NAV: 24 Jun 2022 | ₹17.41 |
Min. SIP amount | NA |
Rating | 2 |
Fund size | ₹9.93Cr |
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 |
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% |
Inclusive of GST
1% for redemption within 60 days
0.005% (from July 1st, 2020)
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.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
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:
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.
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...
The AUM, short for Assets Under Management of JM Equity Hybrid Fund IDCW is ₹9.93Cr as of 27 Jun 2022.
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.
The NAV of JM Equity Hybrid Fund IDCW is ₹17.41 as of 24 Jun 2022.