Quantum Mutual Fund Mid Cap Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Quantum Mutual Fund Mid Cap Fund - Regular Plan - Growth ke returns ko samajhne ke liye, sabse pehle hum benchmark Nifty Midcap 150 TRI se comparison karte hain. Fund ne pichle 1 saal mein -1.93% return diya hai. Yeh thoda negative hai, lekin market ki volatility ko dekhte hue, yeh aam hai.
Agar hum 3 saal ki baat karein, toh fund ne 12.96% ka return diya hai, jo ki benchmark se achha hai. 5 saal ki performance bhi impressive hai, jahan fund ne 12.33% ka return generate kiya hai. Yeh consistency dikhata hai ki fund manager ki strategy kaafi effective hai.
Volatility ki baat kare toh fund ka riskometer 'Very High' hai, jo indicate karta hai ki yeh fund high-risk investors ke liye suitable hai. Atul Kumar ka 3.5 saal ka tenure is fund ke performance par positive impact daal raha hai, kyunki unki investment strategy aur market understanding kaafi strong hai.
Kya aapne socha hai ki long-term investing ke fayde kya hain? Agar aap long-term ke liye invest karte hain, toh aap market ke short-term fluctuations se bach sakte hain.
⚠️ 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 Mid Cap Fund - Regular Plan - Growth top holdings and portfolio allocation
Quantum Mutual Fund Mid Cap Fund - Regular Plan - Growth ki top holdings mein kuch major companies hain. Is fund ki top 5 holdings yeh hain:
1. Voltas Ltd. (3.8%)
2. Mphasis Ltd. (3.5%)
3. Coforge Ltd. (3.2%)
4. Sundram Fasteners Ltd. (2.9%)
5. Persistent Systems Ltd. (2.7%)
Yeh holdings dekhkar samajh aata hai ki fund ka focus hai technology, consumer goods aur manufacturing sectors par. Yeh sectors mid-cap stocks ke liye kaafi growth potential rakhte hain.
Sector allocation bhi kaafi diversified hai, jo ki portfolio risk ko manage karne mein madad karta hai. Fund ka investment strategy active management par based hai, jahan fund manager market ki trends ko dhyan mein rakhkar stocks select karte hain.
Is fund ka overall portfolio allocation aur holdings fund ki growth strategy ke saath align karte hain. Agar aap high growth potential wale stocks mein invest karna chahte hain, toh yeh fund ek acha option hai.
Quantum Mutual Fund Mid Cap Fund - Regular Plan - Growth – risk level aur volatility
Quantum Mutual Fund Mid Cap Fund - Regular Plan - Growth ka riskometer 'Very High' hai, jo indicate karta hai ki yeh fund high-risk investors ke liye suitable hai. Mid-cap stocks market mein zyada volatility ka samna karte hain, isliye investors ko yeh samajhna zaroori hai ki yeh fund market ke fluctuations ke prati sensitive hai.
Volatility ka matlab hai ki fund ki returns time ke saath kaise change hoti hain, aur yeh fund high volatility ke saath aata hai. Iska matlab hai ki investor ko short-term fluctuations se guzarana pad sakta hai. Agar aapka risk tolerance high hai aur aap long-term ke liye invest karne ki soch rahe hain, toh yeh fund aapke liye suitable ho sakta hai.
Fund ka expense ratio 1.75% hai, jo industry standard ke according thoda higher hai. Lekin agar aap is fund ke long-term performance ko dekhein, toh yeh expense ratio justify hota hai agar fund consistently achha perform karta hai.
Kya aapko lagta hai, high risk ke saath high reward ka concept aapke liye sahi hai? Agar haan, toh aap is fund par serious consideration kar sakte hain.