|Min SIP Amount||Not Supported|
|NAV||₹57.74 (24 Nov 2020)|
|Fund Started||24 Dec 2014|
|Fund Size||₹6 Cr|
|HDFC Bank Ltd.||Financial||Equity||12.8%|
|Bajaj Finance Ltd.||Financial||Equity||6.6%|
|HCL Technologies Ltd.||Technology||Equity||5.5%|
|Ashok Leyland Ltd.||Automobile||Equity||5.2%|
|Asian Paints Ltd.||Chemicals||Equity||5.1%|
|Mahindra & Mahindra Financial Services Ltd.||Financial||Equity||4.6%|
|Bharti Airtel Ltd.||Communication||Equity||4.4%|
|ICICI Lombard General Insurance Company Ltd.||Financial||Equity||4.2%|
|Shree Cement Ltd.||Construction||Equity||4.0%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.9%|
JM Equity Hybrid Fund Direct Bonus is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 24 Dec 2014. Sanjay Kumar Chhabaria is the Current Fund Manager of JM Equity Hybrid Fund Direct Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹6 Cr and the Latest NAV as of 24 Nov 2020 is ₹57.74.
The JM Equity Hybrid Fund Direct Bonus is rated Moderately High risk. Minimum SIP Investment is set to 500. 1% for redemption within 60 days
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.