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JM Equity Hybrid Fund Direct IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
16.20%
3Y annualised
-1.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹41.84
Min. SIP amount₹500
Rating2
Fund size₹10.39Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.5%16.2%13.3%13.0%
Category average42.2%12.7%12.2%NA
Rank with in category292819NA
Understand terms

Holdings (24)

NameSectorInstrumentAssets
TechnologyEquity6.2%
FinancialEquity4.7%
EnergyEquity4.4%
FinancialEquity4.3%
EnergyEquity4.1%
FinancialEquity4.0%
TechnologyEquity4.0%
ConstructionEquity4.0%
FinancialEquity3.6%
AutomobileEquity3.4%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

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

Cons

Lower AUM: 10Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 18.99%
Low rating: 2

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 terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Sanjay Kumar Chhabaria
Jan 2013 - Present
View details
Chaitanya Choksi
Aug 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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