True Mutual Fund Distributor

16/08/2025

Flexicap Construct – A Simple Yet Powerful Approach
Historical CAGR (Oct 2009 – Jun 2025) in Different Market Approaches – How Do They Stack Up?
Perfect Timer (Perfectly Predicts Winners Every Year)
Delivers 22.9% CAGR but is purely hypothetical – near impossible in reality.
Performance Chaser (Invests in Last Year's Winner)
12.5% CAGR – Struggles due to chasing past trends, often enters late.
Contrarian (Invests in Previous Year's Loser)
15.9% CAGR – Can work sometimes, but highly volatile and risky.
Equal Weight (1/3rd each in Large, Mid & Small Caps)
15.2% CAGR – Balanced approach, but static and misses market cycles.
'Buy the Market' Investor (Nifty 500)
13.0% CAGR – Simple & low effort, but limited upside and tied to market averages.
Nifty500 Flexicap Quality 30
18.1% CAGR – Dynamic allocation + Quality focus = Superior long-term results.
Outperformed most practical strategies without needing perfect timing.
Captures upside, limits downside, and smooth-ens long-term compounding.
Key Insight:
A disciplined Flexicap Quality approach offers better balance of risk, return & simplicity versus static or reactive strategies:
Disclaimer: Mutual funds investments are subject to market risk, read all scheme related documents carefully before investing.

16/08/2025

Flexicap Construct – A Simple Yet Powerful Approach

📊 Historical CAGR (Oct 2009 – Jun 2025) in Different Market Approaches – How Do They Stack Up?

⏱️ Perfect Timer (Perfectly Predicts Winners Every Year)
Delivers 22.9% CAGR but is purely hypothetical – near impossible in reality.

🏃 Performance Chaser (Invests in Last Year's Winner)
12.5% CAGR – Struggles due to chasing past trends, often enters late.

🔄 Contrarian (Invests in Previous Year's Loser)
15.9% CAGR – Can work sometimes, but highly volatile and risky.

⚖️ Equal Weight (1/3rd each in Large, Mid & Small Caps)
15.2% CAGR – Balanced approach, but static and misses market cycles.

📦 'Buy the Market' Investor (Nifty 500)
13.0% CAGR – Simple & low effort, but limited upside and tied to market averages.

⭐ Nifty500 Flexicap Quality 30
▫️ 18.1% CAGR – Dynamic allocation + Quality focus = Superior long-term results.
▫️Outperformed most practical strategies without needing perfect timing .
▫️Captures upside, limits downside, and smoothens long-term compounding.

💭 Key Insight:
A disciplined Flexicap Quality approach offers better balance of risk, return & simplicity versus static or reactive strategies.

14/08/2025

14/08/2025

Elevate Your Financial Game with SIPs! Discover the Art of Wealth Building with Systematic Investment Plans! Kindly contact us for additional information.

13/08/2025

In the 1920s, mid-sized companies were the market’s darlings.

When the Great Depression hit, fear took over and love shifted to the “safe” large caps.

Benjamin Graham noticed this cycle of greed and fear, and warned investors in his book Intelligent Investor

A century later, we still make the same mistake.

To address this, we came up with DSP Nifty500 Flexicap Quality 30 Index Fund that is built to last through all market cycles. It adds when fear creates value and trims when euphoria clouds judgment.

We recommend investing in it via SIPs to benefit from disciplined investing, avoid timing mistakes, and capture opportunities across market cycles.

These two minutes could change how you see the market.

13/08/2025

Dream Big, Secure Bigger! Worried about your child's future? Let's talk about ensuring a bright path ahead with smart financial planning!
Kindly contact us for more details.

12/08/2025

🚀 SIP it BIG in India’s 1st Flexicap Quality 30 Index Fund 🚀

📅 NFO: 8th – 22nd Aug 2025
✅ Invest across Large, Mid & Small Caps in 30 high-quality stocks
✅ Quality + Momentum + Focus = Built to Last
✅ SIPs help enter smartly even in high valuation markets

💡 The more SIPs you add now, the stronger your book for the next decade!

📲 Let’s lock in maximum SIPs before 22nd Aug – This one’s made for long-term wealth creation!

11/08/2025

India’s 1st Smart Beta Flexicap Fund🌟
DSP Nifty500 Flexicap Quality 30 Index Fund
🔹 NFO Period: 8th - 22nd August 2025
🔹 Ideal for SIP investors aiming for long-term growth

💡 Why This Fund Stands Out
• Flexicap Allocation: Invests in Large, Mid & Small Caps
• Focus on Quality: Picks top 10 stocks in each cap based on:
• Return on Equity (ROE)
• Debt-to-Equity Ratio
• EPS Growth
• Momentum-Based Allocation: Automatically adjusts allocation depending on SMID/Large cap trend

📊 Simple & Smart Structure
• 30 High-Quality Stocks (10 each from Large, Mid, Small caps)
• Equal Weighting: No bias, equal opportunity
• Portfolio Rebalanced Quarterly | Constituents Reviewed Half-Yearly

🔁 Dynamic Allocation Logic
• If small-mid caps outperform large caps → More allocated to SMID
• Current allocation as of Jun 2025:
• 67% in Mid & Small Caps
• 33% in Large Caps

🚀 Performance Highlights (Back tested)
• 18.1% CAGR since Oct 2009
• Outperformed Nifty 500 TRI by 5.2% annually
• SIP 5-Year Rolling Median Return: 20.3%

✅ Key Benefits
1. Built-in Diversification | No need to juggle funds
2. Tax-Efficient | Less frequent shuffling = lower taxes
3. High Conviction Portfolio | Only 30 strong, well-governed stocks
4. SIP-friendly for markets with high valuations

📌 Fund Facts
• Structure: Open-Ended Index Fund
• Benchmark: Nifty500 Flexicap Quality 30 TRI
• Minimum Investment: ₹100 (Lumpsum or SIP)
• Exit Load: Nil
• Fund Managers: Anil Ghelani & Diipesh Shah
Contact now: 9822204877​

08/08/2025

Don't wait for tomorrow to secure your financial future! Start early, invest wisely, and watch your wealth grow with time.
Kindly contact for further information.