Mirae Asset Energy Fund - Direct Plan - Growth yearly return performance
Agar hum iska performance dekhein, toh fund ne 1 saal mein -2% return diya hai, jo ki thoda disappointing hai. Lekin agar hum 3 saal ki baat karein, toh isne 11.03% return generate kiya hai, aur 5 saal ki duration mein iska return 10.78% raha hai. Yeh returns benchmark Nifty 500 TRI se bhi compare kiye ja sakte hain, jo ki investors ke liye ek good reference point hai.
Consistency aur volatility bhi ek important factor hai. Gaurav Khandelwal, jo ki fund manager hain aur unka tenure 3.5 saal hai, unhone apne expertise se fund ko moderate risk category mein rakha hai. Yeh return statistics dikhate hain ki fund ne market ke ups and downs ke dauran bhi achha perform karne ki koshish ki hai, jo ki long-term investors ke liye reassuring hai.
Mirae Asset Energy Fund - Direct Plan - Growth top holdings and portfolio allocation
Is fund ki sabse badi holdings mein HDFC Bank Ltd. (8.8%), ICICI Bank Ltd. (7.5%), Reliance Industries Ltd. (6.2%), Infosys Ltd. (5.8%), aur Axis Bank Ltd. (5.1%) shamil hain. Yeh holdings fund ka main focus banati hain, jo ki financial services se lekar technology tak diversity provide karti hain.
Sector allocation ki baat karein, toh energy sector mein focus karne ki wajah se, yeh fund overall portfolio ko robust banata hai. Iska strategic approach market volatility ke dauran bhi aapko stability dene ki koshish karta hai. Agar aap energy sector ke long-term growth potential par vishwas rakhte hain, toh ye fund aapke portfolio mein achha addition ho sakta hai.
Mirae Asset Energy Fund - Direct Plan - Growth risk analysis and volatility
Is fund ka riskometer moderate hai, jo ki ye dikhata hai ki investors ko moderate level ka risk lene ki zarurat hai. Market volatility ke waqt, yeh fund aapko ek stable performance provide karne ki koshish karta hai. Aapko dhyan rakhna hoga ki equity mutual funds mein invest karne par risks hamesha hote hain.
Agar aap ek aise investor hain jo moderate risk tolerance rakhte hain aur aapko long-term capital appreciation ki talash hai, toh yeh fund aapke liye suitable ho sakta hai. Fund ka expense ratio bhi 0.75% hai, jo ki industry standards ke hisaab se competitive hai.