Navi Mutual Fund Multi Cap Fund - Regular Plan - Growth historical performance and returns
Navi Mutual Fund Multi Cap Fund - Regular Plan - Growth ki historical performance kaafi interesting hai. Is fund ne pichle 1 saal mein 5.23% ka return diya hai, jabki 3 saal ka CAGR return 20.86% aur 5 saal ka return 11.52% hai. Yeh returns Nifty 500 Multicap 50:25:25 TRI benchmark ke comparison mein kaafi achhe hain.
Yahan par ek simple table hai jo fund aur benchmark ke returns ko compare karta hai:
| Time Period |
Navi Mutual Fund Multi Cap Fund - Regular Plan - Growth |
Nifty 500 Multicap 50:25:25 TRI |
| 1 Year |
5.23% |
4.75% |
| 3 Years |
20.86% |
18.50% |
| 5 Years |
11.52% |
10.00% |
Is fund ki performance consistent hai, aur iska fund manager Gopal Agrawal aur Atul Zabhade kaafi achha kaam kar rahe hain. Aapne dekha hoga ki long-term investing ko dhyan mein rakhte hue yeh fund kaafi fruitful ho sakta hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Navi Mutual Fund Multi Cap Fund - Regular Plan - Growth ke top holdings aur portfolio
Navi Mutual Fund Multi Cap Fund - Regular Plan - Growth ki top holdings mein kuch well-known companies hain. Is fund ki holdings mein HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%), Infosys Ltd. (4.2%), aur Axis Bank Ltd. (3.6%) shamil hain. Yeh holdings bataati hain ki fund kaafi diversified hai aur major sectors jaise banking, IT, aur energy mein invest karta hai.
Yeh portfolio allocation fund ki strategy se align karta hai, kyunki yeh market ke alag-alag sectors ko capture karne ki koshish karta hai. Isse volatility ko control karne mein madad milti hai aur investors ko achhe returns provide karne ka mauka milta hai. Agar aapko pata nahi hai ki yeh fund aapke portfolio ke liye kaise beneficial ho sakta hai, toh aap SIP investing consider kar sakte hain, jo aapko gradual investment ka option deti hai.
Navi Mutual Fund Multi Cap Fund - Regular Plan - Growth riskometer and downside risk
Navi Mutual Fund Multi Cap Fund - Regular Plan - Growth ka riskometer "Very High" hai, jo indicate karta hai ki yeh fund kaafi high risk ke sath aata hai. Kyunki yeh multi-cap fund hai, ismein market volatility se kaafi impact hota hai. Investors ko samajhna hoga ki agar market mein girawat hoti hai, toh is fund ki value bhi gir sakti hai.
Yeh fund un investors ke liye suitable hai jo risk uthana chahte hain aur long-term growth ki talash mein hain. Aapko yeh bhi yaad rakhna chahiye ki high returns ke sath high risk ka relation hota hai. Agar aapka risk appetite high hai, toh yeh fund aapke liye beneficial ho sakta hai.