This document provides information on the DSP Nifty 50 Equal Weight Index Fund, a mutual fund scheme that tracks the Nifty 50 Equal Weight Index. It discusses the benefits of equal weight indexing compared to market cap weighted indexes like Nifty 50. The fund has outperformed both the Nifty 50 index and large cap fund category averages on a 1, 2 and 3 year basis. It also has low tracking error and tracking difference. The document highlights some risks of the strategy including its underweight exposure to banking and overweight to financial services compared to Nifty 50. Overall, the fund provides investors with a simple way to gain diversified large cap exposure with less concentration risk compared to traditional market cap weighted indexes.
This document provides an overview of the DSP Nifty 50 Equal Weight Index Fund and compares it to actively managed large cap funds. It notes that most active large cap funds have underperformed their benchmarks over the past 1, 3, 5, and 10 years. The Nifty 50 Equal Weight Index Fund aims to track the Nifty 50 Equal Weight Index, which equally weights all 50 stocks in the Nifty 50 index to provide balanced diversification. The fund has outperformed both the Nifty 50 index and active large cap fund category averages over the past 1, 2, and 3 years. The document discusses the benefits of equal weighting all stocks in the index and concludes by recommending the fund for long-term investors seeking large cap
The document discusses investing in the DSP Nifty 50 Equal Weight Index Fund compared to actively managed large cap funds. It notes that most active large cap funds have underperformed their benchmarks like the Nifty 50 index in recent periods. The DSP Nifty 50 Equal Weight Index Fund tracks the Nifty 50 Equal Weight index, which equally weights all 50 stocks in the Nifty 50 index instead of weighting them by market cap like the regular Nifty 50 index. This results in greater diversification and reduces concentration risk from the top holdings. The fund has outperformed both the Nifty 50 index and active large cap fund category averages over 1, 2, and 3 year periods for both lump sum and SIP returns as of April 2023
The document discusses the Nifty Midcap 150 Quality 50 Index Fund, an open-ended scheme replicating the Nifty Midcap 150 Quality 50 Index. It highlights that the index focuses on mid-cap stocks selected based on quality filters like return on equity, financial leverage, and earnings growth variation. This provides exposure to the higher growth potential of mid-caps while focusing on quality to mitigate risks. Analysis shows the index has outperformed over the long term with more consistent returns than mid-cap indexes or active mid-cap funds on average.
1) The document describes the DSP Equal Nifty 50 Fund, which invests in companies that are part of the Nifty 50 Equal Weight Index.
2) The Nifty 50 Equal Weight Index provides equal weight to each of the 50 companies in the index, unlike the traditional Nifty 50 Index which weights companies based on market capitalization.
3) This equal weighting reduces concentration risk and provides more balanced exposure across large and small companies compared to the traditional market cap weighted Nifty 50 Index.
The document summarizes the DSP Equal Nifty 50 Fund, which invests in companies that are part of the Nifty 50 Equal Weight Index. The index provides balanced diversification by giving equal weight to each stock, unlike market-cap weighted indexes that concentrate holdings in few large stocks. This reduces single stock and sector risk. Historically, the equal weight index has outperformed the regular Nifty 50 Index, providing higher returns with comparable risk levels. The fund aims to replicate the performance of the index at low cost.
This document provides information on an upcoming NFO for the DSP Nifty Bank ETF, which seeks to track the Nifty Bank index. It summarizes that banking stocks currently represent the largest sectoral profit pool in India and the Nifty Bank index has historically outperformed the broader Nifty 50 index. It highlights positive factors for the banking sector such as improving asset quality, strong credit growth, higher profitability, and favorable valuations. The document also outlines details of the Nifty Bank index, investment process, risks of concentrating in one sector.
This document provides information on the launch of the DSP NIFTY Bank ETF, which tracks the Nifty Bank Index. It summarizes the strong historical performance and growth outlook of the banking sector in India, noting that banks have the highest sectoral profit pool. It highlights several positive factors for the banking sector such as improving asset quality, high but stable credit growth, expanding net interest margins, and healthy operating metrics. The document also describes the features and risks of the Nifty Bank Index and the investment process for the ETF.
- 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.
This document provides an overview of the DSP Nifty 50 Equal Weight Index Fund and compares it to actively managed large cap funds. It notes that most active large cap funds have underperformed their benchmarks over the past 1, 3, 5, and 10 years. The Nifty 50 Equal Weight Index Fund aims to track the Nifty 50 Equal Weight Index, which equally weights all 50 stocks in the Nifty 50 index to provide balanced diversification. The fund has outperformed both the Nifty 50 index and active large cap fund category averages over the past 1, 2, and 3 years. The document discusses the benefits of equal weighting all stocks in the index and concludes by recommending the fund for long-term investors seeking large cap
The document discusses investing in the DSP Nifty 50 Equal Weight Index Fund compared to actively managed large cap funds. It notes that most active large cap funds have underperformed their benchmarks like the Nifty 50 index in recent periods. The DSP Nifty 50 Equal Weight Index Fund tracks the Nifty 50 Equal Weight index, which equally weights all 50 stocks in the Nifty 50 index instead of weighting them by market cap like the regular Nifty 50 index. This results in greater diversification and reduces concentration risk from the top holdings. The fund has outperformed both the Nifty 50 index and active large cap fund category averages over 1, 2, and 3 year periods for both lump sum and SIP returns as of April 2023
The document discusses the Nifty Midcap 150 Quality 50 Index Fund, an open-ended scheme replicating the Nifty Midcap 150 Quality 50 Index. It highlights that the index focuses on mid-cap stocks selected based on quality filters like return on equity, financial leverage, and earnings growth variation. This provides exposure to the higher growth potential of mid-caps while focusing on quality to mitigate risks. Analysis shows the index has outperformed over the long term with more consistent returns than mid-cap indexes or active mid-cap funds on average.
1) The document describes the DSP Equal Nifty 50 Fund, which invests in companies that are part of the Nifty 50 Equal Weight Index.
2) The Nifty 50 Equal Weight Index provides equal weight to each of the 50 companies in the index, unlike the traditional Nifty 50 Index which weights companies based on market capitalization.
3) This equal weighting reduces concentration risk and provides more balanced exposure across large and small companies compared to the traditional market cap weighted Nifty 50 Index.
The document summarizes the DSP Equal Nifty 50 Fund, which invests in companies that are part of the Nifty 50 Equal Weight Index. The index provides balanced diversification by giving equal weight to each stock, unlike market-cap weighted indexes that concentrate holdings in few large stocks. This reduces single stock and sector risk. Historically, the equal weight index has outperformed the regular Nifty 50 Index, providing higher returns with comparable risk levels. The fund aims to replicate the performance of the index at low cost.
This document provides information on an upcoming NFO for the DSP Nifty Bank ETF, which seeks to track the Nifty Bank index. It summarizes that banking stocks currently represent the largest sectoral profit pool in India and the Nifty Bank index has historically outperformed the broader Nifty 50 index. It highlights positive factors for the banking sector such as improving asset quality, strong credit growth, higher profitability, and favorable valuations. The document also outlines details of the Nifty Bank index, investment process, risks of concentrating in one sector.
This document provides information on the launch of the DSP NIFTY Bank ETF, which tracks the Nifty Bank Index. It summarizes the strong historical performance and growth outlook of the banking sector in India, noting that banks have the highest sectoral profit pool. It highlights several positive factors for the banking sector such as improving asset quality, high but stable credit growth, expanding net interest margins, and healthy operating metrics. The document also describes the features and risks of the Nifty Bank Index and the investment process for the ETF.
- 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 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 benefit from the structural opportunity in the Indian healthcare industry while taking a diversified approach across sub-sectors such as hospitals, pharmaceuticals, medical devices, health insurance and diagnostics.
The document discusses the DSP Equal Nifty 50 Fund, an index fund that tracks the Nifty 50 Equal Weight Index. It notes that the fund aims to achieve diversification across stocks and sectors by investing equally in the 50 companies that make up the Nifty 50 index. This equal weighting reduces concentration risk compared to the traditional Nifty 50 index, which weights companies based on market capitalization. The summary also provides high-level information on the fund manager, Anil Ghelani, and his experience.
Edelweiss AMC Passive Equity Deck - June 2023JuneRobert1
Download The Edelweiss AMC Passive Equity Deck For June 2023. Explore The Presentation To Gain Insights Into Passive Equity Investment Strategies, Market Trends, And Investment Opportunities.
This document discusses the performance of equity and debt markets over different time periods and market phases. It shows that equity markets see much larger gains in bull phases but also larger losses in bear phases compared to debt markets. The document then discusses how a hybrid fund like DSP Equity & Bond Fund aims to provide better risk-adjusted returns than pure equity funds by maintaining a mix of around 65-75% in equities and 25-35% in high-quality debt securities. The fund has outperformed hybrid benchmarks with higher returns and lower volatility over various periods due to its robust framework for equity selection, asset allocation and rebalancing.
This document provides an overview of the DSP Nifty 50 Index Fund and DSP Nifty Next 50 Index Fund. It discusses the advantages of passive index funds such as lower costs and market exposure. It summarizes the characteristics of the Nifty 50 and Nifty Next 50 indices, including their sector allocations and top holdings. The document also reviews the past performance of the indices and shows how investing in them through lump sums or SIPs can generate long-term growth. Fund features like investment objective, benchmark, asset allocation and expenses are also highlighted.
This document provides information about the IDFC Dynamic Equity Fund, including its category, average assets under management, inception date, fund managers, standard deviation, asset allocation, market cap split, minimum investment amount, exit load, SIP frequency, dividend options, and benchmark. The fund follows a dynamic asset allocation model that adjusts its equity exposure between 30-40% based on the trailing P/E of the Nifty 50 index. As of February 2021, the fund had 35.5% net equity exposure and invested primarily in large cap stocks across sectors like banks, software, finance, auto ancillaries, and pharmaceuticals. The debt portion aims for high credit quality and short-medium duration.
This document provides information about the IDFC Dynamic Equity Fund, including its category, average assets under management, inception date, fund managers, standard deviation, asset allocation, market cap split, minimum investment amount, exit load, SIP frequency, dividend options, and benchmark. The fund follows a dynamic asset allocation model that adjusts its equity exposure between 30-40% based on the trailing P/E of the Nifty 50 index. As of February 2021, the fund had 35.5% net equity exposure and invested primarily in large cap stocks across sectors like banks, software, finance, auto ancillaries, and pharmaceuticals. The debt portion aims for high credit quality and short-medium duration.
This document discusses the DSP Equity & Bond Fund, a hybrid fund that invests predominantly in equity and equity-related instruments as well as debt securities. It notes that mixing equity and debt can help provide a smoother investment experience for investors compared to investing only in equities. The DSP Equity & Bond Fund aims to provide capital appreciation through its equity allocation while also generating income through its debt allocation and reducing volatility through asset allocation and periodic rebalancing between equity and debt. The document provides details on the fund's investment framework, portfolio managers, historical performance compared to benchmarks, and current allocations within its equity and debt portions.
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.
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.
This document discusses the DSP Equal Nifty 50 Fund, an open-ended equity scheme that aims to replicate the Nifty 50 Equal Weight Index. Some key points:
1. The fund seeks to invest in all 50 companies of the Nifty 50 index with each stock having an equal weight, unlike the traditional Nifty 50 index where weights are based on market capitalization.
2. Equal weighting aims to reduce concentration risk and stock-specific risk compared to market-cap weighting, as it ensures that no single stock has a significantly high weight.
3. Historically, the Nifty 50 Equal Weight Index has outperformed the traditional Nifty 50 index in terms of returns, with lower volatility. It
This document discusses the performance of the DSP Equity & Bond Fund, a hybrid fund that invests between 65-75% in equities and 25-35% in debt instruments. It shows that over various periods, the fund has outperformed its benchmark index, the CRISIL Hybrid 35+65 Aggressive Index, with higher returns and better risk-adjusted returns. The fund aims to provide capital appreciation through its equity allocation while its debt component helps reduce volatility. The document highlights the fund's investment framework and the experience of its portfolio managers.
The document discusses the benefits of diversification through multi-asset allocation. It provides evidence that combining different asset classes like equity, debt and gold in a portfolio can help reduce drawdowns during market crises compared to investing only in equities. Diversification is best achieved between different asset classes rather than within the same asset class. A multi-asset allocation approach incorporating global diversification can also help safeguard portfolios during economic or political crises in individual countries. Historical data on countries like India, US, UK and others demonstrates that a multi-asset strategy may provide superior risk-adjusted returns over the long term compared to investing only in domestic equities or debt.
This document discusses the key investment objectives and attributes of ASK Indian Entrepreneur Portfolio (ASK IEP). It aims to achieve capital preservation and appreciation over the long term through high-quality companies with strong growth prospects. The portfolio has consistently outperformed benchmarks like BSE 500 and Nifty 50 since inception, with lower volatility and drawdowns. It has delivered annual returns of 18% compared to 10.7% for BSE 500. The portfolio also exhibits qualities like low beta, superior Sharpe ratio, consistent outperformance of benchmarks over various periods, and companies within the portfolio often achieving life highs.
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.
This document discusses the performance of the DSP Equity & Bond Fund, an aggressive hybrid fund that invests 65-75% in equities and 25-35% in debt. It shows that over various periods, the fund has outperformed its benchmark index, the CRISIL Hybrid 35+65 Aggressive Index, on returns as well as risk-adjusted returns. Mixing equities and debt provides better risk-adjusted returns through volatility reduction compared to equities alone. The fund aims to generate capital appreciation from equities while lowering volatility through debt allocation and active rebalancing between the two asset classes.
SBI Emerging Businesses Fund: An Open-ended Equity Fund - Jan 17SBI Mutual Fund
This document provides information on an investment product suitable for long-term capital appreciation by investing in emerging companies with export orientation or outsourcing opportunities. It discusses the fund's bottom-up stock picking approach, with a focus on management quality, growth, business model, profitability, and valuations. The fund takes a flexible approach to market capitalization, and currently has a portfolio skewed toward mid-cap stocks, with higher concentration in services, consumer goods, and financial services sectors. It seeks to generate long-term returns through a high-conviction, focused portfolio of 20-30 stocks.
Value researchfundcard sbi-bluechipfund-2018jan30Mohit Saini
This document provides a disclaimer stating that the contents of the fund card are not intended as professional advice and the publisher takes no responsibility for investment decisions made based on the fund card. It advises readers to verify the contents and exercise caution before making investments. The fund card contains information and opinions from sources believed to be reliable, but the publishers make no guarantees regarding accuracy, adequacy or reliability of the information.
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.
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- 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 benefit from the structural opportunity in the Indian healthcare industry while taking a diversified approach across sub-sectors such as hospitals, pharmaceuticals, medical devices, health insurance and diagnostics.
The document discusses the DSP Equal Nifty 50 Fund, an index fund that tracks the Nifty 50 Equal Weight Index. It notes that the fund aims to achieve diversification across stocks and sectors by investing equally in the 50 companies that make up the Nifty 50 index. This equal weighting reduces concentration risk compared to the traditional Nifty 50 index, which weights companies based on market capitalization. The summary also provides high-level information on the fund manager, Anil Ghelani, and his experience.
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This document provides an overview of the DSP Nifty 50 Index Fund and DSP Nifty Next 50 Index Fund. It discusses the advantages of passive index funds such as lower costs and market exposure. It summarizes the characteristics of the Nifty 50 and Nifty Next 50 indices, including their sector allocations and top holdings. The document also reviews the past performance of the indices and shows how investing in them through lump sums or SIPs can generate long-term growth. Fund features like investment objective, benchmark, asset allocation and expenses are also highlighted.
This document provides information about the IDFC Dynamic Equity Fund, including its category, average assets under management, inception date, fund managers, standard deviation, asset allocation, market cap split, minimum investment amount, exit load, SIP frequency, dividend options, and benchmark. The fund follows a dynamic asset allocation model that adjusts its equity exposure between 30-40% based on the trailing P/E of the Nifty 50 index. As of February 2021, the fund had 35.5% net equity exposure and invested primarily in large cap stocks across sectors like banks, software, finance, auto ancillaries, and pharmaceuticals. The debt portion aims for high credit quality and short-medium duration.
This document provides information about the IDFC Dynamic Equity Fund, including its category, average assets under management, inception date, fund managers, standard deviation, asset allocation, market cap split, minimum investment amount, exit load, SIP frequency, dividend options, and benchmark. The fund follows a dynamic asset allocation model that adjusts its equity exposure between 30-40% based on the trailing P/E of the Nifty 50 index. As of February 2021, the fund had 35.5% net equity exposure and invested primarily in large cap stocks across sectors like banks, software, finance, auto ancillaries, and pharmaceuticals. The debt portion aims for high credit quality and short-medium duration.
This document discusses the DSP Equity & Bond Fund, a hybrid fund that invests predominantly in equity and equity-related instruments as well as debt securities. It notes that mixing equity and debt can help provide a smoother investment experience for investors compared to investing only in equities. The DSP Equity & Bond Fund aims to provide capital appreciation through its equity allocation while also generating income through its debt allocation and reducing volatility through asset allocation and periodic rebalancing between equity and debt. The document provides details on the fund's investment framework, portfolio managers, historical performance compared to benchmarks, and current allocations within its equity and debt portions.
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.
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.
This document discusses the DSP Equal Nifty 50 Fund, an open-ended equity scheme that aims to replicate the Nifty 50 Equal Weight Index. Some key points:
1. The fund seeks to invest in all 50 companies of the Nifty 50 index with each stock having an equal weight, unlike the traditional Nifty 50 index where weights are based on market capitalization.
2. Equal weighting aims to reduce concentration risk and stock-specific risk compared to market-cap weighting, as it ensures that no single stock has a significantly high weight.
3. Historically, the Nifty 50 Equal Weight Index has outperformed the traditional Nifty 50 index in terms of returns, with lower volatility. It
This document discusses the performance of the DSP Equity & Bond Fund, a hybrid fund that invests between 65-75% in equities and 25-35% in debt instruments. It shows that over various periods, the fund has outperformed its benchmark index, the CRISIL Hybrid 35+65 Aggressive Index, with higher returns and better risk-adjusted returns. The fund aims to provide capital appreciation through its equity allocation while its debt component helps reduce volatility. The document highlights the fund's investment framework and the experience of its portfolio managers.
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This document discusses the key investment objectives and attributes of ASK Indian Entrepreneur Portfolio (ASK IEP). It aims to achieve capital preservation and appreciation over the long term through high-quality companies with strong growth prospects. The portfolio has consistently outperformed benchmarks like BSE 500 and Nifty 50 since inception, with lower volatility and drawdowns. It has delivered annual returns of 18% compared to 10.7% for BSE 500. The portfolio also exhibits qualities like low beta, superior Sharpe ratio, consistent outperformance of benchmarks over various periods, and companies within the portfolio often achieving life highs.
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Value researchfundcard sbi-bluechipfund-2018jan30Mohit Saini
This document provides a disclaimer stating that the contents of the fund card are not intended as professional advice and the publisher takes no responsibility for investment decisions made based on the fund card. It advises readers to verify the contents and exercise caution before making investments. The fund card contains information and opinions from sources believed to be reliable, but the publishers make no guarantees regarding accuracy, adequacy or reliability of the information.
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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.
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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:
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- 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.
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- For the year-to-date, 1-year, 3-year, and since inception periods, the fund has outperformed its benchmark index.
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- 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.
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- 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.
- 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.
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An accounting information system (AIS) refers to tools and systems designed for the collection and display of accounting information so accountants and executives can make informed decisions.
Madhya Pradesh, the "Heart of India," boasts a rich tapestry of culture and heritage, from ancient dynasties to modern developments. Explore its land records, historical landmarks, and vibrant traditions. From agricultural expanses to urban growth, Madhya Pradesh offers a unique blend of the ancient and modern.
Explore the world of investments with an in-depth comparison of the stock market and real estate. Understand their fundamentals, risks, returns, and diversification strategies to make informed financial decisions that align with your goals.
Confirmation of Payee (CoP) is a vital security measure adopted by financial institutions and payment service providers. Its core purpose is to confirm that the recipient’s name matches the information provided by the sender during a banking transaction, ensuring that funds are transferred to the correct payment account.
Confirmation of Payee was built to tackle the increasing numbers of APP Fraud and in the landscape of UK banking, the spectre of APP fraud looms large. In 2022, over £1.2 billion was stolen by fraudsters through authorised and unauthorised fraud, equivalent to more than £2,300 every minute. This statistic emphasises the urgent need for robust security measures like CoP. While over £1.2 billion was stolen through fraud in 2022, there was an eight per cent reduction compared to 2021 which highlights the positive outcomes obtained from the implementation of Confirmation of Payee. The number of fraud cases across the UK also decreased by four per cent to nearly three million cases during the same period; latest statistics from UK Finance.
In essence, Confirmation of Payee plays a pivotal role in digital banking, guaranteeing the flawless execution of banking transactions. It stands as a guardian against fraud and misallocation, demonstrating the commitment of financial institutions to safeguard their clients’ assets. The next time you engage in a banking transaction, remember the invaluable role of CoP in ensuring the security of your financial interests.
For more details, you can visit https://technoxander.com.
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“Amidst Tempered Optimism” Main economic trends in May 2024 based on the results of the New Monthly Enterprises Survey, #NRES
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During the event, the results of the 25-th monthly survey of business executives “Ukrainian Business during the war”, which was conducted in May 2024, were presented.
The field stage of the 25-th wave lasted from May 20 to May 31, 2024. In May, 532 companies were surveyed.
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✅ More survey results in the presentation.
✅ Video presentation: https://youtu.be/4ZvsSKd1MzE
13 Jun 24 ILC Retirement Income Summit - slides.pptxILC- UK
ILC's Retirement Income Summit was hosted by M&G and supported by Canada Life. The event brought together key policymakers, influencers and experts to help identify policy priorities for the next Government and ensure more of us have access to a decent income in retirement.
Contributors included:
Jo Blanden, Professor in Economics, University of Surrey
Clive Bolton, CEO, Life Insurance M&G Plc
Jim Boyd, CEO, Equity Release Council
Molly Broome, Economist, Resolution Foundation
Nida Broughton, Co-Director of Economic Policy, Behavioural Insights Team
Jonathan Cribb, Associate Director and Head of Retirement, Savings, and Ageing, Institute for Fiscal Studies
Joanna Elson CBE, Chief Executive Officer, Independent Age
Tom Evans, Managing Director of Retirement, Canada Life
Steve Groves, Chair, Key Retirement Group
Tish Hanifan, Founder and Joint Chair of the Society of Later life Advisers
Sue Lewis, ILC Trustee
Siobhan Lough, Senior Consultant, Hymans Robertson
Mick McAteer, Co-Director, The Financial Inclusion Centre
Stuart McDonald MBE, Head of Longevity and Democratic Insights, LCP
Anusha Mittal, Managing Director, Individual Life and Pensions, M&G Life
Shelley Morris, Senior Project Manager, Living Pension, Living Wage Foundation
Sarah O'Grady, Journalist
Will Sherlock, Head of External Relations, M&G Plc
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
David Sinclair, Chief Executive, ILC
Jordi Skilbeck, Senior Policy Advisor, Pensions and Lifetime Savings Association
Rt Hon Sir Stephen Timms, former Chair, Work & Pensions Committee
Nigel Waterson, ILC Trustee
Jackie Wells, Strategy and Policy Consultant, ILC Strategic Advisory Board
University of North Carolina at Charlotte degree offer diploma Transcripttscdzuip
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A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
Ending stagnation: How to boost prosperity across Scotland
DSP Nifty 50 Equal Weight Index Fund - Aug 2022.pdf
1. DSP Nifty 50 Equal Weight Index Fund
(erstwhile known as DSP Equal Nifty 50 Fund)
Simple yet smart way to take large cap exposure
2. Mutual fund options investors have in large-cap space
Active Large cap Funds Passive Funds
Broad based index
(e.g. Nifty 50)
Smart beta index
(e.g. Nifty 50 Equal
Weight)
OR
4. Source: S&P, Data As of 31 Dec 2021
50%
30%
18%
32%
50%
70%
82%
68%
1 year 3 year 5 year 10 year
Performance of Largecap Funds - SPIVA Dec 2021
% of Largecap Fund outperformed S&P BSE 100 % of Largecap Fund underperformed S&P BSE 100
Majority of active large cap funds are underperforming the index
5. Source: Internal, MFIE, Data As of 31 Aug 2022
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2004 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2020 2021 2022
% of large cap funds outperforming Nifty 50 TRI on 3 year rolling basis
SEBI scheme recategorisation - Oct
2017
Significant reduction in % of large cap
schemes outperforming
Nifty 50 TRI post Oct 2017
Underperformance has become more evident post SEBI Recategorization circular
6. Group/Investment
Nifty 50 Equal
Weight Index
Nifty 50
Index
Largecap
Fund median
Industrials 4.3 3.8 7.5
Energy 7.6 13.4 7.8
Materials 17.0 7.4 6.4
Consumer Discretionary 13.9 7.4 9.0
Consumer Staples 9.9 8.7 7.5
Healthcare 9.2 3.8 5.0
Financials 23.2 36.9 34.4
Information Technology 8.7 14.2 11.5
Communication Services 1.9 2.3 2.6
Utilities 4.0 2.0 2.0
Real Estate 0.0 0.0 0.0
25.3
14.3
Nifty 50 Equal Weight Index Active Largecap Funds (Median)
Sectoral Active Share%
Source: Internal, Morningstar, Data As of 31 Aug 2022. The sector(s)/stock(s)/issuer(s) mentioned in this document 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(s).
Active large cap funds don’t deviate much from Nifty 50 in terms of sectoral allocation
7. 9.5%
30.2%
21.4%
6.4%
25.0%
18.6%
3.5%
22.3%
17.0%
1 Year 2 Years 3 Years
Lumpsum Returns as on 31 Aug 2022
DSP Nifty 50 Equal Weight Index Fund - Reg - Growth
Nifty 50 TRI
Active Large cap Funds (Category Median)
Source: MFIE. Data as of 31 Aug 2022. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. For performance in SEBI prescribed format &
schemes managed by same fund manager, please refer Annexure in slide 19 & 20
12.3%
21.7%
25.7%
8.7%
17.1%
21.1%
5.9%
14.6%
18.7%
1 Year 2 Years 3 Years
SIP Returns as on 31 Aug 2022
DSP Nifty 50 Equal Weight Index Fund - Reg - Growth
Nifty 50 TRI
Active Large cap Funds (Category Median)
DSP Nifty 50 Equal Weight Index Fund – Best Performing fund in large cap category
9. Source: Internal, NSE, Data As of 31 Aug 2022. The sector(s)/stock(s)/issuer(s) mentioned in this document 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(s)
Every player has an equal potential to perform
Top 10 companies: Nifty 50 Index= 58.2% weight, Nifty 50 Equal Weight Index= 19.6 % weight
Bottom 10 companies as per Nifty 50 Index
Company Name
Weight in Nifty
50 Index
Weight in Nifty 50
Equal Weight Index
Coal India Ltd. 0.6% 2.3%
Tata Consumer Products Ltd. 0.6% 1.9%
Eicher Motors Ltd. 0.6% 2.1%
Divi'S Laboratories Ltd. 0.6% 1.7%
Britannia Industries Ltd. 0.6% 1.9%
Apollo Hospitals Enterprise Ltd. 0.6% 2.0%
Upl Ltd. 0.5% 2.1%
Hero Motocorp Ltd. 0.5% 1.8%
Bharat Petroleum Corporation
Ltd.
0.4% 1.8%
Shree Cement Ltd. 0.4% 2.0%
Total 5.4% 19.6%
Top 10 companies as per Nifty 50 Index
Company Name
Weight in Nifty 50
Index
Weight in Nifty 50 Equal
Weight Index
Reliance Industries Ltd. 11.7% 1.9%
HDFC Bank Ltd. 8.4% 1.9%
ICICI Bank Ltd. 7.9% 2.2%
Infosys Ltd. 7.0% 1.8%
Housing Development Finance
Corporation Ltd.
5.7% 2.0%
Tata Consultancy Services Ltd. 4.3% 1.7%
Kotak Mahindra Bank Ltd. 3.6% 2.0%
Itc Ltd. 3.6% 2.1%
Hindustan Unilever Ltd. 3.0% 2.0%
Larsen & Toubro Ltd. 3.0% 2.2%
Total 58.2% 19.6%
Balanced Diversification
10. -10
-5
0
5
10
15
20
Jul-02 Jul-03 Jul-04 Jul-05 Jul-06 Jul-07 Jul-08 Jul-09 Jul-10 Jul-11 Jul-12 Jul-13 Jul-14 Jul-15 Jul-16 Jul-17 Jul-18 Jul-19 Aug-20 Aug-21 Aug-22
3 year rolling alpha of Nifty 50 Equal Weight vs Nifty 50
Current cycle of
outperformance may
have just begun
Source: MFIE. Data as of 31 Aug 2022.
Alpha over Nifty 50 is cyclical and usually last for longer time
12. Since Jun 20, depolarization phase has
begun with fall in Top 10 stocks weights
from 62.6% to 58.2%. This has led to
Nifty 50 Equal Weight index (NEW)
outperforming Nifty 50 Index (N50)
Current weight of Top 10 stocks @ 58.2%
is still at elevated level when compared
to its history
Source: NSE, Data As of 31 Aug 2022
62.5
49.6
58.9
49.6
59.4 59.4
51.7
62.6
58.2
48
50
52
54
56
58
60
62
64
Mar/02
Mar/03
Mar/04
Feb/05
Feb/06
Feb/07
Jan/08
Jan/09
Jan/10
Dec/10
Dec/11
Dec/12
Nov/13
Nov/14
Nov/15
Oct/16
Oct/17
Oct/18
Sep/19
Sep/20
Sep/21
Aug/22
Weight
of
top
10
stocks
in
Nifty
50
(%)
NEW vs N50 (Annualized returns differential in green/red
fonts)
+26%
-4%
- 8% +16
%
-3%
+4%
Depolarisation has just begun
13. Source: NSE, Data As of 31 Aug 2022
20.67
17.84
10
15
20
25
30
35
40
45
Jul/14
Jan/15
Jul/15
Jan/16
Jul/16
Jan/17
Jul/17
Jan/18
Jul/18
Jan/19
Jul/19
Jan/20
Jul/20
Jan/21
Aug/21
Feb/22
Aug/22
Price to Earning (P/E) Ratio
Nifty P/E NEW P/E
Same 50 stocks at lower valuation using Nifty 50 Equal Weight Index (NEW) !
14. Scheme
Tracking Error
Regular plan (%)
Tracking Error
Direct plan (%)
Tracking Difference
Regular plan
1-Year (%)
Tracking Difference
Direct Plan
1-Year (%)
DSP NIFTY 50 Equal Weight ETF * 0.08 -- -- --
DSP Nifty 50 Equal Weight Index Fund 0.07 0.07 -1.09 -0.58
Category average of Index Funds tracking Nifty 50
Equal Weight Index
0.10 0.10 -1.27 -0.66
Low tracking error & tracking difference
Source: AMFI, Data As of 31 Aug 2022 * Data less than 1 year
Nifty 50 Equal Weight strategy – Industry landscape
15. Nifty Equal weight index has broken
out descending channel which has
been in place since it recorded high
index value of 20,920 in Oct-21
indicating a broad based rally.
Also, the index is trading above 50,
100 and 200 day simple moving
average further depicting upward
trend.
Source: Bloomberg, Data As of 31 Aug 2022
Technical Signals also suggest upward trend
16. How do we recommend investing in this strategy?
❖SIP (preferred)
❖Lumpsum investment with Long term horizon (At least 5 years)
❖Investor can allocate 15-20% of their large cap exposure
17. Nifty 50 Equal Weight Index is
underweight pure banking/NBFC &
overweight Financial Services and
Insurance
Good performance by Banking stocks
can lead to underperformance of Nifty
50 Equal Weight
NIFTY 50 NIFTY Equal 50
HDFC BANK LTD. 8.4% 1.9%
ICICI BANK LTD. 7.9% 2.2%
HDFC 5.7% 2.0%
KOTAK MAHINDRA BANK LTD. 3.6% 2.0%
STATE BANK OF INDIA 2.6% 2.0%
BAJAJ FINANCE LTD. 2.5% 2.3%
AXIS BANK LTD. 2.5% 2.1%
INDUSIND BANK LTD. 0.9% 2.4%
TOTAL BANKING/NBFC EXPOSURE 34.1% 16.9%
BAJAJ FINSERV LTD. 1.3% 2.6%
SBI LIFE INSURANCE COMPANY LTD. 0.8% 2.1%
HDFC LIFE INSURANCE COMPANY LTD. 0.7% 1.8%
TOTAL FINANCIAL SERVICE EXPOSURE 2.8% 6.5%
Source: NSE, Data As of 31 Aug 2022. The sector(s)/stock(s)/issuer(s) mentioned in this document 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(s)
Risk – Significant underweight to Banking/NBFCs
18. Source: NSE, Data As of 31 Aug 2022. Numbers in ( ) indicates number of experience. 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.
Portfolio Management / Dealing / Analysis
Aanchal Almal, CFA
(8)
Manager
Diipesh Shah
(19)
Vice President
Anil Ghelani, CFA
(20)
Head of Passive
Investments &
Products
Passive Investments Process
Review Opening Portfolios and
forecast Cash Flows
Review market liquidity to
manage impact costs
Pre - Trade Evaluation Investment Decision Post - Trade Analysis
Track mandatory and elective
Corporate Actions
Strategy for stock level timing
and pace of execution
Identify price movements and
evaluate stock lending
opportunities
Evaluate trade execution
Analyse Tracking Error
Ensure real time portfolio
weights align with underlying
index
Track Scheduled and Adhoc
rebalances
Monitor
real time market movement
In line with global best
practices - dedicated
passive investment desk to
increase focus
Ravi Gehani
(7)
Manager
Investment team & Process
21. Disclaimer & Product Labelling
Disclaimers: This presentation / note is for information purposes only. It should not be construed as investment advice to any party. In this material DSP Investment Managers Pvt. Ltd. (the AMC) has used information that is publicly available, including
information developed in-house. Information gathered and used in this material is believed to be from reliable sources. 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 investigation and seek appropriate
professional advice. The statements contained herein may include statements of future expectations and other forward looking statements that are based on prevailing market conditions / various other factors and involve known and unknown risks and
uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Past performance may or may not be sustained in the future and should not be used as a basis for
comparison with other investments. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same and the schemes of DSP mutual fund may or may not have any future position in
these sector(s)/stock(s)/issuer(s). Large-caps are defined as top 100 stocks on market capitalization, mid-caps as 101-250 , small-caps as 251 and above. Data provided is as on Aug 31. 2022(unless otherwise specified)
The figures pertain to performance of the index and do not in any manner indicate the returns/performance of the Scheme. It is not possible to invest directly in an index. All opinions, figures, charts/graphs and data included in this presentation are as on
date and are subject to change without notice. For complete details on investment objective, investment strategy, asset allocation, scheme specific risk factors and more details, please read the Scheme Information Document, Statement of Additional
Information and Key Information Memorandum of respective scheme available on ISC of AMC and also available on www.dspim.com. There is no assurance of any returns/capital protection/capital guarantee to the investors in above mentioned
Schemes. The presentation indicates the strategy/investment approach currently followed by the above mentioned Schemes and the same may change in future depending on market conditions and other factors. The portfolio of the
above schemes is subject to changes within the provisions of the Scheme Information document of the scheme. For index disclaimer click here. An investor, by subscribing or purchasing an interest in the Product(s), will be regarded as having
acknowledged, understood and accepted the disclaimer referred to in Clauses above and will be bound by it.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
DSP Nifty 50 Equal
Weight Index Fund
(An open ended
scheme replicating
NIFTY 50 Equal
Weight Index)
This open-ended index linked equity scheme is suitable for
investors who are seeking*
•Long term capital growth
•Returns that are commensurate with the performance of Nifty
50 Equal Weight Index TRI, subject to tracking error.
DSP Nifty 50 Equal
Weight ETF
(An open ended
scheme replicating
NIFTY 50 Equal
Weight Index)
This product is suitable for investors who are seeking*
•Long-term capital growth
•Investment in equity and equity related securities covered by
NIFTY50 Equal Weight Index, subject to tracking error.
SCHEME RISKOMETER
BENCHMARK RISKOMETER - Nifty 50
Equal Weight TRI
* Investors should consult their financial advisers if in doubt about whether the Scheme is suitable for them.
SCHEME RISKOMETER BENCHMARK RISKOMETER - Nifty 50
Equal Weight TRI