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★ ₹10 8 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★ ₹10 Cr 8 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 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 11.5% 21.9% 11.7% 10.3%
Category Average 12.0% 17.0% 15.1% -

Scheme Allocation

Holding
Sector
Asset
TREPS
21.72%
HDFC Bank
5.69%
Infosys
5.56%
Axis Bank
5.45%
Reliance Industr
4.64%
Others
56.94%
Debt
21.72%
Banks
18.87%
Industrial Products
11.11%
Automobiles
5.02%
Petroleum Products
4.64%
Others
38.65%
Equity
75.36%
Reverse Repos
21.72%
Net Curr Ass/Net Receivables
2.92%

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 0.88 0.73 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

JM Financial Mutual Fund
AUM:
3,030 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 10.3% since inception
The NAV of JM Equity Hybrid Fund is ₹82.5 as of 30 November 2022.
The expense ratio of JM Equity Hybrid Fund is 1.16 % as of 30 November 2022.
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