Preamble
<p><span style="font-size: 12pt; line-height: 107%;"><font face="Arial">The house "DSP" is steeped in history and entwined with the birth, evolution and maturing of equity in general and the Bombay Stock Exchange in particular. Going back in time to almost 160 years, the house has evolved from just a broking concern to a multi disciplinary financial house. In the case of mutual funds, again they have been at the forefront bringing in the biggest and the best names in fund management globally into the country. Starting with Merrill LYNCH and then Blackrock. However from 2018 the fund house has been on it's own.</font></span></p>
Fund Details
| Fund Details: | 9th August 2010 |
| Fund Type: | Open Ended Equity Large Cap Fund |
| Bench Mark: | BSE 100 |
Management Details
| Fund Details: | 9th August 2010 |
| Fund Type: | Regular Plan - Growth | 59.60 |
| Bench Mark: | High Value |
AAUM Growth
Research Team Members
- 1.Abhishek Singh
Fund Philosophy
<p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">The fund manager is guided by the core questions<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"> </span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">1. Can the business be held for 10 years?<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">2. Is the downside limited?<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">3. Are the embedded expectations conservative?<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"> </span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">Largely these are the building blocks to a portfolio constructed with a conservative basis and<o:p></o:p></span></p><p> </p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">downside protection oriented.<o:p></o:p></span></p>
Investment Style
<p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">Higher weights to Return on Invested Capital (ROIC) and Cash Flows in a company.</span></p><p class="MsoNormal"><br></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">Typically not to buy stocks in the most expensive bucket (based on quantitative parameters i.e. high Price to Earnings, Price to Book, Price to sales multiples).<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"><br></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">Intrinsic Value is the main determinant and this value is determined in a particular manner within the fund management team.<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"><br></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">Have a higher threshold for valuations in the Sell (exit) decisions.<o:p></o:p></span></p><p> </p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"><br></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">Prioritize risk mitigation over returns.<o:p></o:p></span></p>
Performance Parameter
Lumpsum (Amount Invested } Rs. 1,00.000/-)
* % One (AGR) 1 Year and Annual
SIP (Amount Invested } Rs. 1,00.000/-)
| Time Frame | Amount | Percentage % |
|---|
* % One (AGR) 1 Year and Annual
Return (Continious)
| Return | 6 M | 1 Y | 2 Y | 3 Y | 5 Y |
|---|
Return Stack (Continious)
| Return | 6 M | 1 Y | 2 Y | 3 Y | 4 Y | 5 Y |
|---|---|---|---|---|---|---|
| Benchmark | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
| Scheme | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
| Category AV | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Return Less Index
Return Less Index Rank
| Time Frame | Rank | Active funds |
|---|
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Performance Parameter
Risk Adjusted Alpha (Jensen’s) and The Risk Ratios
| Ratios | Jensen’s Alpha | Beta | Votality |
|---|
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Fund Composition Analysis
<p><span style="font-size: 14px;">HIGHLIGHTS THE TOP HOLDINGS AND PORTFOLIO STRUCTURE.</span></p>
<p><span style="font-size: 14px;">HIGHLIGHTS THE TOP HOLDINGS AND PORTFOLIO STRUCTURE.</span></p>
Portfolio Breakup
| Equity | Debt | SOV | Cash | Other Cuurency |
|---|
Myplexus.com Feedback
<p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">The numbers indicate a very true to label fund managed with a very "downside protect" approach with a core portfolio that has settled into a groove of performance.<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"><br></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">The statistic is very encouraging. The risk parameters are well within the conservative limits. <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"><br></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">The performance has been more than exemplary - leading the category and beating the benchmark comprehensively. <o:p></o:p></span></p><p> </p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%"><br></span></p><p class="MsoNormal"><span style="font-size:12.0pt;line-height:107%">And all this has happened over a reasonably turbulent time.<o:p></o:p></span></p>
Disclaimer: The entire report is based on independent utilization of statistical tools for evaluating performance in mutual funds. myplexus.com and its personnel have taken every precaution to ensure the authenticity of data. Every precaution has been taken to ensure the statistical outputs are correct. However, myplexus.com or any of its personnel cannot be held responsible for outcome of actions taken on the basis of its report on this fund or any other
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