Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan... investment objective and strategy

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ka main objective hai investors ko tax benefits provide karna saath hi capital appreciation bhi. Ye fund ELSS category mein aata hai, jo ki ek equity mutual fund hai. Iska investment style growth-oriented hai, matlab ye long-term capital gains par focus karta hai. Ye fund un investors ke liye suitable hai jo tax-saving ke saath-saath market mein high growth potential bhi dekhna chahte hain. Is fund ka unique feature hai ki ye investors ko 80C ke under tax deduction ka fayda deta hai, jo ki kafi logon ke liye bahut beneficial hota hai. Agar aap long-term investing aur wealth creation mein interested hain, toh ye fund aapke liye ek achha option ho sakta hai. Chaliye, is fund ki performance aur features ko detail mein dekhte hain.

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan... ke returns – 1, 3, 5 saal ke aankde

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ki returns ka analysis karte hain. Pichle 1 saal ka return hai -2.88%, jo ki market volatility ke chalte negative hai. Lekin agar hum 3 saal ki baat karein toh return 16.38% hai, jo kafi achha hai aur long-term growth potential dikhata hai. 5 saal ke liye return 13.7% hai, jo ki ek consistent performance hai. Ab baat karte hain benchmark ki, jo Nifty 500 TRI hai. Is benchmark ki average return pichle saal mein thodi behtar rahi hai. Mahindra ke fund manager Milind Agrawal, jo sirf 0.4 saal se is fund ko manage kar rahe hain, unka impact bhi returns par dekhne ko milta hai. Kya aapko lagta hai ye returns consistent hai? Ya fir market conditions ka asar hai? Ye fund investors ko high growth opportunities dene ka promise karta hai, lekin past performance se hamesha future returns ka kuch nahi pata chalta, toh thoda cautious rehna zaroori hai.

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan... portfolio breakdown for investors

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ka portfolio kaafi diversified hai. Iske top 5 holdings mein ICICI Bank Ltd. (8.5%), HDFC Bank Ltd. (7.2%), Infosys Ltd. (5.8%), Reliance Industries Ltd. (5.2%), aur Axis Bank Ltd. (4.9%) shamil hain. Ye holdings fund ki strategy ko align karti hain, jo ki major sectors par focus karti hai. Sectors ki baat karein toh, financial services aur IT sector fund ke portfolio mein significant hai, jo ki stable growth aur modern technology ki taraf indicate karta hai. Is fund ka objective hai ki investors ko long-term capital gains mile, jo ki iske diversified holdings ke zariye achieve kiya jata hai. Portfolio ki ye strategy un logon ke liye kaam karegi jo market mein stability aur growth dono chahte hain. Fund ka AUM ₹10504 Cr hai, jo iski popularity aur investor ka vishwas darshata hai.

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan... riskometer and downside risk

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan - Growth ka riskometer "Very High" hai. Iska matlab hai ki is fund mein investing karne wale investors ko volatility se deal karne ki zarurat padegi. Is fund ka expense ratio 1.85% hai, jo ki industry standard ke hisaab se thoda high hai, lekin iski potential growth ke hisaab se ye justified hai. Investors ko ye samajhna zaroori hai ki is fund mein investment karne par unhe market ke fluctuations face karne pad sakte hain. Agar aapka risk tolerance high hai, toh ye fund aapke liye suitable hai; lekin agar aapko risk se bachna hai, toh shayad aapko thoda cautious rehna pade. Sharpe ratio ka data available nahi hai, lekin high-risk funds mein hamesha ek downside risk hota hai, jo ki investors ko samajhna chahiye.

Old Bridge Mutual Fund ELSS Tax Saver Fund - Regular Plan... advantages and disadvantages

• Pros:
• Tax benefits under 80C.
• High growth potential with diversified portfolio.
• Managed by experienced fund manager.
• Suitable for long-term investors.
• Cons:
• High volatility and risk.
• Expense ratio is above average.
• Negative returns in the short term.