Old Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth

Old Bridge Mutual Fund Balanced Advantage Fund - Direct P... complete review for investors

Old Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ek balanced hybrid fund hai, jo ki equity aur debt instruments mein invest karta hai. Iska main objective hai investors ko long-term capital appreciation aur stability dena. Ye fund un logon ke liye suitable hai jo moderate risk uthana chahte hain aur long-term wealth creation ka plan kar rahe hain. Is fund ki strategy market volatility se bachaav karne ki hoti hai, jisse investors ko steady returns mil sakein. Agar aap SIP investing ke zariye apne portfolio ko diversify karna chahte hain, toh ye fund aapke liye ek accha option ho sakta hai.

Old Bridge Mutual Fund Balanced Advantage Fund - Direct P... historical performance and returns

Chaliye ab baat karte hain is fund ke historical returns ki. Old Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ne 1 saal mein 3.08% ka return diya hai. Iska 3 saal ka return 12.3% hai, aur 5 saal ka return 5.27% hai. In returns ko benchmark, jo ki Nifty 50 Hybrid Composite Debt 65:35 Index hai, ke saath compare karna zaruri hai. Ye comparison aapko fund ki consistency aur performance ka accha idea dega.

Time Period	Old Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth Returns	Benchmark Returns
1 Year	3.08%	Data not available
3 Years	12.3%	Data not available
5 Years	5.27%	Data not available

Is fund ke fund manager, Gopal Agrawal aur Srinivasan Ramamurthy, kaafi experienced hain, jinke paas 5.1 saal ka tenure hai. Unka investment expertise fund ki performance ko achha banata hai.

Old Bridge Mutual Fund Balanced Advantage Fund - Direct P... top holdings and portfolio allocation

Ab chaliye is fund ke top holdings aur portfolio allocation ki taraf dhyan dete hain. Old Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth ki top 5 holdings hain: 1. HDFC Bank Ltd. (6.8%) 2. ICICI Bank Ltd. (5.5%) 3. Reliance Industries Ltd. (4.5%) 4. 8.38% GOI 2027 (4.2%) 5. Infosys Ltd. (3.8%) Ye stocks financial sector aur technology ke major players hain, jo ki market mein accha perform kar rahe hain. Fund ka sector allocation bhi diverse hai, jisse aapke portfolio ki stability badhti hai. Iska investment strategy yeh hai ki equity aur debt ke beech balance bana rahe, jisse investors ko risk aur returns ka accha combination mile. Portfolio diversification aaj kal zaroori hai, aur aise funds jisme balanced exposure ho, wo investors ke liye beneficial hote hain.

Old Bridge Mutual Fund Balanced Advantage Fund - Direct P... riskometer and downside risk

Is fund ka riskometer moderately high hai, jo ki is baat ko darshata hai ki yeh fund kuch risk toh uthata hai, lekin ye risk kaafi controlled hai. Agar aap moderate risk profile wale investor hain, toh yeh fund aapke liye sahi ho sakta hai. Volatility kaafi important factor hai mutual funds mein, aur is fund ki volatility bhi market ke according change hoti hai. Agar aapko market ke fluctuations se dar lagta hai, toh shayad aapko thoda cautious rehna chahiye. Fund ka Sharpe ratio data not available hai, lekin aapke liye risk-return trade-off samajhna zaruri hai. Is fund mein invest karne se pehle apne risk tolerance ko samjhiye aur fir decision lijiye.

Old Bridge Mutual Fund Balanced Advantage Fund - Direct P... pros and cons for investors

• Low expense ratio (0.78%) – investors ke liye cost effective.
• Diverse portfolio – multiple sectors mein investment.
• Moderate risk profile – thoda risk leke achhe returns ki sambhavna.
• Experienced fund managers – Gopal Agrawal aur Srinivasan Ramamurthy ka expertise.

• Moderately high risk – sabhi investors ke liye nahi.
• 1-year return relatively low – short-term investors ke liye impactful nahi.
• Market volatility ke saath returns ka fluctuation – investors ko samajhna hoga.