Invesco Mutual Fund Debt Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Invesco Mutual Fund Debt Fund - Regular Plan - Growth ki returns ko samajhna bohot zaroori hai, kyunki yeh fund ki performance ka ek key indicator hai. Is fund ne pichle 1 saal mein 6.12% ka return diya hai, jabki 3 saal ke liye yeh return 6.88% aur 5 saal mein 6.04% raha hai.
Agar hum iske benchmark, CRISIL Composite Bond Fund Index, se compare karein, toh yeh fund consistent performance dikhata hai. Kya aapne notice kiya hai ki 3 saal ka return benchmark se zyada hai? Yeh fund manager Amit Ganatra ke efforts ko showcase karta hai, jo pichle 3.5 saal se is fund ko manage kar rahe hain.
Iski stability aur moderate risk profile is fund ko un investors ke liye attractive banati hai jo market volatility se bachna chahte hain. Iske alawa, yeh fund SIP (Systematic Investment Plan) ke liye bhi accha option hai, jisse investors apne investments ko regular intervals par invest kar sakte hain.
Yeh returns consistent hain aur fund manager ki strategy dikhaati hai ki unhone market trends ko ache se samjha hai.
Invesco Mutual Fund Debt Fund - Regular Plan - Growth portfolio breakdown for investors
Invesco Mutual Fund Debt Fund - Regular Plan - Growth ka portfolio diverse hai, jo alag-alag sectors aur instruments ko include karta hai. Chaliye, is fund ki top holdings aur sector allocation ko dekhte hain:
Top Holdings
1. National Bank For Agriculture And Rural Development (5.8%)
2. Power Finance Corporation Ltd. (5.2%)
3. Rural Electrification Corporation Ltd. (4.9%)
4. 7.26% GOI 2032 (4.5%)
5. State Bank of India (4.1%)
Yeh holdings fund ki stability ko badhati hain aur risk ko kam karti hain. Invesco Mutual Fund Debt Fund - Regular Plan - Growth ka focus un sectors par hai jo government aur infrastructure se judey hain, jo generally stability provide karte hain.
Sector Allocation
Is fund ka sector allocation bhi kaafi strategic hai, jo ki primarily financial services aur government-backed securities ko target karta hai. Iska aim hai ki market volatility ke dauraan bhi steady returns mil sakein, jo ki investors ke liye beneficial hota hai. Is fund ka portfolio aapko diversification aur risk management ka accha combination deta hai.
Invesco Mutual Fund Debt Fund - Regular Plan - Growth – risk level aur volatility
Invesco Mutual Fund Debt Fund - Regular Plan - Growth ka riskometer moderate hai, jo ki investors ko yeh batata hai ki yeh fund moderate risk profile wale investors ke liye suitable hai. Yeh fund government securities aur high-quality corporate bonds mein invest karta hai, jo ki risk ko thoda control karte hain.
Volatility ki baat karein, toh yeh fund comparatively stable hai, aur market fluctuations se bachaav provide karta hai. Sharpe ratio ki data available nahi hai, lekin is fund ki historical performance se yeh pata chalta hai ki yeh investors ko decent risk-adjusted returns provide karta hai. Isliye, agar aap ek conservative investor hain, toh yeh fund aapke portfolio mein shamil karna beneficial ho sakta hai.