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Why invest in BlackRock’s Focus 25 Fund: | | Concentration means higher conviction |
| A focused strategy allows the portfolio manager to allocate a higher proportion of the fund to high conviction stocks. |
| | Large cap bias through selective bets |
| With a concentrated large-cap portfolio, one could generate a greater alpha by focusing on fewer stock ideas with higher weights. |
| | Tactical small and mid-cap exposure |
| The exposure to small/mid-caps (20-25%) bodes well going into the next three years as small and mid-cap companies tend to do well in an upward trending market. |
| | Focus on Operating Leverage |
| The fund manager follows a bottom-up stock selection approach and currently focuses on companies which benefit from operating leverage. |
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| | In a period of last 3 years, the Scheme has delivered a year-on-year (CAGR) performance of 24.55%# as at June 30, 2015. The concentrated portfolio of this Scheme, through a focused stock selection approach has led to healthy returns. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. To view the performance of the Scheme and of other schemes managed by the same fund manager as on June 30, 2015 in the SEBI prescribed format, click here. |
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DSP BlackRock Focus 25 Fund: Product Labelling
This open ended growth Scheme is suitable for investors who are seeking* | | Long-term capital growth with exposure limited to a maximum of 25 stocks from an investment universe of top 200 companies by market capitalization. | | Investment in equity and equity-related securities to form a concentrated portfolio |
| | *Investors should consult their financial advisors if in doubt about whether the product is suitable for them | |
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| #CAGR Performance for Regular Plan - Growth Option of the Scheme. All figures and other data given in this document are dated and the same may or may not be relevant in future. Please refer to the Scheme Information Document for complete asset allocation, investment pattern, strategy, risk factors and other details available on www.dspblackrock.com/focus25. There is no guarantee of returns/ income generation in the Scheme. Further, there is no assurance of any capital protection/capital guarantee to the investors in the Scheme. Investors are advised to consult their own legal, tax and financial advisors to determine possible tax, legal and other financial implication or consequence of subscribing to the units of the Scheme. | | | MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. | | |
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