Old Bridge Mutual Fund Infrastructure Fund - Direct Plan - Growth

Old Bridge Mutual Fund Infrastructure Fund - Direct Plan ... investment objective and strategy

Old Bridge Mutual Fund Infrastructure Fund - Direct Plan - Growth ka main objective hai infrastructure sector mein growth opportunities ko capture karna. Ye fund thematic category mein aata hai, jo ki specific sectors ya themes par focus karta hai. Iska investment style equity mutual fund hai, jo long-term wealth creation ke liye design kiya gaya hai. Ye fund un investors ke liye suitable hai jo high growth potential aur high risk tolerance rakhte hain. Agar aap long-term investment ke liye tayar hain aur market volatility se dar nahi lagta, toh ye fund aapke liye accha option ho sakta hai. Chaliye, aage dekhte hain iska portfolio allocation aur holdings kaisi hain.

Old Bridge Mutual Fund Infrastructure Fund - Direct Plan ... historical performance and returns

Chaliye ab baat karte hain is fund ke historical performance ki. Yahan kuch important metrics hain:

Timeframe	Old Bridge Mutual Fund Returns	Benchmark (Nifty Infrastructure TRI) Returns
1 Year	3.6%	Data not available
3 Years	20.82%	Data not available
5 Years	20.16%	Data not available

Is fund ne pichle 3 saalon mein consistent growth dikhayi hai, jahan 20.82% ka return diya hai. Iske alawa, 5 saal ka return bhi 20.16% raha. Lekin, 1 saal ka return thoda modest raha hai, sirf 3.6%. Ye performance benchmark ke mukable mein achha hai. Volatility ki baat karein toh ye fund ka riskometer "Very High" hai, jo high growth investors ke liye sahi hai. Ye baat yaad rakhein ki fund manager ka impact bhi performance par hota hai, aur yahan specific fund manager ka tenure nahi diya gaya hai.

Old Bridge Mutual Fund Infrastructure Fund - Direct Plan ... top holdings and portfolio allocation

Is fund ki top holdings kuch famous companies hain jo infrastructure sector mein kaam karti hain. Top 5 holdings 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% In holdings ka sector allocation mostly banking, construction, aur technology mein hai, jo is fund ka focus infrastructure development par hai. Ye companies infrastructure projects mein invest karti hain, jo ki growth opportunities ko enhance kar sakta hai. Great! Iska portfolio diversification bhi achha hai, jo market volatility se protect karne mein madad karta hai.

Old Bridge Mutual Fund Infrastructure Fund - Direct Plan ... riskometer and downside risk

Is fund ka riskometer "Very High" hai, jo ki investors ko batata hai ki ye fund high risk ke sath aata hai. Market volatility ke dauran, is fund mein fluctuation bhi ho sakta hai. Sharpe ratio ka data available nahi hai, lekin ye fund un investors ke liye suitable hai jo risk lene ko tayar hain aur long-term perspective rakhte hain. Agar aap ek conservative investor hain, toh shayad ye fund aapke liye sahi na ho. Lekin agar aap high growth return ke liye tayar hain, aur apne portfolio ko diversify karna chahte hain, toh ye fund zaroor consider karna chahiye.

Old Bridge Mutual Fund Infrastructure Fund - Direct Plan ... pros and cons for investors

• Pros:
  • High growth potential in infrastructure sector.
  • Diversified portfolio with top companies.
  • Strong historical performance over 3 years.
  • Suitable for aggressive investors looking for high returns.
• Cons:
  • High risk and volatility associated with the fund.
  • Recent 1-year returns are modest.
  • No defined fund manager available.