Home>Mutual Funds>JM Financial Mutual Fund>JM Equity Hybrid Fund Direct Bonus

JM Equity Hybrid Fund Direct Bonus

Hybrid
Aggressive Hybrid
Very High Risk
17.89%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹79.54
Min. SIP amountNA
Rating3star
Fund size₹10.02 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.7%17.9%13.7%13.7%
Category average42.2%12.7%12.2%NA
Rank with in category92819NA
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Holdings (27)

NameSectorInstrumentAssets
FinancialEquity6.4%
TechnologyEquity5.3%
FinancialEquity5.0%
EnergyEquity4.6%
TechnologyEquity3.9%
AutomobileEquity3.8%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity3.8%
ChemicalsEquity3.4%
ConstructionEquity3.3%
EngineeringEquity3.2%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 1.72%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 10Cr. Funds with lower AUM tend to have higher expense ratio

Expense ratio, exit load and tax

Expense ratio: 1.72%

Inclusive of GST

Exit load

1% for redemption within 60 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sanjay Kumar Chhabaria
Jan 2013 - Present
View details
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Chaitanya Choksi
Aug 2021 - Present
View details
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Fund house & investment objective

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Fund house contact details

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