JM Equity Hybrid Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
20.08%
3Y annualised
+1.67% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹68.39
Min. SIP amountNot Supported
Rating3
Fund size₹10.61Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.9%20.1%9.4%11.6%
Category average-1.0%13.7%9.6%NA
Rank with in category36417NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity6.6%
ICICI Bank Ltd.FinancialEquity4.9%
Reliance Industries Ltd.EnergyEquity4.8%
Axis Bank Ltd.FinancialEquity4.6%
L&T Technology Services Ltd.TechnologyEquity4.3%
Larsen & Toubro Ltd.ConstructionEquity3.6%
State Bank of IndiaFinancialEquity3.5%
Bharat Forge Ltd.AutomobileEquity3.5%
Cummins India Ltd.Capital GoodsEquity3.4%
Ashok Leyland Ltd.AutomobileEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.50%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
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,

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