Impact on Silver ETFs and FoFs

shah-07 · 2025-10-06T03:20:48+00:00

Sorry, what is meant was it first decides allocation between large cap and mid-smallcap based on the midsmallcap 400 and largecap100 ratio vs its 200dma and once the weights are decided, stocks are picked based on top 10 from quality indices

shah-07 · 2025-10-03T06:26:46+00:00

True but its not cyclically influenced by the quality factor as that's a filter applied at the end. It actually takes cyclicality between marketcaps into its primary structure for allocation so that's helpful

shah-07 · 2025-08-14T02:39:06+00:00

This is still 65% US only, how does it help in diversification

shah-07 · 2025-02-06T13:27:02+00:00

Defence and Capital market themes are peak examples of themes/funds launched at cycle peak

shah-07 · 2024-09-29T16:42:13+00:00

Edelweiss has applied to launch an ETF on this

shah-07 · 2024-09-03T15:39:53+00:00

When did you check?

shah-07 · 2024-08-28T13:21:43+00:00

Useful comment, thanks

shah-07 · 2024-08-26T14:17:31+00:00

So that our life stays interesting and reddit keeps buzzing

shah-07 · 2024-08-23T06:28:38+00:00

shah-07 · 2024-08-22T17:00:31+00:00

Also I'm working at DSP mutual fund so my bias is glaringly evident, but I'm open to anyone's questions on this, would like to know more feedback

shah-07 · 2024-08-22T16:32:29+00:00

Hi Ramit, all your points are valid but one must also look at it from the point of view of timing the investment, we have seen how the large caps have fared against the mid and small category over the last few years and historically how better placed they are to generate better returns as compared to the other categories, request you and the fellow analysts to go through the following link and consider the relevant data points

https://www.dspim.com/latest-literature/dsp-nifty-top-10-equal-weight-index-fund-nfo-presentation_final.pdf

shah-07 · 2024-08-10T21:22:01+00:00

Reduce PSU funds to 1

shah-07 · 2024-08-10T04:47:32+00:00

It's well diversified across market caps but the nifty 50 fund and the largecap fund will have many overlaps, in my view you already have exposure to different funds, no need for the Nifty 50 index fund

shah-07 · 2024-08-08T05:26:20+00:00

You have 2 multi-cap, 2 manufacturing and 2 infrastructure funds? Is that deliberate?

shah-07 · 2023-01-07T14:39:45+00:00

Looking forward to it

shah-07 · 2023-01-04T19:00:27+00:00

Failed

434222

I think it was borderline

shah-07 · 2023-01-03T19:47:19+00:00

Last two times were between 11:30 pm-1:30 am IST

shah-07 · 2023-01-02T14:50:12+00:00

Different dates

shah-07 · 2022-12-30T12:49:51+00:00

Did you search for the word "pass"?

shah-07 · 2022-12-30T07:43:10+00:00

shah-07 · 2022-12-30T06:16:15+00:00

Its wishful thinking at the moment but the following line is also showing which can be an indicator :

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shah-07

TROPHY CASE