If you would’ve put 10 Lakh in this fund and left it untouched for just 15 years, you’re with a 1.75 Crores ! Simple do nothing and just sit tight ! Just compounding, no complex strategies ! Disclaimer : Sebi registered, not recommended, my family members hold this fund.

If I buy a Fund like Parag Parikh technically I’m holding 20% cash too and also which will get reinvested. I don’t have to take any active calls.

Don’t be lazy, be very very lazy !

Very interesting

Extreme fear and extreme greed will lead to capitulation, both are Behavioural extremes and that’s where opportunity lies to make bad decisions and good decisions. In 2026 there will be a similar place to be in and there lies opportunity to buy more stuck in fear !

The price you pay for wealth in stock markets is Handling Volatality. Your behaviour matters more at such times, we are on a 15 % cash levels and continue to buy and pump in more cash. Focus on your behavior rather than groups.

#MarcRich should’ve been there,he’s the one guy who would’ve figured out a way to ship millions of oil barrels and cracked the code of #Hormuz This guy had the playbook,and this is 1 guy I learnt risk management from long before Howard marks Here are 2 books that I find useful

Understand the difference between a process error and an outcome error Outcome errors happen for many reasons like luck, timing, uncertainty, chaos etc Process errors are well within our control, our research, buying price, allocation, cash position etc Avoid process errors

Just planned to go heavy on small caps, be it stocks or funds, now seems the time. Odds look favorable, cash is there, valuations low, high upper side Vs limited downside. Important of all risk looks favorable.

My cash position is reducing, it’s like a Weekly allocation now. When you hold cash for 4 years you get agony and stress, but such Moments are a vindication. We still hold cash, markets are almost down by 10 % We go by some rules For a 10% down we go 20% IN etc ..

The Most Important equation for an investor. EQ > IQ Emotional Control > Intelligence #behavior