DSP Value Fund(IDCW)

Ticker: mf15976
Decent 56/100

☆ Add to Watchlist

More Options

Business Overview

DSP Value Fund (IDCW) is a mutual fund designed for investors seeking long-term capital appreciation through a value investing approach. Ideal for those looking to grow their wealth steadily, this fund focuses on undervalued stocks with strong fundamentals. It matters because it combines the expertise of seasoned fund managers with a disciplined investment strategy, making it a reliable choice for both new and experienced investors.

  • Long-term capital appreciation potential
  • Focus on undervalued stocks
  • Managed by experienced professionals
  • Disciplined investment strategy
  • Suitable for risk-averse investors
  • Regular income through IDCW option

Investment Thesis

DSP Value Fund (IDCW) stands out due to its strong promoter credibility, a robust growth trajectory in digital services, and attractive valuations compared to its peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term gains.

  • Strong backing from DSP Group, known for its financial expertise.
  • Significant growth potential in digital services, tapping into evolving market trends.
  • Attractive valuation metrics compared to industry peers, enhancing upside potential.
  • Consistent track record of delivering returns, instilling investor confidence.
  • Diversified portfolio strategy, mitigating risks while maximizing growth opportunities.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Experienced fund management team
  • Potential for long-term capital appreciation
Risks ⚠️
  • Market volatility impacts returns
  • Management fees can reduce profits
  • Economic downturns affect performance
  • Regulatory changes may impact operations

Peer Perspective

DSP Value Fund trades at a premium compared to peers like HDFC Mutual Fund and ICICI Prudential, driven by its strong performance. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
DSP Value Fund(IDCW) • Updated: 2025-10-01 02:03:22
  • 10
    Business
    High
    The fund is invested in sectors that are adapting to future trends, but lacks a strong moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 56 / 100 • Decent
The DSP Value Fund shows potential for moderate growth, but investors should be cautious of its volatility and execution risks.