JM Financial Auto Fund - Direct Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Returns ki baat karein, toh JM Financial Auto Fund - Direct Plan - Growth ne recent saalon mein kuch interesting returns diye hain. Is fund ki 1-year return hai 2.13%, 3-year return hai 15.75%, aur 5-year return hai 14.92%. Ye returns aapko batate hain ki fund ne benchmark Nifty Financial Services TRI se kaise perform kiya hai.
Dekhiye, 1-year return thoda low hai, lekin 3-year aur 5-year returns kaafi achhe hain, jo ki consistency aur long-term growth potential ko dikhate hain. Is fund ke manager, Asit Bhandarkar, ne apne 3.5 saal ke tenure mein kaafi strong performance dikhaya hai. Aapko ye bhi dekhna chahiye ki ye fund market volatility ke dauran kaise react karta hai, kyunki ye ek important factor hai jab aap kisi mutual fund mein invest kar rahe hote hain.
Fund ki volatility moderate hai, jo ki risk-seeking investors ke liye sahi position hai. Agar aap stable returns aur moderate risk ko prefer karte hain, toh ye fund aapke liye achha option ban sakta hai.
JM Financial Auto Fund - Direct Plan - Growth portfolio breakdown for investors
Portfolio ki baat karein toh, is fund ke top 5 holdings hain:
1. HDFC Bank Ltd. (8.5%)
2. ICICI Bank Ltd. (7.2%)
3. State Bank of India (5.8%)
4. Axis Bank Ltd. (5.2%)
5. Kotak Mahindra Bank Ltd. (4.9%)
Jaise ki aap dekh rahe hain, ye fund kaafi banks me invest karta hai jo ki automotive financing se jude hue hain. Iska sector allocation bhi kaafi strong hai, kyunki ye fund primarily auto sector aur related financial services par focused hai. Aapko ye samajhna zaroori hai ki ye holdings kaise fund ki overall strategy se align karti hain, jisse ki aapko long-term returns mil sakein. Is fund ki strategy sectoral growth par zyada focus karti hai, jo ki aaj ke market trends ke liye bhot zaroori hai.
JM Financial Auto Fund - Direct Plan - Growth riskometer and downside risk
Riskometer ki baat karein toh, JM Financial Auto Fund - Direct Plan - Growth moderate risk category mein aata hai. Agar aapko thoda risk lena hai, lekin aapko overexposure se bachaana bhi hai, toh ye fund achha choice ho sakta hai. Sharpe ratio ki details yahan nahi hain, lekin fund ki volatility moderate hai.
Iska matlab hai ki agar market mein koi major drop hota hai, toh aapko kuch losses dekhne ko mil sakte hain, lekin ye losses zyada severe nahi honge. Ye fund un investors ke liye suitable hai jo thoda risk uthana chahte hain lekin stable returns ki bhi talash mein hain. Kya aap is fund ko apne portfolio mein include karna chahenge? Ye aapki risk tolerance par depend karta hai.