Quantum Mutual Fund Auto Fund - Direct Plan - Growth historical performance and returns
Quantum Mutual Fund Auto Fund - Direct Plan - Growth ki historical performance par nazar daalenge toh kuch interesting observations milte hain.
| Timeframe | Fund Return (%) | Benchmark Nifty Auto TRI Return (%) |
|-----------|-----------------|-------------------------------------|
| 1 Year | -5.41 | Data not available |
| 3 Years | 14.12 | Data not available |
| 5 Years | 11.74 | Data not available |
1 saal mein fund ne -5.41% return diya hai, jo ki ek challenging year ko dikhata hai. Lekin agar hum 3 saal ka comparison karein, toh fund ne 14.12% return diya hai, jo ki kaafi acha hai. 5 saal ka performance bhi achha raha hai, jisme 11.74% return mila.
Is performance kaafi factors pe depend karta hai, jaise ki fund manager Atul Kumar ki strategy aur market conditions. Long-term investors ko yeh dekhna chahiye ki kya yeh consistency maintain kar sakta hai, kyunki market volatility bhi ek important factor hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Quantum Mutual Fund Auto Fund - Direct Plan - Growth ke top holdings aur portfolio
Fund ki top holdings mein kuch major companies hain:
1. **HDFC Bank Ltd.** (8.5%)
2. **ICICI Bank Ltd.** (7.2%)
3. **State Bank of India** (5.8%)
4. **Axis Bank Ltd.** (5.2%)
5. **Kotak Mahindra Bank Ltd.** (4.9%)
Iske alawa, yeh fund equity allocation ko focus karta hai, jo ki auto sector ke major players ko include karta hai. Iska sector allocation kaafi strategic hai, jisse ki fund ki performance ko enhance kiya ja sake. Investors ko yeh dekhna hoga ki yeh holdings unke investment goals ke align hain ya nahi. Fund ki strategy yeh hai ki wo auto sector ki growth ko capture kare, jo ki aane wale samay mein demand increase hone par depend karega.
Quantum Mutual Fund Auto Fund - Direct Plan - Growth risk analysis and volatility
Is fund ka riskometer moderate hai, jo batata hai ki yeh fund moderate risk profile wale investors ke liye suitable hai. Iska matlab hai ki investors ko kuch level ki volatility ke liye tayar rehna hoga. Agar aapko market fluctuations se dar lagta hai, toh aapko apne investment decisions dhyan se lene honge.
Sharpe ratio ka data available nahi hai, lekin investors ko yeh samajhna hoga ki equity mutual funds inherently riskier hote hain aur aapko apne risk appetite ke hisab se invest karna chahiye.