Angel One Mutual Fund Mid Cap Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Angel One Mutual Fund Mid Cap Fund - Regular Plan - Growth ki performance ko samajhna kafi zaroori hai. Chaliye dekhte hain is fund ke returns ko compare karte hue benchmark, jo ki Nifty Midcap 150 TRI hai.
| Period |
Angel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
Benchmark (Nifty Midcap 150 TRI) |
| 1 Year |
-1.93% |
Data not available |
| 3 Year |
12.96% |
Data not available |
| 5 Year |
12.33% |
Data not available |
Ab agar hum iske returns ka analysis karein, toh 1 saal ka return negative hai, jabki 3 saal aur 5 saal ka return decent hai. Yeh dikhaata hai ki fund ki performance market volatility ke samay kaafi affected hoti hai. Fund managers Chirag Setalvad aur Dhruv Muchhal ki expertise yahan kaafi zaroori hoti hai, jo inke investment decisions ko guide karte hain.
Investor perspective se dekha jaye toh yeh fund long-term investment ke liye suitable hai, lekin short-term mein volatility ki sambhavna hai. Isliye, agar aap ek long-term investor hain, toh yeh fund aapke portfolio ke liye accha option ho sakta hai.
Angel One Mutual Fund Mid Cap Fund - Regular Plan - Growth top holdings and portfolio allocation
Yeh fund majorly mid-cap stocks mein invest karta hai. Ab hum iski top holdings aur sector allocation par nazar daalte hain.
### Top Holdings
1. **Voltas Ltd.** - 3.8%
2. **Mphasis Ltd.** - 3.5%
3. **Coforge Ltd.** - 3.2%
4. **Sundram Fasteners Ltd.** - 2.9%
5. **Persistent Systems Ltd.** - 2.7%
### Sector Allocation
Angel One Mutual Fund Mid Cap Fund - Regular Plan - Growth ki strategy kaafi diverse hai aur major sectors include karte hain IT, Consumer Services, aur Manufacturing. Yeh fund kaafi actively manage hota hai, jahan fund managers market trends ko dekh kar stocks ko select karte hain. Iske alawa, portfolio allocation se yeh pata chalta hai ki fund ka focus kis tarah ki companies par hai, jo long-term growth potential rakhti hain.
Yeh diverse allocation investors ke liye risk management ka ek tarika hai, jisse kisi ek sector ki volatility ka impact overall portfolio par kam ho jata hai.
Angel One Mutual Fund Mid Cap Fund - Regular Plan - Growth riskometer and downside risk
Is fund ka riskometer "Very High" hai, jo indicate karta hai ki yeh fund kaafi high-risk category mein aata hai. Aise investments mein market volatility kaafi impactful hota hai, aur investors ko iski risk profile ko samajhna zaroori hai. Fund ki expense ratio 1.75% hai, jo industry standards ke hisaab se thoda zyada hai, lekin fund ki performance aur active management ko dhyan mein rakhte hue yeh justify kiya ja sakta hai.
Long-term investors ke liye yeh fund kaafi accha hai, lekin agar aap risk-averse hain ya short-term investments karna chahte hain, toh shayad aapko kuch aur options explore karne chahiye.