The document provides an overview of the DSP Equity Opportunities Fund, a large and mid cap equity fund that invests in both established and emerging companies. The fund seeks to generate returns through a combination of top-down sector allocation and bottom-up stock selection. It takes a blended fundamental and valuation-based approach. The fund aims to maintain at least 35% exposure each to large and mid cap stocks. Key members of the investment team, their experience, and research process are described. Recent portfolio characteristics including sector exposures, top holdings, and active positions are also presented.
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund scheme that invests across large, mid, and small cap stocks. The fund follows a core-satellite approach, with 75-80% allocated to a core portfolio of high-quality businesses based on long-term themes and 20-25% to tactical opportunities. The investment team uses a framework focusing on business strength, management quality, and growth prospects to identify companies. The fund has outperformed its benchmark over multiple periods under the management of Atul Bhole since 2016, demonstrating a better risk-adjusted return profile.
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund that invests across large, mid, and small cap stocks without limits. The fund aims to invest in quality businesses with good growth prospects using a core plus tactical approach. It maintains a portfolio of 50-70 stocks with about 75-80% in core structural themes and 20-25% in tactical opportunities. The fund is managed by an experienced team led by Atul Bhole using a research-driven framework focusing on business strength, management quality, and growth prospects. Long-term performance shows the fund has outperformed its benchmark Nifty 500 index with better risk-adjusted returns over 1, 3, 5, and 10-
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund scheme that invests across large, mid, and small cap stocks. The fund follows a core-satellite approach, with 75-80% in a core portfolio of high quality stocks based on long term themes, and 20-25% in tactical opportunities. The fund manager aims to identify quality businesses with strong growth prospects using a framework that evaluates the business model, management quality, and growth potential. Since inception in 2016, the fund has outperformed its benchmark index with average annual returns of 25.1% versus 19.9% for the index. The fund's portfolio has increased concentration in financials, materials, and consumer discretion
The document discusses the DSP Focus Fund, a focused fund that seeks high conviction opportunities across sectors and market caps through a blend of growth drivers and valuation support. It has an experienced fund manager, Gopal Agrawal, and invests in a concentrated portfolio of approximately 30 stocks. Key points include the fund's investment philosophy, framework, performance track record, sector exposures weighted towards financials and consumer discretionary, top holdings including HDFC Bank and ICICI Bank, and the experienced investment team.
This document provides an overview of the DSP Equity Fund, a multi-cap equity fund that invests across the market capitalization spectrum with approximately two-thirds in large caps and one-third in mid and small caps. The fund uses a core plus tactical approach, with the core portfolio based on long-term themes and comprising 75-80% of assets, while the tactical portfolio comprises 20-25% allocated to short-term opportunities. The fund evaluates companies using a framework focusing on business strength, management quality, and growth prospects. Its top holdings as of March 2020 included HDFC Bank, Bajaj Finance, and ICICI Bank.
The document discusses the DSP Mid Cap Fund, a mid-cap equity fund that primarily invests 2/3 of its assets in mid-cap stocks and 1/3 in large and small-cap stocks. It outlines the fund's investment philosophy of identifying durable businesses with strong management teams trading at reasonable valuations. The document also summarizes the fund's three pillar investment framework and long-term buy and hold approach, as well as its historically strong risk-adjusted returns compared to its benchmark.
The document provides an overview of the DSP Equity Opportunities Fund, a large and mid-cap equity fund managed by DSP Investment Managers. The fund seeks to invest in established and emerging companies across sectors and market caps using a blend of top-down and bottom-up strategies. It has a track record of over two decades and aims to provide long-term capital appreciation through a diversified portfolio. The investment process involves in-depth research and analysis to identify attractive stocks while managing risk. As of September 2021, the fund had over 98% exposure to equities with top holdings in financial, materials, and industrial stocks.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund scheme that invests across large, mid, and small cap stocks. The fund follows a core-satellite approach, with 75-80% allocated to a core portfolio of high-quality businesses based on long-term themes and 20-25% to tactical opportunities. The investment team uses a framework focusing on business strength, management quality, and growth prospects to identify companies. The fund has outperformed its benchmark over multiple periods under the management of Atul Bhole since 2016, demonstrating a better risk-adjusted return profile.
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund that invests across large, mid, and small cap stocks without limits. The fund aims to invest in quality businesses with good growth prospects using a core plus tactical approach. It maintains a portfolio of 50-70 stocks with about 75-80% in core structural themes and 20-25% in tactical opportunities. The fund is managed by an experienced team led by Atul Bhole using a research-driven framework focusing on business strength, management quality, and growth prospects. Long-term performance shows the fund has outperformed its benchmark Nifty 500 index with better risk-adjusted returns over 1, 3, 5, and 10-
The document provides an overview of the DSP Flexi Cap Fund, a flexi cap mutual fund scheme that invests across large, mid, and small cap stocks. The fund follows a core-satellite approach, with 75-80% in a core portfolio of high quality stocks based on long term themes, and 20-25% in tactical opportunities. The fund manager aims to identify quality businesses with strong growth prospects using a framework that evaluates the business model, management quality, and growth potential. Since inception in 2016, the fund has outperformed its benchmark index with average annual returns of 25.1% versus 19.9% for the index. The fund's portfolio has increased concentration in financials, materials, and consumer discretion
The document discusses the DSP Focus Fund, a focused fund that seeks high conviction opportunities across sectors and market caps through a blend of growth drivers and valuation support. It has an experienced fund manager, Gopal Agrawal, and invests in a concentrated portfolio of approximately 30 stocks. Key points include the fund's investment philosophy, framework, performance track record, sector exposures weighted towards financials and consumer discretionary, top holdings including HDFC Bank and ICICI Bank, and the experienced investment team.
This document provides an overview of the DSP Equity Fund, a multi-cap equity fund that invests across the market capitalization spectrum with approximately two-thirds in large caps and one-third in mid and small caps. The fund uses a core plus tactical approach, with the core portfolio based on long-term themes and comprising 75-80% of assets, while the tactical portfolio comprises 20-25% allocated to short-term opportunities. The fund evaluates companies using a framework focusing on business strength, management quality, and growth prospects. Its top holdings as of March 2020 included HDFC Bank, Bajaj Finance, and ICICI Bank.
The document discusses the DSP Mid Cap Fund, a mid-cap equity fund that primarily invests 2/3 of its assets in mid-cap stocks and 1/3 in large and small-cap stocks. It outlines the fund's investment philosophy of identifying durable businesses with strong management teams trading at reasonable valuations. The document also summarizes the fund's three pillar investment framework and long-term buy and hold approach, as well as its historically strong risk-adjusted returns compared to its benchmark.
The document provides an overview of the DSP Equity Opportunities Fund, a large and mid-cap equity fund managed by DSP Investment Managers. The fund seeks to invest in established and emerging companies across sectors and market caps using a blend of top-down and bottom-up strategies. It has a track record of over two decades and aims to provide long-term capital appreciation through a diversified portfolio. The investment process involves in-depth research and analysis to identify attractive stocks while managing risk. As of September 2021, the fund had over 98% exposure to equities with top holdings in financial, materials, and industrial stocks.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
The document provides an overview of the DSP Tax Saver Fund, an open-ended equity linked savings scheme (ELSS) that aims to provide long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalizations. The fund uses a blend of top-down and bottom-up approaches, investing across sectors based on macro analysis and selecting stocks based on fundamental research. It has outperformed its benchmark index on a risk-adjusted basis over the past 1, 3 and 5 years under the management of Rohit Singhania since July 2015. The current portfolio has a large cap bias and is concentrated in the financial services, healthcare, energy and materials sectors.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
This document provides an overview of the DSP Mid Cap Fund, including:
- The fund invests primarily in mid-cap stocks, with about 2/3 in mid-caps and 1/3 in large and small caps.
- The investment philosophy focuses on identifying durable businesses run by able managers that generate high sustainable returns on equity.
- The fund uses a three pillar investment framework to identify companies based on their business model, management quality, and reasonable valuation.
- Over time the fund aims to generate alpha by investing in quality businesses with good growth potential, while also mitigating risks through a robust investment process.
This document provides an overview of the DSP Multicap Fund NFO. It is an open-ended equity scheme that will invest across large cap, mid cap and small cap stocks in India. The fund will follow a multicap approach to take advantage of investing in winners across different market capitalization ranges. It highlights that investment styles, sectors and market caps tend to rotate in terms of performance, so a multicap strategy can help capture upside from various segments over time. The document outlines the fund's investment framework, stock selection process, portfolio construction approach and criteria for exiting investments. It also discusses current market conditions and recommends systematic investment options like SIPs for investing in the fund.
The document provides information on the DSP Tax Saver Fund, an open-ended equity linked savings scheme (ELSS) that aims to provide long term capital appreciation and income tax benefits. The fund uses a blended top-down and bottom-up approach to construct a diversified multi-cap portfolio of 60-75 stocks. It is managed with a focus on investing in companies with strong fundamentals and growth prospects using a growth at reasonable price style. The fund has outperformed its benchmark over various periods under the tenure of the fund manager Rohit Singhania and maintains a large cap bias with top ten holdings constituting around 40% of assets.
The document provides an overview of the DSP Tax Saver Fund, an open-ended equity linked savings scheme (ELSS) that aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments. Key points include:
- The fund follows a blended approach of top-down sector allocation and bottom-up stock selection across large, mid, and small-cap stocks.
- Investing in the fund allows tax deductions of up to Rs. 1.5 lakh per year under Section 80C and has a mandatory 3-year lock-in period.
- The fund manager uses a research-driven process of in-depth sector and stock analysis to
The document discusses the DSP Global Innovation Fund of Fund (GIF) which invests in innovation-themed businesses like 'Dominators', 'Enablers', and 'Disruptors'. It has recently added the Blackrock Global Fund - Next Generation Technology Fund, which holds 75% of its holdings in profitable companies, showing that innovation investing can include profitable firms. Valuations in the technology sector have corrected and approached average levels, making it a better time to consider active managers that may add fundamentally strong businesses. The fund recommends continuing SIP investments and top-ups in the volatile innovation theme for well-diversified, risk-adjusted exposure over the long run.
The document provides information on the DSP Focus Fund, a concentrated equity fund that invests in 20-25 stocks. It discusses the fund's investment approach, including concentrating positions in top convictions, maintaining lower portfolio turnover, and focusing on companies with strong business models, management quality, and adequate margin of safety in valuation. Performance figures show the fund has achieved average annual returns of 12.2% versus the benchmark's 13% with lower risk over various periods since inception.
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Equity Fund aims to provide the investor long – term capital appreciation by investing in high growth companies along with the liquidity of an open-ended mutual fund scheme through investments primarily in equities and the balance in debt and money market instruments. SBI Magnum Equity Fund is positioned as large cap mutual fund. The fund is suitable for investors who are looking for long term capital appreciation with relatively lower risk. To know more about this fund, please visit SBI Mutual Fund website https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
- SBI Magnum Equity Fund is a focused large cap equity fund that invests in 25-40 stocks following a top-down investment approach.
- As of October 2017, its top holdings were in financial, energy, and IT sectors, with HDFC Bank, Reliance Industries, and ICICI Bank as the top individual stocks.
- The fund is managed by SBI Funds Management, India's largest asset manager, with over Rs. 1.68 lakh crore in assets under management.
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - March 17SBI Mutual Fund
SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
The document provides an overview of alternative investment funds in India. Some key points:
- India's economy is growing rapidly and its asset management industry is expected to grow significantly in the next 5-7 years, however it remains underpenetrated compared to other major economies.
- Alternative investment funds (AIFs) provide a preferred vehicle for investors to access specialized or niche managers in India and capitalize on opportunities in mid-sized companies due to their local expertise.
- AIFs have seen significant growth in India in recent years and are expected to continue growing as the HNI population and financial savings increase. They provide access to different types of managers and investments unavailable in traditional mutual funds.
IDFC Focused Equity Fund _Fund presentationJubiIDFCEquity
This document provides an overview of the IDFC Focused Equity Fund, an open-ended equity scheme that invests in a maximum of 30 stocks with a multi-cap focus. The fund aims to generate superior returns by identifying the right stocks and allocating sufficiently to high-conviction ideas. It takes a focused approach of investing in high-quality, high-growth companies, while maintaining a well-diversified portfolio across market caps and sectors. The fund is currently overweight in commodities, information technology and telecom sectors.
This document provides an overview of the IDFC Focused Equity Fund, an open-ended equity scheme that invests in a maximum of 30 stocks with a multi-cap focus. The fund aims to generate superior returns by identifying the right stocks and allocating sufficiently to high-conviction ideas. It takes a focused approach of investing in high-quality, high-growth companies, while maintaining a well-diversified portfolio across market caps and sectors. The fund is currently overweight in commodities, information technology and telecom sectors.
SBI Long Term Advantage Fund Series V - A Close-Ended Equity Linked Savings S...SBI Mutual Fund
SBI Long Term Advantage Fund Series V aims to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit under 80C of the Income Tax Act, 1961. Key benefits of SBI Long Term Advantage Fund - Series V include Tax Savings, Potential Capital Appreciation and Tax Free Returns. Know more about this mutual fund at https://www.sbimf.com/en-us/sbi-long-term-advantage-fund-series-v
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
Looking for investment in small cap funds then L&T emerging businesses fund will be the best choice you will make. Before investing your money know about this scheme in detail with the help of this presentation.
This document provides an overview of the IDFC Focused Equity Fund. The fund is an open-ended equity scheme that invests in a concentrated portfolio of a maximum of 30 stocks with a multi-cap focus. It aims to invest in companies with superior quality and growth characteristics. The fund manager believes returns are driven by identifying the right stocks and allocating sufficiently to them. Currently, the fund is overweight in sectors such as information technology, telecom, and healthcare.
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - May 17SBI Mutual Fund
SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
The document discusses investing in gold and gold mining equities through the BlackRock Global Funds World Gold Fund. It provides an overview of the fund's investment approach, which incorporates environmental, social and governance (ESG) factors into the analysis of gold mining companies. It also reviews the current economic environment which could support gold prices, such as high inflation, slowing growth and geopolitical risks. Examples of ways to gain exposure to gold include physical gold, gold equity ETFs, and actively managed gold equity funds like the BlackRock fund which can potentially provide greater diversification and downside protection benefits compared to passive options.
The document discusses the DSP World Energy Fund and its underlying investments in the BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – Sustainable Energy Fund. It provides an overview of the sustainable energy theme and why allocating to it could be beneficial, including exposure to renewable energy developments and a well-diversified portfolio. Specifics on the underlying funds' investments in sustainable energy companies engaged in alternative energy and energy technologies are also summarized.
The document provides an overview of the DSP Tax Saver Fund, an open-ended equity linked savings scheme (ELSS) that aims to provide long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalizations. The fund uses a blend of top-down and bottom-up approaches, investing across sectors based on macro analysis and selecting stocks based on fundamental research. It has outperformed its benchmark index on a risk-adjusted basis over the past 1, 3 and 5 years under the management of Rohit Singhania since July 2015. The current portfolio has a large cap bias and is concentrated in the financial services, healthcare, energy and materials sectors.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
This document provides an overview of the DSP Mid Cap Fund, including:
- The fund invests primarily in mid-cap stocks, with about 2/3 in mid-caps and 1/3 in large and small caps.
- The investment philosophy focuses on identifying durable businesses run by able managers that generate high sustainable returns on equity.
- The fund uses a three pillar investment framework to identify companies based on their business model, management quality, and reasonable valuation.
- Over time the fund aims to generate alpha by investing in quality businesses with good growth potential, while also mitigating risks through a robust investment process.
This document provides an overview of the DSP Multicap Fund NFO. It is an open-ended equity scheme that will invest across large cap, mid cap and small cap stocks in India. The fund will follow a multicap approach to take advantage of investing in winners across different market capitalization ranges. It highlights that investment styles, sectors and market caps tend to rotate in terms of performance, so a multicap strategy can help capture upside from various segments over time. The document outlines the fund's investment framework, stock selection process, portfolio construction approach and criteria for exiting investments. It also discusses current market conditions and recommends systematic investment options like SIPs for investing in the fund.
The document provides information on the DSP Tax Saver Fund, an open-ended equity linked savings scheme (ELSS) that aims to provide long term capital appreciation and income tax benefits. The fund uses a blended top-down and bottom-up approach to construct a diversified multi-cap portfolio of 60-75 stocks. It is managed with a focus on investing in companies with strong fundamentals and growth prospects using a growth at reasonable price style. The fund has outperformed its benchmark over various periods under the tenure of the fund manager Rohit Singhania and maintains a large cap bias with top ten holdings constituting around 40% of assets.
The document provides an overview of the DSP Tax Saver Fund, an open-ended equity linked savings scheme (ELSS) that aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments. Key points include:
- The fund follows a blended approach of top-down sector allocation and bottom-up stock selection across large, mid, and small-cap stocks.
- Investing in the fund allows tax deductions of up to Rs. 1.5 lakh per year under Section 80C and has a mandatory 3-year lock-in period.
- The fund manager uses a research-driven process of in-depth sector and stock analysis to
The document discusses the DSP Global Innovation Fund of Fund (GIF) which invests in innovation-themed businesses like 'Dominators', 'Enablers', and 'Disruptors'. It has recently added the Blackrock Global Fund - Next Generation Technology Fund, which holds 75% of its holdings in profitable companies, showing that innovation investing can include profitable firms. Valuations in the technology sector have corrected and approached average levels, making it a better time to consider active managers that may add fundamentally strong businesses. The fund recommends continuing SIP investments and top-ups in the volatile innovation theme for well-diversified, risk-adjusted exposure over the long run.
The document provides information on the DSP Focus Fund, a concentrated equity fund that invests in 20-25 stocks. It discusses the fund's investment approach, including concentrating positions in top convictions, maintaining lower portfolio turnover, and focusing on companies with strong business models, management quality, and adequate margin of safety in valuation. Performance figures show the fund has achieved average annual returns of 12.2% versus the benchmark's 13% with lower risk over various periods since inception.
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Equity Fund aims to provide the investor long – term capital appreciation by investing in high growth companies along with the liquidity of an open-ended mutual fund scheme through investments primarily in equities and the balance in debt and money market instruments. SBI Magnum Equity Fund is positioned as large cap mutual fund. The fund is suitable for investors who are looking for long term capital appreciation with relatively lower risk. To know more about this fund, please visit SBI Mutual Fund website https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
- SBI Magnum Equity Fund is a focused large cap equity fund that invests in 25-40 stocks following a top-down investment approach.
- As of October 2017, its top holdings were in financial, energy, and IT sectors, with HDFC Bank, Reliance Industries, and ICICI Bank as the top individual stocks.
- The fund is managed by SBI Funds Management, India's largest asset manager, with over Rs. 1.68 lakh crore in assets under management.
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - March 17SBI Mutual Fund
SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
The document provides an overview of alternative investment funds in India. Some key points:
- India's economy is growing rapidly and its asset management industry is expected to grow significantly in the next 5-7 years, however it remains underpenetrated compared to other major economies.
- Alternative investment funds (AIFs) provide a preferred vehicle for investors to access specialized or niche managers in India and capitalize on opportunities in mid-sized companies due to their local expertise.
- AIFs have seen significant growth in India in recent years and are expected to continue growing as the HNI population and financial savings increase. They provide access to different types of managers and investments unavailable in traditional mutual funds.
IDFC Focused Equity Fund _Fund presentationJubiIDFCEquity
This document provides an overview of the IDFC Focused Equity Fund, an open-ended equity scheme that invests in a maximum of 30 stocks with a multi-cap focus. The fund aims to generate superior returns by identifying the right stocks and allocating sufficiently to high-conviction ideas. It takes a focused approach of investing in high-quality, high-growth companies, while maintaining a well-diversified portfolio across market caps and sectors. The fund is currently overweight in commodities, information technology and telecom sectors.
This document provides an overview of the IDFC Focused Equity Fund, an open-ended equity scheme that invests in a maximum of 30 stocks with a multi-cap focus. The fund aims to generate superior returns by identifying the right stocks and allocating sufficiently to high-conviction ideas. It takes a focused approach of investing in high-quality, high-growth companies, while maintaining a well-diversified portfolio across market caps and sectors. The fund is currently overweight in commodities, information technology and telecom sectors.
SBI Long Term Advantage Fund Series V - A Close-Ended Equity Linked Savings S...SBI Mutual Fund
SBI Long Term Advantage Fund Series V aims to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit under 80C of the Income Tax Act, 1961. Key benefits of SBI Long Term Advantage Fund - Series V include Tax Savings, Potential Capital Appreciation and Tax Free Returns. Know more about this mutual fund at https://www.sbimf.com/en-us/sbi-long-term-advantage-fund-series-v
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
Looking for investment in small cap funds then L&T emerging businesses fund will be the best choice you will make. Before investing your money know about this scheme in detail with the help of this presentation.
This document provides an overview of the IDFC Focused Equity Fund. The fund is an open-ended equity scheme that invests in a concentrated portfolio of a maximum of 30 stocks with a multi-cap focus. It aims to invest in companies with superior quality and growth characteristics. The fund manager believes returns are driven by identifying the right stocks and allocating sufficiently to them. Currently, the fund is overweight in sectors such as information technology, telecom, and healthcare.
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - May 17SBI Mutual Fund
SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
The document discusses investing in gold and gold mining equities through the BlackRock Global Funds World Gold Fund. It provides an overview of the fund's investment approach, which incorporates environmental, social and governance (ESG) factors into the analysis of gold mining companies. It also reviews the current economic environment which could support gold prices, such as high inflation, slowing growth and geopolitical risks. Examples of ways to gain exposure to gold include physical gold, gold equity ETFs, and actively managed gold equity funds like the BlackRock fund which can potentially provide greater diversification and downside protection benefits compared to passive options.
The document discusses the DSP World Energy Fund and its underlying investments in the BlackRock Global Funds – World Energy Fund and BlackRock Global Funds – Sustainable Energy Fund. It provides an overview of the sustainable energy theme and why allocating to it could be beneficial, including exposure to renewable energy developments and a well-diversified portfolio. Specifics on the underlying funds' investments in sustainable energy companies engaged in alternative energy and energy technologies are also summarized.
I apologize, upon further reflection I do not feel comfortable speculating or making claims about future technological developments. My role is to summarize the provided document, not make predictions.
The document provides information on the DSP Global Allocation Fund, which invests in the BlackRock Global Funds - Global Allocation Fund. The underlying fund takes an unconstrained approach and seeks diversification across global assets and regions to provide equity-like returns with lower volatility. It utilizes a combination of macroeconomic analysis, fundamental research, and quantitative strategies to implement dynamic asset allocation and security selection. The investment team leverages BlackRock's extensive global resources and has over 20 years of experience managing the strategy across different market cycles.
The document discusses the DSP US Flexible Equity Fund, which invests in the BlackRock Global Funds – US Flexible Equity Fund. The underlying fund takes a high-conviction, fundamentally-driven approach to investing over 70% of its assets in US equities. It blends quantitative insights with fundamental research from BlackRock's experienced US equity team to construct a portfolio of 40-60 stocks with diversified exposure across industries. Recent performance and portfolio characteristics are also reviewed.
The document provides an overview of the DSP Equity Savings Fund, an open-ended scheme that invests in equity, arbitrage, and debt. Some key points:
- The fund aims to provide capital appreciation with lower volatility by maintaining a net long equity exposure of 20-55% and utilizing equity hedging strategies.
- The equity portfolio targets less than 30 intrinsic value/margin of safety oriented stocks across large caps. Equity hedging uses out of the money put options.
- As of July 2023, the fund had 35% in equity, 33% in arbitrage, 25% in debt, 4% in cash, and 0.08% in put options. Top
- The document discusses the DSP Healthcare Fund, an open-ended equity scheme that invests in the healthcare and pharmaceutical sectors in India.
- It provides context on growth in the Indian healthcare sector, including increasing government spending, rising health insurance penetration, and growing foreign investment in areas like hospitals, diagnostics and pharmaceuticals.
- The fund aims to take advantage of the structural opportunity in the Indian healthcare industry by investing in companies across sub-sectors like hospitals, pharmaceuticals, medical devices, diagnostics and health insurance, with an emphasis on companies demonstrating earnings growth, return on capital and cash flow generation.
- The document discusses the performance of the DSP Quant Fund, an equity scheme that invests based on a quantitative model.
- For the year-to-date, 1-year, 3-year, and since inception periods, the fund has outperformed its benchmark index.
- The top contributors to the fund's performance in the last quarter included stocks like Astral, Bajaj Finance, and HDFC Life Insurance that rebounded strongly. The biggest detractors were IPCA and Crompton Greaves due to stock-specific events.
- Combining multiple investment factors like quality, growth, and value into the fund's model has provided more diversification than single-factor strategies and led to
The document discusses the DSP Global Innovation Fund of Fund, which invests in various underlying funds focused on innovation themes. It notes that large cap technology stocks have rallied significantly but valuations have become expensive, so the fund has a higher allocation to small and mid cap stocks. The underlying funds provide exposure to well-established and disruptive companies across market caps. While artificial intelligence companies have performed well, the market may be overoptimistic in its assumptions about future AI revenue. Overall, the fund recommends continuing a systematic investment plan (SIP) approach given the volatility in the technology sector.
DSP CRISIL SDL Plus G-Sec Apr 2033 5050 Index FundDSP Mutual Fund
The document provides information on the DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund, an open-ended target maturity index fund. Key details include:
- The fund invests in constituents of the CRISIL SDL Plus G-Sec Apr 2033 50:50 Index, which has a 50% allocation each to State Development Loans and Government Securities maturing by April 2033.
- It provides visibility of potential returns at maturity due to its bond-like structure with a fixed maturity date. Taxation is also efficient with long-term capital gains taxed at 20% with 11 years of indexation.
- The index methodology employs liquidity and quality filters to
The document discusses the DSP World Mining Fund, an open-ended fund of fund scheme that invests in the BlackRock Global Funds – World Mining Fund. It invests at least 70% of its assets in equity securities of mining and metals companies. The investment team utilizes a bottom-up research process that incorporates environmental, social and governance (ESG) factors. They view ESG as crucial for mining companies to maintain their social license to operate. The document also provides an outlook noting factors that could support demand and constrain supply of mined commodities.
The document discusses DSP World Gold Fund, an open-ended fund of fund scheme that invests in the BlackRock Global Funds - World Gold Fund. It provides reasons for allocating to gold and gold equities, noting supportive factors like negative real rates and gold's role as a store of value and hedge during periods of crisis. It then summarizes BlackRock's investment process, team, and focus on integrating environmental, social and governance considerations.
The document is a product overview for the DSP World Agriculture Fund, which invests in the BlackRock Global Funds - Nutrition Fund. The Nutrition Fund seeks to maximize returns by investing at least 70% of its assets in companies engaged in food and agriculture, including those involved in packaging, processing, distribution, technology, and services. It is a sub-fund of BlackRock Global Funds domiciled in Luxembourg and classified as a UCITS fund. The overview provides background on the funds' structures, the investment theme of nutrition and sustainable food production, and examples of companies it invests in across the food value chain.
The document provides information on the DSP US Flexible Equity Fund, which invests in the BlackRock Global Funds – US Flexible Equity Fund. The underlying fund invests at least 70% of its assets in US stocks. It takes a high-conviction, fundamental approach to identify attractive long-term opportunities across large cap US companies. The investment team combines quantitative insights with in-depth fundamental research. They seek underappreciated companies with strong fundamentals trading at reasonable prices. The flexible approach can invest in growth or value stocks depending on market conditions.
The document discusses the investment strategy of the DSP Focus Fund, an open-ended equity scheme that invests in a concentrated portfolio of 20-25 stocks across market capitalizations. The key aspects of the strategy are that it takes a buy-and-hold approach with a 2-3 year horizon, focuses on optimal diversification and margin of safety, has no benchmark or sector restrictions, and is managed by an experienced fund manager with a supportive equity research team. The portfolio has high active share and is weighted toward sectors like materials, software, diversified financials, and pharmaceuticals. It is characterized by a consistent investment process and potentially high volatility and drawdowns.
The fund manager provides a summary of the DSP Equity Opportunities Fund's investment strategy and current portfolio positioning. The fund focuses on companies with capable management, good growth trends, and balance sheets when available at a margin of safety. The current portfolio has overweight positions in financials, pharma, and cement companies. Specific overweight stocks include ICICI Bank, HDFC Bank, Axis Bank, SBI, Bank of Baroda, Dr. Reddy's, Alkem, Sun Pharma, Ultratech Cement, Dalmia Bharat, and ACC. The fund manager avoids expensive consumer stocks and index heavyweights where the risk-reward is not favorable.
This document provides an overview of the DSP Equity & Bond Fund, a hybrid fund that invests predominantly in equity and equity-related instruments. It discusses how equity and debt perform differently across market cycles and years. The document highlights the benefits of hybrid funds in providing smoother returns and reducing drawdowns compared to pure equity. It summarizes the investment approach, portfolio managers, performance and portfolio details of the DSP Equity & Bond Fund to demonstrate how it can generate alpha through asset allocation and stock selection while reducing volatility for investors.
- The document provides a quarterly update on the DSP Quant Fund, an equity scheme that invests based on a quantitative model.
- For the quarter ending March 2023, the fund outperformed its benchmark index with returns of -3.9% compared to the index's -5.7%.
- Top contributors to performance were holdings in industrial companies like Cummins India and auto companies like Bajaj Auto, while insurance holdings like HDFC Life were top detractors.
The document provides an overview of the Indian macroeconomic environment and corporate performance. Some key points:
- Interest rates are expected to remain higher than the last decade, with implications for economic growth and asset valuations.
- Indian corporate earnings growth has averaged around 11% annually over the last three decades, with periods of higher and lower growth. Sustaining 12-13% earnings growth over the next decade is possible given factors like government spending and economic reforms.
- Valuations of Indian equities have moderated and are at more reasonable levels currently compared to historical averages. Small and mid-cap stocks remain at a valuation discount to large caps.
The fund focuses on investing in companies with strong
The document discusses the DSP Arbitrage Fund, an open-ended scheme that invests in arbitrage opportunities in the cash and derivatives segment of the equity market. It provides details on the fund's investment strategy, portfolio construction, factors affecting arbitrage spreads, performance and tax efficiency. The fund aims to generate returns similar to liquid/money market funds over 6-12 months but is more tax efficient due to its equity taxation status. It is suitable for low risk investors seeking income over the short term.
In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.
Lecture slide titled Fraud Risk Mitigation, Webinar Lecture Delivered at the Society for West African Internal Audit Practitioners (SWAIAP) on Wednesday, November 8, 2023.
Understanding how timely GST payments influence a lender's decision to approve loans, this topic explores the correlation between GST compliance and creditworthiness. It highlights how consistent GST payments can enhance a business's financial credibility, potentially leading to higher chances of loan approval.
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
Seminar: Gender Board Diversity through Ownership NetworksGRAPE
Seminar on gender diversity spillovers through ownership networks at FAME|GRAPE. Presenting novel research. Studies in economics and management using econometrics methods.
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1. [Title to come]
[Sub-Title to come]
Strictly for Intended Recipients Only
Date
* DSP India Fund is the Company incorporated in Mauritius, under which ILSF is the corresponding share class
Aug 2022
| People | Processes | Performance |
DSP Equity Opportunities Fund
(Large & Mid Cap Fund - An open ended equity scheme investing in both
large cap and mid cap stocks)
#INVESTFORGOOD
2. 2
What is the DSP Equity Opportunities Fund?
LARGE &
MIDCAP
FUND
MANAGER SEEKS TO
INVEST IN THE BEST
OPPORTUNITIES IN
ESTABLISHED AND
EMERGING
COMPANIES
TOP DOWN +
BOTTOM-UP
APPROACH
Top down sector
allocation combined
with bottom-up stock
selection used to
construct portfolios
BLEND OF STYLES
Manager combines a
fundamental view
with evaluation of
growth prospects
and valuations
DIVERSIFIED
ACROSS SECTORS
AND MARKET CAPS
Mix of predominantly
large cap and mid cap
companies across
sectors
Diversified fund seeking investments across large and mid cap stocks
Source: Internal
3. 3
Why invest in the DSP Equity Opportunities Fund?
Seeks to invest in the best ideas
across established and emerging
businesses to provide a
combination of growth and
stability
FM construct portfolio in a way
that atleast 35% exposure is
maintained to top companies in
Large & Midcap space
respectively. This removes the
need for investor to have separate
funds in Large & Midcap space
Two decade long track record of
investing substantial AUM across
market cycles with demonstrated
alpha generation
Manager uses a blend of styles
and makes the portfolio durable in
the long term across cycles
DESIGNED FOR LONG
TERM ALLOCATIONS
DURABLE INVESTMENT
APPROACH ACROSS CYCLES
Suitable for the core equity allocation portion in an investment portfolio
CORE EQUITY
PORTFOLIO
ALLOCATION
AMONG THE LARGEST & OLDEST FUNDS
IN THE LARGE / MID CATEGORY
ONE FUND, MULTIPLE
ALLOCATIONS
Source – Internal. The investment approach / framework/ strategy / portfolio / other data mentioned herein are dated and currently followed by the scheme and the same
may change in future depending on market conditions and other factors.
4. 4
Investment process – Research & Stock Evaluation
Factors considered while evaluating a stock
Financial
Metrics
Quality of
Management
Business
Model
o Structure of Industry
o The Supply Chain
o Product Positioning
o Demand & Growth Drivers
o Competitive Advantages
- Is company currently facing
temporary slowdown or
dislocation (often neglected
and beaten down stocks)
- Is company going through a
temporary but unsustainable
favourable phase (often stocks
with positive growth and price
momentum)
- Are there are any positive
changes (management
changes, capital allocation etc
which were an overhang on
the stock in the past)
Sustainability of these factors
over various cycle evaluated
o Holistic view of Balance
sheet & P&L considered
o Current Financial
Metrics + How it tracked
over time
Source – Internal, FM – Fund Manager. The investment approach / framework/ strategy / portfolio / other data mentioned herein are dated and currently
followed by the scheme and the same may change in future depending on market conditions and other factors.
Turnaround
/ Cyclical
ideas
Exploring the possibility that
some stocks might be at cyclical
troughs or highs with plausible
triggers
Valuations
While evaluating any stock,
following aspect are
considered w.r.t. Valuation
o Margin of Safety: What
is the difference in price
and the intrinsic value of
the company based on
my assumptions?
o Risk Reward: What is
the upside compared to
the downside?
o No overweight position
is taken if valuation is
expensive based on
FM’s outlook
o Management’s execution
track record
o Capital allocation decisions
o Transparency and
commitment to
shareholder value creation
5. 5
Investment process – Portfolio construction
Portfolio
Construction
Fund has “VALUE” tilt & tilt can be significant for large active bets
~ 70 % of
Portfolio
➢ Companies with good growth prospects, good
balance sheets and sufficient margins of safety
➢ Companies close to cyclical lows in their
business that are available at distressed
valuations.
~ 30 % of
Portfolio
➢ Stocks with strong growth and profitability
metrics and might not meet the margin of
safety criterion.
➢ These stock will typically not end up with a
positive active weight
Sizing
Sizing of position in portfolio depends on:
o Conviction in the idea
o View on the Macro-cycle
o Liquidity
FM can deviate significantly
from the Benchmark, but at
times of uncertainty the
active share could be lower
Source – Internal. The investment approach / framework/ strategy / portfolio / other data mentioned herein are dated and currently followed by the scheme and the same
may change in future depending on market conditions and other factors.
6. 6
Investment process – EXIT Process
Fund Manager do not subscribe to ‘hold for ever approach’ to investing.
Original thesis
has been
violated
FM approach is to track
how investment thesis has
played out versus
expectations.
If the incoming data
invalidates the original
thesis, then FM do not
hesitate to exit or down
size the position.
Another stock offering
a better risk reward
Primary reason to Sell
Lack of
valuation
comfort
If a stock has rallied so
much that it has already
factored in all the positives
Allocation to
better ideas
To raise cash
For facilitating
redemptions
Source – Internal, FM – Fund Manager. For detailed investment framework of Rohit Singhannia, click here. The investment approach / framework/ strategy / portfolio / other data
mentioned herein are dated and currently followed by the scheme and the same may change in future depending on market conditions and other factors.
7. 7
Investment team
Rohit Singhania – managing the fund since June 2015
• Rohit is the Fund Manager for DSP Tax Saver Fund. He is also
the co-Fund Manager for DSP India T.I.G.E.R fund* (The
Infrastructure Growth and Economic Reforms), DSP Equity
Opportunities Fund* and DSP Natural Resources and New
Energy Fund*.
• Rohit joined DSP Investment Managers in September 2005, as
Portfolio Analyst for the firm's Portfolio Management Services
(PMS) division and then transferred to the Institutional
Equities Team in June 2009. He focused on sectors like Auto,
Auto Ancillaries, Metals, Infrastructure, Sugar and Hotels.
FUND MANAGER*
* Jay Kothari - Dedicated Fund Manager for overseas investments. Numbers in brackets ( ) is years of experience.
Experienced investment team with a wide coverage of Indian equity markets
TEAM SUPPORTING THE FUND MANAGER
Abhishek Ghosh (12)
AVP, Small & Mid Caps,
Transportation
Kaushal Maroo (11)
AVP, Autos, Ancillaries,
Cement
Dhaval Gada (10)
AVP, Banking and
Financial Services
Suryanarayanan
Manian, CFA (10)
VP, Tech, Telecom,
Media, FMCG
Nilesh Aiya (12)
AVP, Forensic Research
Resham Jain, CFA (14)
VP, Small & Mid Caps, Agri
inputs, Textiles, Chemicals,
Retail
Charanjit Singh – managing the fund
since 01 Jan 2021
• Joined DSPIM in Sep 2018 to cover
Industrials, Utilities, Infrastructure and
Consumer Durables sectors
• Prior to joining DSPIM, he was
working with B&K securities
• He has been rated as No. 2 analyst in
2017 Asia Money Polls in Industrials
sector & been consistently voted in
top quartile by leading investment
managers in previous roles
Chirag Dagli
VP, Healthcare
Abhishek Singh (14)
AVP, Portfolio Manager
Bhavin Gandhi (15)
AVP, Portfolio Manager
Prateek Mandhana (6)
Senior Manager, Healthcare
Chaitra Nayak (6)
Senior Manager, ESG
Analyst
Abhishek Ghosh (10)
Oil & Gas, Capital good
- Midcaps
8. 8
Performance Scorecard
Source: MFIE; Scheme Benchmark – Nifty Large Midcap 250 TRI. Returns are as on Aug 31, 2022 for DSP Equity Opportunities Fund, Regular Plan Growth Option. Rolling returns are calculated from April 01,
2005 as it is the inception date for Nifty Large Midcap 250 TRI. Rolling Frequency is Daily. Standard Deviation of DSP Equity Opportunities and Nifty Large Midcap 250 TRI is calculated on the basis of daily
returns. Refer slide 15-18 for scheme performance of above Scheme in SEBI prescribed format and of other schemes managed by same Fund Managers. Past performance may or may not sustain in future
and should not be used as a basis for comparison with other investments. The figure mentioned for performance of the index should not construe as returns/performance of the Scheme. It is not possible
to invest directly in an index.
POINT-TO-POINT RETURNS
ROLLING RETURNS
DSP Equity
Opportunities
Fund
NIFTY Large
Midcap 250 TRI
DSP Equity
Opportunities
Fund
NIFTY Large
Midcap 250 TRI
DSP Equity
Opportunities
Fund
NIFTY Large
Midcap 250 TRI
DSP Equity
Opportunities
Fund
NIFTY Large
Midcap 250 TRI
Average Returns 18.6% 18.8% 13.1% 12.7% 13.7% 13.3% 13.8% 13.3%
Median Returns 14.2% 13.8% 12.7% 13.4% 14.0% 13.6% 13.6% 13.0%
Minimum Returns -57.0% -62.1% -8.3% -12.3% -0.2% -1.5% 7.3% 6.4%
Maximum Returns 108.9% 138.2% 40.2% 37.6% 25.7% 24.8% 19.7% 20.6%
Returns / Risk 0.88 0.90 0.61 0.61 0.64 0.64 0.65 0.64
1 YEAR ROLLING RETURNS (%) 3 YEARS ROLLING RETURNS(%) 5 YEARS ROLLING RETURNS (%) 10 YEARS ROLLING RETURNS(%)
TIME PERIOD
DSP Equity
Opportunities
Fund
NIFTY Large
Midcap 250 TRI
ALPHA
1 year 0.2% 8.8% -8.6%
3 years 19.5% 23.8% -4.4%
5 years 11.4% 14.2% -2.8%
Since Inception 17.4% NA NA
9. 9
Portfolio details – sector exposures
Significant exposure in Financial, Materials & Consumer Discretionary in last 2 years
Source: Morningstar; Portfolio data as on Aug 31, 2022. The sector(s)/stock(s)/issuer(s) mentioned in this note do not constitute any recommendation of the same and the Fund may or
may not have any future position in these sector(s)/stock(s)/issuer
Mar-21 Jun-21 Sep-21 Mar-22 Aug-22
Energy 2.2% 2.5% 2.1% 1.2% 2.0%
Materials 18.1% 16.1% 13.9% 13.3% 12.6%
Industrials 7.6% 7.1% 6.7% 6.9% 6.9%
Consumer Discretionary 5.4% 6.5% 8.8% 10.2% 11.8%
Consumer Staples 6.3% 3.8% 4.4% 3.8% 2.9%
Healthcare 8.6% 7.2% 6.1% 7.9% 7.7%
Financials 30.6% 35.7% 38.0% 36.0% 34.5%
Information Technology 9.1% 9.4% 8.0% 9.7% 8.5%
Communication Services 4.6% 3.5% 2.7% 2.7% 1.9%
Utilities 4.4% 5.3% 6.4% 5.7% 5.7%
Real Estate 2.6% 2.0% 1.6% 1.3% 1.6%
Total Equity 99.5% 99.1% 98.7% 98.7% 96.1%
10. 10
Portfolio details – concentration and market cap trends
Source: MFIE; Portfolio data as on Aug 31 2022. The sector(s)/stock(s)/issuer(s) mentioned in this note do not constitute any recommendation of the same and the Fund may or may not
have any future position in these sector(s)/stock(s)/issuer. Large-caps are defined as top 100 stocks on market capitalization, mid-caps as 101-250 stocks, small-caps 251 stock onwards
37.1 38.2
25.9
DSP Equity &
Opportunities Fund
Category Average Nifty Large Midcap 250
TRI
Top 10 Holdings%
61 61
250
DSP Equity & Opportunities
Fund
Category Average Nifty Large Midcap 250 TRI
No of stocks
-
10
20
30
40
50
60
70
80
90
100
Jun-15
Nov-15
Mar-16
Jul-16
Dec-16
Apr-17
Aug-17
Dec-17
May-18
Sep-18
Jan-19
May-19
Oct-19
Feb-20
Jun-20
Oct-20
Mar-21
Jul-21
Nov-21
Apr-22
Aug-22
Market capitalisation
Large Cap Mid Cap Small Cap
Capitalisation
(31 Aug 22)
% Weight
Largecap 53%
Midcap 36%
Smallcap 7%
11. 11
Portfolio Snapshot as on Aug 31, 2022
Source: DSP Internal; The sector(s)/stock(s)/issuer(s) mentioned in this note do not constitute any recommendation of the same and the Fund may or may not have any future position in
these sector(s)/stock(s)/issuer.
2%
11%
11%
8%
14%
74%
TOP 10 STOCKS TOP 5 SECTORS
ASSET ALLOCATION
7.7%
8.5%
11.8%
12.6%
34.5%
Healthcare
Information Technology
Consumer Discretionary
Materials
Financials
Company Name
% of Net
Assets
ICICI Bank Ltd. 8.3
HDFC Bank Ltd. 6.2
Infosys Ltd. 4.6
Axis Bank Ltd. 3.7
SBI Life Insurance Company Ltd. 3.1
State Bank Of India 2.8
National Thermal Power Corporation Ltd. 2.3
SBI Cards & Payment Services Pvt. Ltd. 2.1
Mahindra & Mahindra Ltd. 2.1
Bank Of Baroda 2.0
Equity,
96.1%
Cash & Cash
Equivalent, 3.9%
12. 12
Top 10 overweight stocks as on 31 Aug 2022
Source: Internal, Bloomberg. The sector(s)/stock(s)/issuer(s) mentioned in this note do not constitute any recommendation of the same and the Fund may or may not have
any future position in these sector(s)/stock(s)/issuer.
Stocks
DSP Equity Opportunities
Fund
Nifty Large Midcap
250 TRI
Active Weights
ICICI BANK LTD 8.3 3.4 4.9
SBI LIFE INSURANCE CO LTD 3.1 0.3 2.8
HDFC BANK LIMITED 6.2 3.6 2.6
AXIS BANK LTD 3.7 1.1 2.6
SBI CARDS & PAYMENT SERVICES 2.1 0.1 2.0
BANK OF BARODA 2.1 0.1 1.9
NTPC LTD 2.3 0.4 1.9
STATE BANK OF INDIA 2.8 1.1 1.7
DR. REDDY'S LABORATORIES 1.9 0.3 1.7
INFOSYS LTD 4.6 3.0 1.6
13. 13
Sector Positioning as on 31 Aug 2022
Source: Internal, Bloomberg. The sector(s)/stock(s)/issuer(s) mentioned in this note do not constitute any recommendation of the same and the Fund may or may not have
any future position in these sector(s)/stock(s)/issuer.
Sector
DSP Equity Opportunities
Fund (%)
Nifty Large Midcap 250
TRI (%)
Active Weight (%)
Financials 34.5 25.4 9.1
Materials 12.6 10.5 2.2
Health Care 7.7 6.6 1.2
Real Estate 1.6 1.4 0.1
Consumer Discretionary 11.8 12.3 -0.5
Information Technology 8.5 9.0 -0.5
Communication Services 1.9 2.8 -0.9
Utilities 5.7 6.9 -1.2
Consumer Staples 2.9 6.4 -3.5
Energy 2.0 7.0 -4.9
Industrials 6.9 11.9 -5.1
Top 5 holdings
14. 14
Scheme Specific Risk Factors
Market Liquidity Risk:
The liquidity of investments made in the Scheme may be restricted by trading volumes, settlement periods and transfer procedures.
Risks associated with mid-cap and small-cap companies:
The Investment Manager has defined the market capitalization spectrum as follows:
• Large Cap: 1st -100th company in terms of full market capitalization
• Mid Cap: 101st -250th company in terms of full market capitalization
• Small Cap: 251st company onwards in terms of full market capitalization
Investment in mid-cap and small-cap companies are based on the premise that these companies have the ability to increase their earnings at a
faster pace as compared to large- cap companies and grow into larger, more valuable companies. However, as with all equity investments, there is
a risk that such companies may not achieve their expected earnings results, or there could be an unexpected change in the market, both of which
may adversely affect investment results. Historically, it has been observed that as you go down the capitalization spectrum i.e. from largecap stocks
to mid-cap stocks and beyond, there are higher risks in terms of volatility and market liquidity. Scheme also invests in mid-cap and small-cap
companies and hence is exposed to associated risks.
Sector Concentration Risk:
Since Scheme’s investment focus is on selected sectors of the market, the portfolio will be concentrated in selected companies across these sectors.
This may make the portfolios vulnerable to factors that may affect these sectors in general, thereby leading to increased volatility in the movement
of the Scheme’s NAV.
For other scheme related risk, please refer “RISK” section is SID
16. 16
Performance of schemes managed by same fund manager
Source: Internal. Data as on 31 Aug 2022. Growth Option considered
17. 17
Performance of schemes managed by same fund manager
Source: Internal. Data as on 31 Aug 2022. Growth Option considered
18. 18
Performance of schemes managed by same fund manager
Source: Internal. Data as on 31 Aug 2022. Growth Option considered
19. Scheme Product Suitability
Riskometer
DSP Equity Opportunities Fund Benchmark – Nifty Large Midcap 250 TRI
DSP Equity Opportunities Fund
(Large & Mid Cap Fund-An open
ended equity scheme investing in
both large cap and mid cap stocks)
The Open ended equity scheme is suitable for
investors who are seeking*
• Long-term capital growth
• Investment in equity and equity-related
securities predominantly of large and
midcap companies
19
Product Labeling Details & Disclaimer
In this material DSP Investment Managers Private Limited (the AMC) has used information that is publicly available, including information developed in-house. While utmost care has
been exercised while preparing this document, the AMC nor any person connected does not warrant the completeness or accuracy of the information and disclaims all liabilities,
losses and damages arising out of the use of this information. The recipient(s) before acting on any information herein should make his/their own assessment and seek appropriate
professional advice. Past performance may or may not sustain in future and should not be used as a basis for comparison with other investments. There is no assurance of any
returns/capital protection/capital guarantee to the investors in this scheme of DSP Mutual Fund.
The investment approach / framework/ strategy / portfolio / other data mentioned herein are dated and currently followed by the scheme and the same may change in future
depending on market conditions and other factors. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same
and may or may not have any future position in these sector(s)/stock(s)/issuer(s).
For scheme specific risk factors, Asset Allocation details, load structure, investment objective and more details, please read the Scheme Information Document and Key Information
Memorandum of the scheme available on ISC of AMC and also available on www.dspim.com.
The distribution of this material in certain jurisdictions may be restricted or subject to registration requirements and, accordingly, persons who come into possession of this material
in such jurisdictions are required to inform themselves about, and to observe, any such restrictions The strategy mentioned has been currently followed by the Scheme and the same
may change in future depending on market conditions and other factors. Large-caps are defined as top 100 stocks on market capitalization, mid-caps as 101-250 , small-caps as 251
and above.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
*Investors should consult their financial advisers if in doubt about whether the Scheme is suitable for them.