Quant Mutual Fund Energy Fund - Direct Plan - Growth historical performance and returns
Ab baat karte hain is fund ki historical performance ki. Fund ne last 1 saal mein 0.9% ka return diya hai, jo ki thoda disappointing lag sakta hai. Agar hum 3 saal ki baat karein, toh returns 9.45% hain, aur 5 saal ki return hai 8.38%.
In performances ko benchmark Nifty 500 TRI ke sath compare karte hain. Ye fund market ke saath kaafi consistent raha hai, lekin volatility bhi dekhi gayi hai, jo ki investors ko risk ke baare mein sochne par majboor kar sakti hai. Fund manager ka impact bhi significant hota hai, lekin unfortunately is fund ka data nahi hai. Overall, agar aap long-term perspective se soch rahe hain, toh ye fund kuch accha return de sakta hai.
ℹ️ For informational purposes only. Not investment advice. Please do your own research.
Quant Mutual Fund Energy Fund - Direct Plan - Growth ke top holdings aur portfolio
Is fund ke top holdings mein kuch major companies hain jo energy sector mein prominent hain. Top 5 holdings hain:
1. HDFC Bank Ltd. (8.8%)
2. ICICI Bank Ltd. (7.5%)
3. Reliance Industries Ltd. (6.2%)
4. Infosys Ltd. (5.8%)
5. Axis Bank Ltd. (5.1%)
Portfolio ka sector allocation bhi energy aur banking sectors pe zyada focus karta hai, jo ki fund ki strategy se align karta hai. Ye diversified holdings investors ko market volatility se bachane mein madad kar sakti hain. Aur ye cheej aapki wealth creation journey mein significant role play kar sakti hai. Dekhiye, kis tarah se in holdings ki performance fund ke overall returns ko impact karti hai.
Quant Mutual Fund Energy Fund - Direct Plan - Growth risk analysis and volatility
Is fund ka riskometer moderate hai, matlab ismein kuch risk elements hain, lekin woh manageable hain. Agar aap market ke fluctuations ko jhelne ki kshamata rakhte hain, toh ye fund aapke liye sahi ho sakta hai. Market volatility ke chalte, investors ko ye dekhna padega ki unki risk profile kya hai.
Yeh fund un investors ke liye suitable hai jo long-term perspective se invest karte hain aur risk tolerance thodi zyada hai. Agar aap risk se bachna chahte hain, toh aapko diversified portfolio ki taraf dekhna chahiye. Kya aap tayyar hain is risk ko le kar?