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JM Equity Hybrid Fund Growth+0.77%

36.26%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

JM Equity Hybrid Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.14%
NAV₹57.03 (20 Jan 2021)
Fund Started01 Apr 1995
Fund Size7 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
36.3%
7.4%
10.4%
9.7%
Category Average
16.8%
6.8%
12.3%
-
Rank Within Category
2
13
22
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 36.3% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.13783929%
11. 3Y Returns are lower than the category average returns
12. 5Y Returns are lower than the category average returns
13. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity11.8%
Bajaj Finance Ltd.FinancialEquity9.7%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity6.3%
Ashok Leyland Ltd.AutomobileEquity5.9%
ICICI Lombard General Insurance Company Ltd.FinancialEquity4.8%
Shree Cement Ltd.ConstructionEquity4.4%
HCL Technologies Ltd.TechnologyEquity4.2%
Bharti Airtel Ltd.CommunicationEquity3.7%
Asian Paints Ltd.ChemicalsEquity3.6%
Infosys Ltd.TechnologyEquity3.5%
See All

Fund Managers

Sanjay Kumar Chhabaria
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JM Equity Hybrid Fund Growth Details

JM Equity Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Apr 1995. Sanjay Kumar Chhabaria is the Current Fund Manager of JM Equity Hybrid Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹7 Cr and the Latest NAV as of 20 Jan 2021 is ₹57.03.

The JM Equity Hybrid Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. 1% for redemption within 60 days

Investment Objective

The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.

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
1% for redemption within 60 days
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
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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