JM Equity Hybrid Fund - (Annual-Bonus)

  • 5 years return (%) 12.56%
  • AUM (₹) ₹10.02 Cr
  • NAV (₹) 72.2409
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 50.83% 16.64% 12.56% 18.77%
Category Average 54.43% 23.94% 18.51% 23.63%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
50.83%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
JM Equity Hybrid Fund - (Annual-Bonus) 2.5 10.0194 +17%
Aditya Birla SL Retirement-The 40s Plan-Reg (G) 2.48 95.776 +0%
L&T Equity Savings Fund (G) 1.58 73.3811 +11%
Shriram Hybrid Equity Fund (G) 2.35 64.8746 +15%
Shriram Balanced Advantage Fund (G) 2.6 48.057 +0%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    19.9% % Assets
  • Bajaj Finance

    Automobile Sector
    Equity Instrument
    6.1% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    4.8% % Assets

AMC Details

JM Financial Mutual Fund

  • 2089.1002 Cr

    AUM

Contact Details

Office B, 8th Floor, Cnergy,
Appasaheb Marathe Marg
Prabhadevi, Mumbai - 400 025.

022-61987777 | 022-61987704
investor@jmfl.com