Hybrid | Aggressive Hybrid Fund
3Y Returns
22.86%
Min SIP
₹100
Min Lumpsum
₹1000
Expense Ratio
0.61%
Fund Size
₹136 Cr
Inception Date
01-Jan-13
Fund Manager
Asit Bhandarkar
Exit Load
1% on or before 60D, Nil after 60D.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
75.77%
Debt & Others
24.23%
Market Cap Allocation
Large Cap
29.06%
Mid Cap
21.84%
Small Cap
24.87%
Other Cap
24.23%
Investment Objective
To Provide Steady Current Income As Well As Long Term Growth Of Capital.
Fund House Detail
AMC Name
JM Financial Asset Management Private Limited
Scheme Document
https://www.jmfinancialmf.com/Downloads/Addenda.aspx?SubReportID=538A8B27-62B1-4CFE-BFF2-65DDFF0D4627Address
505, 5th Floor, Laxmi Towers,Bandra-Kurla Complex,Mumbai: 400 051
Jm Equity Hybrid Fund (Direct) - Growth Option
1Y
45.72%
3Y
22.86%
5Y
27.6%
Icici Prudential Equity And Debt Fund - Direct Plan - Growth
1Y
35.66%
3Y
21.08%
5Y
24.75%
Edelweiss Aggressive Hybrid Fund - Direct Growth
1Y
35.83%
3Y
19.96%
5Y
21.88%
Icici Prudential Thematic Advantage Fund (Fof) - Direct Plan - Growth
1Y
39.03%
3Y
19.84%
5Y
27.83%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct Plan - Growthgrowth
1Y
38.98%
3Y
19.11%
5Y
28.6%
Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth
1Y
35.61%
3Y
18.15%
5Y
23%
Quant Absolute Fund Direct Plan - Growth
1Y
34.68%
3Y
17.97%
5Y
28.01%
Invesco India Equity And Bond Fund - Direct Plan Growth
1Y
42.05%
3Y
17.52%
5Y
18.55%
Uti Hybrid Equity Fund - Direct Growth Plan
1Y
33.41%
3Y
17.42%
5Y
21.31%
Kotak Equity Hybrid Fund - Direct Plan Growth
1Y
34.54%
3Y
17.34%
5Y
21.66%
Nippon India Equity Hybrid Fund Direct Plan Growth Option
1Y
30.16%
3Y
16.85%
5Y
15.92%
Icici Prudential Passive Strategy Fund (Fof) - Direct Plan - Growth
1Y
35.07%
3Y
16.83%
5Y
20.43%
Franklin India Equity Hybrid Fund - Direct Growth
1Y
30.15%
3Y
15.05%
5Y
18.7%
Navi Equity Hybrid Fund Direct Plan Growth
1Y
26.83%
3Y
14.41%
5Y
16.49%
Bandhan Hybrid Equity Fund Direct Plan-Growth
1Y
32.74%
3Y
14.31%
5Y
19.33%
Dsp Equity And Bond Fund - Direct Plan - Growth
1Y
32.41%
3Y
14.26%
5Y
18.9%
Tata Hybrid Equity Fund Direct Plan Growth
1Y
27.47%
3Y
14.03%
5Y
17.44%
Shriram Hybrid Equity Fund Direct - Growth
1Y
33.51%
3Y
13.94%
5Y
16.47%
Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth
1Y
28.55%
3Y
13.91%
5Y
18.67%
Canara Robeco Equity Hybrid Fund Direct Growth
1Y
30.31%
3Y
13.81%
5Y
18.91%
Hdfc Hybrid Equity Fund - Direct Plan - Growth Option
1Y
21.44%
3Y
13.62%
5Y
17.81%
Lic Aggressive Hybrid Fund - Direct Plan - Growth
1Y
30.69%
3Y
13.13%
5Y
14.89%
Groww Aggressive Hybrid Fund-Direct Plan - Growth
1Y
29.49%
3Y
12.93%
5Y
16.63%
Union Hybrid Equity Fund - Direct Plan - Growth
1Y
26.78%
3Y
12.43%
5Y
NA
Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan
1Y
29.42%
3Y
12.17%
5Y
16.56%
Sbi Equity Hybrid Fund Direct Growth
1Y
25.19%
3Y
11.6%
5Y
16.21%
Axis Equity Hybrid Fund - Direct Plan Growth
1Y
27.89%
3Y
9.78%
5Y
15.3%
Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth
1Y
24.48%
3Y
9.33%
5Y
15.13%
Motilal Oswal Equity Hybrid Fund-Direct Plan Growth
1Y
6.06%
3Y
6.49%
5Y
12.22%
Hsbc Equity Hybrid Fund Direct Plan Growth
1Y
NA
3Y
-0.28%
5Y
9.07%
BSE Member code: 58371
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