Kotak Mahindra Large Cap Fund - Direct Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Kotak Mahindra Large Cap Fund - Direct Plan - Growth ka performance benchmark Nifty 50 se compare kiya ja sakta hai. Chaliye iske returns pe nazar daalte hain:
| Time Period |
Kotak Mahindra Large Cap Fund - Direct Plan - Growth Returns |
Nifty 50 Benchmark Returns |
| 1 Year |
-2.46% |
3.52% |
| 3 Years |
12.82% |
10.51% |
| 5 Years |
12.20% |
11.64% |
Jaise ki aap dekh rahe hain, 1 saal ka return negative hai, lekin 3 aur 5 saal ke returns achhe hain. Iska matlab ye hai ki fund ne long-term mein better performance diya hai. Fund manager Harsha Upadhyaya ne apne 3.5 saal ke tenure mein fund ko achhe se manage kiya hai, lekin 1-year volatility ke wajah se return thoda fluctuate kiya hai.
📢 Important Note: Data sourced from AMFI and fund factsheets. Returns are historical. Investments may go up or down.
Kotak Mahindra Large Cap Fund - Direct Plan - Growth portfolio breakdown for investors
Is fund ki portfolio kaafi diversified hai, jo ki investors ke liye ek acchi baat hai. Top 5 holdings ki baat karein toh:
- HDFC Bank Ltd. (8.5%)
- ICICI Bank Ltd. (7.8%)
- Reliance Industries Ltd. (6.9%)
- Infosys Ltd. (5.2%)
- Larsen & Toubro Ltd. (4.8%)
Ye companies financial, tech, aur infrastructure sectors se belong karti hain, jo ki aaj kal ki economy mein crucial hain. Sector allocation bhi kaafi balanced hai, jo market volatility ke dauran fund ko protect karta hai. Iska matlab hai ki investors ko diverse sectors ka exposure milta hai, jo risk ko manage karne mein madad karta hai.
Kotak Mahindra Large Cap Fund - Direct Plan - Growth – risk level aur volatility
Kotak Mahindra Large Cap Fund ka riskometer "Very High" hai, jo is baat ka indication hai ki ye fund high risk tolerance rakhne wale investors ke liye suitable hai. Fund ke volatility kaafi high hai, jo large cap stocks ki nature ki wajah se hoti hai. Investors ko ye samajhna chahiye ki high returns ke saath high risk bhi aata hai.
Sharpe ratio ka data available nahi hai, lekin high risk ka matlab hota hai ki market fluctuations se fund ki value kaafi affect ho sakti hai. Agar aapka risk appetite achha hai aur aap long-term growth ke liye ready hain, toh ye fund aapke liye sahi choice ho sakta hai.