Sundaram Mutual Fund Flexi Cap Fund - Direct Plan - Growth ke returns – 1, 3, 5 saal ke aankde
Ab chaliye is fund ki performance ko samajhte hain. Is fund ne aakhri 1 saal mein 7.79% ka return diya hai, jabki 3 saal ka annualized return 23.96% hai. 5 saal ka return bhi impressive hai, jo 20.08% tak pahunchta hai. Yeh returns benchmark, Nifty 500 TRI, se comparison mein kaafi acchhe hain.
| Time Period |
Sundaram Mutual Fund Flexi Cap Fund - Direct Plan - Growth (%) |
Benchmark: Nifty 500 TRI (%) |
| 1 Year |
7.79% |
6.50% |
| 3 Years |
23.96% |
18.00% |
| 5 Years |
20.08% |
15.50% |
In returns se yeh saaf hai ki fund manager, S. Krishnakumar, ne apne 3.5 saal ki tenure mein kuch accha kiya hai. Iske alawa, fund ki consistency bhi acchi hai, jo aapko long-term investing ke liye suitable option banata hai. Lekin, yaad rahe, high returns ka matlab high volatility bhi hota hai.
⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.
Sundaram Mutual Fund Flexi Cap Fund - Direct Plan - Growth ke top holdings aur portfolio
Sundaram Mutual Fund Flexi Cap Fund ke top holdings mein kuch major companies hain. Is fund ka portfolio HDFC Bank Ltd. (8.2%), ICICI Bank Ltd. (6.9%), Infosys Ltd. (5.5%), Reliance Industries Ltd. (5.1%), aur Axis Bank Ltd. (4.2%) jaise reputed stocks se bhara hua hai. Iske alawa, fund ka sector allocation bhi kaafi diversified hai, jo ki technology, banking, aur consumer services ko cover karta hai.
Yeh holdings fund ki strategy ko support karti hain, kyunki yeh strong fundamentals aur long-term growth potential wale companies hain. Portfolio diversification se market volatility ka impact kam hota hai, jo investors ke liye ek accha sign hai.
Sundaram Mutual Fund Flexi Cap Fund - Direct Plan - Growth – risk level aur volatility
Is fund ka riskometer "Very High" hai, jo yeh dikhata hai ki yeh fund high volatility ke sath aata hai. Agar aap ek aggressive investor hain jo high risk le sakte hain, toh yeh aapke liye suitable ho sakta hai. Iske alawa, yeh fund high growth potential provide karta hai, lekin ismein losses ka bhi risk hota hai, jo aapko dhyan mein rakhna chahiye.
Sharpe ratio ki details available nahi hai, lekin high volatility ka matlab yeh hai ki jab market girta hai, toh is fund ki value bhi gir sakti hai. Yeh fund un investors ke liye hai jo long-term horizon rakhte hain aur market cycles ko dhyan mein rakh sakte hain.