DSP Mutual Fund's Vinit Sambre: Insights on Investing in Quality Stocks| Know your Fund Manager Ep 5

Welcome to the fifth episode of the Know Your Fund Manager series! In this edition, Satya Sontanam from Zerodha Varsity interviews Vinit Sambre of DSP Mutual Fund.
As the Head of Equities at DSP MF, Sambre oversees multiple funds but specifically manages mid-cap, small-cap, and a focused fund. His investment approach revolves around the Quality style, focusing on companies with sustainable growth, strong return on capital, high management quality, low leverage, and consistent dividend payouts.
Like any investment strategy, the Quality factor experiences its highs and lows through various market cycles. In this conversation, we explore when it tends to perform well, when it may under-perform, and what investors can expect when investing in DSP Mutual Funds.

Time Stamps
00:00 - 01:58 Coming Up
01:59 - 02:51 Introduction
02:52 - 09:57 Similarities with Warren Buffett’s Style of Investing
09:58 - 15:30 Quality Factor
15:31 - 19:11 Valuations
19:12 - 20:47 Why Quality?
20:48 - 24:58 Team at DSP Mutual Fund
24:59 - 34:21 Performance of Quality Style
34:22 - 41:56 What to Expect When Investing in DSP Funds
41:57 - 45:34 Family-Owned AMC
45:35 - 47:12 Corrections
47:13 - 50:45 Buy and Hold Strategy
50:46 - 53:30 Book Recommendations
53:31 - 55:26 Giving Back

Links to Refer
Ep 1- Vishal Jain of Zerodha Fund House

Ep 2 - Rajeev Thakkar of PPFAS MF

Ep 3 - Sankaran Naren of ICICI Pru MF

Ep 4 - Shridatta Bhandwaldar of Canara Robeco MF

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[jishnu]

Please try to get sandeep Tandon in your podcast

[Afflys]

The focus on incremental ROE, diversification, and disciplined investing is key to building sustainable wealth. It’s a great reminder to think beyond short-term volatility and trust in quality over time.

[jishnu]

Historically, not just in india, Quality has always been like a tactical bet. It's momentum and growth that drives most of the emerging markets. Value also comes in every 5-6 years. Quality is a very arbitrary area where it's hard to see why would someone follow it when it have always underperforrmed other factors

[Oxygenfactory]

कोई इन्हें बताए कि, वारेन बफे नहीं होता बफेट होता है.