Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth

Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth complete review for investors

Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth ka objective hai long-term capital appreciation. Yeh fund small cap stocks mein invest karta hai, jo ki high growth potential rakhte hain. Aap agar ek aggressive investor hain jo risk uthane ke liye tayar hain, toh yeh fund aapke liye suitable hoga. Is fund ka investment style growth-oriented hai, jo ki market ki volatility se bachaav karne ki koshish karta hai. Yeh fund un logo ke liye achha hai jo wealth creation ka long-term plan bana rahe hain.

Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth yearly return performance

Ab baat karte hain is fund ki performance ki. Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth ne last 1 saal mein approximately 9.07% return diya hai. Agar hum 3 saal ki baat karein toh return 20.44% hai, aur 5 saal mein yeh fund 18.91% return generate kar raha hai. Dekha jaye toh, in returns ko benchmark Nifty Smallcap 250 TRI ke saath compare karein, toh yeh fund consistently achha perform kar raha hai. Fund manager R. Srinivasan ka 10.2 years ka experience is fund ki performance par achha impact daal raha hai. Yadi aap ek investor hain jo market volatility se bachaav chahte hain, toh yeh fund aapke liye ek acha option ho sakta hai. Yeh bhi dhyaan rahe ki small cap funds mein volatility zyada hoti hai, par long-term investors ke liye yeh ek potential growth opportunity ho sakta hai. Aapne socha hoga, kya aap is risk ko le sakte hain?

Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth ke top holdings aur portfolio

Ab hum baat karte hain is fund ke top holdings ki. Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth ke top 5 holdings hain: 1. Aarti Drugs Ltd. (3.2%) 2. Hatsun Agro Product Ltd. (2.9%) 3. National Aluminium Company Ltd. (2.7%) 4. VST Tillers Tractors Ltd. (2.5%) 5. Repco Home Finance Ltd. (2.3%) Yeh holdings fund ke investment strategy ko dikhati hain, jo ki various sectors mein diversification pradan karti hain. Is fund ki sector allocation bhi kaafi balanced hai, jo ki investors ko risk management mein madad karti hai. Jab small cap companies ki baat aati hai, toh inki growth potential kaafi zyada hota hai, par risk bhi utna hi high hota hai. Isliye, portfolio diversification zaroori hai. Agar aap kisi high growth mutual fund ki talash mein hain, toh yeh fund aapke liye ek achha option ho sakta hai.

Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth – risk level aur volatility

Risk ki baat karte hain. Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai. Yeh fund small cap stocks mein invest karta hai jinke price movements zyada hote hain, isliye volatility bhi zyada hai. Agar hum Sharpe ratio ki baat karein, toh unfortunately data not available hai, lekin yeh fund high growth potential ke saath aata hai jisme risk bhi utna hi hai. Isliye, yeh fund un investors ke liye suitable hai jo higher risk tolerance rakhte hain. Kya aapko lagta hai yeh risk manageable hai? Long-term investors ko is fund mein invest karne se pehle apne risk profile ko samajhna bahut zaroori hai.

Old Bridge Mutual Fund Small Cap Fund - Direct Plan - Growth advantages and disadvantages

• Pros:
• High growth potential due to small cap investments.
• Strong historical returns over the past 3-5 years.
• Experienced fund manager with a solid track record.
• Well-diversified portfolio across various sectors.

• Cons:
• Very high risk and volatility compared to large cap funds.
• Suitable mainly for aggressive investors.
• Expense ratio of 0.82% may impact net returns.