Sundaram Mutual Fund Manufacturing Fund - Regular Plan - Growth

Sundaram Mutual Fund Manufacturing Fund - Regular Plan - ... overview and fund details

Sundaram Mutual Fund Manufacturing Fund - Regular Plan - Growth ek equity mutual fund hai, jo primarily manufacturing aur infrastructure sectors mein invest karta hai. Iska objective hai long-term capital appreciation aur wealth creation. Ye fund un investors ke liye suitable hai jo moderate risk le sakte hain aur 5-7 saal ya usse zyada ka investment horizon rakhte hain. Fund ka AUM ₹11164.8 Cr hai, aur iska expense ratio 1.75% hai, jo ki industry standards ke hisaab se average hai. Is fund ko S. Krishnakumar manage karte hain, jinka tenure is fund ke saath 3.5 years ka hai.

Sundaram Mutual Fund Manufacturing Fund - Regular Plan - ... historical performance and returns

Historical performance ki baat karein toh, Sundaram Mutual Fund Manufacturing Fund - Regular Plan - Growth ne kuch interesting returns diye hain. - **1 Year Return:** 6.09% - **3 Year Return:** 6.85% - **5 Year Return:** 6.05% Ye returns benchmark Nifty 500 TRI se thoda niche hain, lekin consistent hain. Agar aap is fund ki volatility dekhte hain, toh ye moderate risk ke saath aata hai. Fund manager S. Krishnakumar ki strategies ne fund ko consistent performance dene mein madad ki hai, lekin kabhi kabhi market ke fluctuations se ye returns bhi affect hote hain. Investors ko ye samajhna chahiye ki ye fund long-term investing ke liye accha hai, kyunki historical data dikhata hai ki ye fund steady returns generate karne ki koshish kar raha hai. Lekin, market conditions aur economic factors bhi is par asar dalte hain.

Sundaram Mutual Fund Manufacturing Fund - Regular Plan - ... ke top holdings aur portfolio

Is fund ke top holdings mein kuch renowned companies hain jo ek strong portfolio banati 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%) Sector allocation ki baat karein, toh ye fund primarily financial services, technology, aur energy sectors mein invest karta hai, jo ki India ki economic growth ke liye crucial hain. Is fund ki strategy hai ki wo strong companies mein invest karein jinki growth prospects achhe hain, isliye aapko ek diversified portfolio milta hai jo market volatility se thoda bach sakta hai.

Sundaram Mutual Fund Manufacturing Fund - Regular Plan - ... risk analysis and volatility

Sundaram Mutual Fund Manufacturing Fund - Regular Plan - Growth ka riskometer moderate hai, jo isse un investors ke liye suitable banata hai jo thoda risk le sakte hain. Volatility ki baat karein, toh is fund ki volatility average hai, jo ki market ke movements se judi hai. Agar aap SIP investing ke through invest karte hain, toh aapko market ke ups and downs se thoda protection mil sakta hai. Is fund ka Sharpe ratio available nahi hai, lekin moderate risk ke saath ye fund un logon ke liye acha hai jo long-term wealth creation ki soch rakhte hain.

Sundaram Mutual Fund Manufacturing Fund - Regular Plan - ... advantages and disadvantages

• Pros:
  • Moderate risk profile, suitable for long-term investors.
  • Diversified portfolio with strong top holdings.
  • Managed by experienced fund manager S. Krishnakumar.
  • Good track record of consistent returns.
• Cons:
  • Expense ratio thoda higher hai (1.75%).
  • Returns kabhi benchmark se niche ho sakte hain.
  • Market volatility ka asar investment par pad sakta hai.