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MF Select

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Mutual funds have been primarily ranked based on the historical performance of the fund along with some other parameters. This methodology is flawed and misleads investors as there is no basis that a fund that has done well in the past will *necessarily* do well in the future. Investors, when they invest, are concerned about the future returns of the funds and that is where DSIJ’s MF-Select delivers.

We at DSIJ, utilising our research strength and experience on the listed companies analyse the expected return on the underlying stocks of each fund and then deduce the future performance potential of the fund as a whole. It is clear that we want investors to base their investment on the future return expectations and not historical performance. As each of the fund alter their stock holding composition (by buying, selling, averaging stocks held) the potential future performance of the fund alters. Every month we bring these potential fund winners/leaders to our product subscribers so as to give them the opportunity to always ride the potentially fastest growing fund.

Key Features

  • bullet Two Top Ranked Mutual funds for the month

  • bullet The recommendation report will be provided to investors on Monday of the 4th week of the month.

  • bullet Exit as per the need - The MFs whose underlying portfolio has churned and is witnessing deterioration will be advised to be exited.

  • bullet The report will be of one/ two page with sectoral classification of the funds recommended and investment philosophy of the fund.

Service

All recommendations will be sent via SMS and Email. Investors can then view the one/ two pager report on the website in their subscription section. This report will provide details on the Mutual fund.

Sample Recommendations

The Mutual fund recommendation format will be as below-
 MF Select – BUY - (Fund name)

Advantages

  • bullet Investors get MF recommendations based on best underlying stock portfolio which is what they are investing in.

  • bullet Investors reduce the risk associated with investing in just couple of funds which might falter on performance at the end of the holding period

  • bullet Investors can be agnostic with respect to the changes in Fund manager or change in investing philosophy of the fund.

  • bullet If the performance of the recommended MF is expected to deteriorate, investors will be advised to exit the same helping them to get better yield.

Risk level: The product is a low risk product as the risks of the individual stocks gets normalized over the larger basket size of the fund.

Disclaimer
The recommendations are purely a view point and there is no guarantee on the returns. Hence all the clients (paid or unpaid) are requested to apply their prudence before acting on any of the recommendations. Neither DSIJ Pvt Ltd nor any of its promoters, members, or employees shall be held responsible for any losses incurred (if any) by acting on the recommendations.