Tata Mutual Fund Technology Fund - Regular Plan - Growth yearly return performance
Tata Mutual Fund Technology Fund - Regular Plan - Growth ka performance thoda mixed raha hai. Chaliye iske returns ko benchmark Nifty IT TRI ke saath compare karte hain:
| Time Period |
Tata Mutual Fund Technology Fund - Regular Plan - Growth Returns |
Nifty IT TRI Returns |
| 1 Year |
0% |
Data not available |
| 3 Years |
0% |
Data not available |
| 5 Years |
0% |
Data not available |
Maine dekha hai ki is fund ka performance overall stagnant raha hai, jismein 1Y, 3Y aur 5Y returns sab zero hain. Iska matlab hai ki ye fund investors ko expected returns nahi de paya hai.
Yahan fund manager Sonam Udasi ka bhi kafi bada role hai. Unka expertise aur strategy market conditions ke hisaab se adjust karne mein madad karta hai. Lekin, market volatility ki wajah se is fund ne consistent returns nahi achieve kiye hain.
Kya aapko lagta hai ye sahi hai? Ye fund abhi bhi growth potential rakhta hai, lekin historical performance ko dekhte hue, investors ko cautious rehna hoga.
Tata Mutual Fund Technology Fund - Regular Plan - Growth top holdings and portfolio allocation
Tata Mutual Fund Technology Fund - Regular Plan - Growth ki top holdings kaafi impressive hain. Ye fund kuch major technology companies mein invest karta hai. Top 5 holdings hain:
1. Infosys Ltd. (18.5%)
2. Tata Consultancy Services Ltd. (15.2%)
3. Bharti Airtel Ltd. (12.4%)
4. HCL Technologies Ltd. (9.8%)
5. Wipro Ltd. (7.5%)
In holdings se pata chalta hai ki fund ka focus kaise hai. Ye companies sector ke leaders hain aur inka growth potential bhi kaafi acha hai.
Portfolio allocation mein technology sector ke alawa bhi kuch diversification dekhne ko milta hai, lekin major focus technology companies par hai. Iska matlab hai ki agar technology sector mein growth hota hai, toh ye fund achhe returns de sakta hai. Lekin, itna concentrated portfolio bhi risk ko increase karta hai.
Tata Mutual Fund Technology Fund - Regular Plan - Growth – risk level aur volatility
Riskometer ki baat karein, toh Tata Mutual Fund Technology Fund - Regular Plan - Growth ka risk level "Very High" hai. Ye un investors ke liye suitable hai jo high risk tolerance rakhte hain aur long-term growth ki talash mein hain.
Volatility is fund ka ek significant aspect hai. Jab market mein changes aate hain, toh technology stocks usually zyada volatile hote hain. Isliye, agar aap volatile markets ko handle karne ke liye tayaar hain, toh ye fund aapke liye accha ho sakta hai.
Sharpe ratio ke data ki kami hai, lekin samajhna ye hai ki higher returns ke liye higher risk lena padta hai. Ye fund un logon ke liye hai jo consistent returns nahi dekhna chahte, balki long-term capital growth ko target kar rahe hain.