|Min SIP Amount||₹500|
|NAV||₹35.85 (06 May 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹7 Cr|
|Steel Authority Of India Ltd.||Metals||Equity||7.1%|
|HDFC Bank Ltd.||Financial||Equity||6.0%|
|Mahindra & Mahindra Financial Services Ltd.||Financial||Equity||5.9%|
|Bajaj Finance Ltd.||Financial||Equity||5.5%|
|Ashok Leyland Ltd.||Automobile||Equity||4.4%|
|Shree Cement Ltd.||Construction||Equity||4.3%|
|HCL Technologies Ltd.||Technology||Equity||4.1%|
|ICICI Lombard General Insurance Company Ltd.||Financial||Equity||3.9%|
|State Bank of India||Financial||Equity||3.5%|
JM Equity Hybrid Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sanjay Kumar Chhabaria is the Current Fund Manager of JM Equity Hybrid Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹7 Cr and the Latest NAV as of 06 May 2021 is ₹35.85.
The JM Equity Hybrid Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. 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.