Value Research

Chirag Dagli on Mid & Small Cap Strategy, Stock Selection & DSP's Multicap Fund Approach


Listen Later

In this episode, we dive into the investing philosophy of Chirag Dagli, Fund Manager at DSP Mutual Fund, who manages the DSP Multicap Fund and DSP Healthcare Fund with a combined AUM of ₹5,000 crore. From his early days as a Harshad Mehta-era stock market enthusiast to now managing star-rated funds, Chirag's evolution as an investor offers rich insight.

 Highlights:

  • The four-bucket strategy: Growth, Value, Compounders, and Turnarounds
  • Why Chirag avoids rigid labels like 'value investor' or 'growth investor'
  • DSP Multicap Fund's heavy mid- and small-cap tilt and its rationale
  • His bottom-up approach to stock picking, even in expensive markets
  • Why capital efficiency is a non-negotiable metric
  • Views on market volatility and global macro uncertainty
  • DSP Healthcare Fund's global diversification through US-listed stocks
  •  

    Chirag also shares how portfolio construction shapes his decision-making and why DSP is willing to look beyond the Nifty 500 for alpha generation. This is a must-listen for investors seeking practical frameworks to navigate today's dynamic equity markets.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Value ResearchBy Value Research


    More shows like Value Research

    View all
    The Knowledge Project by Shane Parrish

    The Knowledge Project

    2,709 Listeners

    Moneycontrol Podcast by moneycontrol

    Moneycontrol Podcast

    15 Listeners

    Capitalmind with Deepak & Shray by Capitalmind

    Capitalmind with Deepak & Shray

    12 Listeners

    ThePrint by ThePrint

    ThePrint

    90 Listeners

    In Focus by The Hindu by The Hindu

    In Focus by The Hindu

    40 Listeners

    Finshots Daily by Finshots

    Finshots Daily

    40 Listeners

    Investing Money With Max by Max Kleinberg

    Investing Money With Max

    2 Listeners

    Top of the Morning by Mint - HT Smartcast

    Top of the Morning

    6 Listeners

    The Morning Brief by The Economic Times

    The Morning Brief

    16 Listeners

    The SOIC Podcast by SOIC: School of Intrinsic Compounding

    The SOIC Podcast

    1 Listeners

    Unhedged by Financial Times & Pushkin Industries

    Unhedged

    185 Listeners

    Daybreak by The Ken

    Daybreak

    10 Listeners

    Let's Talk Money with Monika Halan by Monika Halan

    Let's Talk Money with Monika Halan

    4 Listeners

    The Daily Brief by Zerodha

    The Daily Brief

    16 Listeners

    The Core Report by The Core

    The Core Report

    3 Listeners