Angel One Mutual Fund Technology Fund - Regular Plan - Gr... historical performance and returns
Angel One Mutual Fund Technology Fund - Regular Plan - Growth ne pichle 1 saal mein 43.15% return diya hai, jo ki benchmark Nifty IT TRI se kaafi achha hai. 3 saal ki baat karein toh is fund ne 12.7% return diya hai, jabki 5 saal ka return hai 7.44%. Ye sabhi returns benchmark ke comparison mein consistent rahte hain, jo ki ek positive sign hai.
Fund ki performance ke peeche fund manager ka bhi important role hota hai, lekin yahan fund manager ke tenure ki jankari available nahi hai. Investors ko ye bhi dekhna chahiye ki fund ka volatility level kaise hai, jisse unhe pata chalega ki unka investment kitna risky hai. Agar aap long-term investment ke liye soch rahe hain, toh ye fund aapko consistent growth provide kar sakta hai, par market ki fluctuations ko bhi dhyan mein rakhna hoga.
⚠️ 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 Technology Fund - Regular Plan - Gr... top holdings and portfolio allocation
Is fund ki portfolio allocation technology sector mein concentrated hai. Top 5 holdings ki baat karein toh:
- Infosys Ltd. (18.5%)
- Tata Consultancy Services Ltd. (15.2%)
- Bharti Airtel Ltd. (12.4%)
- HCL Technologies Ltd. (9.8%)
- Wipro Ltd. (7.5%)
Ye holdings fund ki investment strategy ko reflect karti hain, jo ki top technology companies par focus karti hai. Sector allocation kaafi diversified hai, par emphasis technology stocks par hai, jisse investors ko high growth potential milta hai. Is tarah ki allocation se fund market ke trend ke saath jaldi adapt kar sakta hai, jo iski growth potential ko aur bhi enhance karta hai.
Angel One Mutual Fund Technology Fund - Regular Plan - Gr... risk analysis and volatility
Is fund ka riskometer "Very High" hai, jo dikhata hai ki isme invest karne ka risk bhi kaafi hai. Agar aapko market ki volatility se dar lagta hai, toh shayad ye fund aapke liye suitable nahi hoga. Is fund ki volatility ke wajah se, investors ko higher potential returns ke saath-saath zyada risk bhi bear karna padta hai.
Sharpe ratio ki jankari yahaan available nahi hai, lekin is type ke funds mein higher returns ki expectation hoti hai, jo higher risk ke saath aati hai. Toh, agar aap risk ko samajhte hain aur isme invest karne ko tayyar hain, toh ye fund aapke liye ek acha option ho sakta hai.