Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth

Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth overview and fund details

Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth ek thematic mutual fund hai, jo ki investors ko dividend income aur capital appreciation dono provide karne ke liye design kiya gaya hai. Is fund ka objective hai ki wo quality companies mein invest kare, jo consistent dividend pay karte hain. Yeh fund un logon ke liye suitable hai jo long-term wealth creation ke liye interested hain aur jo market volatility ko samajhte hain. Ye fund SIP investing ke liye bhi achha hai, kyunki aap regularly chhote amounts invest karke apna portfolio diversify kar sakte hain.

Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde

Is fund ke returns ka performance benchmark, jo ki Nifty Dividend Opportunities 50 TRI hai, ke saath compare karte hain. Aayiye, ek nazar daalte hain is fund ke annual returns par: | Year | Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth | Nifty Dividend Opportunities 50 TRI | |-------|-------------------------------------------------------------|-------------------------------------| | 1Y | 6.4% | data not available | | 3Y | 8.06% | data not available | | 5Y | 4.76% | data not available | Maine dekha hai ki is fund ne 1 saal mein 6.4% ka return diya hai, jo ki moderate hai. Lekin kya aapko lagta hai yeh achha hai? 3 saal ke returns 8.06% hai, jo thoda better hai. Lekin 5 saal ke liye bas 4.76% ka return hai, jo shayad kuch investors ko disappoint kar sakta hai. In returns ko is fund ke moderate risk profile aur expense ratio (1.92%) ke saath analyze karna zaroori hai. Yeh fund investors ko long-term stability aur growth provide karne ki koshish karta hai, par volatility ka dhyan rakhna hoga.

Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth ke top holdings aur portfolio

Is fund ke top 5 holdings mein kuch renowned companies shamil hain: 1. **HDFC Bank Ltd.** - 5.8% 2. **ICICI Bank Ltd.** - 5.2% 3. **Larsen & Toubro Ltd.** - 4.9% 4. **Reliance Industries Ltd.** - 4.5% 5. **Infosys Ltd.** - 4.1% Yeh companies alag-alag sectors se belong karti hain, jisse portfolio ki diversification hoti hai. HDFC Bank aur ICICI Bank jaise financial institutions sector mein strong presence hai, jabki Reliance Industries aur Larsen & Toubro infrastructure aur energy sectors ko represent karte hain. Yeh portfolio strategy long-term growth aur stability ke liye kaafi achhi hai, kyunki in companies ka track record consistent returns dene ka raha hai.

Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth – risk level aur volatility

Is fund ka riskometer moderate hai, jo ki iski investment strategy aur holdings ko dhyan mein rakhte hue tay kiya gaya hai. Moderate risk profile wale investors is fund mein invest kar sakte hain, kyunki yeh fund quality stocks mein invest karta hai. Volatility ko bhi samajhna zaroori hai. Market conditions ke hisaab se yeh fund kabhi kabhi fluctuate kar sakta hai, lekin historical data ke hisaab se isne kaafi stable raha hai. Agar aap ek aise investor hain jo risk uthane se nahi darte, toh yeh fund aapke portfolio mein achha addition ho sakta hai.

Old Bridge Mutual Fund Dividend Fund - Regular Plan - Growth – fayde aur nuksan

• Pros:
  • Quality dividend-paying stocks mein investment
  • Moderate risk profile suitable for long-term investors
  • Good returns compared to some peers in the category
  • SIP investing option available for better funds management
• Cons:
  • 5-year returns thoda disappointing
  • Fund manager information available nahi hai
  • Expense ratio 1.92% hai, jo kuch investors ko zyada lag sakta hai