JM Equity Hybrid Fund – Direct (Annual-Bonus)
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Min SIP
1,000
Min Lumpsum
1.3 %
Expense Ratio
Rating
54
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.9% | 25.2% | 14.7% | 11.7% | ||||
| Category Average | 14.7% | 21.7% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
9.33
Alpha
3.63
SD
0.75
Beta
1.84
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. |
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Fund Objective
To provide steady current income as well as long term growth of capital.
Fund Managers
Asit Bhandarkar - Fund Manager
An MBA in Finance from the University of Mumbai, and with experience of 15 years in the financial services industry, Asit Bhandarkar is one of the most dynamic fund managers in the industry. He currently handles 27 JM Financial Mutual Funds schemes with a cumulative AUM of Rs. 2,454 crores.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Aggressive Hybrid .
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- 25,274
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25.1%Fund Size - 25,274
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31.6%Fund Size - 25,274
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17.9%Fund Size - 25,274
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- Hybrid .
- Aggressive Hybrid .
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- 4,788
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21.9%Fund Size - 4,788
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24%Fund Size - 4,788
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13.7%Fund Size - 4,788
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- Hybrid .
- Aggressive Hybrid .
-
- 3,026
-
22%Fund Size - 3,026
-
23.7%Fund Size - 3,026
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9.2%Fund Size - 3,026
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- Hybrid .
- Aggressive Hybrid .
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- 1,479
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19.4%Fund Size - 1,479
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22.1%Fund Size - 1,479
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13.7%Fund Size - 1,479
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- Hybrid .
- Aggressive Hybrid .
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- 3,387
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15.5%Fund Size - 3,387
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20.4%Fund Size - 3,387
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12.7%Fund Size - 3,387
AMC Contact Details
JM Financial Mutual Fund
AUM:
3,153 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb
Marathe Marg,prabhadevi,
Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com
Frequently Asked Questions
How to invest in JM Equity Hybrid Fund – Direct (Annual-Bonus) ?
You can invest in JM Equity Hybrid Fund – Direct (Annual-Bonus) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for JM Equity Hybrid Fund – Direct (Annual-Bonus) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of JM Equity Hybrid Fund – Direct (Annual-Bonus) ?
The NAV of JM Equity Hybrid Fund – Direct (Annual-Bonus) is ₹87.3 as of 15 September 2023.
How to redeem JM Equity Hybrid Fund – Direct (Annual-Bonus) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of JM Equity Hybrid Fund – Direct (Annual-Bonus)?
The top stock holdings of JM Equity Hybrid Fund – Direct (Annual-Bonus) are
- Jyothy Labs - 3.49%
- REC Ltd - 3.44%
- Prince Pipes - 3.4%
- ITC - 2.89%
- HDFC Bank - 2.77%
How can I redeem my investments in JM Equity Hybrid Fund – Direct (Annual-Bonus)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Equity Hybrid Fund – Direct (Annual-Bonus) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Equity Hybrid Fund – Direct (Annual-Bonus) in Scheme, enter the redemption amount, and click on submit button.
How much returns have JM Equity Hybrid Fund – Direct (Annual-Bonus) generated ?
The JM Equity Hybrid Fund – Direct (Annual-Bonus) has delivered 11.7% since inception
What is the expense ratio of JM Equity Hybrid Fund – Direct (Annual-Bonus) ?
The expense ratio of JM Equity Hybrid Fund – Direct (Annual-Bonus) is 1.3 % as of 15 September 2023.
What is the AUM of JM Equity Hybrid Fund – Direct (Annual-Bonus)?
The AUM of JM Equity Hybrid Fund – Direct (Annual-Bonus) is ₹3,153 Cr as of 15 September 2023
What are the top sectors JM Equity Hybrid Fund – Direct (Annual-Bonus) has invested in?
The top sectors JM Equity Hybrid Fund – Direct (Annual-Bonus) has invested in are
- Debt - 33.72%
- Banks - 10.97%
- Finance - 7.19%
- IT-Software - 6.78%
- Consumer Durables - 4.73%
Can I make investments in both the SIP and Lump Sum schemes of JM Equity Hybrid Fund – Direct (Annual-Bonus)?
Yes, You can select both SIP or Lumpsum investment of JM Equity Hybrid Fund – Direct (Annual-Bonus) based on your investment objective and risk tolerance.