Aditya Birla Sun Life Balanced Advantage Fund - Direct Pl... ke returns – 1, 3, 5 saal ke aankde
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth ne pichle 1 saal mein 3.81% return diya hai. Agar hum 3 saal ki baat karein, toh ye return 12.63% hai, aur 5 saal ke liye ye 10.98% return diya hai.
Yeh table fund ke returns aur benchmark ke comparison ko dikhata hai:
| Period |
Fund Returns (%) |
Benchmark Returns (%) |
| 1 Year |
3.81 |
4.50 |
| 3 Years |
12.63 |
10.20 |
| 5 Years |
10.98 |
9.50 |
Aap dekh sakte hain ki is fund ne apne benchmark kaafi achi tarah se outperform kiya hai, khas kar 3 aur 5 saal ke time frame mein. Mahesh Patil, jo is fund ke fund manager hain, ne apne tenure mein kafi stable returns produce kiye hain.
Consistency kaafi important hai jab hum long-term investment ki baat karte hain. Ye fund aapko achhe returns ke saath-saath risk management ka bhi option deta hai. Investors ko ye samajhna hoga ki ye fund kis tarah se unke long-term goals ke liye align karta hai.
Aditya Birla Sun Life Balanced Advantage Fund - Direct Pl... portfolio breakdown for investors
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth ki top holdings mein HDFC Bank Ltd. (6.8%), ICICI Bank Ltd. (5.5%), Reliance Industries Ltd. (4.5%), 8.38% GOI 2027 (4.2%), aur Infosys Ltd. (3.8%) shamil hain. Ye fund major financial aur technology sectors mein acha exposure rakhta hai, jo is fund ki strength ko badhata hai.
Sector allocation ki baat karein toh, ye fund mainly financial services, technology, aur energy sectors mein invest karta hai. Iska goal hai ki market trends ko dhyaan mein rakhte hue portfolio ko balance kare.
Is fund ki strategy kaafi flexible hai. Ye market ke fluctuations ke hisaab se equity aur debt allocation ko adjust karta hai, jis se risk management mein madad milti hai. Investors ko ye samajhna hoga ki ye diversification ka ek acha tareeka hai, jo unke overall risk ko kam kar sakta hai.
Aditya Birla Sun Life Balanced Advantage Fund - Direct Pl... – risk level aur volatility
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth ka riskometer "Moderately High" hai. Iska matlab hai ki is fund mein invest karne se aapko moderate se high risk ka samna karna padega. Ye fund market volatility se prabhavit hota hai, lekin iska strategy ise manage karne mein madad karti hai.
Agar aap ek aise investor hain jo thoda risk uthana chahte hain lekin stability bhi chahte hain, toh ye fund aapke liye suitable ho sakta hai. Samajhna zaroori hai ki performance fluctuations ho sakti hain, lekin long-term perspective se ye fund aapki portfolio diversification mein madad karega.
Kya aapne kabhi socha hai ki kis tarah se risk ko manage kiya ja sakta hai? Ye fund ek balanced approach ke saath aapko ye karne ka mauka deta hai.