'Equity markets should do better as profits recover'

Summary: DSP Mutual Fund’s Kalpen Parekh names a sector-positioning mistake and gives a view that links the rate outlook to equity returns. He puts a number on how far passives could grow and explains how DSP tries to educate investors.

Summary: DSP Mutual Fund’s Kalpen Parekh names a sector-positioning mistake and gives a view that links the rate outlook to equity returns. He puts a number on how far passives could grow and explains how DSP tries to educate investors. How would you describe the past 12 months for your fund house in one sentence? Strengthening the investment function with Anish Tawakley joining as CIO, plus Vinit Sambre’s small-cap fund showing strong performance. ​What was your single biggest mistake this year, and what did it cost investors? Our overweight stance in large private banks and underweight in capital goods didn&rsq

This article was originally published on October 23, 2026.