Old Bridge Mutual Fund International Fund - Regular Plan - Growth ki yearly return performance ka analysis karte hain. Is fund ne pichle 1 saal mein 6.09% return diya hai, jo ki MSCI World Index se thoda kam hai. Lekin agar hum 3 saal ki baat karein, toh fund ne 6.85% ka return achieve kiya hai, jo ki iski consistency ko dikhata hai. 5 saal ki baat kare toh return 6.05% hai, jo ki bhi kaafi accha hai.
Consistency ke liye yeh fund kaafi acha hai, lekin volatility bhi hai. High-risk profile ke liye yeh fund suitable hai kyunki iska riskometer "Very High" hai. Fund manager ka impact bhi return performance par hota hai, par current mein fund manager ka naam available nahi hai.
Is fund ki long-term returns market ke volatility ke saath fluctuate kar sakti hain, isliye investors ko apne investment horizon ka dhyaan rakhna padega. Bilkul, agar aap ek SIP investor hain, toh aapko yeh fund consider karna chahiye especially agar aapko international equity mein invest karna hai.
Old Bridge Mutual Fund International Fund - Regular Plan - Growth ke top holdings ko samajhte hain. Is fund ke top 5 holdings hain Apple Inc. (8.5%), Microsoft Corp. (7.8%), Alphabet Inc Class A (6.9%), Amazon.com Inc. (5.2%), aur NVIDIA Corp. (4.8%). Yeh holdings fund ki strategy se align karti hain kyunki yeh sabhi companies global leaders hain.
Sector allocation ki baat karein, toh technology sector mein kaafi zyada allocation hai, jo ki growth potential ko dikhata hai. Is fund ki strategy yeh hai ki yeh high growth mutual funds ke through investors ko global market ka fayda uthane ka mauka de. Investors ko yeh dekhna hoga ki kya unki risk appetite is portfolio se match karti hai.
Old Bridge Mutual Fund International Fund - Regular Plan - Growth ki risk level aur volatility ke baare mein baat karte hain. Is fund ka riskometer "Very High" hai, jo batata hai ki yeh fund kaafi zyada risk le sakta hai. Market volatility ke samay yeh fund kaafi impactful ho sakta hai, isliye yeh un investors ke liye suitable hai jo risk ko le sakte hain.
Volatility ke saath, is fund ka expense ratio 2.05% hai, jo ki thoda zyada hai, lekin higher returns ke liye aapko thoda zyada invest karna padta hai. Agar aap risk-seeking investor hain aur long-term wealth creation ki talash mein hain, toh yeh fund aapke liye theek ho sakta hai.