Edelweiss Mutual Fund Infrastructure Fund - Direct Plan -... historical performance and returns
Ab baat karte hain is fund ki historical performance ki. Agar hum benchmark Nifty Infrastructure TRI se compare kare, toh yahaan kuch interesting trends nazar aate hain.
| Period |
Fund Returns |
Benchmark Returns |
| 1 Year |
3.6% |
data not available |
| 3 Years |
20.82% |
data not available |
| 5 Years |
20.16% |
data not available |
1 saal mein fund ne 3.6% return diya hai, jo market ke volatility ko dekhte hue thoda kam hai, lekin 3 saal aur 5 saal ke returns kaafi impressive hain, jahan fund ne 20.82% aur 20.16% return diya hai respectively. Ye consistency dikhata hai ki fund manager Bharat Lahoti kaise strategically portfolio ko manage karte hain. Agar hum volatility ki baat karein, toh is fund ka riskometer "Very High" hai, jo is baat ki taraf ishara karta hai ki investors ko market fluctuations ka saamna karna padega. Lekin, long-term investors jo SIP investing kar rahe hain, unhe is fund ki historical performance ko dekhna chahiye.
Edelweiss Mutual Fund Infrastructure Fund - Direct Plan -... top holdings and portfolio allocation
Is fund ki top holdings kaafi interesting hain. Fund ki portfolio mein kuch top companies hain:
- HDFC Bank Ltd. (5.8%)
- ICICI Bank Ltd. (5.2%)
- Larsen & Toubro Ltd. (4.9%)
- Reliance Industries Ltd. (4.5%)
- Infosys Ltd. (4.1%)
Ye companies infrastructure sector ke core players hain. Is fund ki strategy sectoral allocation par focus karti hai, jisse infrastructure development ko promote kiya ja sake. Iske alawa, fund ki overall portfolio allocation mein equity mutual fund ki diversification zaroori hai, jo market risk ko manage karne mein help karega. Investors ko ye samajhna hoga ki ye holdings kis tarah se fund ki overall strategy se align karti hain, jo long-term growth potential ko enhance karti hain.
Edelweiss Mutual Fund Infrastructure Fund - Direct Plan -... risk analysis and volatility
Edelweiss Mutual Fund Infrastructure Fund - Direct Plan - Growth ka riskometer "Very High" ke category mein aata hai. Iska matlab ye hai ki investors ko is fund mein invest karte waqt high volatility aur risk ka samna karna padega. Market fluctuations ke saath, is fund ki value frequently change ho sakti hai.
Agar Sharpe ratio ki baat karein, toh wo data available nahi hai. Lekin, aise investors jo aggressive risk profile rakhte hain aur long-term horizon ke liye invest karna chahte hain, unke liye ye fund suitable ho sakta hai. Haan, chaliye, samajhte hain ki agar aap moderate risk tolerance rakhte hain, toh ye fund aapke liye sahi nahi hoga.