Invesco Mutual Fund Auto Fund - Direct Plan - Growth ke returns β 1, 3, 5 saal ke aankde
Agar hum Invesco Mutual Fund Auto Fund - Direct Plan - Growth ke returns ki baat karein, toh yeh kaafi interesting hai. Fund ka 1-year return -2.06% hai, jo thoda disappointing hai. Lekin agar hum 3-year aur 5-year returns dekhe, toh yeh 17.97% aur 15.2% hai respectively.
Iska matlab hai ki is fund ne longer term mein kaafi achha perform kiya hai, lekin recent market conditions ne iski short-term performance ko affect kiya hai. Fund manager Amit Ganatra ne 3.5 years se fund ko manage kiya hai, aur unka experience is fund ki performance par achha impact dal sakta hai.
Consistency ki baat karte hain, toh fund ne benchmark Nifty Auto TRI ke comparison mein achha perform kiya hai, lekin recent volatility se yeh thoda sa impact hua hai. Kya aap sochte hain ki market ki stability ke sath, yeh fund future mein better returns de sakta hai?
Invesco Mutual Fund Auto Fund - Direct Plan - Growth portfolio breakdown for investors
Is fund ki top holdings mein major automotive companies hain. Chaliye, kuch key holdings par nazar daalte hain:
1. HDFC Bank Ltd. β 8.5%
2. ICICI Bank Ltd. β 7.2%
3. State Bank of India β 5.8%
4. Axis Bank Ltd. β 5.2%
5. Kotak Mahindra Bank Ltd. β 4.9%
Invesco Mutual Fund Auto Fund - Direct Plan - Growth ka sector allocation bhi kaafi diversified hai. Fund ka focus hai automotive industry, jo ki long-term growth potential rakhta hai. Is fund ki strategy yeh hai ki yeh apne assets ko un sectors mein allocate kare jo future mein zyada growth provide kar sakte hain. Jab market mein volatility aati hai, tab is tarah ki investments long-term mein achha return de sakti hain. Investors ko yeh dekhna hoga ki unka risk appetite kya hai, kyunki sectors ki performance market ke movements par depend karti hai.
Invesco Mutual Fund Auto Fund - Direct Plan - Growth riskometer and downside risk
Invesco Mutual Fund Auto Fund - Direct Plan - Growth ka riskometer moderate hai, jo is fund ko un investors ke liye suitable banata hai jo thoda risk lene ke liye tayaar hain, lekin extreme volatility ko avoid karna chahte hain.
Yeh fund market ke fluctuations ke sath bhi cope karne ki ability rakhta hai. Agar aap long-term mein invest karne ka soch rahe hain, toh yeh fund aapke portfolio mein thoda diversification provide karega. Lekin, yaad rakhein ki kisi bhi investment mein risk hota hai, aur aapko apne risk appetite ke according investment decisions lene chahiye.