DSP Mutual Fund

Our recent Business Valuation Masterclass offered investors a unique opportunity to gain expertise in equity valuations. Bhavin Gandhi shared his valuable insights with a select group, providing a glimpse into DSP's equity investment process, portfolio selection discipline, and intelligent investing principles. Some of the attendees share their key takeaways and learnings from the masterclass Satyam Kumar Ashish Raut

Good bits and Not-so good pieces #DSPTathya Sahil Kapoor DSP Mutual Fund Link to the full report- https://lnkd.in/d9PU2hJd

"𝗠𝘆 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗶𝘀𝗻’𝘁 𝗴𝗼𝗶𝗻𝗴 𝗮𝗻𝘆𝘄𝗵𝗲𝗿𝗲" We feel you. You’re not alone. A lot of investors investing in equities are quietly frustrated right now. Things may seem bleak. ------------ What you're probably thinking: >What should I own? Should the stocks I own be unique (differentiated) or similar to others (safety in the herd)? >What should be the logic behind my portfolio? Because I need a system! >Even though I’m investing in equities, is there something I can do which adds a cushion when the market falls? Because whatever I owned till now has fallen a lot! >Will a good portfolio cost a lot to manage, maintain, rebalance- and how will I really do all this myself? Because, as a stock market investor, I keep getting confused, and I end up losing more than I win! ------------ What you need: ✅ Thoughtful simplicity  ✅ Meaningful diversification   ✅ A low cost system This will mean Some optimism to chase growth A bit of realism to not overpay A healthy dose of pessimism to account for risk Not easy to do. But this MF scheme is doing it. Quietly. Thoughtfully. With a clear, real process. Ignore this if all this doesn’t matter to you, as you chase value. But if it does, read this insightful note from the fund manager of this scheme: https://dspim.co/VFMar25 And if this convinced you enough, click here: https://dspim.co/3yl8dsr

Surfboards are out, but where are the waves? Since Sept 2024, Indian equities have struggled. Two key metrics hold the key to understanding how we got here. Are valuations adjusting or is this just the start? Read the blog to know more 👇 https://lnkd.in/gv8Fy4HW

In an exclusive Business Valuation Masterclass, a select group of investors gained rare insights into DSP's equity investment process, courtesy of Bhavin Gandhi's expertise. From portfolio selection to intelligent investing principles, attendees received valuable lessons. Here's what some of the attendees had to say about the masterclass ANAND CHANDAN Nimish Mehta

At our Business Valuation Masterclass, Bhavin Gandhi shared DSP's equity investment expertise with a select group of investors. Attendees gained insights into portfolio selection, intelligent investing, and more. Here are some takeaways from the attendees Vrutant Gabrani Avinash Dulani

Opportunity often looks like pain.

ETMarkets Smart Talk: A further 8-10% correction could bring large caps to fair valuation: Sahil Kapoor of DSP MF https://lnkd.in/g_i8RYew

Are you overestimating market valuations? We have all the insights in our latest Netra report: dspim.co/NetMar25

Samjhe guru? Phir Like thoko 👍