Fund Focus…. DSP Value fund

DSP value fund has a unique investment style. This fund invests 25% in Global stocks and 75% in Indian equities. It’s a good design and complimentary. Strategy to all equity funds in India because it has Zero exposure to lenders (vs 25% in index and funds) and this 25% is deployed globally into good companies at good price.

There is more excitement about newer funds and strategies (Including global fund at gift city).

As human beings, we prefer crossing easy ideas and designs. The portfolio is actually a flexi cap India and the world.
Case study of Global portfolio company DSP value fund,

SK Hynix – (Global Chip Company )
Memory chips demand exploding globally.
Samsung and SK Hynix signed agreements to supply chips and gear for open AI’s star gate supercomputer project, with demand projected at ~ 9, 00,000 wafers /months, more than double current global HBM capacity. Stocks still trade at 5-6x fund pe.DSP value funds hold position in this stock.

Best way to invest in fund - SIP

Bitter Pill – 20% of Doctors obese, 53% diabetic, 24% hypertensive. Yesterday's news regarding Health condition of doctors.

If Knowledge was everything…….

It’s not just knowing that makes us better at anything. Knowledge is only the beginning.

What truly matters is execution and execution demands discipline. Whether it is health or wealth the rule is the same. And when it comes to non –core areas of life, taking help is not a weakness, it is wisdom. Being a doctor does not automatically make someone healthy.

In the same way, knowing about a fiancé does not make one a better investor. For the same level of risk better outcomes require experience and experience comes with a regular guide who brings structure, discipline and perspective.

At Akerkar wealth, we focus on your wealth creation with prudent strategies with our 22 years of experience.

Let us know if you or your friends or colloquies or family need our advice.

 

Blog by Mr. Santosh G Akerkar for Educational and Knowledge purposes only.

Bob Farell’s : 10 Timeless Investing Rules

1. Market trend to return to the mean over time.

2. Excess in one direction will lead to an opposite excess in the other direction.

3. There are no eras – excesses are never permanent.

4. Exponential rapidly rising or falling markets usually go further than you think but the do not correct by going sideways.

5. The public buy the most at the top and least at the bottom.

6. Fear and Greed are stronger than long term resolve.

7. Markets are strongest when they narrow to a handful of Blue chip names.

8. Bear markets have three stages sharp down, reflexive rebound and a drawn out fundamental downtrend.

9. When all the experts and forecasts agree something else is going to happen.

10. Bull markets are more fun than bear markets.

Read it, learn it and absorb it. It will help you to succeed in financial market.

 

Blog by Mr. Santosh G Akerkar for Educational and Knowledge purposes only.
Best Regards,
Santosh Akerkar

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