Quant Mutual Fund Large Cap Fund - Direct Plan - Growth historical performance and returns
Ab baat karte hain is fund ki historical performance ki. Quant Mutual Fund Large Cap Fund - Direct Plan - Growth ki returns ka analysis karte hain:
| Time Period |
Fund Return (%) |
Benchmark (Nifty 50) (%) |
| 1 Year |
-4.02 |
-0.5 |
| 3 Years |
14.7 |
12.5 |
| 5 Years |
12.03 |
10.8 |
Dekha jaaye toh, 1 saal ki return (-4.02%) kuch khaas nahi rahi, jabki 3 saal (14.7%) aur 5 saal (12.03%) ke returns ne benchmark ko outperform kiya hai. Iska matlab hai ki long-term mein is fund ne investor ko accha return diya hai. Fund ke managers, Sonam Udasi aur Amey Sathe, jo 9.2 saal se is fund ko manage kar rahe hain, inki strategy aur decision-making ka kafi impact hota hai.
Volatility ke mamle mein, is fund ko "Very High" riskometer diya gaya hai, jo dikhata hai ki is fund ki value market fluctuations ke saath zyada badal sakti hai. Investors ko ye samajhna zaroori hai ki high returns ke saath high risk bhi hota hai. Kya aap is risk ko lehne ke liye tayaar hain?
Quant Mutual Fund Large Cap Fund - Direct Plan - Growth ke top holdings aur portfolio
Ab chaliye baat karte hain is fund ke top holdings aur portfolio allocation ki. Quant Mutual Fund Large Cap Fund - Direct Plan - Growth ke top 5 holdings hain:
1. HDFC Bank Ltd. (8.5%)
2. ICICI Bank Ltd. (7.8%)
3. Reliance Industries Ltd. (6.9%)
4. Infosys Ltd. (5.2%)
5. Larsen & Toubro Ltd. (4.8%)
Is fund ki portfolio strategy kuch is tarah hai ki ye large cap companies par focus karta hai, jo ki market mein established hain. Sector allocation ki baat karein toh banking sector mein is fund ka significant exposure hai, jo ki economic stability ke liye important hai. Ye strategy un investors ke liye beneficial hai jo long-term growth aur stability ki talash mein hain.
Quant Mutual Fund Large Cap Fund - Direct Plan - Growth – risk level aur volatility
Is fund ka riskometer "Very High" hai, jo indicate karta hai ki ye fund market ki volatility ke liye sensitive hai. High volatility ka matlab hai ki fund ki value kabhi bhi significantly change ho sakti hai. Agar aap risk-averse investor hain, toh ye fund aapke liye suitable nahi ho sakta.
Sharpe ratio ki data abhi available nahi hai, lekin is fund ke returns aur risk level ko dekhte hue, ye samajhna zaroori hai ki long-term investors jo higher returns ki talash mein hain, unke liye ye fund ek option ho sakta hai. Aise investors jo acche returns ki ummeed rakhte hain, unhe market ki volatility ko accept karna hoga. Kya aap is risk ko samajh kar invest karne ko tayaar hain?