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

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Gr... investment objective and strategy

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth ka main objective hai wealth creation through equity investments. Ye fund multi-cap category mein aata hai, jo ki large, mid, aur small cap stocks ko include karta hai. Iska investment style growth-oriented hai, jo ki long-term capital appreciation par focus karta hai. Aise investors jo risk tolerance rakhte hain aur long-term mein invest karna chahte hain, unke liye ye fund suitable hai. Ye fund kaafi dynamic hai aur market ki conditions ke hisab se apna allocation adjust karta hai. Chaliye, ab is fund ki historical performance aur returns ko dekhte hain.

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Gr... historical performance and returns

Historical performance evaluate karne ke liye, hum is fund ke returns ko benchmark Nifty 500 Multicap 50:25:25 TRI ke saath compare karte hain.

Duration	Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth Returns	Benchmark Returns
1 Year	-11.42%	Data not available
3 Years	1.9%	Data not available
5 Years	1.13%	Data not available

Aap dekh sakte hain ki 1 saal ka return negative hai, jo ki market volatility ko reflect karta hai. Lekin 3 aur 5 saal ke returns thode positive hain, jo ki fund manager Gopal Agrawal aur Atul Zabhade ki investment strategy ko darshata hai. Inka tenure hai 3.2 years, aur inhone fund ki consistent performance par focus kiya hai. Consistency ki baat karein, toh ye fund market ke fluctuations ko achhi tarah manage kar raha hai. Chaliye, ab portfolio breakdown ko samajhte hain.

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Gr... portfolio breakdown for investors

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth ki top holdings mein kuch prominent companies shamil hain. Top 5 holdings hain: - HDFC Bank Ltd. (6.5%) - ICICI Bank Ltd. (5.8%) - Reliance Industries Ltd. (4.9%) - Infosys Ltd. (4.2%) - Axis Bank Ltd. (3.6%) Ye holdings is fund ki strategy ko support karti hain, kyunki ye companies stable aur growth-oriented hain. Sector allocation ki baat karein, toh ye fund primarily banking and IT sectors mein invest karta hai, jo ki Indian economy ke critical drivers hain. Isse portfolio diversification bhi hoti hai, jo ki risk ko manage karne mein madadgar hai. Investors is fund ko long-term wealth creation ke liye consider kar sakte hain. Ab chaliye, risk level aur volatility ko samajhte hain.

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Gr... – risk level aur volatility

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth ka riskometer "Very High" hai. Iska matlab hai ki ye fund high volatility aur risk exposure ke saath aata hai. Is fund mein investment karne wale investors ko market ki fluctuations ka samna karna pad sakta hai. Ye fund high-risk tolerance wale investors ke liye suitable hai, jo apne investments mein fluctuations ko manage kar sakte hain. Agar aap risk se ghabrate hain, toh yeh fund aapke liye nahi ho sakta. Fund ka expense ratio 1.68% hai, jo ki investment costs ko reflect karta hai. Ab chaliye, long-term outlook dekhte hain.

Old Bridge Mutual Fund Multi Cap Fund - Regular Plan - Gr... advantages and disadvantages

• Pros:
  • High growth potential due to multi-cap strategy.
  • Strong portfolio of blue-chip companies.
  • Experienced fund managers.
  • Diversified sector exposure which mitigates risk.
• Cons:
  • High expense ratio (1.68%).
  • Recent negative returns (1Y: -11.42%).
  • Very high risk level, may not suit conservative investors.