| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.14% |
| NAV | ₹46.43 (30 Oct 2020) |
|---|---|
| Fund Started | 01 Apr 1995 |
| Fund Size | ₹7 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.4% |
| Bajaj Finance Ltd. | Financial | Equity | 5.8% |
| HCL Technologies Ltd. | Technology | Equity | 4.7% |
| Ashok Leyland Ltd. | Automobile | Equity | 4.3% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 4.1% |
| Asian Paints Ltd. | Chemicals | Equity | 4.1% |
| ICICI Lombard General Insurance Company Ltd. | Financial | Equity | 3.9% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.5% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.4% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.4% |
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 30 Oct 2020 is ₹46.43.
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
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
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.