JM Equity Hybrid Fund Growth-0.17%

1Groww
-8.52%
1 Year Return
Hybrid
Aggressive
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

JM Equity Hybrid Fund Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.13%
NAV41.40 (06 Dec 2019)
Fund Started01 Apr 1995
Fund Size1,836 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Equity Hybrid Fund Growth
-8.5%
3.2%
1.9%
10.7%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
37
30
25
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -8.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.5%
    ICICI Bank Ltd.FinancialEquity5.4%
    HDFC Bank Ltd.FinancialEquity4.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
    Axis Bank Ltd.FinancialEquity3.9%
    Bajaj Finance Ltd.FinancialEquity3.5%
    Asian Paints Ltd.ChemicalsEquity2.6%
    ITC Ltd.FMCGEquity2.2%
    IDFC First Bank Ltd.FinancialTerm Deposits2.2%
    Titan Company Ltd.Cons DurableEquity2.2%
    See All

    Fund Managers

    addSanjay Kumar Chhabaria
    Education
    He is a PGDBA and CFA.
    Experience
    Prior to joining JM Financials he has worked with Lotus India AMC, SBI Funds Management, Religare Invesco AMC, SMIFS Securities and IDBI Capital Markets.
    Funds Managed

    Other Details

    JM Equity Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 01 Apr 1995. Sanjay Kumar Chhabaria is the Current Fund Manager of JM Equity Hybrid Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹1,836 Cr and the Latest NAV as of 06 Dec 2019 is ₹41.40.

    The JM Equity Hybrid Fund Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 3 months.

    Investment Objective

    Aims to provide investors with liquidity and current income alongwith capital appreciation.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 3 months
    Exit Load

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    About JM Financial Mutual Fund

    Address
    Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
    Phone
    022-61987777
    Launch Date
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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