Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth – Poora parichay aur strategy

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth ek mid-cap equity mutual fund hai, jiska objective hai long-term capital appreciation. Ye fund un investors ke liye suitable hai jo moderate risk tolerance rakhte hain aur equity market me invest karke wealth create karna chahte hain. Is fund ka investment style growth-oriented hai, jisme mid-cap companies me invest kiya jaata hai, jo high growth potential rakhti hain. Aapne socha hoga ki ye fund aapke portfolio me kaise fit hoga? Chaliye, aur jaante hain is fund ki strategy ke bare me.

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth yearly return performance

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth ki 1 year ki return 5.79% hai, jo benchmark Nifty Midcap 150 TRI se kaafi kam hai. Agar hum 3 years ki baat karein, to fund ka return 1.9% hai, aur 5 years me sirf 1.13% hi return dekha gaya hai. Iske comparison me, benchmark ka performance thoda better raha hai. Fund manager, Chirag Setalvad aur Dhruv Muchhal, jo 13.4 years se is field me hain, ne is fund ko manage kiya hai. Unka experience is fund ki consistency aur performance me zaruri role play karta hai. Lekin, market volatility ke chalte, aapko ye bhi dekhna hoga ki ye fund aapke investment strategy ke saath kitna compatible hai. Kya aapko lagta hai ye fund consistent performance dikhata hai? Haan, par yeh risk ko bhi saath le kar aata hai. Isliye, aapko apne portfolio diversification par dhyan dena chahiye.

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth portfolio breakdown for investors

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth ki top 5 holdings me Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%), Sundram Fasteners Ltd. (2.9%), aur Persistent Systems Ltd. (2.7%) shamil hain. Ye holdings is fund ki overall strategy ke sath milkar kaam karti hain, jo ki sectoral allocation me diversification ko dhyan me rakhti hai. Sector allocation ki baat karein, to is fund ka focus technology, consumer goods, aur industrials par hai. Yeh sectors aaj ki market me high growth potential rakhte hain, aur isliye fund ke liye beneficial ho sakte hain. Investors jo mid-cap equity exposure chaahte hain, unke liye ye fund ek achha option ho sakta hai, kyunki ye rapidly growing companies me invest karta hai. Portfolio ka yeh breakdown ye bhi dikhata hai ki iska risk profile kaise hai. Jo investors high risk tolerance rakhte hain, unke liye ye fund ek interesting choice ho sakta hai.

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth riskometer and downside risk

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth ka riskometer "Very High" hai, jo indicate karta hai ki is fund me invest karna high risk ke sath aata hai. Market volatility ki wajah se, is fund ke returns fluctuate ho sakte hain, jo investors ko careful approach adopt karne ki salah dete hain. Agar aap ek conservative investor hain, to aapko samajhna hoga ki is fund ka expense ratio 1.75% hai, jo thoda higher side par hai. Iska matlab hai ki return ke liye jo aapko pay karna hai, wo bhi kuch zyada ho sakta hai. Agar aap long-term investing ke liye tayyar hain, tab shayad aap is fund ko consider kar sakte hain. Lekin, aapko apne risk appetite ke according invest karna hoga. Investing ke liye ek achha strategy hamesha zaroori hai, aur is fund ke sath aapko thoda patience rakhna pad sakta hai.

Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth advantages and disadvantages

• High potential returns for risk-tolerant investors.
• Diverse portfolio of mid-cap companies.
• Experienced fund management team.
• Growth-oriented investment strategy.

• High expense ratio of 1.75%.
• Very high risk profile may not suit conservative investors.
• Lower returns in comparison to benchmark in recent years.