Groww Logo
Home>Mutual Funds>JM Financial Mutual Fund>JM Equity Hybrid Fund Direct IDCW Half Yearly

JM Equity Hybrid Fund Direct IDCW Half Yearly

Hybrid
Aggressive Hybrid
Very High Risk
Payout
14.95%
3Y annualised
-0.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jun 2022₹49.43
Min. SIP amountNA
Rating2
Fund size₹9.93Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.6%14.9%9.1%11.2%
Category average42.2%12.7%12.2%NA
Rank with in category26517NA
Understand terms

Holdings (24)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.7%
Reliance Industries Ltd.EnergyEquity5.3%
HDFC Bank Ltd.FinancialEquity5.2%
State Bank of IndiaFinancialEquity4.4%
Ultratech Cement Ltd.ConstructionEquity4.0%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity4.0%
Bajaj Finance Ltd.FinancialEquity3.9%
Ashok Leyland Ltd.AutomobileEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.6%
Maruti Suzuki India Ltd.AutomobileEquity3.6%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Lower AUM: 9Cr. Funds with lower AUM tend to have higher expense ratio
3Y annualised returns higher than category average by 2.26%
1Y and 5Y annualised returns lower than category average
Higher expense ratio: 1.78%
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.78%

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

Fund management

Asit Bhandarkar
Dec 2021 - Present
View details

Education
Mr. Bhandarkar is a B.Com (H) and MMS.
Experience
Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
Also manages these schemes

Chaitanya Choksi
Aug 2021 - Present
View details

Education
Mr. Choksi is a MMS (Finance) and CFA.
Experience
Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
Website
NA
Amc Image
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

JM Equity Hybrid Fund Direct IDCW Half Yearly
VS
Add mutual fund to compare

FAQs

How to Invest in JM Equity Hybrid Fund Direct IDCW Half Yearly?

You can easily invest in JM Equity Hybrid Fund Direct IDCW Half Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for JM Equity Hybrid Fund Direct IDCW Half Yearly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in JM Equity Hybrid Fund Direct IDCW Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Equity Hybrid Fund Direct IDCW Half Yearly provide?

The JM Equity Hybrid Fund Direct IDCW Half Yearly has been there from 24 Dec 2014 and the average annual returns provided by this fund is 0.58% since its inception.

How much expense ratio is charged by JM Equity Hybrid Fund Direct IDCW Half Yearly?

The term Expense Ratio used for JM Equity Hybrid Fund Direct IDCW Half Yearly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of JM Equity Hybrid Fund Direct IDCW Half Yearly is 1.78% as of 30 Jun 2022...

What is the AUM of JM Equity Hybrid Fund Direct IDCW Half Yearly?

The AUM, short for Assets Under Management of JM Equity Hybrid Fund Direct IDCW Half Yearly is ₹9.93Cr as of 30 Jun 2022.

How to Redeem JM Equity Hybrid Fund Direct IDCW Half Yearly?

If you want to sell your JM Equity Hybrid Fund Direct IDCW Half Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Equity Hybrid Fund Direct IDCW Half Yearly?

You can select either SIP or Lumpsum investment of JM Equity Hybrid Fund Direct IDCW Half Yearly based on your investment objective and risk tolerance.

What is the NAV of JM Equity Hybrid Fund Direct IDCW Half Yearly?

The NAV of JM Equity Hybrid Fund Direct IDCW Half Yearly is ₹49.43 as of 29 Jun 2022.

What is the PE and PB ratio of JM Equity Hybrid Fund Direct IDCW Half Yearly?

The PE ratio ratio of JM Equity Hybrid Fund Direct IDCW Half Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.1.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI