Sundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth yearly return performance
Agar hum is fund ke returns ki baat karein, toh ye kuch achha perform kiya hai. Chaliye, ek nazar daalte hain iski yearly return performance par.
| Duration |
Sundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth Returns (%) |
Benchmark Returns (%) |
| 1 Year |
6.91% |
7.20% |
| 3 Years |
22.93% |
20.50% |
| 5 Years |
19.07% |
18.00% |
Dekha jaye toh 1 saal ki return 6.91% hai, jo ki benchmark se thoda kam hai. Lekin 3 saal aur 5 saal ki returns kaafi strong hain, respectively 22.93% aur 19.07%. Iska matlab hai ki fund ne long-term mein accha perform kiya hai.
Fund manager S. Krishnakumar ke 3.5 saalon ka experience is fund ki performance par achha asar daal raha hai. Market volatility ke dauran bhi isne apne returns ko manage kiya hai. Kya aapko lagta hai ye fund long-term investment ke liye suitable hai? Chaliye, thoda aur detail mein jaate hain!
Sundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth portfolio breakdown for investors
Ab baat karte hain is fund ke portfolio breakdown ki. Sundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth ne apna portfolio kaafi diversify kiya hai.
Top 5 holdings mein kuch major companies hain:
1. HDFC Bank Ltd. - 6.5%
2. ICICI Bank Ltd. - 5.8%
3. Reliance Industries Ltd. - 4.9%
4. Infosys Ltd. - 4.2%
5. Axis Bank Ltd. - 3.6%
Ye holdings fund ki growth strategy se align karti hain, kyunki ye sabhi companies high-growth potential aur strong fundamentals rakhti hain. Sector allocation mein bhi ye fund balanced hai, jo ki investors ko risk management mein madad karta hai. Aapko kya lagta hai? Kya ye companies aapke portfolio mein honi chahiye?
Sundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth risk analysis and volatility
Jab bhi hum kisi mutual fund ka analysis karte hain, toh risk analysis bahut important hota hai. Sundaram Mutual Fund Multi Cap Fund - Regular Plan - Growth ka riskometer 'Very High' hai, jo indicate karta hai ki isme investment risk bhi zyada hai.
Is fund ki volatility bhi kaafi noticeable hai, jisse investors ko samajhna hoga ki ye fund unke risk appetite se kitna match karta hai. Ye fund un logon ke liye suitable hai jo high risk le sakte hain aur long-term investment horizon rakhte hain.
Agar aap is fund mein invest karne ki soch rahe hain, toh apne risk tolerance ko zaroor dhyan mein rakhein. Kya aap tayaar hain?