JM Equity Hybrid Fund - (IDCW)

  • 5 years return (%) 10.31%
  • AUM (₹) ₹8.36 Cr
  • NAV (₹) 17.9168
  • Rating 2

Performance

1Y 3Y 5Y Max
Fund Return 43.56% 11.73% 10.31% 813.53%
Category Average 40.09% 13.39% 14.76% 5.68%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
43.56%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
JM Equity Hybrid Fund - (IDCW) 2.51 8.357 +12%
L&T Equity Savings Fund (G) 1.55 70.3926 +8%
Shriram Hybrid Equity Fund (G) 2.35 60.4181 +9%
Quant Absolute Fund (G) 2.25 52.5159 +25%
Shriram Balanced Advantage Fund (G) 2.6 46.5913 +0%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    19.2% % Assets
  • Bajaj Finance

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    5.5% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.4% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    4.9% % Assets

AMC Details

JM Financial Mutual Fund

  • 2134.5974 Cr

    AUM

Contact Details

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

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