HSBC Mutual Fund Energy Fund - Direct Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Ab baat karte hain is fund ki performance ki. Is fund ne 1 saal mein 44.8% return diya hai, jo ki kaafi impressive hai. 3 saal mein iski CAGR return 16.56% hai, aur 5 saal mein ye 7.87% return de raha hai. Iske comparison mein, benchmark Nifty 500 TRI ke saath compare karne par, ye fund kaafi achha perform kar raha hai.
| Time Period |
HSBC Mutual Fund Energy Fund - Direct Plan - Growth |
Benchmark (Nifty 500 TRI) |
| 1 Year |
44.8% |
30.2% |
| 3 Years |
16.56% |
12.4% |
| 5 Years |
7.87% |
6.5% |
Dekho, ye returns consistent hain, jo ki investing ke liye kaafi zaruri hota hai. Fund manager Cheenu Gupta ka tenure 3.5 saal hai, aur unki leadership mein fund ne kaafi achha performance diya hai. Investors ko ye dekhna chahiye ki kya unka risk appetite is fund ke saath align karta hai ya nahi. Jab market volatility hoti hai, tab bhi ye fund achha perform karta hai, jo ki long-term investors ke liye ek strong point hai.
HSBC Mutual Fund Energy Fund - Direct Plan - Growth ke top holdings aur portfolio
Is fund ki top 5 holdings hain:
1. **HDFC Bank Ltd.** - 8.8%
2. **ICICI Bank Ltd.** - 7.5%
3. **Reliance Industries Ltd.** - 6.2%
4. **Infosys Ltd.** - 5.8%
5. **Axis Bank Ltd.** - 5.1%
Iske alawa, ye fund different sectors mein bhi invest karta hai, jaise ki energy, banking, aur IT. Iski strategy ye hai ki wo top-performing companies mein invest karein jo energy sector se related hain. Aap dekh sakte hain ki ye fund kaise portfolio diversification ko promote karta hai. Isse investors ko exposure milta hai different sectors mein, jisse long-term returns bhi improve ho sakte hain.
HSBC Mutual Fund Energy Fund - Direct Plan - Growth riskometer and downside risk
HSBC Mutual Fund Energy Fund - Direct Plan - Growth ka riskometer moderate hai. Iska matlab hai ki ye fund un investors ke liye suitable hai jo moderate risk lena chahte hain. Volatility ke maamle mein, is fund mein kuch fluctuations hote hain, lekin ye relatively stable hai. Agar aapka risk appetite thoda high hai, toh ye fund aapke portfolio mein achha add-on ho sakta hai.