Top Stock Picks by Motilal MF , Quant MF and PPFAS MF for August

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  • Опубліковано 4 лис 2024

КОМЕНТАРІ • 229

  • @ShashankUdupa1
    @ShashankUdupa1  Місяць тому +35

    Mutual Fund Tracker Uploaded in the YT community
    Also CDSL-Increase in shares are due to 1:1 Bonus (The thesis still remains the same)

    • @sagarshah4545
      @sagarshah4545 Місяць тому +1

      Please send

    • @digitalboysin
      @digitalboysin Місяць тому

      There is no such tracker in Community post 😢

    • @aishwaryagupta7372
      @aishwaryagupta7372 Місяць тому

      Don't see a tracker in community section. Why not add the link to the video itself. That would be helpful

    • @ShashankUdupa1
      @ShashankUdupa1  Місяць тому

      ​@@digitalboysinhave you joined the community? Its inside that

    • @ShashankUdupa1
      @ShashankUdupa1  Місяць тому

      ​@@aishwaryagupta7372youl have to join the community for that

  • @GG-bf4vi
    @GG-bf4vi Місяць тому +46

    Masterclass by Shashank. This channel is seriously underrated. I did not know where to jump from a bunch of defence stocks but I invested in Pharma just before the budget thereby avoiding the defence stock crash and cashed on the pharma surge

    • @ShashankUdupa1
      @ShashankUdupa1  Місяць тому +13

      Haha super, next surge is NBFC and IT. We will see that playout now

    • @GG-bf4vi
      @GG-bf4vi Місяць тому +2

      @@ShashankUdupa1 Needless to say we literally 'owe you' 😅

    • @58vadsan
      @58vadsan 13 днів тому

      @@ShashankUdupa1Hi Shashank, how do I join the member community?

  • @alfredjones3984
    @alfredjones3984 29 днів тому +111

    Nice video coverage the market trends hint at lower prices, but this could also open doors for smart investments. Despite a possible short-term slump, remember the market's long-term potential. Downturns can be entry points for portfolio expansion. Success lies in informed decisions and strategic planning. Thanks to Shea Ardolf’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

    • @alfredjones3984
      @alfredjones3984 29 днів тому

      Shea Ardolf program is widely available online..

    • @lucaspaciello866
      @lucaspaciello866 29 днів тому

      This information is valuable. I quickly searched her full name and her website appeared instantly, showcasing her impressive qualifications. Thank you for sharing.

    • @chesteradams9764
      @chesteradams9764 29 днів тому

      The beauty of Shea Ardolf ’s approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.

    • @dorothyweller7736
      @dorothyweller7736 29 днів тому

      Trading systems allow you to limit the factor of emotional influence on decision-making, as well as to give the trade a certain degree of systemic character.

    • @sidinhasol
      @sidinhasol 29 днів тому

      Investing in Bitcoin is the wisest asset to be in, not trying to shit on other stocks, it just won’t outperform Bitcoin over pretty much any long time horizon…reality over feelings!!

  • @KimberlyO.Kitchens
    @KimberlyO.Kitchens Місяць тому +77

    The stock market is and has always been the best place to make substantial income. Which is why I still find myself pumping funds into the Stock market and trading aggressively, away from all the distractions around. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

    • @Saviourtina-c4i
      @Saviourtina-c4i Місяць тому

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

    • @SandraMoore78
      @SandraMoore78 Місяць тому

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K

    • @KarenJ.Mancia
      @KarenJ.Mancia Місяць тому

      This is definitely considerable! think you could suggest any professional/advlsors i can get on the phone with? i'm in dire need of proper portfollo allocation

    • @SandraMoore78
      @SandraMoore78 Місяць тому

      My CFA ’’Jessica Lee Horst, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

    • @JamesKjones-n7r
      @JamesKjones-n7r Місяць тому

      I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.

  • @KiraWells-r4l
    @KiraWells-r4l Місяць тому +32

    I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.

    • @mayalucia-
      @mayalucia- Місяць тому

      Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

    • @Reuben-w5f
      @Reuben-w5f Місяць тому

      The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

    • @MichaelAkin-h6e
      @MichaelAkin-h6e Місяць тому

      Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

    • @Reuben-w5f
      @Reuben-w5f Місяць тому

      Svetlana Sarkisian Chowdhury a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

    • @shurik-h5o
      @shurik-h5o Місяць тому

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @umarsiddiqi3164
    @umarsiddiqi3164 Місяць тому +27

    CDSL i dont think they bought 100%. CDSL has done stock split of 1:1

  • @IamRahul_007
    @IamRahul_007 Місяць тому +3

    Zabardastttttt Mazzaaaaa Aa Gayaaaaa! Pls make a series of such videos every week analying entering and exiting the positions of leading Small cap & Mid cap mutual funds ❤🔥✨

  • @mrtecch
    @mrtecch Місяць тому

    Missed you all these years. Thanks for coming back

  • @lokesh__1-a
    @lokesh__1-a Місяць тому +46

    Shashank, I think there is a misunderstood on CDSL. The double in shares may due to their 1:1 bonus issue.

  • @MihirHundiwala-ps4xb
    @MihirHundiwala-ps4xb Місяць тому +5

    This type of videos truly help people like me who do not get much time for finding out such data.. Please keep it up, you are doing great work, very much appreciated. Also look at gland pharma, many mutual funds have bought it recently, breakout is yet to be seen on technical chart.. one big risk for this company is that fosun pharmaceuticals hold large stake in gland pharma and it is a chinese company... i am not sure how it will affect the future of this company

  • @khilanunadkat3865
    @khilanunadkat3865 Місяць тому +1

    CDSL has issued bonus shares and that is why PPFCS holding in it has been doubled from quantity wise. Money wise it is same only

  • @Sàhá_KòúshiK27
    @Sàhá_KòúshiK27 Місяць тому +5

    Motilal Oswal is most underrated but they are very smart they have good fund manager. 🔥☑️ 8:54

    • @loveindiafromindia8612
      @loveindiafromindia8612 Місяць тому

      Moti lal oswal defence fund is giving me 17 percent negative return

    • @Sàhá_KòúshiK27
      @Sàhá_KòúshiK27 Місяць тому

      @@loveindiafromindia8612 sab defence fund negetive hai sectoral fund always have risk isme fund manager or fund ka koi dosh Nehi na .

    • @loveindiafromindia8612
      @loveindiafromindia8612 Місяць тому

      @@Sàhá_KòúshiK27 hanji maine 5 saal ke liye kia h usme invest dekha jayega jo bhi hoga 5 saal baad

  • @prameyprabhudesai864
    @prameyprabhudesai864 Місяць тому +4

    @shashank.. cdsl shares doubling by PPFAS is due to bonus share issue. The stake is still 4.67%.

    • @prathamgupta9353
      @prathamgupta9353 Місяць тому

      Yes pramey, have pinned it on the profile it was a miscalculation from my end

  • @ulaganathan4072
    @ulaganathan4072 Місяць тому +1

    Your most underrated youtuber bro, I love your analysis 🎉🎉

  • @mridulj94
    @mridulj94 Місяць тому +1

    Can you pls clarify. If Interest rates are expected to cut then does that not mean loans will increase and banks will do better ? Pls guide.

  • @kirana2586
    @kirana2586 Місяць тому

    I am planning invest only on niftybee and bankbee please share your thoughts. Both are in middle school. I am doing it for 10 year stock sip

  • @Trader_hub96
    @Trader_hub96 Місяць тому

    Thanks for the detailed Analysis.
    Need advice Bajaj housing financen IPO alloted to me 1 lot. Can we hold for longer term or sell it on listing day?

    • @dm5665
      @dm5665 Місяць тому +1

      Sell

  • @anilpudota290
    @anilpudota290 Місяць тому +3

    Zydus life and Natco pharma are promising in pharma

  • @trijay
    @trijay Місяць тому

    Trending towards
    1)Pharma
    2)FMCG
    3)Chemicals

  • @sumanmitra5872
    @sumanmitra5872 Місяць тому +2

    buying a scrip at right price and lower valuations with healthy sales and profit with stable OPM makes more sense .....as retail investors constantly churning portfolio with ques from AMC's buy n sell will not make sense

  • @FinanceGuruuu
    @FinanceGuruuu Місяць тому +1

    Was surprised to look at funds picked. because I am holding all these funds from last 18 months❤

  • @ramkey3259
    @ramkey3259 Місяць тому +3

    CDSL -100 % INCREASE IS DUE TO 1:1 BONUS SHARE

  • @chaitanyasabharwal72003
    @chaitanyasabharwal72003 Місяць тому

    Its an insight rich report. But I've a question. I also make such reports on a monthly basis using the data of the same mutual funds (Parag Parikh Flexi Cap, Motilal MidCap and Motilal Flexi Cap) using their factsheets but the only data that shows up to me is the '%' allocation and not the number of shares. How are you getting this data? Please tell.

  • @UjjwalBassi
    @UjjwalBassi Місяць тому

    Thanks for such a detailed explanation on MF.
    Where do you get this information??

  • @varinderkumar7092
    @varinderkumar7092 Місяць тому +1

    Don't you think stocks they bought is already one two months old or there is still a room for growth?

  • @akashhazarika2782
    @akashhazarika2782 Місяць тому +1

    Just watched your father’s interview on wint wealth, Now i know where u got ur based prepared from…. U are a lucky guy ❤

  • @Weshallovercome100
    @Weshallovercome100 Місяць тому

    Hi Sashank, from where are you getting this MF portfolio? 6 months down the line what target you are seeing in Escorts Kubota?

  • @prashanthr845
    @prashanthr845 Місяць тому

    Hi Shashank, Please can you tell from were do we get these monthly mutual fund stock investment data to track.

  • @arnavsharma65
    @arnavsharma65 Місяць тому

    It is a really a video series , it helps us alot , please keep continue posting these videos

  • @ParryJav
    @ParryJav Місяць тому +1

    Deepak Fertilizer
    Asther DM
    Capcite Infra
    Himadri Speciality

    • @Ribro
      @Ribro Місяць тому

      aster DM isnt good bet

  • @SocialSanjana
    @SocialSanjana Місяць тому +1

    This is a wonderful analysis Shashank ❤ I just watch your videos to quickly know what to do next. Absolute NO BULLSHIT CHANNEL

  • @omkartaru5397
    @omkartaru5397 Місяць тому

    Amazing to watch my fav funds, got to know how this funds are investing under the hood thanks

  • @rajeshnarula9494
    @rajeshnarula9494 Місяць тому

    Hi Shashank, came across & subscribed to ur channel today. I m invested in Quant PSU & Value Fund. While returns in Value fund r up, PSU is going down. Please advice.

  • @yashjha4396
    @yashjha4396 Місяць тому +2

    I think tata motors is due to 10:7 split, that's why it shows 30% drop

  • @Gopika999
    @Gopika999 Місяць тому

    Really gives more insight about the mutual fund movement and feel more valuable information to investors.

  • @kakashisenpai99
    @kakashisenpai99 Місяць тому +1

    Thanks Mr. Udupa.. great video

  • @rishabhbajaj8420
    @rishabhbajaj8420 Місяць тому

    Hi Shashank, do you think phoenix mills is the best real estate stock currently?

  • @sajalsingh5064
    @sajalsingh5064 Місяць тому

    Please make regular videos monthly weekly analysis of the market & sectors fundamental technical analysis mutual fund buying or fortnight data in your style of tracking desition in your set-up so we can learn What's your way and what are you thinking about?

  • @gyandevpandey-y5r
    @gyandevpandey-y5r Місяць тому +1

    3 infra companies on DATA CENTER are Anant Raj, Capacite and Ahluwali Contracts.

  • @PradeepKumar-ze2qe
    @PradeepKumar-ze2qe Місяць тому

    Thanks Shashank video , Motilal Oswal fund stocks are good and I too have most of them, really appreciate your effort and time

  • @guneetharrar1526
    @guneetharrar1526 Місяць тому

    How you able to make this excel sheet like where to track these details regarding mutual funds buying ehat??

  • @snehaprabhu2316
    @snehaprabhu2316 Місяць тому

    Hi Shashank. Great video, very informative! Please do more of these videos. Also you could do a detailed analysis on stock portfolios of viewers.

  • @namitatiwari9865
    @namitatiwari9865 Місяць тому +6

    Shashank, you are taking account of the no of shares brought and sold. But total volume can be determined by stock price.
    If we can add stock price or %of total . It will help us understand if the month on month bets are small or large based on total volume

  • @fvs1
    @fvs1 Місяць тому

    Hi, where do you source this information? I see monthly factsheets are limited in terms of increase/decrease details and other things like new entries etc. Most show only top 10 list in factsheet. Will you help wjth disclosing the source ?

  • @akshayrealsteel6156
    @akshayrealsteel6156 Місяць тому

    Can you tell us how to track or know the shareholding pattern of mutual funds. Where to research

  • @spartacus5763
    @spartacus5763 Місяць тому +1

    U r a underrated u tuber man

  • @kevalkumar9694
    @kevalkumar9694 Місяць тому

    Nice.
    Can you share this excel?
    If any charges or subscription fee - pls let us know complete details of charges.

  • @nithink4354
    @nithink4354 Місяць тому +1

    hey Shashank, love your content and love the fact hat you put so much efforts.
    is it possible to share the sheet with everyone?

  • @akashjain2549
    @akashjain2549 Місяць тому +1

    Sir from where we can download all these datas of monthly buying and selling of mutual fund. Please reply sir

  • @Dmm-w9q
    @Dmm-w9q Місяць тому

    Hi Guys
    From where we can get monthly mutual fund buying & selling data from? It would be really helpful if you know the source
    Superb analysis

  • @Sivaganeshg5
    @Sivaganeshg5 Місяць тому +1

    What is absurd is that the undervaluation of banks like CANARA BANK whose cash equivalents are greater than its market capitalisation

  • @Raj.SinghYT
    @Raj.SinghYT Місяць тому +1

    Best Analysis Video on Activity of Mutual Funds and Learn Something New❤

  • @Dp.1
    @Dp.1 Місяць тому

    How we can find by self mutual funds buying or increase or decrease current holdings stocks

  • @saravanakumarshanmugam3947
    @saravanakumarshanmugam3947 Місяць тому

    I like zydus. It hasn't given lifehigh bo. But most of pharma above LH

  • @ashok37365
    @ashok37365 Місяць тому +1

    Please make a video on momentum etfs to be chosen..❤

  • @madhavmangipudi1817
    @madhavmangipudi1817 Місяць тому

    Hi shashank
    Where to get this data??

  • @ZenZ_Culture
    @ZenZ_Culture Місяць тому

    Chemical industries are in light because the prices of crude oil is down which can help them in making more profits

  • @PrashanthSharmaVlogs
    @PrashanthSharmaVlogs Місяць тому

    Amazing video thanks Shashank! ❤ Super agi ittu!

  • @HK351
    @HK351 Місяць тому

    From where do you get this data every month?

  • @shivgori2620
    @shivgori2620 Місяць тому +13

    Bro I guess CDSL increase in shares is due to bonus issue

    • @manikbansal4731
      @manikbansal4731 Місяць тому

      I also think so

    • @prathamgupta9353
      @prathamgupta9353 Місяць тому

      Yes guys already pinned it on the profile was a miscalculation from my end

  • @RohithGk
    @RohithGk Місяць тому +2

    @shashank, The double in CDSL shares might be due to their 1:1 bonus issue.

    • @prathamgupta9353
      @prathamgupta9353 Місяць тому

      Yes Rohith, have pinned it on the profile it was a miscalculation from my end

  • @arjun21289
    @arjun21289 Місяць тому

    So based on ppfas steel and metal companies won't do that well in the coming future, what are your views @shashank ?

  • @shreyashtare2872
    @shreyashtare2872 Місяць тому

    Through which techniques Shashank you keep track of these mutual funds can you please elaborate. It will also help us too.

  • @RBVijeyShankar
    @RBVijeyShankar Місяць тому +2

    Interesting that you are betting on NBFC whereas parag parikh is cutting on NBFC(bajaj finance a cut down of 1.3% maybe) and adding banks(hdfc, icici and kotak all 3 increased albeit ~4%). Wondering which will be true. Didnt see any NBFC in quant or motilal might be due to the market size the mutual fund is focussed on.

    • @ShashankUdupa1
      @ShashankUdupa1  Місяць тому +3

      Yes, infact the rally has started already. Chola, Shriram fin are at all time high and so is bajfin. Another 4-5months they should be in the limelight

  • @junaidahmadkazi7104
    @junaidahmadkazi7104 Місяць тому

    This is exactly the type of video that helps. Thank you.. Thank you

  • @Nieljuliet
    @Nieljuliet Місяць тому

    This genuine work man 👌🏼👌🏼

  • @ChotaDon-u1u
    @ChotaDon-u1u Місяць тому

    Can we expect a smallcase from u before closing of this yr?

  • @shivass9690
    @shivass9690 Місяць тому

    I have to see the mutual fund activity on buying and selling month on month basis. There is any specific site to check those details.

  • @ballu805
    @ballu805 Місяць тому +1

    White oak farma fund.....buy....

  • @learnerBSE
    @learnerBSE Місяць тому

    Very useful .. thanks for sharing such a wonderful content

  • @adagoudamakannawar4933
    @adagoudamakannawar4933 Місяць тому

    Very much informative update on mutual fund where to increse the allotment Vs where it is good to reduce investment aswell

  • @yuvrajamin1439
    @yuvrajamin1439 Місяць тому

    Thank you so much Shashank

  • @vishugawande9504
    @vishugawande9504 Місяць тому

    Where i can get this data any website?

  • @maneeshmanral
    @maneeshmanral Місяць тому

    where do get this data from?

  • @ramv8588
    @ramv8588 Місяць тому

    Can you tell me from where you are pulling this data?

  • @DhanushKM-f6j
    @DhanushKM-f6j Місяць тому

    Shashank What's your take on ujjivan small finance bank since FII have massively increased their stake

  • @devtanukarmakar6715
    @devtanukarmakar6715 Місяць тому

    HI BY ANY CHANCE CAN WE GET TO KNOW OR LEARN HOW YOU MADE THIS EXCEL FILE

  • @prafulyadav9403
    @prafulyadav9403 Місяць тому

    how to track ? i mean to ask how to get this kind of excel sheet?

  • @abisheikabi8610
    @abisheikabi8610 Місяць тому

    Thnaks. Pl add stocks purchased by FII like MIT wnd goldman sachs

  • @paritoshbhatt
    @paritoshbhatt Місяць тому

    Very Informative Video Man ! Thanks for sharing this in a beautiful way...

  • @gurjyotsinghnarang4729
    @gurjyotsinghnarang4729 Місяць тому

    how to select which bunch of mutual funds to follow?

  • @arunakiran4u
    @arunakiran4u Місяць тому

    good job bro, I rather follow same, but occasionally

  • @SugumarRamaChandra
    @SugumarRamaChandra Місяць тому

    How do we get monthly data of mutual funds' buying?

  • @kamalakannan39
    @kamalakannan39 Місяць тому

    Hello Shashank, Can you please talk about your favourite penny stocks?

  • @PapaSierraGolf
    @PapaSierraGolf Місяць тому +1

    Why the exit on OFSS?

  • @deepanshu_0.0
    @deepanshu_0.0 Місяць тому

    from where do I get this data ?

  • @DhanushKM-f6j
    @DhanushKM-f6j Місяць тому +1

    Please make a seperate video on the chemical and insurance sector

  • @parthgala3343
    @parthgala3343 Місяць тому +1

    Can u tell how do you get these change in holdings of MUTUAL FUNDS

    • @pkkraman2011
      @pkkraman2011 Місяць тому

      From their Monthly fact sheets

  • @MakeWorldBetterPlace3553
    @MakeWorldBetterPlace3553 Місяць тому

    Awesome video !!! Comprehensive information.
    I request you to sell sheet at nominal cost say 25 INR,
    It will bring handsome revenue and will help genuine investors. I wish those who put sincere efforts they must be paid. Believe my words when you will start taking nominal charges, your followers will stay with you and there will be consistent increase.

  • @SarkariBhulla
    @SarkariBhulla Місяць тому

    Thank you brother ❤

  • @412sahil
    @412sahil Місяць тому

    Beautiful video bro thank you so much ❤

  • @mahendrakalal4179
    @mahendrakalal4179 Місяць тому

    Nice initiative keep continue

  • @monuuuz
    @monuuuz Місяць тому

    Top top video as always, connecting the dots like usual

  • @newsviewsreaction2156
    @newsviewsreaction2156 Місяць тому

    Also IT SECTOR looks promising for next couple of months??

  • @SharukhKhan-u3o
    @SharukhKhan-u3o Місяць тому

    Please review Bandhan Small Cap fund direct growth
    It is rated 5 star on Money control and has good returns in last 5 years
    I have started my SIP in this fund.
    Would like you to review it :)

  • @rubinss7636
    @rubinss7636 Місяць тому

    Where can we get this data? In the web?

    • @rajasekharv8788
      @rajasekharv8788 Місяць тому

      Your AMC will send portfolio details monthly.
      For other AMCs get from AMFI, Money control etc

  • @drippy2117
    @drippy2117 Місяць тому

    Buy HSCL

  • @PradeepKumar-ze2qe
    @PradeepKumar-ze2qe Місяць тому

    Please make video on chemical stocks

  • @karunakarvaka7319
    @karunakarvaka7319 Місяць тому

    Thank you

  • @Anonymous-ww1sww
    @Anonymous-ww1sww Місяць тому

    Make a video on how you make this excel or how you get it.