As promised, We are sharing Top 5 Mutual Funds where we do our SIPs. We handpicked these after thorough research and many have an SIP limit of as low as 100rs-500rs.

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Let's go⚡️

1⃣ Kotak Equity Opportunities Fund [20%]
⚡️Fund is well-diversified as compared to its peers.
⚡️The companies have minimal debt, good ROCE.
⚡️Fund's PE: 25.77 shows that fund manager isn't buying overvalued stocks much.

Fund's Returns in 5 Years: 16.38% ⚡️Beating Benchmarks.

Holding Bias !
⚡️41% in BLUE CHIP
⚡️22% in LARGECAP
⚡️34% in MIDCAP
⚡️3% in SMALLCAP

Fund’s expense ratio is 0.64%, which is low compared to other funds in the same category.

Fund Manager :
Mr.Harsha Upadhyaya has been managing this scheme since 2021 August. Has 23 years of experience in Equity Research. A reputed manager known for his complex stock picking and investing in companies with good management & generating consistent Cash Flows.

2⃣Parag Parikh Flexi-Cap [30%] [Fav]
⚡️Buys Quality Stocks at Cheap Prices
⚡️Invests in International Stocks too.
⚡️Sits on Cash if sees Market Overvalued.
⚡️PE: 26.12 shows that fund manager isn't buying overvalued stocks much.
⚡️IEX at 192 was their Pick in 2020.

Thread: Darvas Box Theory

#Darvas #knowledgesharing #Definedge

Nicolas Darvas (1920 – 1977) was a professional dancer and he travelled around the world. He founded a Dance company in 1950s. Someone offered him shares against his Dance programme and that is how he came across stock market and the business of trading.

He reportedly turned thousand dollars into millions in the late 1950s.

He wrote a popular book during 1960 “How I made $2000000 in Stock Market” in which he explained his Box theory. It is a must read.

He used a combination fundamental and technical approach for investing.

He believed in investing in only growth stocks. I think he did not explain a few things in his book, and I found some difference in interpretation of box-theory at various places because of that. This post is my interpretation of his theory.

Darvas was tracking stocks only making new high. I do not think he really talked about 52-week high. He mentioned about stocks breaking 2-3 year high. But 52-week high is mostly tracked for this theory so let us keep it that way to begin with for the sake of objectivity.