| NAV: 24 Jun 2022 | ₹17.41 |
| Min. SIP amount | NA |
| Rating | 2 |
| Fund size | ₹9.93Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -1.3% | 14.1% | 7.9% | 11.3% |
| Category average | 42.2% | 12.7% | 12.2% | NA |
| Rank with in category | 31 | 4 | 18 | NA |
Holdings (24)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 5.7% |
| Reliance Industries Ltd. | Energy | Equity | 5.3% |
| HDFC Bank Ltd. | Financial | Equity | 5.2% |
| State Bank of India | Financial | Equity | 4.4% |
| Ultratech Cement Ltd. | Construction | Equity | 4.0% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 4.0% |
| Bajaj Finance Ltd. | Financial | Equity | 3.9% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.6% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.6% |
Expense ratio, exit load and tax
Expense ratio: 2.61%
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Asit BhandarkarDec 2021 - PresentView details
Chaitanya ChoksiAug 2021 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in JM Equity Hybrid Fund IDCW?
You can easily invest in JM Equity Hybrid Fund IDCW 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 IDCW 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 IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does JM Equity Hybrid Fund IDCW provide?
The JM Equity Hybrid Fund IDCW has been there from 01 Apr 1995 and the average annual returns provided by this fund is -1.30% since its inception.
How much expense ratio is charged by JM Equity Hybrid Fund IDCW?
The term
Expense Ratio used for JM Equity Hybrid Fund IDCW 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 IDCW is 2.61% as of 27 Jun 2022...
What is the AUM of JM Equity Hybrid Fund IDCW?
The AUM, short for Assets Under Management of JM Equity Hybrid Fund IDCW is ₹9.93Cr as of 27 Jun 2022.
How to Redeem JM Equity Hybrid Fund IDCW?
If you want to sell your JM Equity Hybrid Fund IDCW 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 IDCW?
What is the NAV of JM Equity Hybrid Fund IDCW?
The NAV of JM Equity Hybrid Fund IDCW is ₹17.41 as of 24 Jun 2022.
