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JM Equity Hybrid Fund Half Yearly Bonus

Hybrid
Aggressive Hybrid
Very High Risk
15.08%
3Y annualised
-1.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan 2022₹71.17
Min. SIP amountNA
Rating2
Fund size₹10.39Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.5%15.1%12.5%12.0%
Category average42.2%12.7%12.2%NA
Rank with in category282519NA
Understand terms

Holdings (24)

NameSectorInstrumentAssets
TechnologyEquity6.2%
FinancialEquity4.7%
EnergyEquity4.4%
FinancialEquity4.3%
EnergyEquity4.1%
FinancialEquity4.0%
TechnologyEquity4.0%
ConstructionEquity4.0%
FinancialEquity3.6%
AutomobileEquity3.4%
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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sanjay Kumar Chhabaria
Feb 2008 - Present
View details
Chaitanya Choksi
Aug 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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