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.

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