There is more excitement about newer funds and strategies (Including global fund at gift city).
As human beings, we prefer crossing easy ideas and designs. The portfolio is actually a flexi cap India and the world.
Case study of Global portfolio company DSP value fund,
SK Hynix – (Global Chip Company )
Samsung and SK Hynix signed agreements to supply chips and gear for open AI’s star gate supercomputer project, with demand projected at ~ 9, 00,000 wafers /months, more than double current global HBM capacity. Stocks still trade at 5-6x fund pe.DSP value funds hold position in this stock.
Best way to invest in fund - SIP
