funds with allocations abroad still take your money at NAV. Global ETFs are open too, but the Q50 ETF costs more than double its NAV. Which route works for you? 🧵
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1/2 Does closely tracking the index help a small-cap fund? Not clearly. TRUSTMF Small Cap (high overlap): 28.8 per cent in a year Bank of India Small Cap (low overlap): 29.1 per cent
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2/2 Overlap shows how a fund is built, and not how it will perform.
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1/5 ₹30 lakh of health cover at a surprisingly low premium sounds compelling. But what happens when the first ₹3 lakh of the hospital bill is still yours? And can NPS Swasthya’s savings account actually help cover it? We break down what the scheme offers- and where the catch is.🧵 #NPS #HealthInsurance
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1/2 Mutual funds hold Rs 5,118 crore in these 10 small-cap financials. Nearly a third sits in two: PNB Housing Finance and Karur Vysya Bank.
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2/2 Half of these 10 stocks, the ones mutual funds hold the most, are specialist lenders: three housing finance companies and two small finance banks. Data as of August 31, 2026.
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1/5 Two international funds accept lump sums. Meanwhile, the Motilal Oswal Nasdaq Q50 ETF trades at a 110% premium to NAV. Investors are paying ₹210 for every ₹100 of underlying value. What explains the gap? Follow the thread for the latest update🧵
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5/5 Read the full analysis: vro.in/s229882
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