DSP Mutual Fund

@hemanglalit @SahilKapoor Hi Hemang, Thank you for sharing your perspective. We appreciate your comments and have noted the same.

@dspmf @SahilKapoor Do not understand allocation to very long term government bonds. The duration risk taken here is significant with average maturity of 20 years to 30 years. Why are you so much long duration in an uncertain world.

Your multi asset fund hasn't moved the way you hoped. And you've been checking it more than you'd like to admit. You're wondering if you made a mistake. You probably didn't. @SahilKapoor explains why. To know, watch the full clip👇

When everyone is chasing the next big multibagger, Anish Tawakley, CIO, is asking a different question. Not which ones will perform. Which ones will not. He describes it like fielding in the slips. Watch only the outside edge of the bat, ignore the crowd, and act when the chance arrives. Read his full letter to investors: 👉tinyurl.com/dspcioletter

Friday evening, an Indian sprinter broke his rival's yearlong 100m national record. 10:17 seconds. 5 minutes later, his rival broke it back. 10:15 seconds. In the final the next day, the first sprinter ran 10:09, becoming the first Indian in history to break the 10:10 barrier. In a world where the fastest man ran this in 9:58, it may not seem like much. But to see the record tumble thrice in two days is a huge step for Indian athletics. No one saw it coming. His previous best, two months ago, was 10:20 seconds. Making up 11 seconds in months is unheard of. We all spend a lot of time trying to predict what happens next. The truth is in life or investing we just don't know what happens next. Which stock will rally. Which asset class will outperform. Global or Indian? The noise is constant. We study charts, read forecasts, follow experts. But the future just shows up, often without a signal. Investors who do well aren't the ones who predict right. They're the ones who accept they don't know what happens next, but still think, prepare, act, and stay the course, regardless of what predictions or reactions say. That's the best they can do.

Hi Shankar, There was some intermittent login issue on the CAMS app/website, which has been resolved. You should be able to view the holdings now.

@_Shankar___ @Camsonline @MFCentral_India @SEBI_India @ICICIPruMF @KalpenParekh @nikhilkamathcio @zerodha Hi Shankar, Kindly DM us your PAN number. We will check and get back to you by tomorrow. Link to DM: x.com/messages/compo…

Portfolio missing @Camsonline affiliated fund holdings. What sort of service is this. @MFCentral_India @SEBI_India @ICICIPruMF @KalpenParekh @dspmf @nikhilkamathcio @zerodha

@Yashodh34235788 @ushinair Hi Yashodhara, DSP Multi Asset Allocation Fund is currently open. Lumpsum investments can be made.

Most investors only see corporate governance at face value. Anish Tawakley, Chief Investment Officer, in conversation with @ushinair , shares how corporate governance patterns change across market cycles and the one signal worth paying attention to. Watch the full video here: tinyurl.com/viscio

Hi, Just to clarify, it is the DSP Multi-Asset Allocation Fund.

@dspmf DSP Multi-aaset fund or DSP multi-asset omni fund ?

Over the last 12–18 months: • Gold and silver worked • Global equities worked • Domestic equities went nowhere • AI themes corrected sharply • Debt stabilised volatility Most investors had to choose what would win next. This portfolio didn’t. Because good asset allocation is not about finding one perfect instrument. It is about making different instruments work together. @KalpenParekh @ushinair @ManishRathiDSP

The Five Charts #DSPTathya @SahilKapoor @dspmf Download the full report: dspim.com/media/pages/la…

India's gold import duty recently went up. The popular reaction was immediate. @SahilKapoor thinks most people have it completely backwards. Watch before you react.

In 2007, a Navy SEAL walked into an ambush in Iraq. Outnumbered, badly wounded, pinned down in the kill zone. The thing that saved his life wasn't training, wasn't firepower, wasn't courage. What was it? And why does @SahilKapoor think every investor needs to know what it is? Read here: tinyurl.com/dsptrblog

Hi Parag Bafna, As per the SEBI Mutual Fund Regulations, any change in the Fund Manager is required to be communicated to investors through a public notice published on our website. Accordingly, the requisite notice has already been duly updated and published on our website.

I can see a change in the @dspmf Value Fund — it’s now managed by @abhishec_s instead of Aparna. As an investor, I feel such changes should be clearly communicated to investors. Anyways, I’ve been following his articles for the past few years, so I’ll continue my investments.

Did a YT Live on how to approach all the four assets and where they are in the cycle. Watch: youtu.be/Mk6a-IIPxkc?si…

Why does Multi Asset make more sense than ever right now? @SahilKapoor shared his thoughts LIVE across oil, equities, gold, and bonds. Grounded in data and cycle positioning. Including a candid Q&A. If you manage your own portfolio or advise others, this might be worth your time. 🎥 Watch here → tinyurl.com/dspsklive

Hi Mihir, The GST invoices have been emailed to the distributors. Alternatively, the invoice can also be generated through CAMS Mailback, and the signed copy can be uploaded there accordingly.

Hi Mihir, We are working on your query and will confirm at the earliest.

@amfiindia @Camsonline @weKFintech Many AMCs have still not released their brokerages. It is the 13th of May today. Majority of them have still not provided the invoice details. And us Mutual Fund Distributors are expected to upload our invoices by the 15th, as informed by you on many of your concalls. Otherwise we will not receive the GST payment this month. Even the biggest ones like @ICICIPruMF @abslmf @AxisMutualFund have still not processed the brokerage. They will take their own seeet time to then provide the indicative invoices on the RTA platforms. What are we supposed to do?! Is it fair that distributors suffer because of the inefficiency and unpreparedness of the AMCs, RTAs and the system? Are we the only ones who have to suffer always for no fault of ours? The changes in the brokerage payment method were informed well in advance. But still the ground reality is this. Shambles. Who will take responsibility?? @SEBI_India @FinMinIndia @nsitharaman @narendramodi

Gold continues to be volatile. Banks well off their highs. IT down this year. If you're trying to make sense of where to stand right now, you're not alone. @SahilKapoor goes live today to walk through the rationale behind the Multi Asset strategy and why this kind of market complexity is exactly what it was built for. YouTube LIVE | Today @ 4 PM IST 👉 tinyurl.com/sahilive

Markets are neither cheap nor very expensive. Somewhere in the middle. So one should stick to their asset allocation. Not being invested anywhere will not help beat inflation - @KalpenParekh