Stock SIP For LONG TERM
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https://t.me/+YYdV-cNroncxMmI9 I'm not a SEBI registered advisor,the information provided by me is for educational purposes only.You are responsible for all investment decisions,please note that I do not provide any tips/stock suggestion.
Show moreπ Analytical overview of Telegram channel Stock SIP For LONG TERM
Channel Stock SIP For LONG TERM (@stocksip) in the English language segment is an active participant. Currently, the community unites 21 377 subscribers, ranking 5 516 in the Economy & Finance category and 18 746 in the India region.
π Audience metrics and dynamics
Since its creation on Π½Π΅Π²ΡΠ΄ΠΎΠΌΠΎ, the project has demonstrated rapid growth, gathering an audience of 21 377 subscribers.
According to the latest data from 10 November, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by -45 over the last 30 days and by -2 over the last 24 hours, overall reach remains high.
- Verification status: Not verified
- Engagement rate (ER): The average audience engagement rate is 11.23%. Within the first 24 hours after publication, content typically collects 7.47% reactions from the total number of subscribers.
- Post reach: On average, each post receives 2 400 views. Within the first day, a publication typically gains 1 596 views.
- Reactions and interaction: The audience actively supports content: the average number of reactions per post is 8.
- Thematic interests: Content is focused on key topics such as sip, portfolio, xirr, exit, qty.
π Description and content policy
The author describes the resource as a platform for expressing subjective opinions:
βhttps://t.me/+YYdV-cNroncxMmI9 I'm not a SEBI registered advisor,the information provided by me is for educational purposes only.You are responsible for all investment decisions,please note that I do not provide any tips/stock suggestion.β
Thanks to the high frequency of updates (latest data received on 11 November, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Economy & Finance category.
21 377
Subscribers
-224 hours
+37 days
-4530 days
Posts Archive
21 377
+1
Edelweiss Midcap Portfolio Update (October 2026) π
Edelweiss midcap latest portfolio shows two fresh buys and five exits. @iRadhikaGupta
The big exit was BSE Ltd, a top-10 holding last month.
π’ 2 Fresh Buys
(Sagility Ltd., One 97 Communications Ltd.)
π΄ 5 Full Exits π
(BSE Ltd, Polycab India Ltd., Hero MotoCorp Ltd., S.J.S. Enterprises Ltd., Deepak Nitrite Ltd.)
π 82 Increase in Holdings
(Accumulating: Laurus Labs Ltd., Multi Commodity Exchange of India Ltd., Billionbrains Garage Ventures Ltd., The Indian Hotels Company Ltd., Coforge Ltd., etc.)
π 8 Decrease in Holdings
(Includes trimming in: Ather Energy Ltd., Bharat Forge Ltd., Cummins India Ltd., Jubilant Foodworks Ltd., ICICI Prudential Asset Management Company Ltd., etc.)
βΈοΈ 11 Companies - No Change
(Held steady on core positions: Ashok Leyland Ltd., UNO Minda Ltd., HDFC Asset Management Company Ltd., Max Financial Services Ltd., Endurance Technologies Ltd., etc.)
21 377
Quant AMC activity - October 2026 - based on the top 7 equity funds we track at FinAlpha.
Net bought βΉ2,426 Cr: βΉ3,124 Cr bought against βΉ698 Cr sold.
πΉ Top Buys & Sells
Jio Platforms Limited led the purchases with an inflow of βΉ1,351 Cr, followed by Bharti Airtel Limited at βΉ766 Cr and ITC Ltd at βΉ301 Cr. Other notable buys include Divi's Laboratories Limited and Piramal Finance Ltd.
On the exit side, the AMC trimmed exposure in pharma & biotech and agri food products, specifically moving capital away from Jubilant Pharmova Limited (βΉ303 Cr), AWL Agri Business Limited (βΉ114 Cr) and Aurobindo Pharma Limited (βΉ66 Cr).
πΉ Industry Shifts
The portfolio saw a clear rotation into telecom - services, diversified FMCG and finance, while scaling back exposure in agri food products, pharma & biotech and banks.
π Top 5 Increased Weightage:
Telecom - Services: +4.22%
Diversified FMCG: +0.56%
Auto Components: +0.25%
IT - Software: +0.10%
Industrial Manufacturing: +0.08%
π Top 5 Decreased Weightage:
Banks: -0.60%
Industrial Products: -0.57%
Metals Trading: -0.56%
Gas: -0.46%
Construction: -0.42%
21 377
+1
Quant Midcap Portfolio Update (October 2026) π
A muted October for Quant. Just top-ups and trims to existing names.
π’ 0 Fresh Buys
(No fresh buys this month)
π΄ 0 Full Exits π
(No exits this month)
π 3 Increase in Holdings
(Accumulating: Persistent Systems Limited, Sona BLW Precision Forgings Limited, IDBI Bank Limited)
π 1 Decrease in Holdings
(Includes trimming in: Aurobindo Pharma Limited)
βΈοΈ 19 Companies - No Change
(Held steady on core positions: Lloyds Metals and Energy Limited, Tata Communications Limited, Indus Towers Limited, IRB Infrastructure Developers Limited, LG Electronics India Ltd, etc.)
*Names of derivatives ( Futures) not included.
Check official disclosure for derivatives split !
21 377
+1
Old Bridge Flexicap Portfolio Update (October 2026) π
A big reshuffle at Old Bridge Flexicap from Kenneth Andrade's AMC, with three fresh buys and five exits. Equity moved from 91.6% to 87.3%.
And guess what , HCL Tech is back in the portfolio ( They sold it from Focused fund few months ago )
π’ 3 Fresh Buys
(HCL Technologies Ltd, Axis Bank Limited, Atul Limited)
π΄ 5 Full Exits π
(RBL Bank Ltd, Avenue Supermarts Limited, Larsen & Toubro Limited, Yatra Online Limited, Delhivery Limited)
π 9 Increase in Holdings
(Accumulating: Jubilant Ingrevia Limited, Deepak Fertilizers and Petrochemicals Corporation Limited, The Federal Bank Limited, Redington Limited, Mahindra & Mahindra Financial Services Limited, etc.)
π 0 Decrease in Holdings
(No trimming across existing positions this month)
βΈοΈ 20 Companies - No Change
(Held steady on core positions: International Gemological Institute Limited, Hindalco Industries Limited, Star Health and Allied Insurance Company Limited, Zydus Lifesciences Limited, Shriram Finance Limited, etc.)
21 377
Abakkus AMC activity - October 2026 - based on the top 3 equity funds we track at FinAlpha.
Net bought βΉ1,081 Cr: βΉ1,143 Cr bought against βΉ62 Cr sold.
πΉ Top Buys & Sells
Zydus Lifesciences Limited led the purchases with an inflow of βΉ59 Cr, followed closely by Inox India Limited at βΉ56 Cr and Aether Industries Limited at βΉ53 Cr. Other notable buys include Emmvee Photovoltaic Power Limited and IIFL Finance Limited.
On the exit side, the AMC trimmed exposure in industrial products, pharma & biotech and industrial manufacturing, specifically moving capital away from Jindal Saw Ltd (βΉ34 Cr), Divi's Laboratories Limited (βΉ9 Cr) and Indo-MIM Limited (βΉ7 Cr).
πΉ Industry Shifts
The portfolio saw a clear rotation into capital markets, banks and pharma & biotech, while scaling back exposure in automobiles.
π Top 5 Increased Weightage:
Banks: +0.32%
Capital Markets: +0.29%
Leisure Services: +0.25%
Pharma & Biotech: +0.24%
Commercial Services: +0.23%
π Top 5 Decreased Weightage:
Industrial Products: -0.46%
Retailing: -0.28%
Non - Ferrous Metals: -0.26%
Automobiles: -0.24%
Electrical Equipment: -0.21%
21 377
+1
Old Bridge Focused Portfolio Update (October 2026) π
Old Bridge from Kenneth Andrade's AMC is out with its latest portfolio and this month, two fresh buys and one exit (Axis Bank Limited). ICICI Bank Ltd came straight in at 3.5%.
π’ 2 Fresh Buys
(ICICI Bank Ltd, International Gemological Institute Limited)
π΄ 1 Full Exit π
(Axis Bank Limited)
π 6 Increase in Holdings
(Accumulating: Bharti Airtel Limited, ITC Ltd, InterGlobe Aviation Limited, Maruti Suzuki India Limited, Hindalco Industries Limited, etc.)
π 0 Decrease in Holdings
(No trimming across existing positions this month)
βΈοΈ 18 Companies - No Change
(Held steady on core positions: Shriram Finance Limited, Aurobindo Pharma Limited, Redington Limited, Alivus Life Sciences Limited, Ramkrishna Forgings Limited, etc.)
21 377
+1
Abakkus Large and Midcap Portfolio Update (October 2026) π
Abakkus Large and Midcap's latest pf is out : four fresh buys and two exits. The biggest new buy was Zetwerk Manufacturing Businesses Limited at 3.1%.
π’ 4 Fresh Buys
(Zetwerk Manufacturing Businesses Limited, MphasiS Limited, Eternal Limited, Bonfiglioli Transmissions Limited)
π΄ 2 Full Exits π
(Cochin Shipyard Limited, Le Travenues Technology Ltd)
π 21 Increase in Holdings
(Accumulating: Bharti Hexacom Limited, Kotak Mahindra Bank Ltd, UltraTech Cement Limited, Multi Commodity Exchange of India Limited, Endurance Technologies Limited, etc.)
π 2 Decrease in Holdings
(Includes trimming in: Piramal Finance Limited, Bajaj Auto Limited)
βΈοΈ 25 Companies - No Change
(Held steady on core positions: ICICI Bank Ltd, Axis Bank Limited, HDFC Bank Ltd, Karur Vysya Bank Limited, Bharat Electronics Limited, etc.)
21 377
+1
Abakkus Flexicap Portfolio Update (October 2026) π
Abakkus Felxicap is out with its latest portfolio. Just top-ups and trims to existing names.
π’ 0 Fresh Buys
(No fresh buys this month)
π΄ 0 Full Exits π
(No exits this month)
π 33 Increase in Holdings
(Accumulating: Zydus Lifesciences Limited, Billionbrains Garage Ventures Ltd, Dixon Technologies (India) Limited, PB Fintech Limited, ICICI Bank Ltd, etc.)
π 1 Decrease in Holdings
(Includes trimming in: Divi's Laboratories Limited)
βΈοΈ 12 Companies - No Change
(Held steady on core positions: Lupin Limited, Mahindra & Mahindra Limited, Oracle Financial Services Software Limited, Arvind Fashions Limited, Urban Company Ltd, etc.)
21 377
+1
Abakkus Small Cap Portfolio Update (October 2026) π
Abakkus Smallcap from Sunil Singhania's AMC shared its October portfolio, with one fresh buy (EAAA India Alternatives Limited) and two exits. Debt moved from 8.4% to 6.2%.
π’ 1 Fresh Buy
(EAAA India Alternatives Limited)
π΄ 2 Full Exits π
(Jindal Saw Ltd, Indo-MIM Limited)
π 48 Increase in Holdings
(Accumulating: Inox India Limited, Tanla Platforms Limited, PG Electroplast Limited, Aether Industries Limited, Kirloskar Oil Engines Limited, etc.)
π 0 Decrease in Holdings
(No trimming across existing positions this month)
βΈοΈ 15 Companies - No Change
(Held steady on core positions: Karur Vysya Bank Limited, Gabriel India Limited, Container Corporation of India Limited, International Gemological Institute Limited, Jubilant Pharmova Limited, etc.)
21 377
+1
PPFAS Flexicap Portfolio Update (October 2026) π
The largest active fund in India is out with its latest portfolio and this month, one fresh buy (Netflix Inc) and one exit (Meta Platforms Registered Shares A). Netflix Inc came straight in at 3.1%.
π’ 1 Fresh Buy
(Netflix Inc)
π΄ 1 Full Exit π
(Meta Platforms Registered Shares A)
π 14 Increase in Holdings
(Accumulating: DLF Ltd., Coal India Limited, Bajaj Holdings & Investment Limited, Indus Towers Limited, Petronet LNG Limited, etc.)
π 1 Decrease in Holdings
(Includes trimming in: Microsoft Corp)
βΈοΈ 24 Companies - No Change
(Held steady on core positions: HDFC Bank Ltd, Power Grid Corporation of India Limited, ITC Ltd, ICICI Bank Ltd, Kotak Mahindra Bank Limited, etc.)
21 377
+1
JioBlackRock Flexicap Portfolio Update (October 2026) π
JioBlackRock shared its October portfolio, with 13 fresh buys and 21 exits. The biggest addition was to Punjab National Bank, up 1%.
π’ 13 Fresh Buys
(Hindustan Zinc Ltd, IIFL Finance Limited, The South Indian Bank Ltd, Mahindra & Mahindra Financial Services Ltd, Bajaj Consumer Care Ltd, etc.)
π΄ 21 Full Exits π
(Tata Consultancy Services Ltd, Ultratech Cement Ltd, Yes Bank Ltd, TVS Motor Company Ltd., Hindalco Industries Ltd, etc.)
π 27 Increase in Holdings
(Accumulating: Punjab National Bank, Bharti Airtel Ltd, Bank of India, Polycab India Ltd, GAIL (India) Ltd, etc.)
π 18 Decrease in Holdings
(Includes trimming in: HDFC Bank Ltd, Nippon Life India Asset Management Ltd, Adani Energy Solutions Ltd, JSW Steel Ltd, Max Financial Services Ltd, etc.)
βΈοΈ 71 Companies - No Change
(Held steady on core positions: ICICI Bank Ltd, Reliance Industries Ltd, Mahindra & Mahindra Ltd, Infosys Ltd, Larsen & Toubro Ltd, etc.)
21 377
Quartile Rankings - Large & Mid Cap Funds
(Rankings from 2017 to YTD 2026)
