Fund Philosophy: Dynamic Investment Approach (DIA)
The philosophy of the Dynamic Investment Approach is centered on "Adaptability and Precision." It operates on the core belief that in an evolving economy like India, a static investment style can lead to periods of significant underperformance. Therefore, the fund employs a "Multi-Cap, Multi-Sector" strategy that dynamically shifts its exposure based on market conditions.
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The "3-Step" Selection Framework: The fund’s philosophy is built on a rigorous selection process:
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Macro-Filter: Identifying sectors benefiting from policy shifts or structural tailwinds (e.g., PLI schemes or Digital India).
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Quantitative Screen: Filtering for companies with high Return on Equity (RoE), low debt-to-equity ratios, and consistent cash flow generation.
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Fundamental Deep-Dive: Assessing management integrity and the "Scalability" of the business model.
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Active Allocation: Unlike passive index-hugging funds, the DIA philosophy involves Active Portfolio Rebalancing. The fund dynamically moves between Large-cap "Stability" and Mid/Small-cap "Alpha" based on relative valuation spreads. This ensures that the portfolio remains positioned in the most lucrative segments of the market at any given time.
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Risk Mitigation through Diversification: While the fund takes high-conviction bets, its philosophy dictates a balanced sector exposure to prevent "concentration risk." By maintaining a diversified yet lean portfolio of 20–25 stocks, the fund seeks to capture the upside of emerging leaders while providing a "buffer" against idiosyncratic sector shocks.
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Long-Term Wealth Compounding: At its heart, the DIA philosophy is focused on the Power of Compounding. The fund aims to stay invested in high-quality businesses through their entire growth lifecycle, only exiting when the fundamental investment thesis is broken or the valuations become unsustainable, thereby ensuring that investors benefit from the long-term growth of India’s corporate champions.
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DYNAMIC INVESTMENT APPROACH
Benchmark: BSE 500 TRI
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Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Systematix Shares & Stocks (India) Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹149.96 | 5.08 | 24.44 | 13.00 | 12.00 | 10.63 | 23.88 | 27.31 | 20.82 | 11.34 |
| Benchmark | NA | 1.53 | 11.73 | -3.97 | -2.93 | 0.45 | 11.29 | 13.94 | 10.87 | 14.41 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Rakesh Doshi
Rakesh Doshi is a veteran of the Indian capital markets with over 25 years of extensive experience in equity research, portfolio management, and investment advisory. As the lead for the Dynamic Investment Approach at Systematix, he is known for his astute ability to identify structural trends and sectoral turnarounds before they become consensus. His profile is defined by a disciplined "Growth at Reasonable Price" (GARP) philosophy, where he focuses on capital efficiency and management quality. Under his stewardship, the fund has maintained a focus on high-conviction portfolios that balance aggressive growth opportunities with a rigorous risk-control overlay, ensuring resilience across varying market cycles.
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