Expert Insights: Rohit Singhania of DSP Mutual Fund on Investment Strategies & Market Trends

Join us for an exclusive interview with Rohit Singhania, Co-Head of Equities at DSP Mutual Fund. With decades of experience in the financial markets, Rohit shares his invaluable insights into his investment philosophy, stock selection strategies, and plans to enhance the performance of DSP's equity funds.
Discover the key learnings from his career as a research analyst, his views on market dynamics, and his advice for long-term investors.
Don't miss out on this deep dive into the world of equity investments with one of the industry experts.
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Chapters:
00:13 Introduction
00:40 After completing your MBA, you worked as an analyst with several organisations, including HDFC Securities, IL&FS, and Quantum Securities.
02:05 What were your key learnings from these experiences on the sell side?
04:18 What types of stocks or market situations excite you the most?
09:46 What criteria make a stock a compelling buy for you?
11:26 You've been with DSP for around two decades. What has kept you loyal to one fund house, and how have you seen your career grow at DSP over the years?
13:08 Looking at the portfolios of the DSP ELSS Tax Saver Fund and DSP Equity Opportunities Fund, the top holdings are heavily weighted in the financial sector. What makes you so bullish on financials?
14:26 The returns for the DSP Dynamic Asset Allocation Fund have been quite low. Since you started co-managing this scheme in the last six months, what are your plans to improve its performance?
17:30 You've been managing the DSP TIGER Fund for over a decade, but the entire infrastructure category seems to struggle against its benchmark. The infrastructure index is up by 115% in one year, yet the funds underperform. What do you think causes this underperformance, and do you believe it still makes sense for investors to invest in cyclical thematic funds?
21:56 Given the current market scenario, are there particular sectors or industries where you see significant potential for value?
22:44 Which are the sectors you are staying away from now, and why?
23:41 What market trend or event has surprised you the most, and how has it influenced your investment approach?
26:31 Closing
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