WEEKLY WEALTH REPORT
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Investing is a serious job.
And it requires a lot of time, effort, and energy.
That too, for long periods of time.
This is why it is said that investment is a marathon, not a sprint.
It is a lifelong journey.
The quest for high performing portfolio led me to create a process and approach when comes to building a Portfolio and selecting High Performing Mutual Funds
I call it the S.M.A.R.T Alpha Matrix!
S – Systems & Process
• Screening Criteria: Start with quantitative filters—fund AUM > ₹500 crores (for liquidity), vintage >5 years, and consistent category ranking (top quartile over 3/5 years)`
M – Market Compatibility with Portfolio
Not every fund thrives in every market regime. The Market Compatibility pillar evaluates how a fund's style, sector bias, Portfolio Construct and beta fit your overall portfolio and the prevailing economic cycle.
A – Alpha (Higher Returns than benchmark)
Alpha is the holy grail: risk-adjusted outperformance over the benchmark. Always your portfolio returns should be higher than the benchmark.
R – Risk & Reward Ratios
Returns without risk control are illusions. The Risk & Reward Ratios pillar quantifies trade-offs.
T – Track Record
Past performance isn't a guarantee, but a 7–10 year track record across bull/bear markets reveals resilience.
The S.M.A.R.T Alpha Matrix builds high-performing portfolios that consistently deliver superior risk-adjusted returns, accelerating your path to financial independence and long- term wealth goals.
WEEKLY MARKET PULSE
• Indian equity markets extended their winning streak for the second consecutive week, this week saw
strong sector rotation and Nifty & Sensex Rise 1% Each
• Midcap Index & Small Cap Move in Line with the benchmarks and rallied 1% and 2.7% respectively
• PSU Bank, Defence & Metal Indices Gain the Most, while Capital Market is the Top Losing Index
• Among Nifty 50 stocks, Hindalco (+8.7%), Grasim (+7.2%), SBI (+6.8%) and Shriram Finance (+6.5%) were
among the notable winners.
• Brent crude declined around 7.3% during the week to $82.21/barrel. Lower crude prices are generally
positive for India because of its significant dependence on imported oil.
• Nifty Financial Services fell 0.73% ( Bajaj Finance down by -5.5% ) due to profit booking and regulatory
headwinds affecting non-bank lenders.
• The RBI kept the repo rate unchanged at 5.25% and retained its neutral stance. The decision was largely
expected, so the immediate market reaction was muted.
PRODUCT OF THE WEEK
INVESCO INDIA SMALL CAP FUND
The Invesco India Small Cap Fund is a high-risk equity mutual fund tailored for long-term capital appreciation by investing predominantly in smaller, agile companies. It is an open-ended fund that has generated strong historical returns.
Portfolio & Strategy
Sector Focus: Highly diversified with heavy weightings in Consumer Durables, Auto Components, Financials, and Healthcare Services .
Market Cap Allocation: The fund invests roughly 65% strictly in small-caps, while selectively utilizing large-cap (~14%) and mid-cap (~18%) stocks for better risk management and stability .
Stock Picking: It focuses on finding market disruptors and businesses with high growth potential, often in sunrise or niche industries.
SIF Corner
Specialised Investment Funds (SIF): The Next Evolution in Investing
India's investment landscape is evolving, and investors are looking for
solutions beyond traditional mutual funds. Specialised Investment
Funds (SIFs) are a new SEBI-regulated investment category designed
to bridge the gap between mutual funds and Portfolio Management
Services (PMS).
Who Should Consider SIFs?
SIFs are ideal for investors who:
• Have a higher risk appetite.
• Seek advanced investment strategies.
• Want greater portfolio flexibility.
• Prefer a regulated investment framework with professional fund
management.
SIFs offer greater flexibility in investment strategies while maintaining the
transparency and regulatory oversight associated with mutual funds.
Key Benefits
• Access to specialised investment strategies.
• Professional portfolio management.
• Greater flexibility than conventional mutual funds.
• SEBI-regulated structure with enhanced transparency.
• Potential for better risk-adjusted returns.
Looking to explore Specialised Investment Funds (SIFs)
PMS Chronicle
Portfolio Management Services (PMS) is a professionally managed investment
solution designed for high-net-worth investors seeking personalized portfolios
starting with 50 Lakhs as a Minimum Investment.
These are the Top 10 PMS which has positive Cashflow for June 2026
Looking to explore Portfolio Management Service (PMS)
THIS WEEK MY TOP SOCIAL MEDIA CONTENTS
IT’S NOT HOW MUCH YOU INVEST. IT’S HOW LONG.
“Start investing early. We hear it all the time. But how much difference can 5 years really make?
Let’s take a simple example:
Rohit starts at 25. Nandhini starts at 30.
Both invest ₹10,000/month at an assumed 12% annual return and stop at 45.
At 45:
Rohit
Invests for 20 years
Invests ₹24 lakh
Corpus: ~₹99 lakh
Nandhini
Invests for 15 years
Invests ₹18 lakh
Corpus: ~₹50 lakh
Difference: ~₹49 lakh
Rohit invested only ₹6 lakh more, but ended up with almost ₹49 lakh more.
Why?
Not a higher income. Not a bigger SIP. Just 5 extra years of compounding.
Your income can grow later. Your SIP can increase later. But you can never get back lost time.
Start early. Stay consistent. Let compounding do the heavy lifting.
ALL YOU WANT TO LEARN ABOUT
MUTUAL FUNDS
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
Describe one of your services
STOCK MARKET
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
Describe one of your services
What You Will Learn:
1. A-z Of Mutual Funds
2. Master The Art Of Sip’s
3. Build Wealth Like A Pro
4. Recorded Session Contains 8 Chapters
In Tamil Language
5. Lifetime Access
MIDDLE CLASS TO MILLION DOLLAR
Key Highlights:
1. Key Entry And Exit Points Of The Stock Market
2. 6-point Filter To Select A High-performing Stock
3. Learn Macro-economic Trends In Stock Picking
TO BUY MY UNTOLD WEALTH SECRET
This Newsletter Is From Creating Wealth Company – For Private Circulation Only.
For More Information Connect With Sathish Kumar @ 9841058689.
You Can Also Connect With Us investments@sathishspeaks.com | Visit Us – www.sathishspeaks.com for More Details.
DISCLAIMER
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme related documents carefully. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means are prohibited.