Shah manages seven funds at DSPML including DSPML Equity, DSPML Balanced and DSPML Technology.com. Two of these funds figure in our list of the 25 funds. DSPML Technology.com is the best performing fund in the technology category. Prior to joining DSPML AMC, he has worked with GPC India as Portfolio Advisor & Head of Products. Shah is a commerce graduate and holds a PGDM from IIM (Ahmedabad).
Do you see a market crash in the near future?
We see it as a low probability event. But since our market has surprised investors from time-to-time, we do not rule it out completely. Low probability events have materialised now and then due to market volatility having risen. Our belief is that the market shall provide returns over the longer period even if a crash were to occur.
What is the strategic and tactical orientation of your fund?
We are strategically and tactically focussed on the domestic sectors with low exposure to the export ones. We are playing the currency strength. We are also focussed on emerging sectors with long-term implications, like fertilisers and education.
Which are your top sector preferences? Banking/Financial Services
Power/Infrastructure/Capital Goods
Do you see a market crash in the near future?
We see it as a low probability event. But since our market has surprised investors from time-to-time, we do not rule it out completely. Low probability events have materialised now and then due to market volatility having risen. Our belief is that the market shall provide returns over the longer period even if a crash were to occur.
What is the strategic and tactical orientation of your fund?
We are strategically and tactically focussed on the domestic sectors with low exposure to the export ones. We are playing the currency strength. We are also focussed on emerging sectors with long-term implications, like fertilisers and education.
Which are your top sector preferences? Banking/Financial Services
Power/Infrastructure/Capital Goods
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