Chirag Dagli on Mid & Small Cap Strategy, Stock Selection & DSP's Multicap Fund Approach

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.