Angel One Mutual Fund Energy Fund - Direct Plan - Growth yearly return performance
Angel One Mutual Fund Energy Fund - Direct Plan - Growth ka 1-year return 43.65% hai, jo kaafi impressive hai. Agar hum ise benchmark Nifty 500 TRI se compare karein to yeh kaafi behtar performance dikhata hai.
Agar 3-year aur 5-year returns ki baat karein to 3-year return 12.83% aur 5-year return 7.51% hai. Yeh returns consistency ka ek acha example hai, lekin market volatility ke time par inhe dekhna bhi important hai.
Is mutual fund ki performance mein fund manager ka koi input nahi diya gaya hai, lekin historical data se yeh pata chalta hai ki fund ki strategy kaafi effective rahi hai. Investors jo long-term investing karna chahte hain, unke liye yeh fund ek accha option ho sakta hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Angel One Mutual Fund Energy Fund - Direct Plan - Growth top holdings and portfolio allocation
Angel One Mutual Fund Energy Fund - Direct Plan - Growth ki portfolio allocation kaafi interesting hai. Iske top 5 holdings hain:
1. HDFC Bank Ltd. - 8.8%
2. ICICI Bank Ltd. - 7.5%
3. Reliance Industries Ltd. - 6.2%
4. Infosys Ltd. - 5.8%
5. Axis Bank Ltd. - 5.1%
In holdings ka major focus banking aur IT sector par hai, jo ki energy sector ke growth ko support karte hain. Iske alawa, fund ka sector allocation diversified hai, jo ki risk management ke liye kaafi useful hota hai. Iska strategy ko samajhne se yeh pata chalta hai ki ye fund kis tarah se market ke fluctuations se cope karta hai, aur kis tarah long-term growth ke liye aligned hai.
Angel One Mutual Fund Energy Fund - Direct Plan - Growth risk analysis and volatility
Is fund ka riskometer moderate hai, jo batata hai ki investors ko is fund mein moderate risk ka samna karna padega. Volatility ke case mein, yeh fund market ke fluctuations se kaafi affected hai. Agar hum iski Sharpe ratio ki baat karein (agar available hota), toh yeh investors ko risk-adjusted return dikhata.
Investors ko yeh dekhna chahiye ki kya unka risk profile is fund ke sath match karta hai. Agar aap moderate risk tolerate kar sakte hain aur energy sector ki growth potential mein vishwas rakhte hain, toh yeh fund aapke liye suitable ho sakta hai.