JM Financial International Fund - Regular Plan - Growth historical performance and returns
Is fund ki historical performance dekhein toh recent reports ke anusar, JM Financial International Fund - Regular Plan - Growth ki 1-year return 0% hai, jabki 3-year aur 5-year returns bhi 0% hain. Yeh returns benchmark MSCI World Index se compare karne par consistent nazar nahi aate.
Fund ka riskometer "Very High" hai, jo ki indicate karta hai ki yeh fund market ki volatility se bhara hua hai. Fund manager Asit Bhandarkar ki leadership mein, is fund ki volatility ko manage karne ki koshish ki gayi hai. Lekin ek baat yaad rakhni chahiye ki ye fund sirf long-term investors ke liye suitable hai jo market ke swings ko tolerate kar sakte hain.
Agar hum is fund ki performance ko dekhein, toh yeh un investors ke liye challenging ho sakta hai jo regular returns expect karte hain. Historical performance ke hisab se, yeh fund apne benchmark se kaafi piche hai, aur investors ko soch samajh kar invest karna chahiye.
JM Financial International Fund - Regular Plan - Growth top holdings and portfolio allocation
Is fund ki top holdings mein kuch well-known global companies shamil hain. Jaise ki:
1. Apple Inc. (8.5%)
2. Microsoft Corp. (7.8%)
3. Alphabet Inc Class A (6.9%)
4. Amazon.com Inc. (5.2%)
5. NVIDIA Corp. (4.8%)
In holdings ko dekhkar yeh pata chalta hai ki fund ka focus technology aur consumer goods sectors par hai. Yeh sectors historically high growth potential dikhate hain, lekin saath hi inmein volatility bhi kaafi high hoti hai.
Is fund ki overall portfolio allocation mein equity allocation kaafi zyada hai, jo ki long-term capital appreciation ke liye zaroori hai. Agar aap global market trends ko follow karte hain aur in sectors mein growth potential dekhte hain, toh yeh fund aapke portfolio ka ek acha hissa ho sakta hai. Lekin, is fund ki high exposure ki wajah se risk bhi zyada hai, toh yeh aapki risk tolerance ke hisab se decide karna hoga.
JM Financial International Fund - Regular Plan - Growth risk analysis and volatility
Is fund ka riskometer "Very High" hai, jo ki indicate karta hai ki yeh fund market ki volatility ke liye sensitive hai. High growth mutual funds mein risk bhi zyada hota hai, aur investors ko is fund ki volatility se behtar tarike se handle karna aana chahiye.
Sharpe ratio jaise metrics agar available hote toh unse yeh pata chalta ki risk-adjusted returns kaise hain, lekin yahan par woh data available nahi hai. Isliye, yeh kehna mushkil hai ki yeh fund kis risk profile ke liye best suit karega. Lekin, agar aapka risk appetite high hai aur aap long-term ke liye invest karna chahte hain, toh yeh fund aapke liye sahi ho sakta hai.