Edelweiss Mutual Fund Dividend Fund - Regular Plan - Growth yearly return performance
Edelweiss Mutual Fund Dividend Fund - Regular Plan - Growth ne pichle saal (1Y) 0% return diya hai, jabki 3 saalon mein bhi kuch khaas nahi dekha gaya, wahi 0% return raha hai. Pichhle 5 saalon ki performance ki baat karein, toh ye bhi wahi trend follow karta hai. Iska benchmark, Nifty Dividend Opportunities 50 TRI, iske saath compare karte waqt, same return milta hai, jo kaafi disappointing hai.
Fund ke manager, Bharat Lahoti, jinhe 3.5 saal ka experience hai, unki strategies ka impact bhi yahan dikhayi deta hai. Unhone kaafi steadiness rakhi hai, lekin returns ki kami is fund ke liye ek concern ban gayi hai. Iska matlab ye nahi hai ki aapko is fund ko ignore karna chahiye, lekin expectations ko realistic rakhna zaroori hai. Investors ko yeh dekhna hoga ki kya unhe long-term stability chahiye ya phir zyada aggressive growth.
Edelweiss Mutual Fund Dividend Fund - Regular Plan - Growth top holdings and portfolio allocation
Edelweiss Mutual Fund Dividend Fund - Regular Plan - Growth ki top holdings mein kuch major companies shamil hain jaise HDFC Bank Ltd. (5.8%), ICICI Bank Ltd. (5.2%), Larsen & Toubro Ltd. (4.9%), Reliance Industries Ltd. (4.5%), aur Infosys Ltd. (4.1%). In companies ka chunav is fund ko ek strong foundation deta hai, kyunki ye sabhi companies dividend-paying hain aur inka market position bhi kaafi strong hai.
Portfolio allocation ki baat karein, toh yeh fund primarily financial services aur technology sectors mein invest karta hai. Iska alignment growth strategy ke saath hai kyunki yeh sectors long-term mein stability aur growth potential rakhte hain. Yeh fund diversified hai, jo market volatility ke samay bhi investors ko kuch protection de sakta hai.
Edelweiss Mutual Fund Dividend Fund - Regular Plan - Growth – risk level aur volatility
Edelweiss Mutual Fund Dividend Fund - Regular Plan - Growth ka riskometer moderate hai, jo indicate karta hai ki ye fund moderate risk profile wale investors ke liye appropriate hai. Market volatility ke samay, yeh fund kaafi stable raha hai, lekin kuch investors ko iski performance ko lekar concerns ho sakte hain, kyunki returns me stagnation dekha gaya hai.
Sharpe ratio ke data available nahi hai, lekin moderate risk ka matlab ye hai ki investors ko apne investments se consistent returns ki ummid rakhni chahiye, lekin kabhi kabhi short-term volatility ka samna bhi karna pad sakta hai. Agar aap ek conservative investor hain jo long-term wealth creation mein vishwas rakhte hain, toh aap is fund ko consider kar sakte hain.