LIC Mutual Fund Banking Fund - Direct Plan - Growth yearly return performance
Is fund ki performance benchmark Nifty Bank TRI ke saath compare karte hain:
| Duration |
LIC Mutual Fund Banking Fund - Direct Plan - Growth Returns |
Nifty Bank TRI Returns |
| 1 Year |
3.46% |
Data not available |
| 3 Years |
6.9% |
Data not available |
| 5 Years |
5.95% |
Data not available |
Is fund ki 1-Year return 3.46% hai, jo ki achi nahi hai, lekin 3-Year aur 5-Year returns kaafi behtar hain. Yahan tak ki 3-Year return 6.9% aur 5-Year return 5.95% hai. Yeh long-term consistency ka indication hai, lekin market volatility se bhi yeh fund prabhavit hota hai.
Fund manager Yogesh Patil ki strategy aur unka experience is fund ki performance pe significant impact daal sakta hai. Aakhir, yeh baat samajhni chahiye ki banking sector ko samajhne ki zaroorat hai kyunki yeh sector kaafi dynamic hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
LIC Mutual Fund Banking Fund - Direct Plan - Growth top holdings and portfolio allocation
Is fund ki top 5 holdings mein kuch major banks shamil hain:
1. HDFC Bank Ltd. – 22.5%
2. ICICI Bank Ltd. – 19.8%
3. State Bank of India – 12.4%
4. Axis Bank Ltd. – 10.8%
5. Kotak Mahindra Bank Ltd. – 8.5%
Iske alawa, portfolio allocation kaafi diversified hai, jo ki banking sector ki stability aur growth potential ko dhyan mein rakhkar kiya gaya hai. Ye fund primarily equity allocation kar raha hai, jo ki growth-oriented investors ke liye attractive hota hai.
Ye holdings fund ki strategy se align karti hain kyunki yeh top banks India ki banking sector ki backbone hain. In banks ki strong fundamentals long-term growth prospects ke liye support karte hain. Ab chaliye is fund ki yearly return performance ko dekhte hain.
LIC Mutual Fund Banking Fund - Direct Plan - Growth riskometer and downside risk
Is fund ka riskometer "Very High" hai, iska matlab hai ki yeh fund high volatility ke saath aata hai. Aapne dekha hoga ki banking stocks mein market downturns ke waqt fluctuations kaafi zyada hote hain. Isliye, agar aap conservative investor hain, toh yeh fund aapke liye suitable nahi hoga.
Sharpe ratio jaise metrics ke through risk ko assess kiya ja sakta hai, lekin is fund ke liye specific data abhi available nahi hai. Lekin, yeh zaroor samajhna hoga ki high returns ke liye high risk lena padta hai. Agar aap long-term ke liye invest karna chahte hain aur fluctuations se bachte reh sakte hain, toh yeh fund aapke liye sahi ho sakta hai.