Invesco Mutual Fund Infrastructure Fund - Direct Plan - Growth historical performance and returns
Is fund ki historical performance ka analysis karte hain. Pichle 1 saal mein Invesco Mutual Fund Infrastructure Fund - Direct Plan - Growth ne 3.6% return diya hai, jabki 3 saalon mein iska return 20.82% raha. Agar hum 5 saalon ki baat karein, toh fund ne 20.16% return generate kiya hai.
Ye returns kaafi consistent hain, lekin ye benchmark Nifty Infrastructure TRI se compare karne par samajhna zaruri hai. Fund manager Amit Ganatra ka impact bhi yahan kaafi mahatvapurn hai, jinki tenure ab 3.5 saal ho chuki hai. Unki investment strategies ne fund ko market volatility ke beech mein bhi achha perform karne mein madad ki hai.
Agar aap is fund ki performance ko benchmark ke saath compare karein, toh dekhne ko milega ki ye consistently achhe returns de raha hai, jo long-term investors ke liye positive sign hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Invesco Mutual Fund Infrastructure Fund - Direct Plan - Growth portfolio breakdown for investors
Portfolio breakdown ki baat karein, toh is fund ki top 5 holdings mein kuch bade naam shamil hain. HDFC Bank Ltd. 5.8% ke allocation ke sath sabse upar hai, uske baad ICICI Bank Ltd. (5.2%), Larsen & Toubro Ltd. (4.9%), Reliance Industries Ltd. (4.5%), aur Infosys Ltd. (4.1%) ka naam aata hai.
Sector allocation mein infrastructure companies ka kaafi bada hissa hai, jo fund ki investment strategy ko support karta hai. Ye holdings is baat ka darshan deti hain ki fund kis tarah se diversified investments rakhta hai.
Is fund mein equity allocation kaafi significant hai, jo high growth mutual fund ki category mein aata hai. Agar aapko un sectors mein invest karna pasand hai jo long-term growth potential rakhte hain, toh yeh fund aapki portfolio diversification mein madadgar sabit ho sakta hai.
Invesco Mutual Fund Infrastructure Fund - Direct Plan - Growth riskometer and downside risk
Riskometer ke hisaab se, Invesco Mutual Fund Infrastructure Fund - Direct Plan - Growth ka risk level "Very High" hai. Yeh fund un investors ke liye suitable hai jo high risk tolerance rakhte hain. Volatility ki wajah se aapko kabhi kabhi market mein sharp declines dekhne ko mil sakte hain, aur isliye yeh zaruri hai ki aap apne investment horizon ko dhyan mein rakhein.
Sharpe ratio ke data available nahi hai, lekin aap is fund ki volatility ko samajhkar hi invest karein. Long-term investors jo market fluctuations ko tolerate kar sakte hain, unke liye yeh fund ek profitable option ban sakta hai. Bilkul, samajhna important hai ki high returns ke sath high risk bhi aata hai. Kya aap is risk ko lene ke liye tayaar hain?