JM Financial Infrastructure Fund - Direct Plan - Growth historical performance and returns
Ab hum is fund ki historical performance aur returns ko dekhenge. Is fund ne 1 saal mein 3.6% return diya hai, jabki 3 saal mein iska return 20.82% hai aur 5 saal mein yeh 20.16% tak pahunch gaya hai. Yeh returns benchmark Nifty Infrastructure TRI se bhi compare kiye ja sakte hain.
Yahan ek table hai jo aapko fund vs benchmark returns compare karne mein madad karega:
| Time Period |
JM Financial Infrastructure Fund - Direct Plan - Growth |
Nifty Infrastructure TRI |
| 1 Year |
3.6% |
Data not available |
| 3 Years |
20.82% |
Data not available |
| 5 Years |
20.16% |
Data not available |
Is fund ke manager, Asit Bhandarkar, ne 3.5 saal tak iski management ki hai aur unka experience is fund ki consistency aur volatility ko manage karne mein kaam aata hai. Haan, kuch investors ko yeh lag sakta hai ki fund ki volatility high hai, lekin long-term investors ko samajhna hoga ki is investment ka potential high returns dene ka hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
JM Financial Infrastructure Fund - Direct Plan - Growth top holdings and portfolio allocation
Is fund ki portfolio allocation kaafi diverse hai, jisme top holdings hain:
- HDFC Bank Ltd. (5.8%)
- ICICI Bank Ltd. (5.2%)
- Larsen & Toubro Ltd. (4.9%)
- Reliance Industries Ltd. (4.5%)
- Infosys Ltd. (4.1%)
In holdings ka selection is fund ki strategy se align karta hai, kyunki yeh companies infrastructure sector ke major players hain. Yeh fund primarily large-cap aur mid-cap stocks mein invest karta hai, jo ki stability aur growth dono provide karte hain.
Sector allocation bhi kaafi important hai. Ye fund un sectors par focus karta hai jo infrastructure development ke liye crucial hain, jaise ki banking, construction, aur IT services. Yeh sab factors milkar is fund ko ek strong growth potential dete hain, jo ki long-term investors ke liye beneficial ho sakta hai.
JM Financial Infrastructure Fund - Direct Plan - Growth – risk level aur volatility
Is fund ka riskometer "Very High" hai, jo ki indicate karta hai ki yeh fund high volatility ke saath operate karta hai. Agar aap risk-averse investor hain, toh shayad yeh fund aapke liye suitable nahi hoga.
Sharpe ratio ki information available nahi hai, lekin yeh fund un investors ke liye hai jo high risk ko accept kar sakte hain aur long-term growth ke liye tayaar hain. Fund ki volatility ke challenges ko samajhna zaruri hai, lekin iska potential returns bhi kaafi high hain.