DSP Nifty 50 Equal Weight ETF · NSE:EQUAL50ADD
DSP Nifty 50 Equal Weight ETF — DSP Mutual Fund — Investor Presentation (December 2025)
27 slides from DSP Nifty 50 Equal Weight ETF's investor presentation, December 2025
Slide 1: DSP Netra: It's not just a theory
DSP Netra —_— —— IT’S NOT JUST A THEORY...
Slide 2: What is DSP Netra?
DSP MUTUAL FUND ince 2021 Netra is DSP’s since a monthly publication 7] * Releases on the 5th without exception. * Uses market history to identify extremes. * Highlights segments where extremes are evident ¢& margin of safety exists. What do we cover in Netra? " Market extremes * Valuations * Corpor
Slide 3: How have our investment ideas played out
DSP MUTUAL FUND How have our inve i > played owes stment ideas " 55+ edit ONS over 4 years, *_ aoe discussed, | * Better Margin-of-gafet \ a Potential to Piet alpha for investors, . 2 out of 10 inves did not work the expected, tment ideas way we Synopsis of investment ideas Ideas that made More than
Slide 4: Commodity & Fixed Income calls
Slide 5: Silver
DSP MUTUAL FUND Silver we started talking | about silver 10 Dec |} 5024 and then again | in Mar 2025 Since we highlighted it in Dec 2024, Silver has given 63% returns 170000 ition. } edi | We launched silver 150000 FoF in May 2025. 130000 Post that silver a jas been one of on pest asset class to | |
Slide 6: Gold
DSP MUTUAL FUND Gold We highlighted 6 about pullish preakout in gold in sep 2021 when gold : crossed $1800 BoE estimating 2 new a high at $2100 FEED pased on technical eee 50000 signal. 2100 2050 We highlighted here 2000 ay 1950 1900 —— 49000 48000 Though Gold didn’t 47000 | ] cross $2100 but it did
Slide 7: Long-term bonds / duration call
DSP MUTUAL FUND © we recommended to 4 : | tion in | ratit : | add wee ms 3 30 year & 10 year G-Sec yield Sep 23 - We highlighted here to add | Sep 20 Tndian duration near to peak long term rate Tong-term 1.8 : | v ponds looked ia 15 attractive near 7.25% 10¥ yields- 4 7 7.2 The call worked ields ¥ |
Slide 8: Gold Miners
DSP MUTUAL FUND Gold Miners Gold Miners © represent a niche . sector that had been ] | | significantly | depressed since its FTSE Gold Miners TRI previous peak in 2011. 8500 7500 hat peak has now been a int ae 1 surpassed in 2025+ cen sia ca ier of Om Cop ae till ae has given 149% returns ‘ We have
Slide 9: Sectoral ideas
Slide 10: Healthcare
MUTUAL FUND | we highlighted | Healthcare various ) times throughout | 2023 when | valuations were | very attractive 200 175 We highlighted here " J Ss q i | Since then, Nifty Healthcare TRI has significantly outperformed | _ Nifty 50 + Nifty Healthcare TRI returns - 95% vs 51% of Nifty 50 | . | ,bz
Slide 11: Capital Goods & Defence
DSP MUTUAL FUND 5 & Defence 7 Capital Goods f © | ; Inted | we highlig! ods 4 We cautioned about | apout Capital Go excessive valuation here ) and Defence —_ 500 Since then both has outperformed Nifty 50 by a wide margin. NY | jater half of 450 es +o y | egigenization, ioe Ff rge order books, 350 We
Slide 12: Auto
DSP MUTUAL FUND Auto ) we highlighted } about Auto in 1 5021 - 2022 with | potential of @ around | eta ty after opportuni 5 years of underper formance . | | | Source - NSE 300 250 200 150 100 50 We highlighted about { Nifty Auto 161% vs 71% Nifty 50 buying Auto here eel We highlighted about J avoidi
Slide 13: Realty
DSP MUTUAL FUND Realty \ i ted | we highligh | about Realty sector & | in Dec 2022 when It outperformed Nifty 50 by more than 90% in 1.5 years | the sector vas 200 ¥ deleveraging and zs ron | retesting support | after breakout. 200 Tt was an aso We highlighted buying realty here attractive pottom-up
Slide 14: Metals
DSP MUTUAL FUND | | impacting global | commodity prices | | | | | q eerneRTT ERT Source - NSE We started to highlight about avoiding metal sector 220 Since our May 2022 call, metal sector J 4, v v underperformed Nifty 50 by 20% 200 180 120 60 & a u 4 & & 4 b & g & 2 a a 4 is § Bog @ &@ @ @ @ 2 € &@
Slide 15: Marketcap based calls
Slide 16: Small & Midcaps (SMIDs)
DSP MUTUAL FUND Sanall & Midcaps (sut0s) | we recommended SMID : e } allocations in Dec . | 2022 due to 7 ; 7 : , attractive waa es v 7 valuations & "(ma ton owing to SMID corrections buy call here | L- MO ve gave a suzD \} | | removal of froth - | | 120 We also started to I recommend exit call } si
Slide 17: Largecaps allocation
DSP MUTUAL FUND | we recommended 7 } allocations to Allocation to largecaps would have reduced drawdown during Jan - Mar 25 fall | Soegecep since Aug re S 310 2024 and a Ff | recommending owing g 105 | to less flows in largecaps i a9 SMID'S valuation . froth and q significant 90 | outperformance & a
Slide 18: Top 10 stocks
DSP MUTUAL FUND Top 10 | ws © | since Sep 2024, we . | Yecommended We started recommending here } Jiiocations to TOP 105 | 10 stocks as share \ 100 < 95 | | underperformed ) significantly | peered to broader ] market index. | ae We launched fund on Nifty top 10 equal Top 10 stocks fell less compared
Slide 19: Global calls
Slide 20: Chinese Technology
MUTUAL FUND Chinese Technology 1 for We gave cal. } chinese technology | as it was trading | at significantly | lower valuations as ) compared to both | the NYSE oa FANG+ Index a | India's Nifty IT } Index | | ] | y ser | —_— 1 Source ~ NSE We highlighted about Chinese Technology 120 here 110 vp 100
Slide 21: US Technology stocks short call
DSP MUTUAL FUND | edition, we had a | given warning 1) ) beware of tech 100 : S } | driven us stock! D : ' al J iven the macro | pamenic conditions - “ ap | 2G 85 We gave a short call on | so US Technology Stocks ] ] 70 We gave the call in Oct 2021 and this call did not work until ] 65 Jan 2022. How
Slide 22: Calls which didn't work
Slide 23: Quality
DSP MUTUAL FUND Quality we recommended : comeback of Quality 130 However, Quality continued to underperform value style in Dec ea aw 12s * negle as it was 120 es “value” and ; 3 ” gtyle ba ‘Growt! y We highlighted about Quality here continued n10 to outperform. 5 Sie 100 % \" tt eventually \ NW 4) p
Slide 24: Hybrid Allocation
DSP MUTUAL FUND Hyprid Allocation : f in oct 2023, we : recommended | ® | snvestors to | diversify assets q 150 from equities as 140 valuations were expensive. 130 120 We preferred hybrid However, we were funds here apr-25 May-25 gan-24 gal-25 ‘ug-25 sep-25 oct-25 | | wrong aS markets 8) | continued
Slide 25: Banks
DSP MUTUAL FUND Banks | we provided banking : iple } calls multip. " | times over last 4 | years. q ] The call was pased on significant F underper formance oO i tor yanking sec | since covid. Some | calls worked, some ] didn’t | Refer slide 12 of Jul 23 Netra Nifty Bank vs Nifty 50 210 = We highligh
Slide 26: What if there was a fund that could...
DSP MUTUAL FUND What if there Was a fund that could — e Take sectoral calls — decides when to enter & exit THE NEED OF THE HOUR? . Determine lar3e, mid, small allocations » Do asset allocation — Determine | gold/silver entry exit, fixed income’ calls 2 And in @ tax efficient Manner!
Slide 27: Disclaimers
DSP MUTUAL FUND DISCLAIMERS Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. The sector(s)/stock(s)/issuer(s) mentioned in this document do not constitute any recommendation of the same and any DSP Fund may or may not hav
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