DSP GIFT City

A powerful solution to globalize and diversify the wealth of affluent investors. A wholly owned subsidiary of DSP Asset Managers Pvt Ltd.

[DSP GIFT City @DSPGift]

Hi Shubhendu,

The latest disclosures and fund communications are available here:

• Mandatory Disclosures: https://t.co/XNiAj4cpgk
• DSP Global Equity Fund Newsletter (Apr 2026): https://t.co/IV8rbblPWR
• DSP Global Equity Fund Factsheet (May 2026): https://t.co/zi8zdrS6IG

If you need any further assistance, please DM us your PAN and registered mobile number. We will review the details and get back to you.

[DSP GIFT City @DSPGift]

@InvestingTFD @white_black_me_ @dspmf @KalpenParekh @ManishRathiDSP Hi Ashish and White black,

Taxation is one aspect of the investment decision. It’s also worth considering factors such as global diversification and post-tax outcomes over the intended investment horizon.

[DSP GIFT City @DSPGift]

What does a truly global portfolio look like?

Explore the latest DSP Global Equity Fund factsheet for the month of May 2026.

@dspmf @KalpenParekh @ManishRathiDSP

[DSP GIFT City @DSPGift]

@InvestingTFD @dspmf @KalpenParekh @ManishRathiDSP Hi Ashish,

The factsheet provides a snapshot of the top holdings. Detailed portfolio disclosures are available here: https://t.co/WI8yz3ylph

[DSP GIFT City @DSPGift]

Hi Narsing,

The 18–21% figure is an illustrative effective tax rate based on specific assumptions, including portfolio churn, holding periods, investor flows, and gated subscriptions from year 3 onwards. Actual outcomes may vary depending on how these factors evolve over time.

You can find more details on the assumptions here:-giftcity.dspim.com/faq

[DSP GIFT City @DSPGift]

Many of you asked who the DSP Global Equity Fund is for.

We think it’s more useful to tell you who it isn’t for.

Here are 3 types of investors who should probably skip this one.

@ManishRathiDSP

[DSP GIFT City @DSPGift]

@docpathan @ManishRathiDSP Hi Dr. Saquib,
Sharing the direct link for your convenience: https://t.co/gxJkJdnd99.

[DSP GIFT City @DSPGift]

@docpathan @ManishRathiDSP Hi Dr.Saquib,

Yes. You can complete your folio creation now and choose when to invest later based on your market view. You can get started on https://t.co/3qq0sklLN8.

[DSP GIFT City @DSPGift]

North America 29%,
China 16%,
Europe 15%,
Taiwan 5%,
Singapore 2%,
Japan 2%,
and more.

Read the latest newsletter of the DSP Global Equity Fund to understand how our fund manager is thinking about portfolio construction.

👉https://t.co/Ci2L9RtT8i

@ManishRathiDSP

[DSP GIFT City @DSPGift]

Hi Pranav,
Different investment routes work for different investors. Gift City funds are designed for investors looking for professionally managed global diversification, regulatory ease, and operational convenience within an Indian framework.

If you would like to understand this better, please share your details via DM and our team will connect with you.

[DSP GIFT City @DSPGift]

Tax matters.
But context matters too.

A 43% tax story looks very different when you look beyond year 2.

Watch the video to get the complete picture of investing in DSP Global Equity Fund.
👉https://t.co/ZS11PwO5nf

@dspmf @KalpenParekh @Jaykothari5 @ManishRathiDSP

[DSP GIFT City @DSPGift]

Hi Ani,
You get a professionally managed global portfolio and diversification for a relatively small difference in taxation over longer holding periods. Looking at post-tax returns over the long term usually gives better perspective than focusing only on the headline tax rate. https://t.co/5u2aaPhaeX

[DSP GIFT City @DSPGift]

Hi Amit,
Investments are not required to be disclosed under Schedule FA while filing your ITR. Schedule FA is applicable only for reporting foreign assets where disclosure is specifically mandated under income tax rules.

Please consult your tax advisor for guidance based on your specific situation.
https://t.co/5u2aaPhaeX

[DSP GIFT City @DSPGift]

@aftabcalm Hi Aftab,
Thank you for your interest.
Please share your contact details via DM and our team will connect with you shortly regarding the Gift City fund offerings.

[DSP GIFT City @DSPGift]

In 2011, IBM had everything. Revenue, cash flow, Buffett's backing.

Seven years later, the patient investor earned 1% a year.

Every metric was real.

None of it told you what came next. That's the question we ask before every buy.

Read our latest newsletter to know the companies on our watchlist
👉 https://t.co/ddte3eifl9

@dspmf @ManishRathiDSP

[DSP GIFT City @DSPGift]

@ChitaliaNikhil @dspmf @Jaykothari5 @ManishRathiDSP Hi Nikhil ,

AI is a tailwind here, not the thesis. We avoid speculative AI plays and don’t own pure AI-capex names.

On Global vs India: 3Y CAGR reflects the past. Global allocation is about diversification and access to businesses unavailable locally.

[DSP GIFT City @DSPGift]

When valuations outrun fundamentals, discipline means holding cash.

Last month, we added TSMC, Nintendo, NetEase and Berkshire.

In this month’s newsletter, we cover quality traps, performance & opportunities ahead.

@dspmf @Jaykothari5 @ManishRathiDSP

[DSP GIFT City @DSPGift]

@ChitaliaNikhil @dspmf @Jaykothari5 @ManishRathiDSP Hi Nikhil,

We have shared our thoughts on the ongoing AI trade in both this edition and the March newsletter.

Given how AI exposure cuts across sectors and business models, assigning a precise numerical correlation to the portfolio may not capture the full picture.

[DSP GIFT City @DSPGift]

March 2026 was volatile. Geopolitics escalated. AI sentiment reversed.

We stayed selective.

Added Nintendo & NetEase
Added to Amazon, Adyen, Booking, Tencent
Held ~24% cash
Avoided AI hardware

Full breakdown in our March 2026 newsletter.

@dspmf @ManishRathiDSP