[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ETMONEY ET Money ET Money posts on X about stocks, loan, india, money the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::3093816422/interactions)  - X Week XXXXXXX +602% - X Month XXXXXXXXX +109% - X Months XXXXXXXXX +29% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3093816422/posts_active)  - X Week XX no change - X Month XXX +38% - X Months XXX +79% - X Year XXX +54% ### Followers: XXXXXX [#](/creator/twitter::3093816422/followers)  - X Week XXXXXX +0.48% - X Month XXXXXX +2.80% - X Months XXXXXX +12% - X Year XXXXXX +26% ### CreatorRank: XXXXXX [#](/creator/twitter::3093816422/influencer_rank)  ### Social Influence [#](/creator/twitter::3093816422/influence) --- **Social category influence** [finance](/list/finance) #670 [countries](/list/countries) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [stocks](/topic/stocks) #228, [loan](/topic/loan) 6.17%, [india](/topic/india) #3915, [money](/topic/money) #262, [mahindra](/topic/mahindra) 2.47%, [wellness](/topic/wellness) 2.47%, [fund manager](/topic/fund-manager) 1.23%, [finance](/topic/finance) 1.23%, [happened](/topic/happened) 1.23%, [hdfc life](/topic/hdfc-life) XXXX% **Top accounts mentioned or mentioned by** [@ppfas](/creator/undefined) [@dspmf](/creator/undefined) [@hdfcmf](/creator/undefined) [@motilaloswalamc](/creator/undefined) [@saip195](/creator/undefined) [@iciciprumf](/creator/undefined) [@nipponindiamf](/creator/undefined) [@bandhanmutual](/creator/undefined) [@kalpenparekh](/creator/undefined) [@gourav_patel12](/creator/undefined) [@ashishjain1008](/creator/undefined) [@vivek17862134](/creator/undefined) [@arorarising](/creator/undefined) [@tycoonstoryco](/creator/undefined) [@mrmanivasagam](/creator/undefined) [@learnernitin](/creator/undefined) [@dipeshgupt83978](/creator/undefined) [@dhir_arun](/creator/undefined) [@vinayakjjw](/creator/undefined) [@shanksro](/creator/undefined) ### Top Social Posts [#](/creator/twitter::3093816422/posts) --- Top posts by engagements in the last XX hours "Which stocks did mutual funds increase their holdings in the month of June We analyzed the portfolios of all diversified equity funds to identify X such stocks in the large-cap mid-cap and small-cap space"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945852814405570639) 2025-07-17 14:27:17 UTC 77.7K followers, 6672 engagements "You can now avail of a Loan Against Mutual Funds in the ET Money app within a few minutes. Heres how to get started in just a few simple steps👇"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944352051833544943) 2025-07-13 11:03:48 UTC 77.3K followers, 3453 engagements "We analysed every small-cap fund across X key dimensions: -Allocation to small-cap stocks -Frequency of buying and selling -Portfolio diversification -Cash exposure -Bull market performance -Performance during tough times Heres what we found.👇"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502091478188323) 2025-07-16 15:13:38 UTC 77.7K followers, 4245 engagements "3. HDFC Flexi Cap Fund HDFC Flexi Cap added X new stocks in June. -Hindalco Industries -Sundaram Fasteners It completely exited four stocks. Three of them Prestige Estates Tech Mahindra and ITC had been part of the portfolio for over two years"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228042637988134) 2025-07-18 15:18:19 UTC 77.7K followers, 7819 engagements "Some like Bandhan Small Cap & Invesco Small Cap stood out. These funds maximised rallies well. Others like PGIM Small Cap & .@ICICIPruMF Small Cap struggled to ride the wave fully. But this is only one side of the coin. We now turn to how they fare in downturns"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502115440316485) 2025-07-16 15:13:44 UTC 77.7K followers, 2872 engagements "So whats the smarter option Instead of liquidating mutual funds you can borrow against them. A Loan Against Mutual Funds (LAMF) offers liquidity without interrupting compounding. But why only LAMF Check the next tweet for the answer. 👇"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944352011270397972) 2025-07-13 11:03:38 UTC 77.7K followers, 3002 engagements "Small-cap funds have been investors favourite. But each scheme has a distinct style. Nippon Small Cap: Diversified Portfolio + downside protection Bandhan Small Cap: Bull-run performer + high cash calls Which one suits you the best We analysed them all. A🧵"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502088558985618) 2025-07-16 15:13:38 UTC 77.7K followers, 54.9K engagements "Others go much further. We checked the data since SEBIs recategorization in 2018. Small-cap schemes from JM .@dspmf and Sundaram have had average small-cap stock allocations well above 80%. Sundaram Small Cap did not go below XX% until the end of 2019"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502096884695309) 2025-07-16 15:13:40 UTC 77.7K followers, 3938 engagements "Which funds should we cover next Let us know in the comments"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228064129556717) 2025-07-18 15:18:24 UTC 77.7K followers, 6933 engagements "FREQUENT BUY & SELLING We used the turnover ratio to gauge this. It tells us how often a fund manager buys/sells stocks in a year. Some funds follow a hyper-active approach. Quant Small Cap averaged 152%. ITI and Union are also north of 90%"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502100370162111) 2025-07-16 15:13:41 UTC 77.7K followers, 3593 engagements "Motilal Oswal Mid Cap completely exited six stocks including Zomato a name it had only recently brought back into the portfolio after a long gap. It offloaded shares of X companies including Paytm Balkrishna Industries and KPIT Technologies"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228020307460377) 2025-07-18 15:18:13 UTC 77.7K followers, 9875 engagements "The fund also added shares in XX existing companies. The biggest spike was seen in Inox Wind. But that was due to the merger of Inox Wind with Inox Wind Energy both of which the fund held. Beyond that it trimmed exposure in XX stocks"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228059209671161) 2025-07-18 15:18:23 UTC 77.7K followers, 6105 engagements "But where did it deploy most of its capital Trent. The fund ramped up its allocation in the retail stock from XXXX% in May to XXXX% in June. It is now one of its top X holdings. Interestingly Nippon India Large Cap exited Trent entirely during the same month"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228015781777658) 2025-07-18 15:18:12 UTC 77.7K followers, 10.2K engagements ". .@PPFAS Flexi Cap Fund just made a notable addition to its portfolio. The fund picked up over a X% stake in Zydus Wellness. Its the company behind brands like Glucon-D SugarFree Complan and Nycil. Here are X reasons why this FMCG stock is worth a closer look. A🧵"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944049175852650848) 2025-07-12 15:00:16 UTC 77.3K followers, 99.9K engagements "Interestingly Bharti Airtel is one stock where we saw clear divergence. While PPFAS Flexi Cap doubled its holding @hdfcmf Flexi Cap trimmed its position"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228051865407970) 2025-07-18 15:18:21 UTC 77.7K followers, 6493 engagements "1. Motilal Oswal Mid Cap Fund This scheme from @MotilalOswalAMC finally deployed its dry powder. The cash levels dropped sharply from XXXX% in May to XXXX% in June. The fund added X new stocks: Kaynes Technologies and Aditya Birla Capital"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228011205841275) 2025-07-18 15:18:11 UTC 77.7K followers, 11K engagements "The bigger story might be its global expansion. Zydus has signalled a strong focus on international expansion especially via acquisitions. The company has also projected XX% XX% annual revenue growth by FY30. This is ambitious but not unrealistic"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944049193061892224) 2025-07-12 15:00:20 UTC 77.3K followers, 5697 engagements "Take two people investing in the same fund. One starts at a market peak the other after a crash. Their return journeys are wildly different. The first may see years of no return. The second may see double-digit compounding immediately. Thats the risk of relying on averages"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1943334931062469077) 2025-07-10 15:42:07 UTC 77.2K followers, 2344 engagements "3. Motilal Oswal Mid Cap Fund The fund continued to maintain a high cash holding (31.2%). It reintroduced Zomato into the portfolio. This fund from @MotilalOswalAMC had previously held it from April 2023 until it exited in December 2024. There were no complete exits in May"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1935676854884843726) 2025-06-19 12:31:39 UTC 77.2K followers, 10.6K engagements "Funds like Tata Small Cap Quantum Small Cap and .@hdfcmf Small Cap are on the opposite end. Theyve averaged turnover ratios of less than XX since 2018. These are classic buy-and-hold shops that back business fundamentals over cycles"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502103163609190) 2025-07-16 15:13:41 UTC 77.7K followers, 3411 engagements "2. Nippon India Multi Cap This fund received the highest inflows in its category during May. It added X new stocks to its portfolio. A notable inclusion is ITC which now makes up XXXX% of its portfolio. Other additions: Interglobe Aviation PNB Housing Finance Go Fashion (India)"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1935676848207204635) 2025-06-19 12:31:38 UTC 77.3K followers, 15.1K engagements "LOAN AGAINST MUTUAL FUNDS VS PERSONAL LOAN A personal loan typically requires salary slips ITRs a good credit score and in many cases an existing relationship with the lender. Even then interest rates often range between XX% and 24%"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944352017763209577) 2025-07-13 11:03:40 UTC 77.7K followers, 3510 engagements "CAR LOAN VS LAMF Buying a car on loan means the vehicle is hypothecated to the lender and closing the loan early often attracts foreclosure charges. Once repaid you still need to get an NOC and visit the RTO to remove the lien. For used cars interest can reach 18%"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944352032162287962) 2025-07-13 11:03:43 UTC 77.3K followers, 2422 engagements "A lot of action happened in the popular schemes in June. .@PPFAS Flexi Cap doubled down on Bharti Airtel while HDFC Flexi Cap sold it. Motilal Oswal Mid Cap cut cash from XX% to 17%. We dive into the major changes popular funds made to their portfolios last month. A 🧵"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228004146774053) 2025-07-18 15:18:10 UTC 77.7K followers, 163.6K engagements "2. Parag Parikh Flexi Cap Fund PPFAS Flexi Cap made a fresh entry in Zydus Wellness via a block deal. Many people were surprised by this addition as the stock has not done too well recently. It completely exited X stocks including Hero MotoCorp HDFC Life and BPCL"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228026586386899) 2025-07-18 15:18:15 UTC 77.7K followers, 9320 engagements "What are Gruesome Businesses According to Buffett these are the worst type of businesses. These business grows rapidly require significant capital to continue the growth and then earn little or no money over the long term"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1940432197804315012) 2025-07-02 15:27:42 UTC 77.7K followers, XXX engagements "Elon Musk doesnt take a salary. He doesnt sell stock when he needs cash. He borrows against his assets to let his wealth compound. This isnt just a billionaire playbook. Even retail investors can do something similar with mutual funds. A 🧵"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944351998335189233) 2025-07-13 11:03:35 UTC 77.7K followers, 47.6K engagements "Funds like Edelweiss Small Cap and JM Small Cap preferred to stay almost fully invested. Their average cash allocation was just around X to 3%. Staying fully deployed can enhance returns in bull markets but gives little room to manoeuvre when markets fall sharply"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502131919757621) 2025-07-16 15:13:48 UTC 77.7K followers, 2371 engagements "A classic example is AviationJet Airways Kingfisher SpiceJet Go Air and GMR Airports. All of these businesses are very capital-intensive and struggle with consistent losses and constant requirements for additional funding"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1940432200539029678) 2025-07-02 15:27:42 UTC 77.7K followers, XXX engagements "4. REASONABLE VALUATIONS Heres where Zydus stands out most. Unlike FMCG giants like Nestle Britannia or HUL that trade at P/E multiples of 50x75x Zydus is available at just 37.9x. Thats a significant discount despite its strong brands market share and growth plans"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944049195393970216) 2025-07-12 15:00:21 UTC 77.2K followers, 5741 engagements "4. A good fund is defined by philosophy not by past returns The worst way to choose a mutual fund is by chasing last years top performer. A fund that did well in the past X years often doesn't repeat that performance. Because what matters isnt the number but the process behind it"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1943334934837448797) 2025-07-10 15:42:08 UTC 77.2K followers, 2537 engagements "Beyond the entries and exits the fund made tweaks across the board. It bought more of XX existing names including Bank of Baroda and Nykaa (FSN E-Commerce Ventures). Reduced exposure in X others including Ramco Cements Swiggy and Bharti Airtel"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228046312169482) 2025-07-18 15:18:20 UTC 77.7K followers, 7263 engagements "DIVERSIFICATION The number of stocks in a portfolio tells us a lot about a funds diversification. Some funds prefer a broad basket such as Nippon India Small Cap (237 stocks) and Bandhan Small Cap (183 stocks). They spread risk across a large base"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502107064209568) 2025-07-16 15:13:42 UTC 77.7K followers, 3149 engagements "We analysed the portfolios of the X most popular equity schemes in June. These were the funds that saw the highest inflows among all diversified equity schemes. -Parag Parikh Flexi Cap -HDFC Flexi Cap -Motilal Oswal Mid Cap -Bandhan Small Cap Heres what we found.👇"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228007674208536) 2025-07-18 15:18:10 UTC 77.7K followers, 11.7K engagements "It offloaded shares in XX companies. A notable name here is Motilal Oswal Financial where the fund reduced its exposure by 90%. The cash exposure of the scheme fell a bit from XXXX% in May to XX% in June"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228038099710170) 2025-07-18 15:18:18 UTC 77.7K followers, 7965 engagements "Top mutual funds like Parag Parikh Flexi Cap (@PPFAS) and Nippon India Large Cap (@NipponIndiaMF) are steadily increasing their stake in one stock: Mahindra & Mahindra. Here are X reasons why it has become fund managers favourite. A 🧵"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1924104449733034191) 2025-05-18 14:07:03 UTC 77.3K followers, 27K engagements "This @PPFAS MF scheme also did some buying in X existing holdings such as Power Grid Corporation of India Coal India and ITC. It offloaded shares of X companies including Motilal Oswal Financial Services HCL Tech and IPCA Labs. But it didnt completely exit any stock"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1935676844549816417) 2025-06-19 12:31:37 UTC 77.3K followers, 17.2K engagements "4. Bandhan Small Cap Fund This scheme from @bandhanmutual took a cautious turn in June. Cash levels have more than doubled since January rising from XXX% to 16.4%. This is the highest cash exposure ever. Despite that the fund added X new stocks and exited X names in June"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1946228054906327259) 2025-07-18 15:18:22 UTC 77.7K followers, 6372 engagements "BENEFITS OF A LOAN AGAINST MUTUAL FUNDS -Rates start at XXXXX% -XXX% digital; takes only minutes -Low Credit score No problem -Flexible payment terms -Pay only interest every month -Repay the principal when it suits you Its a far better option than other loan products in the market"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1944352014298730704) 2025-07-13 11:03:39 UTC 77.7K followers, 3558 engagements "PERFORMANCE DURING BULL RUNS We used the upside capture ratio to evaluate the performance of all schemes during market rallies. It illustrates how much the funds NAV increased when its benchmark rose by 100%. So the higher the ratio the better"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1945502113003413998) 2025-07-16 15:13:44 UTC 77.7K followers, 2722 engagements "Mutual fund SIPs are often seen as the perfect investing tool. But simplicity doesnt always translate to complete understanding. In a conversation with ET Money @KalpenParekh of @dspmf shares key insights on mutual funds and investing that many investors overlook. A 🧵"  [@ETMONEY](/creator/x/ETMONEY) on [X](/post/tweet/1943334907725648247) 2025-07-10 15:42:02 UTC 77.7K followers, 33.3K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ETMONEY ET Money
ET Money posts on X about stocks, loan, india, money the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +602%
- X Month XXXXXXXXX +109%
- X Months XXXXXXXXX +29%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX no change
- X Month XXX +38%
- X Months XXX +79%
- X Year XXX +54%
Followers: XXXXXX #
- X Week XXXXXX +0.48%
- X Month XXXXXX +2.80%
- X Months XXXXXX +12%
- X Year XXXXXX +26%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #670 countries XXXX% celebrities XXXX%
Social topic influence stocks #228, loan 6.17%, india #3915, money #262, mahindra 2.47%, wellness 2.47%, fund manager 1.23%, finance 1.23%, happened 1.23%, hdfc life XXXX%
Top accounts mentioned or mentioned by @ppfas @dspmf @hdfcmf @motilaloswalamc @saip195 @iciciprumf @nipponindiamf @bandhanmutual @kalpenparekh @gourav_patel12 @ashishjain1008 @vivek17862134 @arorarising @tycoonstoryco @mrmanivasagam @learnernitin @dipeshgupt83978 @dhir_arun @vinayakjjw @shanksro
Top Social Posts #
Top posts by engagements in the last XX hours
"Which stocks did mutual funds increase their holdings in the month of June We analyzed the portfolios of all diversified equity funds to identify X such stocks in the large-cap mid-cap and small-cap space"
@ETMONEY on X 2025-07-17 14:27:17 UTC 77.7K followers, 6672 engagements
"You can now avail of a Loan Against Mutual Funds in the ET Money app within a few minutes. Heres how to get started in just a few simple steps👇" @ETMONEY on X 2025-07-13 11:03:48 UTC 77.3K followers, 3453 engagements
"We analysed every small-cap fund across X key dimensions: -Allocation to small-cap stocks -Frequency of buying and selling -Portfolio diversification -Cash exposure -Bull market performance -Performance during tough times Heres what we found.👇" @ETMONEY on X 2025-07-16 15:13:38 UTC 77.7K followers, 4245 engagements
"3. HDFC Flexi Cap Fund HDFC Flexi Cap added X new stocks in June. -Hindalco Industries -Sundaram Fasteners It completely exited four stocks. Three of them Prestige Estates Tech Mahindra and ITC had been part of the portfolio for over two years" @ETMONEY on X 2025-07-18 15:18:19 UTC 77.7K followers, 7819 engagements
"Some like Bandhan Small Cap & Invesco Small Cap stood out. These funds maximised rallies well. Others like PGIM Small Cap & .@ICICIPruMF Small Cap struggled to ride the wave fully. But this is only one side of the coin. We now turn to how they fare in downturns" @ETMONEY on X 2025-07-16 15:13:44 UTC 77.7K followers, 2872 engagements
"So whats the smarter option Instead of liquidating mutual funds you can borrow against them. A Loan Against Mutual Funds (LAMF) offers liquidity without interrupting compounding. But why only LAMF Check the next tweet for the answer. 👇" @ETMONEY on X 2025-07-13 11:03:38 UTC 77.7K followers, 3002 engagements
"Small-cap funds have been investors favourite. But each scheme has a distinct style. Nippon Small Cap: Diversified Portfolio + downside protection Bandhan Small Cap: Bull-run performer + high cash calls Which one suits you the best We analysed them all. A🧵" @ETMONEY on X 2025-07-16 15:13:38 UTC 77.7K followers, 54.9K engagements
"Others go much further. We checked the data since SEBIs recategorization in 2018. Small-cap schemes from JM .@dspmf and Sundaram have had average small-cap stock allocations well above 80%. Sundaram Small Cap did not go below XX% until the end of 2019" @ETMONEY on X 2025-07-16 15:13:40 UTC 77.7K followers, 3938 engagements
"Which funds should we cover next Let us know in the comments" @ETMONEY on X 2025-07-18 15:18:24 UTC 77.7K followers, 6933 engagements
"FREQUENT BUY & SELLING We used the turnover ratio to gauge this. It tells us how often a fund manager buys/sells stocks in a year. Some funds follow a hyper-active approach. Quant Small Cap averaged 152%. ITI and Union are also north of 90%" @ETMONEY on X 2025-07-16 15:13:41 UTC 77.7K followers, 3593 engagements
"Motilal Oswal Mid Cap completely exited six stocks including Zomato a name it had only recently brought back into the portfolio after a long gap. It offloaded shares of X companies including Paytm Balkrishna Industries and KPIT Technologies" @ETMONEY on X 2025-07-18 15:18:13 UTC 77.7K followers, 9875 engagements
"The fund also added shares in XX existing companies. The biggest spike was seen in Inox Wind. But that was due to the merger of Inox Wind with Inox Wind Energy both of which the fund held. Beyond that it trimmed exposure in XX stocks" @ETMONEY on X 2025-07-18 15:18:23 UTC 77.7K followers, 6105 engagements
"But where did it deploy most of its capital Trent. The fund ramped up its allocation in the retail stock from XXXX% in May to XXXX% in June. It is now one of its top X holdings. Interestingly Nippon India Large Cap exited Trent entirely during the same month" @ETMONEY on X 2025-07-18 15:18:12 UTC 77.7K followers, 10.2K engagements
". .@PPFAS Flexi Cap Fund just made a notable addition to its portfolio. The fund picked up over a X% stake in Zydus Wellness. Its the company behind brands like Glucon-D SugarFree Complan and Nycil. Here are X reasons why this FMCG stock is worth a closer look. A🧵" @ETMONEY on X 2025-07-12 15:00:16 UTC 77.3K followers, 99.9K engagements
"Interestingly Bharti Airtel is one stock where we saw clear divergence. While PPFAS Flexi Cap doubled its holding @hdfcmf Flexi Cap trimmed its position" @ETMONEY on X 2025-07-18 15:18:21 UTC 77.7K followers, 6493 engagements
"1. Motilal Oswal Mid Cap Fund This scheme from @MotilalOswalAMC finally deployed its dry powder. The cash levels dropped sharply from XXXX% in May to XXXX% in June. The fund added X new stocks: Kaynes Technologies and Aditya Birla Capital" @ETMONEY on X 2025-07-18 15:18:11 UTC 77.7K followers, 11K engagements
"The bigger story might be its global expansion. Zydus has signalled a strong focus on international expansion especially via acquisitions. The company has also projected XX% XX% annual revenue growth by FY30. This is ambitious but not unrealistic" @ETMONEY on X 2025-07-12 15:00:20 UTC 77.3K followers, 5697 engagements
"Take two people investing in the same fund. One starts at a market peak the other after a crash. Their return journeys are wildly different. The first may see years of no return. The second may see double-digit compounding immediately. Thats the risk of relying on averages" @ETMONEY on X 2025-07-10 15:42:07 UTC 77.2K followers, 2344 engagements
"3. Motilal Oswal Mid Cap Fund The fund continued to maintain a high cash holding (31.2%). It reintroduced Zomato into the portfolio. This fund from @MotilalOswalAMC had previously held it from April 2023 until it exited in December 2024. There were no complete exits in May" @ETMONEY on X 2025-06-19 12:31:39 UTC 77.2K followers, 10.6K engagements
"Funds like Tata Small Cap Quantum Small Cap and .@hdfcmf Small Cap are on the opposite end. Theyve averaged turnover ratios of less than XX since 2018. These are classic buy-and-hold shops that back business fundamentals over cycles" @ETMONEY on X 2025-07-16 15:13:41 UTC 77.7K followers, 3411 engagements
"2. Nippon India Multi Cap This fund received the highest inflows in its category during May. It added X new stocks to its portfolio. A notable inclusion is ITC which now makes up XXXX% of its portfolio. Other additions: Interglobe Aviation PNB Housing Finance Go Fashion (India)" @ETMONEY on X 2025-06-19 12:31:38 UTC 77.3K followers, 15.1K engagements
"LOAN AGAINST MUTUAL FUNDS VS PERSONAL LOAN A personal loan typically requires salary slips ITRs a good credit score and in many cases an existing relationship with the lender. Even then interest rates often range between XX% and 24%" @ETMONEY on X 2025-07-13 11:03:40 UTC 77.7K followers, 3510 engagements
"CAR LOAN VS LAMF Buying a car on loan means the vehicle is hypothecated to the lender and closing the loan early often attracts foreclosure charges. Once repaid you still need to get an NOC and visit the RTO to remove the lien. For used cars interest can reach 18%" @ETMONEY on X 2025-07-13 11:03:43 UTC 77.3K followers, 2422 engagements
"A lot of action happened in the popular schemes in June. .@PPFAS Flexi Cap doubled down on Bharti Airtel while HDFC Flexi Cap sold it. Motilal Oswal Mid Cap cut cash from XX% to 17%. We dive into the major changes popular funds made to their portfolios last month. A 🧵" @ETMONEY on X 2025-07-18 15:18:10 UTC 77.7K followers, 163.6K engagements
"2. Parag Parikh Flexi Cap Fund PPFAS Flexi Cap made a fresh entry in Zydus Wellness via a block deal. Many people were surprised by this addition as the stock has not done too well recently. It completely exited X stocks including Hero MotoCorp HDFC Life and BPCL" @ETMONEY on X 2025-07-18 15:18:15 UTC 77.7K followers, 9320 engagements
"What are Gruesome Businesses According to Buffett these are the worst type of businesses. These business grows rapidly require significant capital to continue the growth and then earn little or no money over the long term" @ETMONEY on X 2025-07-02 15:27:42 UTC 77.7K followers, XXX engagements
"Elon Musk doesnt take a salary. He doesnt sell stock when he needs cash. He borrows against his assets to let his wealth compound. This isnt just a billionaire playbook. Even retail investors can do something similar with mutual funds. A 🧵" @ETMONEY on X 2025-07-13 11:03:35 UTC 77.7K followers, 47.6K engagements
"Funds like Edelweiss Small Cap and JM Small Cap preferred to stay almost fully invested. Their average cash allocation was just around X to 3%. Staying fully deployed can enhance returns in bull markets but gives little room to manoeuvre when markets fall sharply" @ETMONEY on X 2025-07-16 15:13:48 UTC 77.7K followers, 2371 engagements
"A classic example is AviationJet Airways Kingfisher SpiceJet Go Air and GMR Airports. All of these businesses are very capital-intensive and struggle with consistent losses and constant requirements for additional funding" @ETMONEY on X 2025-07-02 15:27:42 UTC 77.7K followers, XXX engagements
"4. REASONABLE VALUATIONS Heres where Zydus stands out most. Unlike FMCG giants like Nestle Britannia or HUL that trade at P/E multiples of 50x75x Zydus is available at just 37.9x. Thats a significant discount despite its strong brands market share and growth plans" @ETMONEY on X 2025-07-12 15:00:21 UTC 77.2K followers, 5741 engagements
"4. A good fund is defined by philosophy not by past returns The worst way to choose a mutual fund is by chasing last years top performer. A fund that did well in the past X years often doesn't repeat that performance. Because what matters isnt the number but the process behind it" @ETMONEY on X 2025-07-10 15:42:08 UTC 77.2K followers, 2537 engagements
"Beyond the entries and exits the fund made tweaks across the board. It bought more of XX existing names including Bank of Baroda and Nykaa (FSN E-Commerce Ventures). Reduced exposure in X others including Ramco Cements Swiggy and Bharti Airtel" @ETMONEY on X 2025-07-18 15:18:20 UTC 77.7K followers, 7263 engagements
"DIVERSIFICATION The number of stocks in a portfolio tells us a lot about a funds diversification. Some funds prefer a broad basket such as Nippon India Small Cap (237 stocks) and Bandhan Small Cap (183 stocks). They spread risk across a large base" @ETMONEY on X 2025-07-16 15:13:42 UTC 77.7K followers, 3149 engagements
"We analysed the portfolios of the X most popular equity schemes in June. These were the funds that saw the highest inflows among all diversified equity schemes. -Parag Parikh Flexi Cap -HDFC Flexi Cap -Motilal Oswal Mid Cap -Bandhan Small Cap Heres what we found.👇" @ETMONEY on X 2025-07-18 15:18:10 UTC 77.7K followers, 11.7K engagements
"It offloaded shares in XX companies. A notable name here is Motilal Oswal Financial where the fund reduced its exposure by 90%. The cash exposure of the scheme fell a bit from XXXX% in May to XX% in June" @ETMONEY on X 2025-07-18 15:18:18 UTC 77.7K followers, 7965 engagements
"Top mutual funds like Parag Parikh Flexi Cap (@PPFAS) and Nippon India Large Cap (@NipponIndiaMF) are steadily increasing their stake in one stock: Mahindra & Mahindra. Here are X reasons why it has become fund managers favourite. A 🧵" @ETMONEY on X 2025-05-18 14:07:03 UTC 77.3K followers, 27K engagements
"This @PPFAS MF scheme also did some buying in X existing holdings such as Power Grid Corporation of India Coal India and ITC. It offloaded shares of X companies including Motilal Oswal Financial Services HCL Tech and IPCA Labs. But it didnt completely exit any stock" @ETMONEY on X 2025-06-19 12:31:37 UTC 77.3K followers, 17.2K engagements
"4. Bandhan Small Cap Fund This scheme from @bandhanmutual took a cautious turn in June. Cash levels have more than doubled since January rising from XXX% to 16.4%. This is the highest cash exposure ever. Despite that the fund added X new stocks and exited X names in June" @ETMONEY on X 2025-07-18 15:18:22 UTC 77.7K followers, 6372 engagements
"BENEFITS OF A LOAN AGAINST MUTUAL FUNDS -Rates start at XXXXX% -XXX% digital; takes only minutes -Low Credit score No problem -Flexible payment terms -Pay only interest every month -Repay the principal when it suits you Its a far better option than other loan products in the market" @ETMONEY on X 2025-07-13 11:03:39 UTC 77.7K followers, 3558 engagements
"PERFORMANCE DURING BULL RUNS We used the upside capture ratio to evaluate the performance of all schemes during market rallies. It illustrates how much the funds NAV increased when its benchmark rose by 100%. So the higher the ratio the better" @ETMONEY on X 2025-07-16 15:13:44 UTC 77.7K followers, 2722 engagements
"Mutual fund SIPs are often seen as the perfect investing tool. But simplicity doesnt always translate to complete understanding. In a conversation with ET Money @KalpenParekh of @dspmf shares key insights on mutual funds and investing that many investors overlook. A 🧵" @ETMONEY on X 2025-07-10 15:42:02 UTC 77.7K followers, 33.3K engagements