Groww Mutual Fund Energy Fund - Direct Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Agar hum Groww Mutual Fund Energy Fund - Direct Plan - Growth ke returns dekhein, toh ye kuch interesting insights dete hain. Is fund ne pichle 1 saal mein 14.35% ka return diya hai, jo kaafi acha hai. Ye benchmark Nifty 500 TRI ke comparison mein bhi achha perform karta hai.
3 saal ke period mein is fund ki returns 4.18% hain, aur 5 saal mein ye sirf 2.48% raha hai. Yahan par ek baat samajhna zaruri hai – longer periods mein returns thoda inconsistent hain, jo ki energy sector ki inherent volatility ko darshata hai.
Fund manager ke impact ki baat karein, toh humein yeh samajh aata hai ki agar kisi fund ka manager achhe decisions le raha hai, toh uski performance par zaroor asar padta hai. Lekin is fund ka specific fund manager abhi data not available hai, toh isliye hum is aspect par kuch nahi keh sakte.
Investors jo long-term SIP planning kar rahe hain, unhein ye fund consider karna chahiye, lekin unhe market ki fluctuations ke liye tayyar rehna hoga.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Groww Mutual Fund Energy Fund - Direct Plan - Growth ke top holdings aur portfolio
Is fund ki top holdings ko dekhein, toh ye interesting hai. Top 5 stocks hain: HDFC Bank Ltd. (8.8%), ICICI Bank Ltd. (7.5%), Reliance Industries Ltd. (6.2%), Infosys Ltd. (5.8%), aur Axis Bank Ltd. (5.1%).
In stocks ki wajah se fund ka portfolio kaafi diversified hai. Sector allocation mein, primarily energy aur banking stocks dominate karte hain, jo ki is fund ki strategy se align karta hai. Agar hum banking aur energy sector ki growth trends ko dekhein, toh humein pata chalta hai ki yeh segments aane wale samay mein kaafi potential rakhte hain.
Ye diversification investors ko risk ko manage karne mein help karta hai. Kyunki kabhi-kabhi specific sectors mein volatility aati hai, toh diversified portfolio se aapke overall returns par positive impact hoga.
Investors ko yeh dekhna chahiye ki kya unka risk tolerance is portfolio ke saath match karta hai. Kya aap ready hain in sectors mein invest karne ke liye?
Groww Mutual Fund Energy Fund - Direct Plan - Growth risk analysis and volatility
Is fund ka riskometer moderate hai, jo indicate karta hai ki ismein kuch risks hain, lekin overall manageable hain. Agar hum volatility ki baat karein, toh energy sector ki inherent fluctuations ki wajah se, investors ko market swings ke liye tayyar rehna chahiye.
Sharpe ratio ka data na hone ki wajah se, hum iska comparison nahi kar sakte, lekin moderate risk profile wale investors ke liye yeh fund suitable hai. Jo log thoda higher risk le sakte hain aur long-term growth ko dhyan mein rakhte hain, unke liye yeh sahi choice hai.
Yeh zaroor yaad rakhein ki equity funds mein investment karte waqt, aapko market ke fluctuations ka samna karna pad sakta hai, lekin potential returns bhi waise hi high hote hain. Kya aap is risk ko le sakte hain?