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Crypto Investment: Expert Analysis of Top Mutual Funds

Are you considering investing in mutual funds as part of your crypto portfolio diversification strategy? If so, this expert analysis of top mutual funds can help you make an informed decision. We collaborate with Value Research to provide you with key insights into the fundamentals, portfolio, and performance of these funds. Let’s delve into the details to help you navigate the world of mutual fund investments confidently.

Understanding the Basics of the Fund

Date of Launch: 3 April 2008
Category: Equity
Type: Small Cap
AUM: Rs.29,685 crore
Benchmark: S&P BSE 250 Smallcap Total Return Index

Cost Analysis

NAV (Growth Option): Rs.124.11
IDCW: Rs.44.23
Minimum Investment: Rs.100
SIP Amount: Rs.100
Fund Manager: Chirag Setalvad (9 years, 10 months)

Portfolio Insights

The fund has recently morphed into a small-cap fund from its previous avatar as a mid- and small-cap fund. Here are some key points about the fund’s portfolio:

Investments: Blue Dart Express, CIE Automotive India, Cyient, G R Infraprojects, Zensar Technologies (March), Angel One (April)
Complete Exits: EIH (March), Procter & Gamble Health (April)
Investment Strategy: Leaning towards growth and quality, running a highly diversified portfolio with modest positions in top bets. Its long-term track record shows alternating periods of outperformance and underperformance, with recent underperformance relative to the index and peers. While it has delivered healthy outcomes over longer time frames, its struggle for consistency may pose a challenge for some investors.

Hot Take: Making Informed Investment Decisions

As you navigate the complexities of the crypto investment landscape, having a diversified portfolio that includes mutual funds can provide stability and growth opportunities. By analyzing the key fundamentals, portfolio, and performance metrics of top mutual funds, you can make informed investment decisions to optimize your crypto portfolio. Stay informed, stay strategic, and make the most of your investment journey in the ever-evolving world of cryptocurrency.