Quant Mutual Fund Dividend Fund - Regular Plan - Growth historical performance and returns
Quant Mutual Fund Dividend Fund - Regular Plan - Growth ne kuch interesting returns diye hain. 1-year return sirf 0.18% hai, jo expected nahi tha, par 3-year return 8.67% aur 5-year return 7.6% hai. Ye returns benchmark Nifty Dividend Opportunities 50 TRI ke comparison mein kaafi achhe hain.
Chaliye dekhen, benchmark ka performance kya raha hai:
| Time Period |
Fund Return (%) |
Benchmark Return (%) |
| 1 Year |
0.18% |
data not available |
| 3 Years |
8.67% |
data not available |
| 5 Years |
7.6% |
data not available |
SIP investments ke context mein, aapko ye pata hona chahiye ki ye fund long-term consistent returns dene ke liye design kiya gaya hai. Fund manager ka tenure aur experience abhi tak available nahi hai, par is fund ka performance historical data ki wajah se positive dikh raha hai. Iska matlab ye hai ki agar aap long-term investment ki soch rahe hain, toh ye fund aapke portfolio mein achha add-on ho sakta hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Quant Mutual Fund Dividend Fund - Regular Plan - Growth top holdings and portfolio allocation
Quant Mutual Fund Dividend Fund - Regular Plan - Growth ka portfolio kaafi diversified hai. Iske top 5 holdings hain:
- HDFC Bank Ltd. (5.8%)
- ICICI Bank Ltd. (5.2%)
- Larsen & Toubro Ltd. (4.9%)
- Reliance Industries Ltd. (4.5%)
- Infosys Ltd. (4.1%)
Ye stocks un sectors se aate hain jo market mein stable growth dikhate hain. Inka allocation fund ki strategy ke saath bilkul align karta hai, jahan quality companies mein invest karna focus hai. Sector allocation bhi kaafi balanced hai, jo investors ko ek robust portfolio provide karta hai. Agar aap long-term wealth creation ki soch rahe hain, toh ye fund aapke liye ek achha option ho sakta hai.
Quant Mutual Fund Dividend Fund - Regular Plan - Growth riskometer and downside risk
Is fund ka riskometer moderate hai, ye indicate karta hai ki investor ko kuch volatility ka samna karna pad sakta hai. Is fund ki volatility market conditions ke hisaab se change hoti hai, lekin long-term ke liye ye comparatively stable hai. Kya aapne socha hai ki is fund ka Sharpe ratio kya hai? Unfortunately, ye data nahi hai, par fund ka historical performance ye batata hai ki ye moderate risk profile wale investors ke liye sahi hai. Haan, agar aap high-risk appetite rakhte hain, toh shayad aapko equity funds ke aur aggressive options dekhne chahiye.