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.
Показати більше📈 Аналітичний огляд Telegram-каналу Stock SIP For LONG TERM
Канал Stock SIP For LONG TERM (@stocksip) у мовному сегменті Англійська є активним учасником. На даний момент спільнота об'єднує 21 377 підписників, посідаючи 5 516 місце в категорії Економіка та фінанси та 18 746 місце у регіоні Індія.
📊 Показники аудиторії та динаміка
З моменту свого створення невідомо, проект продемонстрував стрімке зростання, зібравши аудиторію у 21 377 підписників.
За останніми даними від 10 листопада, 2026, канал демонструє стабільну активність. Хоча за останні 30 днів спостерігається зміна кількості учасників на -45, а за останні 24 години на -2, загальне охоплення залишається високим.
- Статус верифікації: Не верифікований
- Рівень залученості (ER): Середній показник залученості аудиторії становить 11.23%. Протягом перших 24 годин після публікації контент зазвичай збирає 7.47% реакцій від загальної кількості підписників.
- Охоплення публікацій: В середньому кожен допис отримує 2 400 переглядів. Протягом першої доби публікація в середньому набирає 1 596 переглядів.
- Реакції та взаємодія: Аудиторія активно підтримує контент: середня кількість реакцій на один пост – 8.
- Тематичні інтереси: Контент зосереджений навколо ключових тем, таких як sip, portfolio, xirr, exit, qty.
📝 Опис та контентна політика
Автор описує ресурс як майданчик для висловлення суб'єктивної думки:
“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.”
Завдяки високій частоті оновлень (останні дані отримано 11 листопада, 2026), канал підтримує актуальність та високий рівень охоплення публікацій. Аналітика показує, що аудиторія активно взаємодіє з контентом, що робить його важливою точкою впливу в категорії Економіка та фінанси.
21 377
Підписники
-224 години
+37 днів
-4530 днів
Архів дописів
21 377
+1
Edelweiss Midcap Portfolio Update (October 2026) 📊
Edelweiss midcap latest portfolio shows two fresh buys and five exits. @iRadhikaGupta
The big exit was BSE Ltd, a top-10 holding last month.
🟢 2 Fresh Buys
(Sagility Ltd., One 97 Communications Ltd.)
🔴 5 Full Exits 📉
(BSE Ltd, Polycab India Ltd., Hero MotoCorp Ltd., S.J.S. Enterprises Ltd., Deepak Nitrite Ltd.)
📈 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.)
📉 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.)
⏸️ 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 ₹2,426 Cr: ₹3,124 Cr bought against ₹698 Cr sold.
🔹 Top Buys & Sells
Jio Platforms Limited led the purchases with an inflow of ₹1,351 Cr, followed by Bharti Airtel Limited at ₹766 Cr and ITC Ltd at ₹301 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 (₹303 Cr), AWL Agri Business Limited (₹114 Cr) and Aurobindo Pharma Limited (₹66 Cr).
🔹 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.
📈 Top 5 Increased Weightage:
Telecom - Services: +4.22%
Diversified FMCG: +0.56%
Auto Components: +0.25%
IT - Software: +0.10%
Industrial Manufacturing: +0.08%
📉 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) 📊
A muted October for Quant. Just top-ups and trims to existing names.
🟢 0 Fresh Buys
(No fresh buys this month)
🔴 0 Full Exits 📉
(No exits this month)
📈 3 Increase in Holdings
(Accumulating: Persistent Systems Limited, Sona BLW Precision Forgings Limited, IDBI Bank Limited)
📉 1 Decrease in Holdings
(Includes trimming in: Aurobindo Pharma Limited)
⏸️ 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) 📊
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 )
🟢 3 Fresh Buys
(HCL Technologies Ltd, Axis Bank Limited, Atul Limited)
🔴 5 Full Exits 📉
(RBL Bank Ltd, Avenue Supermarts Limited, Larsen & Toubro Limited, Yatra Online Limited, Delhivery Limited)
📈 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.)
📉 0 Decrease in Holdings
(No trimming across existing positions this month)
⏸️ 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 ₹1,081 Cr: ₹1,143 Cr bought against ₹62 Cr sold.
🔹 Top Buys & Sells
Zydus Lifesciences Limited led the purchases with an inflow of ₹59 Cr, followed closely by Inox India Limited at ₹56 Cr and Aether Industries Limited at ₹53 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 (₹34 Cr), Divi's Laboratories Limited (₹9 Cr) and Indo-MIM Limited (₹7 Cr).
🔹 Industry Shifts
The portfolio saw a clear rotation into capital markets, banks and pharma & biotech, while scaling back exposure in automobiles.
📈 Top 5 Increased Weightage:
Banks: +0.32%
Capital Markets: +0.29%
Leisure Services: +0.25%
Pharma & Biotech: +0.24%
Commercial Services: +0.23%
📉 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) 📊
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%.
🟢 2 Fresh Buys
(ICICI Bank Ltd, International Gemological Institute Limited)
🔴 1 Full Exit 📉
(Axis Bank Limited)
📈 6 Increase in Holdings
(Accumulating: Bharti Airtel Limited, ITC Ltd, InterGlobe Aviation Limited, Maruti Suzuki India Limited, Hindalco Industries Limited, etc.)
📉 0 Decrease in Holdings
(No trimming across existing positions this month)
⏸️ 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) 📊
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%.
🟢 4 Fresh Buys
(Zetwerk Manufacturing Businesses Limited, MphasiS Limited, Eternal Limited, Bonfiglioli Transmissions Limited)
🔴 2 Full Exits 📉
(Cochin Shipyard Limited, Le Travenues Technology Ltd)
📈 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.)
📉 2 Decrease in Holdings
(Includes trimming in: Piramal Finance Limited, Bajaj Auto Limited)
⏸️ 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) 📊
Abakkus Felxicap is out with its latest portfolio. Just top-ups and trims to existing names.
🟢 0 Fresh Buys
(No fresh buys this month)
🔴 0 Full Exits 📉
(No exits this month)
📈 33 Increase in Holdings
(Accumulating: Zydus Lifesciences Limited, Billionbrains Garage Ventures Ltd, Dixon Technologies (India) Limited, PB Fintech Limited, ICICI Bank Ltd, etc.)
📉 1 Decrease in Holdings
(Includes trimming in: Divi's Laboratories Limited)
⏸️ 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) 📊
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%.
🟢 1 Fresh Buy
(EAAA India Alternatives Limited)
🔴 2 Full Exits 📉
(Jindal Saw Ltd, Indo-MIM Limited)
📈 48 Increase in Holdings
(Accumulating: Inox India Limited, Tanla Platforms Limited, PG Electroplast Limited, Aether Industries Limited, Kirloskar Oil Engines Limited, etc.)
📉 0 Decrease in Holdings
(No trimming across existing positions this month)
⏸️ 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) 📊
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%.
🟢 1 Fresh Buy
(Netflix Inc)
🔴 1 Full Exit 📉
(Meta Platforms Registered Shares A)
📈 14 Increase in Holdings
(Accumulating: DLF Ltd., Coal India Limited, Bajaj Holdings & Investment Limited, Indus Towers Limited, Petronet LNG Limited, etc.)
📉 1 Decrease in Holdings
(Includes trimming in: Microsoft Corp)
⏸️ 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) 📊
JioBlackRock shared its October portfolio, with 13 fresh buys and 21 exits. The biggest addition was to Punjab National Bank, up 1%.
🟢 13 Fresh Buys
(Hindustan Zinc Ltd, IIFL Finance Limited, The South Indian Bank Ltd, Mahindra & Mahindra Financial Services Ltd, Bajaj Consumer Care Ltd, etc.)
🔴 21 Full Exits 📉
(Tata Consultancy Services Ltd, Ultratech Cement Ltd, Yes Bank Ltd, TVS Motor Company Ltd., Hindalco Industries Ltd, etc.)
📈 27 Increase in Holdings
(Accumulating: Punjab National Bank, Bharti Airtel Ltd, Bank of India, Polycab India Ltd, GAIL (India) Ltd, etc.)
📉 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.)
⏸️ 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)
