DSP Mutual Fund

Asset Allocation: ETMarkets Smart Talk: Sensex@80K! Sahil Kapoor recommends multi-asset allocation strategy for new investors

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Asset Allocation: ETMarkets Smart Talk: Sensex@80K! Sahil Kapoor recommends multi-asset allocation strategy for new investors

“Allocate new money to a multi-asset allocation strategy or an equity savings fund with lower equity allocations,” says Sahil Kapoor, Head of Products & Market Strategist, DSP Mutual Fund. In an interview with ETMarkets, Kapoor said: “Retail investors should prioritize building a well-rounded portfolio that includes both equity and debt, aligning their investments with their … Read more

Indian stocks: A heavy monsoon season is great news for these Indian stocks

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Indian stocks: A heavy monsoon season is great news for these Indian stocks

Stocks of Indian firms that earn a large chunk of their revenues from the nation’s hinterland are showing signs of a revival, as traders bet that bountiful monsoon rains will lead to better crop yields and boost rural demand. Motorcycle manufacturers, farm-equipment makers and producers of fast-moving consumer goods have rallied following forecasts of timely … Read more

quant funds: No bias, no emotion; With quant funds the ‘matrix’ takes the calls

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quant funds: No bias, no emotion; With quant funds the ‘matrix’ takes the calls

Mumbai: Mutual fund investors looking to diversify portfolios beyond traditional diversified equity strategies can consider quant funds, which primarily use mathematical models to select stocks, eliminate fund manager bias, and have lower costs than active funds. Wealth managers believe investors can allocate 15-20% to such schemes. Quant funds build a portfolio by selecting stocks on … Read more

stock boom: ETMarkets Fund Manager Talk: Earnings risk can disrupt stock boom, says Vinit Sambre of DSP Mutual Fund

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stock boom: ETMarkets Fund Manager Talk: Earnings risk can disrupt stock boom, says Vinit Sambre of DSP Mutual Fund

With Nifty and Sensex trading close to all-time peak levels, Vinit Sambre, Head-Equities, DSP Mutual Fund, says there are looming risks to earnings growth over the upcoming quarters, primarily due to persistently weak consumption trends and the possibility of reduced government spending during election periods. “Given the elevated expectations and rich valuations, there is no … Read more