JM Equity Hybrid Fund

Hybrid | Aggressive Hybrid Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹- ₹5,000 1.16 % 0★ ₹11 9 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹- ₹5,000 1.16 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹11 Cr 9 Years
Rating Fund Size Fund Age

Scheme Objective

To provide steady current income as well as long term growth of capital.

Scheme Performance

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 6.5% 20.6% 9.7% 9.7%
Category Average 3.9% 14.6% 11.9% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
7.56%
Axis Bank
5.4%
Infosys
5.24%
Reliance Industr
4.45%
REC Ltd
3.97%
Others
73.37%
Debt
21.31%
Banks
20.01%
Industrial Products
9.33%
Finance
7.34%
Petroleum Products
4.45%
Others
37.57%
Equity
75.87%
Reverse Repos
21.31%
Net Curr Ass/Net Receivables
2.82%
Others
0%

Fund House Details

JM Financial Mutual Fund

JM Equity Hybrid Fund

Fund Manager
Asit Bhandarkar

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.

Advance Ratio

0.01 0.85 0.72 0.03
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

JM Financial Mutual Fund
AUM:
3,256 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

You can invest in JM Equity Hybrid Fund 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 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"
The JM Equity Hybrid Fund has delivered 9.7% since inception
The NAV of JM Equity Hybrid Fund is ₹78.0 as of 30 January 2023.
The expense ratio of JM Equity Hybrid Fund is 1.16 % as of 30 January 2023.
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”.
Invest Now